WallStSmart

Invitation Homes Inc (INVH)vsSun Communities Inc (SUI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Invitation Homes Inc generates 19% more annual revenue ($2.78B vs $2.34B). SUI leads profitability with a 59.7% profit margin vs 21.0%. SUI appears more attractively valued with a PEG of 8.16. INVH earns a higher WallStSmart Score of 56/100 (C).

INVH

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 6.0Value: 4.7Quality: 4.8
Piotroski: 4/9Altman Z: 0.81

SUI

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 6.0Value: 5.7Quality: 5.0
Piotroski: 3/9Altman Z: 0.30
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INVHUndervalued (+26.6%)

Margin of Safety

+26.6%

Fair Value

$37.06

Current Price

$27.93

$9.13 discount

UndervaluedFair: $37.06Overvalued
SUIUndervalued (+44.8%)

Margin of Safety

+44.8%

Fair Value

$231.34

Current Price

$120.41

$110.93 discount

UndervaluedFair: $231.34Overvalued

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
1.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

SUI2 strengths · Avg: 9.0/10
Profit MarginProfitability
59.7%10/10

Keeps 60 of every $100 in revenue as profit

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

INVH4 concerns · Avg: 2.8/10
P/E RatioValuation
30.4x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

PEG RatioValuation
12.922/10

Expensive relative to growth rate

EPS GrowthGrowth
-3.7%2/10

Earnings declined 3.7%

SUI4 concerns · Avg: 2.5/10
Return on EquityProfitability
0.3%3/10

ROE of 0.3% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
8.162/10

Expensive relative to growth rate

EPS GrowthGrowth
-97.1%2/10

Earnings declined 97.1%

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 : SUI

The strongest argument for SUI centers on Profit Margin, Price/Book. Profitability is solid with margins at 59.7% and operating margin at 13.4%.

Bear Case : INVH

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

Bear Case : SUI

The primary concerns for SUI are Return on Equity, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

INVH carries more volatility with a beta of 0.86 — expect wider price swings.

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

SUI generates stronger free cash flow (269M), providing more financial flexibility.

Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

INVH scores higher overall (56/100 vs 48/100), backed by strong 21.0% margins. SUI offers better value entry with a 44.8% margin of safety. 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.

Sun Communities Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Sun Communities Inc. (SUI) is a prominent real estate investment trust (REIT) specializing in the ownership, management, and development of manufactured housing and recreational vehicle (RV) communities throughout the United States and Ontario, Canada. With over 600 properties in its portfolio, the company focuses on generating dependable rental income while enhancing tenant satisfaction through strategic renovations and acquisitions. Sun Communities' dedication to sustainability and responsible land management not only underlines its commitment to long-term viability but also makes it an attractive investment for institutional investors seeking stability and growth potential in a dynamic housing landscape.

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