INVH vs WMG

Comparison between Invitation Homes Inc (INVH, Company) and Warner Music Group Corp - Class A (WMG, Company).

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

5-Year PerformanceWMG has outperformed INVH, delivering a return of +2.0% compared to -0.9%

INVH vs WMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INVH(COMPANY)	WMG(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	50.54%	54.88%
Sharpe Ratio	-0.68	0.87
5Y Beta	0.42	0.62
Industry	Reit - Residential	Entertainment
P/E Ratio	29.65	57.10
Forward P/E	35.09	22.22
PEG Ratio	1.28	0.88
Dividend Yield	4.22%	2.29%
5Y Dividends CAGR	18.85%	31.12%
5Y EPS CAGR	21.63%	N/A
Debt to Equity	96.82%	639.43%
Free Cash Flow Yield	7.09%	4.37%
P/S Ratio	6.15	2.39
P/B Ratio	1.88	23.58

Market Cap

Winner

INVH

$17B

WMG

$17B

Max Drawdown

Winner

INVH

50.54%

WMG

54.88%

Sharpe Ratio

INVH

-0.68

Winner

WMG

0.87

5Y Beta

Winner

INVH

0.42

WMG

0.62

Industry

INVH

Reit - Residential

WMG

Entertainment

P/E Ratio

Winner

INVH

29.65

WMG

57.10

Forward P/E

INVH

35.09

Winner

WMG

22.22

PEG Ratio

INVH

1.28

Winner

WMG

0.88

Dividend Yield

Winner

INVH

4.22%

WMG

2.29%

5Y Dividends CAGR

INVH

18.85%

Winner

WMG

31.12%

5Y EPS CAGR

INVH

21.63%

WMG

N/A

Debt to Equity

Winner

INVH

96.82%

WMG

639.43%

Free Cash Flow Yield

Winner

INVH

7.09%

WMG

4.37%

P/S Ratio

INVH

6.15

Winner

WMG

2.39

P/B Ratio

Winner

INVH

1.88

WMG

23.58

INVH vs WMG - Historical Returns

Returns include dividend reinvestment.

Period	INVH	WMG
1 month	+6.40%	+14.25%
3 months	+8.45%	+18.15%
6 months	+6.87%	+16.67%
1 year	-12.82%	+29.33%
5 years(CAGR)	-0.85%	+1.99%
10 years(CAGR)	+6.67%	N/A
Max(CAGR)	+6.67%	+4.37%

INVH

+6.40%

Winner

WMG

+14.25%

INVH

+8.45%

Winner

WMG

+18.15%

INVH

+6.87%

Winner

WMG

+16.67%

INVH

-12.82%

Winner

WMG

+29.33%

5Y(CAGR)

INVH

-0.85%

Winner

WMG

+1.99%

10Y(CAGR)

INVH

+6.67%

WMG

N/A

Max(CAGR)

Winner

INVH

+6.67%

WMG

+4.37%

INVH vs WMG - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	INVH	WMG
2026	+5.01%	+14.27%
2025	-8.13%	+0.36%
2024	-4.58%	-11.54%
2023	+21.23%	+3.44%
2022	-32.45%	-16.76%
2021	+61.66%	+18.81%
2020	+2.97%	+27.17%
2019	+55.21%	N/A
2018	-12.80%	N/A
2017	+19.02%	N/A

INVH vs WMG Drawdown Comparison

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

The maximum drawdown for WMG was -54.04%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

The current INVH drawdown is -26.54%. The current WMG drawdown is -23.04%.

Rank	INVH	WMG
#1	-50.54% Feb 18, 2020 - Mar 26, 2021	-54.04% Oct 28, 2021 - Oct 10, 2022
#2	-38.45% Dec 31, 2021 - Mar 20, 2026	-19.83% Jun 19, 2020 - Dec 9, 2020
#3	-18.47% Sep 21, 2018 - Mar 14, 2019	-17.91% Feb 10, 2021 - Apr 27, 2021
#4	-14.73% Dec 15, 2017 - Sep 11, 2018	-14.36% Apr 27, 2021 - Sep 8, 2021
#5	-9.75% Sep 2, 2021 - Dec 6, 2021	-9.42% Jan 22, 2021 - Feb 10, 2021
#6	-7.31% Oct 21, 2019 - Jan 22, 2020	-8.76% Sep 21, 2021 - Oct 8, 2021
#7	-5.86% Aug 17, 2017 - Nov 10, 2017	-8.18% Dec 23, 2020 - Jan 20, 2021
#8	-5.02% Jun 2, 2017 - Aug 11, 2017	-6.28% Jun 9, 2020 - Jun 15, 2020
#9	-4.72% Jun 19, 2019 - Jul 9, 2019	-2.78% Sep 17, 2021 - Sep 21, 2021
#10	-4.63% Sep 3, 2019 - Sep 20, 2019	-2.16% Dec 10, 2020 - Dec 17, 2020
#11	-3.99% Jul 27, 2021 - Aug 30, 2021	-1.72% Sep 14, 2021 - Sep 17, 2021
#12	-3.83% Nov 10, 2017 - Dec 14, 2017	-0.87% Oct 20, 2021 - Oct 27, 2021
#13	-3.81% Apr 15, 2019 - Apr 26, 2019	-0.80% Oct 14, 2021 - Oct 18, 2021
#14	-3.79% Jun 10, 2021 - Jul 6, 2021	-0.60% Jun 3, 2020 - Jun 8, 2020
#15	-3.53% Jul 10, 2019 - Aug 16, 2019	-0.34% Jun 15, 2020 - Jun 17, 2020