WallStSmart

Apartment Investment and Management Co (AIV)vsInvitation Homes Inc (INVH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Invitation Homes Inc generates 1907% more annual revenue ($2.78B vs $138.49M). AIV leads profitability with a 400.0% profit margin vs 21.0%. INVH appears more attractively valued with a PEG of 12.92. INVH earns a higher WallStSmart Score of 56/100 (C).

AIV

Hold

41

out of 100

Grade: D

Growth: 2.0Profit: 6.0Value: 3.3Quality: 4.0
Piotroski: 4/9Altman Z: 0.60

INVH

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 6.0Value: 4.0Quality: 4.0
Piotroski: 5/9Altman Z: 0.80
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AIVSignificantly Overvalued (-57.2%)

Margin of Safety

-57.2%

Fair Value

$3.76

Current Price

$3.03

$0.73 premium

UndervaluedFair: $3.76Overvalued
INVHUndervalued (+0.7%)

Margin of Safety

+0.7%

Fair Value

$27.40

Current Price

$30.04

$2.64 discount

UndervaluedFair: $27.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIV3 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Return on EquityProfitability
78.5%10/10

Every $100 of equity generates 78 in profit

Profit MarginProfitability
400.0%10/10

Keeps 400 of every $100 in revenue as profit

INVH3 strengths · Avg: 8.3/10
Profit MarginProfitability
21.0%9/10

Keeps 21 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

Areas to Watch

AIV4 concerns · Avg: 2.3/10
Market CapQuality
$615.70M3/10

Smaller company, higher risk/reward

PEG RatioValuation
839.322/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.9%2/10

Revenue declined 3.9%

EPS GrowthGrowth
-63.2%2/10

Earnings declined 63.2%

INVH4 concerns · Avg: 2.8/10
P/E RatioValuation
31.2x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.4%3/10

ROE of 6.4% — below average capital efficiency

PEG RatioValuation
12.922/10

Expensive relative to growth rate

EPS GrowthGrowth
-3.7%2/10

Earnings declined 3.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : AIV

The strongest argument for AIV centers on Price/Book, Return on Equity, Profit Margin. Profitability is solid with margins at 400.0% and operating margin at -84.6%.

Bull Case : INVH

The strongest argument for INVH centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 21.0% and operating margin at 24.3%.

Bear Case : AIV

The primary concerns for AIV are Market Cap, PEG Ratio, Revenue Growth.

Bear Case : INVH

The primary concerns for INVH are P/E Ratio, Return on Equity, PEG Ratio.

Key Dynamics to Monitor

AIV profiles as a declining stock while INVH is a mature play — different risk/reward profiles.

AIV carries more volatility with a beta of 1.20 — expect wider price swings.

INVH is growing revenue faster at 9.2% — sustainability is the question.

INVH generates stronger free cash flow (236M), providing more financial flexibility.

Bottom Line

INVH scores higher overall (56/100 vs 41/100), backed by strong 21.0% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Apartment Investment and Management Co

REAL ESTATE · REIT - RESIDENTIAL · USA

Aimco is a Real Estate Investment Trust focused on property development, redevelopment, and various other value-creating investment strategies targeting the US multi-family market.

Invitation Homes Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Invitation Homes is the nation's leading single-family home leasing company, meeting changing lifestyle demands by providing access to high-quality, renovated homes with valuable features like proximity to jobs and access to good schools.

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