INVH vs PFGC

Comparison between Invitation Homes Inc (INVH, Company) and Performance Food Group Company (PFGC, Company).

INVH is from the Real Estate sector, while PFGC is from the Consumer Defensive sector.

5-Year PerformancePFGC has outperformed INVH, delivering a return of +18.4% compared to -2.6%

INVH vs PFGC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INVH(COMPANY)	PFGC(COMPANY)
Market Cap	$18B	$17B
Max Drawdown	50.54%	78.85%
Sharpe Ratio	-0.27	0.81
5Y Beta	0.38	0.77
Industry	Reit - Residential	Food Distribution
P/E Ratio	30.86	52.77
Forward P/E	36.10	23.75
PEG Ratio	1.33	0.66
Dividend Yield	3.98%	N/A
5Y Dividends CAGR	18.25%	N/A
5Y EPS CAGR	21.63%	N/A
Debt to Equity	96.82%	108.40%
Free Cash Flow Yield	6.81%	4.67%
P/S Ratio	6.35	0.28
P/B Ratio	1.94	3.71

Market Cap

Winner

INVH

$18B

PFGC

$17B

Max Drawdown

Winner

INVH

50.54%

PFGC

78.85%

Sharpe Ratio

INVH

-0.27

Winner

PFGC

0.81

5Y Beta

Winner

INVH

0.38

PFGC

0.77

Industry

INVH

Reit - Residential

PFGC

Food Distribution

P/E Ratio

Winner

INVH

30.86

PFGC

52.77

Forward P/E

INVH

36.10

Winner

PFGC

23.75

PEG Ratio

INVH

1.33

Winner

PFGC

0.66

Dividend Yield

INVH

3.98%

PFGC

N/A

5Y Dividends CAGR

INVH

18.25%

PFGC

N/A

5Y EPS CAGR

INVH

21.63%

PFGC

N/A

Debt to Equity

Winner

INVH

96.82%

PFGC

108.40%

Free Cash Flow Yield

Winner

INVH

6.81%

PFGC

4.67%

P/S Ratio

INVH

6.35

Winner

PFGC

0.28

P/B Ratio

Winner

INVH

1.94

PFGC

3.71

INVH vs PFGC - Historical Returns

Returns include dividend reinvestment.

Period	INVH	PFGC
1 month	+0.65%	+12.53%
3 months	+14.92%	+27.37%
6 months	+14.20%	+24.69%
1 year	-4.55%	+25.36%
5 years(CAGR)	-2.63%	+18.44%
10 years(CAGR)	+7.01%	+15.11%
Max(CAGR)	+7.01%	+17.92%

INVH

+0.65%

Winner

PFGC

+12.53%

INVH

+14.92%

Winner

PFGC

+27.37%

INVH

+14.20%

Winner

PFGC

+24.69%

INVH

-4.55%

Winner

PFGC

+25.36%

5Y(CAGR)

INVH

-2.63%

Winner

PFGC

+18.44%

10Y(CAGR)

INVH

+7.01%

Winner

PFGC

+15.11%

Max(CAGR)

INVH

+7.01%

Winner

PFGC

+17.92%

INVH vs PFGC - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	INVH	PFGC
2026	+9.17%	+28.75%
2025	-8.13%	+6.98%
2024	-4.58%	+21.17%
2023	+21.23%	+21.55%
2022	-32.45%	+25.87%
2021	+61.66%	-1.25%
2020	+2.97%	-7.71%
2019	+55.21%	+62.71%
2018	-12.80%	-3.96%
2017	+19.02%	+39.66%
2016	N/A	+7.10%
2015	N/A	+20.52%

INVH vs PFGC Drawdown Comparison

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

The maximum drawdown for PFGC was -78.85%, occurring on Mar 18, 2020. Recovery took 260 trading sessions.

The current INVH drawdown is -23.62%. The current PFGC drawdown is -1.85%.

Rank	INVH	PFGC
#1	-50.54% Feb 18, 2020 - Mar 26, 2021	-78.85% Feb 10, 2020 - Feb 22, 2021
#2	-38.45% Dec 31, 2021 - Mar 20, 2026	-34.96% Mar 12, 2021 - Nov 30, 2022
#3	-18.47% Sep 21, 2018 - Mar 14, 2019	-27.17% Jul 20, 2018 - Feb 13, 2019
#4	-14.73% Dec 15, 2017 - Sep 11, 2018	-26.70% Jul 26, 2016 - May 11, 2017
#5	-9.75% Sep 2, 2021 - Dec 6, 2021	-25.47% Sep 17, 2025 - Jun 26, 2026
#6	-7.31% Oct 21, 2019 - Jan 22, 2020	-21.24% Jan 30, 2025 - Jul 11, 2025
#7	-5.86% Aug 17, 2017 - Nov 10, 2017	-20.48% Mar 4, 2024 - Sep 23, 2024
#8	-5.02% Jun 2, 2017 - Aug 11, 2017	-19.13% Dec 17, 2015 - Apr 20, 2016
#9	-4.72% Jun 19, 2019 - Jul 9, 2019	-17.14% Jan 23, 2018 - May 9, 2018
#10	-4.63% Sep 3, 2019 - Sep 20, 2019	-15.41% Aug 18, 2023 - Nov 22, 2023
#11	-3.99% Jul 27, 2021 - Aug 30, 2021	-13.83% Feb 1, 2023 - Apr 28, 2023
#12	-3.83% Nov 10, 2017 - Dec 14, 2017	-12.65% May 5, 2016 - Jul 8, 2016
#13	-3.81% Apr 15, 2019 - Apr 26, 2019	-12.54% Apr 28, 2023 - Aug 17, 2023
#14	-3.79% Jun 10, 2021 - Jul 6, 2021	-11.26% Aug 22, 2019 - Nov 25, 2019
#15	-3.53% Jul 10, 2019 - Aug 16, 2019	-10.52% Jul 25, 2017 - Sep 6, 2017