INVHNEUTRAL

INVH Return on Equity (ROE) Analysis

7.1%

Updated 153h ago·SEC filings & market data

Key Takeaway

With a return on equity (ROE) of 7.1%, INVH earns $0.071 of profit for every dollar of shareholder equity — a measure of how efficiently the company uses invested capital.

Sector Performance

27th percentile

INVH

7.1%

Sector Median

13.3%

Sector Avg

16.9%

Prior Period

6.2%(Jul 2026)

↑ Improving

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Deep Analysis

With a return on equity (ROE) of 7.1%, INVH earns $0.071 of profit for every dollar of shareholder equity — a measure of how efficiently the company uses invested capital.

That level sits well below the sector median of 13.4%, placing the firm in the 27th percentile among peers, meaning roughly three-quarters of comparable companies generate higher returns. Trend data is incomplete: the year-over-year change is not available, but the quarter-over-quarter change is +14.5%, and prior reported ROE was 6.2%. The low absolute return combined with a single positive quarterly tick suggests INHV is improving from a weak base, yet it still faces a considerable efficiency gap versus peers. This mix indicates moderate risk: upside if the quarterly momentum continues, but limited margin for error given the subpar profitability level. The metric supports the overall NEUTRAL verdict because the weak but improving ROE neither confirms a strong investment case nor signals deterioration.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about INVH?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

Who are INVH's closest peers by Return on Equity (ROE)?

The closest peers by Return on Equity (ROE) include: LOW (-67.1%), MAR (-69.0%), BMBL (-76.9%), WBA (-82.7%), NIO (-84.0%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.