COMP <GO>
INVH vs BRK-B // EV/EBITDA & P/E VALUATION
Invitation Homes Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: INVH 5
— BRK-B 9
▲ EV/EBITDA & P/E VALUATION LEADER: BRK-B
LAST: $26.56 (-0.30%) • MKT CAP: $15.73B
valuation
23.6x
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (INVH VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | INVH | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.30% | 11.47% | -7.17 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 23.6x | 9.7x | +13.92 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 6.89% | 2.09% | +4.80 | INVH | /fcf-yield <GO> |
| Operating Margin | 26.30% | 27.80% | -1.50 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 21.50% | 22.30% | -0.80 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 4.20% | 3.93% | +0.27 | INVH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.53% | 0.00% | +4.53 | INVH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.44 | 2.85 | -1.41 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 4/9 | +5.00 | INVH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 3.55% | +3.15 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.5 | 66.8 | -24.27 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 0.61 | +0.32 | INVH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.9x | 24.3x | +0.56 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.73B | $1.16T | -$1.14T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | INVH REV | BRK-B REV | INVH GROSS % | BRK-B GROSS % | INVH FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.73B | $371.44B | 44.0% | — | $1.08B | $25.04B |
| FY 2024 | $2.62B | $371.43B | 44.0% | — | $964.0M | $11.62B |
| FY 2023 | $2.43B | $364.48B | 44.0% | — | $997.6M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
INVH // BETA 0.93
BRK-B // BETA 0.61