INVH vs NWS

Comparison between Invitation Homes Inc (INVH, Company) and News Corp - Class B (NWS, Company).

INVH is from the Real Estate sector, while NWS is from the Communication Services sector.

5-Year PerformanceNWS has outperformed INVH, delivering a return of +4.9% compared to -0.9%

INVH vs NWS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INVH(COMPANY)	NWS(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	50.54%	55.10%
Sharpe Ratio	-0.68	-0.34
5Y Beta	0.42	0.77
Industry	Reit - Residential	Entertainment
P/E Ratio	29.65	34.68
Forward P/E	35.09	34.84
PEG Ratio	1.28	2.23
Dividend Yield	4.22%	0.66%
5Y Dividends CAGR	18.85%	24.57%
5Y EPS CAGR	21.63%	N/A
Debt to Equity	96.82%	23.16%
Free Cash Flow Yield	7.09%	4.41%
P/S Ratio	6.15	1.91
P/B Ratio	1.88	2.00

Market Cap

INVH

$17B

Winner

NWS

$17B

Max Drawdown

Winner

INVH

50.54%

NWS

55.10%

Sharpe Ratio

INVH

-0.68

Winner

NWS

-0.34

5Y Beta

Winner

INVH

0.42

NWS

0.77

Industry

INVH

Reit - Residential

NWS

Entertainment

P/E Ratio

Winner

INVH

29.65

NWS

34.68

Forward P/E

INVH

35.09

Winner

NWS

34.84

PEG Ratio

Winner

INVH

1.28

NWS

2.23

Dividend Yield

Winner

INVH

4.22%

NWS

0.66%

5Y Dividends CAGR

INVH

18.85%

Winner

NWS

24.57%

5Y EPS CAGR

INVH

21.63%

NWS

N/A

Debt to Equity

INVH

96.82%

Winner

NWS

23.16%

Free Cash Flow Yield

Winner

INVH

7.09%

NWS

4.41%

P/S Ratio

INVH

6.15

Winner

NWS

1.91

P/B Ratio

Winner

INVH

1.88

NWS

2.00

INVH vs NWS - Historical Returns

Returns include dividend reinvestment.

Period	INVH	NWS
1 month	+6.40%	+0.90%
3 months	+8.45%	+15.45%
6 months	+6.87%	+5.38%
1 year	-12.82%	-7.01%
5 years(CAGR)	-0.85%	+4.85%
10 years(CAGR)	+6.67%	+10.93%
Max(CAGR)	+6.67%	+6.35%

Winner

INVH

+6.40%

NWS

+0.90%

INVH

+8.45%

Winner

NWS

+15.45%

Winner

INVH

+6.87%

NWS

+5.38%

INVH

-12.82%

Winner

NWS

-7.01%

5Y(CAGR)

INVH

-0.85%

Winner

NWS

+4.85%

10Y(CAGR)

INVH

+6.67%

Winner

NWS

+10.93%

Max(CAGR)

Winner

INVH

+6.67%

NWS

+6.35%

INVH vs NWS - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	INVH	NWS
2026	+5.01%	+1.92%
2025	-8.13%	-1.81%
2024	-4.58%	+19.70%
2023	+21.23%	+40.62%
2022	-32.45%	-18.56%
2021	+61.66%	+26.36%
2020	+2.97%	+21.87%
2019	+55.21%	+26.78%
2018	-12.80%	-30.31%
2017	+19.02%	+39.89%
2016	N/A	-12.36%
2015	N/A	-6.09%
2014	N/A	-15.71%
2013	N/A	+14.81%

INVH vs NWS Drawdown Comparison

The maximum drawdown for INVH was -50.54%, occurring on Mar 23, 2020. Recovery took 279 trading sessions.

The maximum drawdown for NWS was -51.87%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.

The current INVH drawdown is -26.54%. The current NWS drawdown is -13.46%.

Rank	INVH	NWS
#1	-50.54% Feb 18, 2020 - Mar 26, 2021	-51.87% Jan 12, 2018 - Nov 11, 2020
#2	-38.45% Dec 31, 2021 - Mar 20, 2026	-40.26% May 27, 2021 - Dec 26, 2023
#3	-18.47% Sep 21, 2018 - Mar 14, 2019	-39.47% Nov 4, 2013 - Jan 11, 2018
#4	-14.73% Dec 15, 2017 - Sep 11, 2018	-26.84% Aug 22, 2025 - Feb 6, 2026
#5	-9.75% Sep 2, 2021 - Dec 6, 2021	-21.43% Feb 18, 2025 - Aug 22, 2025
#6	-7.31% Oct 21, 2019 - Jan 22, 2020	-12.00% Feb 29, 2024 - Jun 3, 2024
#7	-5.86% Aug 17, 2017 - Nov 10, 2017	-10.11% Jul 16, 2024 - Aug 30, 2024
#8	-5.02% Jun 2, 2017 - Aug 11, 2017	-8.84% Dec 3, 2024 - Feb 4, 2025
#9	-4.72% Jun 19, 2019 - Jul 9, 2019	-7.82% Aug 30, 2024 - Nov 5, 2024
#10	-4.63% Sep 3, 2019 - Sep 20, 2019	-7.62% Jul 8, 2013 - Jul 19, 2013
#11	-3.99% Jul 27, 2021 - Aug 30, 2021	-7.39% Dec 4, 2020 - Jan 6, 2021
#12	-3.83% Nov 10, 2017 - Dec 14, 2017	-7.26% Mar 16, 2021 - Apr 21, 2021
#13	-3.81% Apr 15, 2019 - Apr 26, 2019	-7.24% Apr 21, 2021 - May 11, 2021
#14	-3.79% Jun 10, 2021 - Jul 6, 2021	-6.35% Sep 24, 2013 - Oct 22, 2013
#15	-3.53% Jul 10, 2019 - Aug 16, 2019	-5.89% Jun 21, 2013 - Jul 8, 2013

Correlation

Correlation between INVH and NWS is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2015 - 2026)

INVH vs NWS dividend yield comparison.

Year	INVH	NWS
2026	1.04%	0.33%
2025	4.21%	0.67%
2024	3.53%	0.66%
2023	3.87%	0.78%
2022	2.97%	1.08%
2021	1.50%	0.89%
2020	2.02%	1.13%
2019	1.74%	1.38%
2018	2.19%	1.73%
2017	0.93%	1.20%
2016	0.00%	1.69%
2015	0.00%	0.72%