INVH vs PX

Comparison between Invitation Homes Inc (INVH, Company) and P10, Inc. (PX, Company).

INVH is from the Real Estate sector, while PX is from the Financial Services sector.

5-Year PerformancePX has outperformed INVH, delivering a return of +8.2% compared to -2.2%

INVH vs PX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INVH(COMPANY)	PX(COMPANY)
Market Cap	$18B	$18B
Max Drawdown	50.54%	51.96%
Sharpe Ratio	0.12	0.59
5Y Beta	0.35	N/A
Industry	Reit - Residential	Asset Management
P/E Ratio	27.71	977.46
Forward P/E	36.23	8.06
PEG Ratio	1.17	3.68
Dividend Yield	3.91%	1.38%
5Y Dividends CAGR	18.25%	11.98%
5Y EPS CAGR	23.05%	N/A
Debt to Equity	94.17%	92.98%
Free Cash Flow Yield	6.66%	0.23%
P/S Ratio	6.36	N/A
P/B Ratio	1.95	N/A

Market Cap

INVH

$18B

Winner

$18B

Max Drawdown

Winner

INVH

50.54%

51.96%

Sharpe Ratio

INVH

0.12

Winner

0.59

5Y Beta

INVH

0.35

N/A

Industry

INVH

Reit - Residential

Asset Management

P/E Ratio

Winner

INVH

27.71

977.46

Forward P/E

INVH

36.23

Winner

8.06

PEG Ratio

Winner

INVH

1.17

3.68

Dividend Yield

Winner

INVH

3.91%

1.38%

5Y Dividends CAGR

Winner

INVH

18.25%

11.98%

5Y EPS CAGR

INVH

23.05%

N/A

Debt to Equity

INVH

94.17%

Winner

92.98%

Free Cash Flow Yield

Winner

INVH

6.66%

0.23%

P/S Ratio

INVH

6.36

N/A

P/B Ratio

INVH

1.95

N/A

INVH vs PX - Historical Returns

Returns include dividend reinvestment.

Period	INVH	PX
1 month	+1.17%	-2.59%
3 months	+6.73%	-0.01%
6 months	+17.86%	+8.95%
1 year	+4.78%	+13.89%
5 years(CAGR)	-2.24%	+8.19%
10 years(CAGR)	+7.24%	+12.45%
Max(CAGR)	+7.24%	+13.03%

Winner

INVH

+1.17%

-2.59%

Winner

INVH

+6.73%

-0.01%

Winner

INVH

+17.86%

+8.95%

INVH

+4.78%

Winner

+13.89%

5Y(CAGR)

INVH

-2.24%

Winner

+8.19%

10Y(CAGR)

INVH

+7.24%

Winner

+12.45%

Max(CAGR)

INVH

+7.24%

Winner

+13.03%

INVH vs PX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	INVH	PX
2026	+12.00%	N/A
2025	-8.13%	N/A
2024	-4.58%	N/A
2023	+21.23%	N/A
2022	-32.45%	N/A
2021	+61.66%	N/A
2020	+2.97%	N/A
2019	+55.21%	N/A
2018	-12.80%	+6.96%
2017	+19.02%	+35.49%
2016	N/A	+18.33%
2015	N/A	-19.22%
2014	N/A	+2.05%
2013	N/A	+17.88%
2012	N/A	+3.62%
2011	N/A	+14.54%
2010	N/A	+19.62%
2009	N/A	+32.28%
2008	N/A	-31.00%
2007	N/A	+50.90%
2006	N/A	+12.16%
2005	N/A	+22.22%
2004	N/A	+19.04%
2003	N/A	+30.73%
2002	N/A	+6.74%
2001	N/A	+30.08%
2000	N/A	-9.48%
1999	N/A	+8.97%

INVH vs PX Drawdown Comparison

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

The maximum drawdown for PX was -51.75%, occurring on Nov 20, 2008. Recovery took 617 trading sessions.

The current INVH drawdown is -21.65%. The current PX drawdown is -2.68%.

Rank	INVH	PX
#1	-50.54% Feb 18, 2020 - Mar 26, 2021	-51.75% Jun 23, 2008 - Dec 2, 2010
#2	-38.45% Dec 31, 2021 - Mar 20, 2026	-41.37% Jan 11, 2000 - May 17, 2001
#3	-18.47% Sep 21, 2018 - Mar 14, 2019	-30.45% May 17, 2001 - Dec 5, 2001
#4	-14.73% Dec 15, 2017 - Sep 11, 2018	-26.09% Jun 6, 2014 - May 4, 2017
#5	-9.75% Sep 2, 2021 - Dec 6, 2021	-24.42% Mar 11, 2002 - Jan 6, 2003
#6	-7.31% Oct 21, 2019 - Jan 22, 2020	-20.10% Jul 7, 2011 - Jan 18, 2012
#7	-5.86% Aug 17, 2017 - Nov 10, 2017	-18.30% Dec 26, 2007 - Apr 18, 2008
#8	-5.02% Jun 2, 2017 - Aug 11, 2017	-15.22% Jan 6, 2003 - May 30, 2003
#9	-4.72% Jun 19, 2019 - Jul 9, 2019	-13.78% Jan 26, 2018 - Jul 6, 2018
#10	-4.63% Sep 3, 2019 - Sep 20, 2019	-13.48% Aug 8, 2007 - Sep 19, 2007
#11	-3.99% Jul 27, 2021 - Aug 30, 2021	-11.87% Apr 27, 2012 - Apr 29, 2013
#12	-3.83% Nov 10, 2017 - Dec 14, 2017	-11.79% Jan 4, 2002 - Jan 25, 2002
#13	-3.81% Apr 15, 2019 - Apr 26, 2019	-10.66% Dec 3, 2004 - Mar 3, 2005
#14	-3.79% Jun 10, 2021 - Jul 6, 2021	-10.36% Aug 3, 2005 - Nov 18, 2005
#15	-3.53% Jul 10, 2019 - Aug 16, 2019	-10.25% Apr 11, 2005 - Jun 21, 2005

Correlation

Correlation between INVH and PX is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (1999 - 2026)

INVH vs PX dividend yield comparison.

Year	INVH	PX
2026	1.98%	0.00%
2025	4.21%	0.00%
2024	3.53%	0.00%
2023	3.87%	0.00%
2022	2.97%	0.00%
2021	1.50%	0.00%
2020	2.02%	0.00%
2019	1.74%	0.00%
2018	2.19%	1.50%
2017	0.93%	2.04%
2016	0.00%	2.56%
2015	0.00%	2.79%
2014	0.00%	2.01%
2013	0.00%	1.85%
2012	0.00%	2.01%
2011	0.00%	1.87%
2010	0.00%	1.89%
2009	0.00%	2.50%
2008	0.00%	2.53%
2007	0.00%	1.35%
2006	0.00%	1.69%
2005	0.00%	1.36%
2004	0.00%	1.36%
2003	0.00%	1.20%
2002	0.00%	1.32%
2001	0.00%	1.23%
2000	0.00%	1.40%
1999	0.00%	0.28%