Essex Property Trust Inc (ESS)vsInvitation Homes Inc (INVH)
ESS
Essex Property Trust Inc
$242.55
+0.98%
REAL ESTATE · Cap: $16.61B
INVH
Invitation Homes Inc
$24.39
-2.44%
REAL ESTATE · Cap: $14.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Invitation Homes Inc generates 40% more annual revenue ($2.72B vs $1.94B). ESS leads profitability with a 34.6% profit margin vs 21.6%. ESS appears more attractively valued with a PEG of 6.86. INVH earns a higher WallStSmart Score of 56/100 (C).
ESS
Buy53
out of 100
Grade: C-
INVH
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-279.1%
Fair Value
$68.95
Current Price
$242.54
$173.59 premium
Margin of Safety
-166.4%
Fair Value
$10.21
Current Price
$24.39
$14.18 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 32.9%
Reasonable price relative to book value
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.0%
Areas to Watch
3.2% revenue growth
Expensive relative to growth rate
Earnings declined 68.7%
Moderate valuation
4.3% revenue growth
2.4% earnings growth
ROE of 6.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : ESS
The strongest argument for ESS centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 34.6% and operating margin at 32.9%.
Bull Case : INVH
The strongest argument for INVH centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 27.0%.
Bear Case : ESS
The primary concerns for ESS are Revenue Growth, PEG Ratio, EPS Growth.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
INVH carries more volatility with a beta of 0.81 — expect wider price swings.
INVH is growing revenue faster at 4.3% — sustainability is the question.
ESS generates stronger free cash flow (195M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INVH scores higher overall (56/100 vs 53/100), backed by strong 21.6% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Essex Property Trust Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments, primarily on the West Coast of the United States.
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.
Compare with Other REIT - RESIDENTIAL Stocks
Want to dig deeper into these stocks?