PX vs INVH

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

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

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

PX vs INVH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

$18B

INVH

$18B

Max Drawdown

51.96%

Winner

INVH

50.54%

Sharpe Ratio

Winner

0.59

INVH

0.12

5Y Beta

N/A

INVH

0.35

Industry

Asset Management

INVH

Reit - Residential

P/E Ratio

977.46

Winner

INVH

27.71

Forward P/E

Winner

8.06

INVH

36.23

PEG Ratio

3.68

Winner

INVH

1.17

Dividend Yield

1.38%

Winner

INVH

3.91%

5Y Dividends CAGR

11.98%

Winner

INVH

18.25%

5Y EPS CAGR

N/A

INVH

23.05%

Debt to Equity

Winner

92.98%

INVH

94.17%

Free Cash Flow Yield

0.23%

Winner

INVH

6.66%

P/S Ratio

N/A

INVH

6.36

P/B Ratio

N/A

INVH

1.95

PX vs INVH - Historical Returns

Returns include dividend reinvestment.

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

-2.59%

Winner

INVH

+1.17%

-0.01%

Winner

INVH

+6.73%

+8.95%

Winner

INVH

+17.86%

Winner

+13.89%

INVH

+4.78%

5Y(CAGR)

Winner

+8.19%

INVH

-2.24%

10Y(CAGR)

Winner

+12.45%

INVH

+7.24%

Max(CAGR)

Winner

+13.03%

INVH

+7.24%

PX vs INVH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

PX vs INVH Drawdown Comparison

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

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

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

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

Correlation

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

0.70

-101

Dividend Comparison (1999 - 2026)

PX vs INVH dividend yield comparison.

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