COMP <GO>
INVH vs JPM // EV/EBITDA & P/E VALUATION
Invitation Homes Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: INVH 4
— JPM 10
▲ EV/EBITDA & P/E VALUATION LEADER: JPM
LAST: $26.56 (-0.30%) • MKT CAP: $15.73B
valuation
23.6x
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (INVH VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | INVH | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.30% | 17.37% | -13.07 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 23.6x | 9.7x | +13.93 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 6.89% | -18.14% | +25.03 | INVH | /fcf-yield <GO> |
| Operating Margin | 26.30% | 42.07% | -15.77 | JPM | /operating-margins <GO> |
| Net Profit Margin | 21.50% | 32.63% | -11.13 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 4.20% | 13.53% | -9.33 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.53% | 1.96% | +2.57 | INVH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.44 | 0.37 | +1.07 | INVH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | INVH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 4.84% | +1.86 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.5 | 49.0 | -6.50 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 1.00 | -0.07 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.9x | 13.6x | +11.33 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.73B | $895.92B | -$880.18B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | INVH REV | JPM REV | INVH GROSS % | JPM GROSS % | INVH FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.73B | $182.45B | 44.0% | — | $1.08B | -$147.78B |
| FY 2024 | $2.62B | $177.56B | 44.0% | — | $964.0M | -$42.01B |
| FY 2023 | $2.43B | $158.10B | 44.0% | — | $997.6M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
INVH // BETA 0.93
JPM // BETA 1.00