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WES vs INVH

Comparison between Western Midstream Partners LP (WES, Company) and Invitation Homes Inc (INVH, Company).

WES is from the Energy sector, while INVH is from the Real Estate sector.

5-Year PerformanceWES has outperformed INVH, delivering a return of +26.2% compared to -1.0%

WES vs INVH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WES
$18B
INVH
$17B
Max Drawdown
WES
95.31%
Winner
INVH
50.54%
Sharpe Ratio
Winner
WES
1.19
INVH
-0.36
5Y Beta
WES
0.49
Winner
INVH
0.41
Industry
WES
Oil & Gas Midstream
INVH
Reit - Residential
P/E Ratio
Winner
WES
14.16
INVH
30.65
Forward P/E
Winner
WES
14.51
INVH
35.46
PEG Ratio
WES
5.48
Winner
INVH
1.32
Dividend Yield
Winner
WES
8.12%
INVH
4.00%
5Y Dividends CAGR
Winner
WES
29.64%
INVH
18.85%
5Y EPS CAGR
WES
6.49%
Winner
INVH
21.63%
Debt to Equity
WES
N/A
INVH
96.82%
Free Cash Flow Yield
Winner
WES
12.33%
INVH
6.86%
P/S Ratio
Winner
WES
4.33
INVH
6.27
P/B Ratio
WES
5.21
Winner
INVH
1.92

WES vs INVH - Historical Returns

Returns include dividend reinvestment.

1M
WES
+3.74%
Winner
INVH
+4.89%
3M
WES
+7.49%
Winner
INVH
+15.11%
6M
Winner
WES
+15.97%
INVH
+13.31%
1Y
Winner
WES
+28.98%
INVH
-4.87%
5Y(CAGR)
Winner
WES
+26.18%
INVH
-1.00%
10Y(CAGR)
Winner
WES
+8.73%
INVH
+7.14%
Max(CAGR)
Winner
WES
+10.75%
INVH
+7.14%

WES vs INVH - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearWESINVH
2026+16.76%+9.72%
2025+10.41%-8.13%
2024+46.19%-4.58%
2023+24.43%+21.23%
2022+27.62%-32.45%
2021+67.66%+61.66%
2020-21.67%+2.97%
2019-24.00%+55.21%
2018-24.12%-12.80%
2017-11.33%+19.02%
2016+19.68%N/A
2015-41.07%N/A
2014+53.83%N/A
2013+26.86%N/A
2012+7.93%N/A

WES vs INVH Drawdown Comparison

The maximum drawdown for WES was -93.65%, occurring on Apr 2, 2020. Recovery took 2215 trading sessions.

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

The current WES drawdown is -6.25%. The current INVH drawdown is -23.24%.

RankWESINVH
#1-93.65%
May 8, 2015 - Feb 27, 2024
-50.54%
Feb 18, 2020 - Mar 26, 2021
#2-18.52%
Nov 19, 2014 - Apr 29, 2015
-38.45%
Dec 31, 2021 - Mar 20, 2026
#3-16.66%
Jan 21, 2025 - Jul 29, 2025
-18.47%
Sep 21, 2018 - Mar 14, 2019
#4-16.43%
Jul 15, 2013 - Nov 25, 2013
-14.73%
Dec 15, 2017 - Sep 11, 2018
#5-15.72%
Jun 30, 2014 - Oct 29, 2014
-9.75%
Sep 2, 2021 - Dec 6, 2021
#6-12.73%
Nov 29, 2013 - Feb 28, 2014
-7.31%
Oct 21, 2019 - Jan 22, 2020
#7-12.59%
Jul 22, 2024 - Jan 15, 2025
-5.86%
Aug 17, 2017 - Nov 10, 2017
#8-10.44%
May 13, 2013 - Jun 26, 2013
-5.02%
Jun 2, 2017 - Aug 11, 2017
#9-9.42%
May 19, 2026 - May 29, 2026
-4.72%
Jun 19, 2019 - Jul 9, 2019
#10-8.68%
Feb 18, 2026 - May 7, 2026
-4.63%
Sep 3, 2019 - Sep 20, 2019
#11-7.79%
Feb 7, 2013 - Apr 29, 2013
-3.99%
Jul 27, 2021 - Aug 30, 2021
#12-7.61%
Aug 6, 2025 - Nov 11, 2025
-3.83%
Nov 10, 2017 - Dec 14, 2017
#13-5.57%
May 20, 2024 - Jun 10, 2024
-3.81%
Apr 15, 2019 - Apr 26, 2019
#14-5.50%
Apr 3, 2024 - May 3, 2024
-3.79%
Jun 10, 2021 - Jul 6, 2021
#15-4.78%
Jun 27, 2013 - Jul 11, 2013
-3.53%
Jul 10, 2019 - Aug 16, 2019

Correlation

Correlation between WES and INVH is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36
-101

Dividend Comparison (2013 - 2026)

WES vs INVH dividend yield comparison.

YearWESINVH
20264.15%1.00%
20259.13%4.21%
20248.33%3.53%
20238.52%3.87%
20226.80%2.97%
20215.69%1.50%
202011.25%2.02%
201912.45%1.74%
20188.28%2.19%
20175.43%0.93%
20164.03%0.00%
20153.86%0.00%
20141.73%0.00%
20131.58%0.00%

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