INVH (Invitation Homes) ROA %: 3.44% (As of Mar. 2026) — 167% Above Median


INVH Invitation Homes Inc INVH
83 GF Score
Price $30.46
GF Value $36.98
Valuation Modestly Undervalued
! 7 Warning Signs
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What is Invitation Homes ROA %?

Invitation Homes INVH +1.84% 83 ROA % is 3.44% as of Mar. 2026, which is 167% above its 10-year median of 1.29. GuruFocus rates INVH with a GF Score™ of 83/100 and a GF Value™ of $36.98 (Modestly Undervalued). The stock has 7 warning signs investors should review. Among 938 REITs companies, Invitation Homes ranks worse than 51.6% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Invitation Homes's annualized Net Income for the quarter that ended in Mar. 2026 was $642 Mil. Invitation Homes's average Total Assets over the quarter that ended in Mar. 2026 was $18,691 Mil. Therefore, Invitation Homes's annualized ROA % for the quarter that ended in Mar. 2026 was 3.44%.

The historical rank and industry rank for Invitation Homes's ROA % or its related term are showing as below:

INVH' s ROA % Range Over the Past 10 Years
Min: -0.8   Med: 1.29   Max: 3.15
Current: 3.12

During the past 12 years, Invitation Homes's highest ROA % was 3.15%. The lowest was -0.80%. And the median was 1.29%.

INVH's ROA % is ranked worse than
51.6% of 938 companies
in the REITs industry
Industry Median: 3.22 vs INVH: 3.12

Invitation Homes  (NYSE:INVH) ROA % Explanation

ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A bank’s ROA % is typically well under 2%.

Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:

ROA %(Q: Mar. 2026 )
=Net Income/Total Assets
=642.032/18690.7155
=(Net Income / Revenue)*(Revenue / Total Assets)
=(642.032 / 2936.448)*(2936.448 / 18690.7155)
=Net Margin %*Asset Turnover
=21.86 %*0.1571
=3.44 %

Note: The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.

E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.


Invitation Homes ROA % Related Terms


Invitation Homes ROA % Historical Data

* Premium members only.

The historical data trend for Invitation Homes's ROA % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Invitation Homes ROA % Chart

Invitation Homes Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.45 2.07 2.75 2.39 3.15

Invitation Homes Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 3.56 3.03 2.92 3.09 3.44

INVH vs ESS, SUI, MAA: ROA % Comparison

For the REIT - Residential subindustry, Invitation Homes's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Invitation Homes ROA % vs REITs Industry

For the REITs industry and Real Estate sector, Invitation Homes's ROA % distribution charts can be found below:

* The bar in red indicates where Invitation Homes's ROA % falls into.


INVH
83GF Score
Invitation Homes Inc INVH
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Invitation Homes ROA % Calculation

Invitation Homes's annualized ROA % for the fiscal year that ended in Dec. 2025 is calculated as:

ROA %=Net Income (A: Dec. 2025 )/( (Total Assets (A: Dec. 2024 )+Total Assets (A: Dec. 2025 ))/ count )
=587.924/( (18700.951+18680.29)/ 2 )
=587.924/18690.6205
=3.15 %

Invitation Homes's annualized ROA % for the quarter that ended in Mar. 2026 is calculated as:

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Dec. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=642.032/( (18680.29+18701.141)/ 2 )
=642.032/18690.7155
=3.44 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is four times the quarterly (Mar. 2026) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 3.44% mean?
Invitation Homes (INVH) has a ROA % of 3.44% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Invitation Homes and its competitors. This is 167% above median its historical median of 1.29. According to the industry distribution chart, Invitation Homes ranks #484 out of 938 companies in the REITs industry, placing it in the top 51.6%.
Is Invitation Homes' ROA % too high?
Invitation Homes' current ROA % of 3.44% is 167% above median its 10-year median of 1.29. The REITs industry median ROA % is 3.22. Invitation Homes' value of 3.44% is 6.8% above this industry median. Based on the distribution chart, Invitation Homes ranks #484 out of 938 companies in the REITs industry, which is below the industry midpoint. Overall, Invitation Homes has a GF Score™ of 83/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Invitation Homes' ROA % compare to ESS and SUI?
According to the REITs industry distribution chart, Invitation Homes ranks #484 out of 938 companies for ROA %. This places Invitation Homes in the lower half of its industry. The industry median ROA % is 3.22. Invitation Homes' value of 3.44% is 6.8% above this benchmark. While the company's 10-year median is 1.29 vs. the industry median of 3.22, Invitation Homes has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for a REITs company?
The median ROA % among REITs companies is 3.22, based on 938 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invitation Homes's current ROA % of 3.44% is 6.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Invitation Homes and its competitors. For the REITs industry, the median ROA % is 3.22 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invitation Homes's current ROA % is 3.44%, which is 167% above median its own 10-year median of 1.29. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invitation Homes stock overvalued right now?
Based on GuruFocus' analysis, Invitation Homes (INVH) is currently considered Modestly Undervalued. The stock's GF Value™ is $36.98, compared to a current price of $30.46 — trading 17.6% below its estimated fair value. The current ROA % is 3.44%, which is 167% above median its 10-year median of 1.29 and 6.8% above the REITs industry median of 3.22. Invitation Homes' overall GF Score™ is 83/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Invitation Homes (INVH), the current ROA % is 3.44% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Invitation Homes (INVH) Overvalued in 2026?

Based on GuruFocus' analysis, Invitation Homes stock appears to be undervalued. The current stock price of $30.46 is trading 17.6% below its estimated GF Value™ of $36.98. GuruFocus considers Invitation Homes to be Modestly Undervalued.

Key valuation signals for INVH:

  • ROA %: 3.44% (167% above median its 10-year median of 1.29)
  • GF Value™: $36.98 vs. price of $30.46 (17.6% below fair value)
  • GF Score™: 83/100 with 7 warning signs
  • Industry Position: 6.8% above the REITs median (#484 of 938)

No single metric tells the full story. See the INVH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Invitation Homes Business Description

Industry Real EstateREITs
Other Exchanges 4IV:GermanyI2NV34:Brazil
Address 5420 LBJ Freeway, Suite 600, Dallas, TX, USA, 75240
Invitation Homes owns a portfolio of over 86,000 single-family rental homes. The company focuses on owning homes in the starter and move-up segments of the housing market with an average sale price of around $350,000 and generally less than 1,800 square feet. The portfolio is spread across 17 target markets that feature high employment and household formation growth, with over 70% of the portfolio in the Western US and Florida; 15 of the 17 markets feature average rents lower than homeownership costs.
83GF Score

Get the complete analysis for INVH

ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$30.46
Price
$36.98
GF Value