WallStSmart

Invitation Homes Inc (INVH)vsIndependence Realty Trust Inc (IRT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Invitation Homes Inc generates 321% more annual revenue ($2.85B vs $677.16M). INVH leads profitability with a 23.2% profit margin vs 6.4%. IRT appears more attractively valued with a PEG of 4.57. INVH earns a higher WallStSmart Score of 68/100 (B-).

INVH

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 4.7Quality: 6.0
Piotroski: 5/9Altman Z: 0.80

IRT

Hold

41

out of 100

Grade: D

Growth: 3.3Profit: 4.5Value: 3.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.76
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INVHUndervalued (+2.3%)

Margin of Safety

+2.3%

Fair Value

$27.85

Current Price

$29.69

$1.84 discount

UndervaluedFair: $27.85Overvalued

Intrinsic value data unavailable for IRT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INVH4 strengths · Avg: 8.8/10
EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Profit MarginProfitability
23.2%9/10

Keeps 23 of every $100 in revenue as profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.1%8/10

Strong operational efficiency at 25.1%

IRT2 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Areas to Watch

INVH4 concerns · Avg: 2.8/10
P/E RatioValuation
27.8x4/10

Moderate valuation

Return on EquityProfitability
7.3%3/10

ROE of 7.3% — below average capital efficiency

PEG RatioValuation
12.922/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.802/10

Distress zone — elevated risk

IRT4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

Return on EquityProfitability
1.4%3/10

ROE of 1.4% — below average capital efficiency

Profit MarginProfitability
6.4%3/10

6.4% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : INVH

The strongest argument for INVH centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 23.2% and operating margin at 25.1%. Revenue growth of 10.1% demonstrates continued momentum.

Bull Case : IRT

The strongest argument for IRT centers on Price/Book, Debt/Equity.

Bear Case : INVH

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

Bear Case : IRT

The primary concerns for IRT are Revenue Growth, Return on Equity, Profit Margin. A P/E of 94.6x leaves little room for execution misses.

Key Dynamics to Monitor

INVH profiles as a mature stock while IRT is a value play — different risk/reward profiles.

IRT carries more volatility with a beta of 0.95 — expect wider price swings.

INVH is growing revenue faster at 10.1% — sustainability is the question.

INVH generates stronger free cash flow (270M), providing more financial flexibility.

Bottom Line

INVH scores higher overall (68/100 vs 41/100), backed by strong 23.2% margins and 10.1% revenue growth. Both earn "Strong 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.

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.

Independence Realty Trust Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Independence Realty Trust, Inc. (NYSE: IRT) is a real estate investment trust that owns and operates multi-family apartment properties in non-entry US markets, including Atlanta, Louisville, Memphis and Raleigh.

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