WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Invitation Homes Inc generates 313% more annual revenue ($2.78B vs $672.38M). INVH leads profitability with a 21.0% profit margin vs 7.2%. IRT appears more attractively valued with a PEG of 4.57. INVH earns a higher WallStSmart Score of 56/100 (C).

INVH

Buy

56

out of 100

Grade: C

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

IRT

Hold

41

out of 100

Grade: D

Growth: 3.3Profit: 4.5Value: 3.0Quality: 3.5
Piotroski: 3/9Altman Z: 0.76
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INVHUndervalued (+0.4%)

Margin of Safety

+0.4%

Fair Value

$27.31

Current Price

$30.53

$3.22 discount

UndervaluedFair: $27.31Overvalued

Intrinsic value data unavailable for IRT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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%

IRT1 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Areas to Watch

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
16.692/10

Expensive relative to growth rate

EPS GrowthGrowth
-3.7%2/10

Earnings declined 3.7%

IRT4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.3%4/10

2.3% revenue growth

Return on EquityProfitability
1.4%3/10

ROE of 1.4% — below average capital efficiency

Profit MarginProfitability
7.2%3/10

7.2% 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 Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 21.0% and operating margin at 24.3%.

Bull Case : IRT

The strongest argument for IRT centers on Price/Book.

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 83.8x 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 0.97 — 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.

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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