WMG vs INVH

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

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

5-Year PerformanceWMG has outperformed INVH, delivering a return of +2.2% compared to -0.6%

WMG vs INVH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WMG(COMPANY)	INVH(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	54.88%	50.54%
Sharpe Ratio	1.00	-0.53
5Y Beta	0.62	0.42
Industry	Entertainment	Reit - Residential
P/E Ratio	59.25	30.39
Forward P/E	18.80	35.46
PEG Ratio	0.70	1.31
Dividend Yield	2.19%	4.06%
5Y Dividends CAGR	31.12%	18.85%
5Y EPS CAGR	N/A	21.63%
Debt to Equity	639.43%	96.82%
Free Cash Flow Yield	4.21%	6.92%
P/S Ratio	2.48	6.23
P/B Ratio	24.24	1.91

Market Cap

WMG

$17B

Winner

INVH

$17B

Max Drawdown

WMG

54.88%

Winner

INVH

50.54%

Sharpe Ratio

Winner

WMG

1.00

INVH

-0.53

5Y Beta

WMG

0.62

Winner

INVH

0.42

Industry

WMG

Entertainment

INVH

Reit - Residential

P/E Ratio

WMG

59.25

Winner

INVH

30.39

Forward P/E

Winner

WMG

18.80

INVH

35.46

PEG Ratio

Winner

WMG

0.70

INVH

1.31

Dividend Yield

WMG

2.19%

Winner

INVH

4.06%

5Y Dividends CAGR

Winner

WMG

31.12%

INVH

18.85%

5Y EPS CAGR

WMG

N/A

INVH

21.63%

Debt to Equity

WMG

639.43%

Winner

INVH

96.82%

Free Cash Flow Yield

WMG

4.21%

Winner

INVH

6.92%

P/S Ratio

Winner

WMG

2.48

INVH

6.23

P/B Ratio

WMG

24.24

Winner

INVH

1.91

WMG vs INVH - Historical Returns

Returns include dividend reinvestment.

Period	WMG	INVH
1 month	+18.46%	+9.78%
3 months	+21.87%	+15.53%
6 months	+13.87%	+6.33%
1 year	+36.60%	-7.73%
5 years(CAGR)	+2.16%	-0.65%
10 years(CAGR)	N/A	+6.87%
Max(CAGR)	+4.44%	+6.87%

Winner

WMG

+18.46%

INVH

+9.78%

Winner

WMG

+21.87%

INVH

+15.53%

Winner

WMG

+13.87%

INVH

+6.33%

Winner

WMG

+36.60%

INVH

-7.73%

5Y(CAGR)

Winner

WMG

+2.16%

INVH

-0.65%

10Y(CAGR)

WMG

N/A

INVH

+6.87%

Max(CAGR)

WMG

+4.44%

Winner

INVH

+6.87%

WMG vs INVH - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	WMG	INVH
2026	+14.80%	+6.94%
2025	+0.36%	-8.13%
2024	-11.54%	-4.58%
2023	+3.44%	+21.23%
2022	-16.76%	-32.45%
2021	+18.81%	+61.66%
2020	+27.17%	+2.97%
2019	N/A	+55.21%
2018	N/A	-12.80%
2017	N/A	+19.02%

WMG vs INVH Drawdown Comparison

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

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

The current WMG drawdown is -22.69%. The current INVH drawdown is -25.19%.

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