Invitation Homes Inc (INVH)vsUDR Inc (UDR)
INVH
Invitation Homes Inc
$27.93
-1.93%
REAL ESTATE · Cap: $17.18B
UDR
UDR Inc
$36.92
-1.12%
REAL ESTATE · Cap: $13.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Invitation Homes Inc generates 57% more annual revenue ($2.78B vs $1.77B). UDR leads profitability with a 27.8% profit margin vs 21.0%. UDR appears more attractively valued with a PEG of 8.17. UDR earns a higher WallStSmart Score of 61/100 (C+).
INVH
Buy56
out of 100
Grade: C
UDR
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.6%
Fair Value
$37.06
Current Price
$27.93
$9.13 discount
Margin of Safety
+36.7%
Fair Value
$62.84
Current Price
$36.92
$25.92 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 21 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 24.3%
Earnings expanding 151.6% YoY
Keeps 28 of every $100 in revenue as profit
Strong operational efficiency at 22.0%
Areas to Watch
Premium valuation, high expectations priced in
ROE of 6.2% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 3.7%
Moderate valuation
4.2% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : UDR
The strongest argument for UDR centers on EPS Growth, Profit Margin, Operating Margin. Profitability is solid with margins at 27.8% and operating margin at 22.0%.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : UDR
The primary concerns for UDR are P/E Ratio, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
INVH profiles as a mature stock while UDR is a value play — different risk/reward profiles.
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.
INVH generates stronger free cash flow (236M), providing more financial flexibility.
Bottom Line
UDR scores higher overall (61/100 vs 56/100), backed by strong 27.8% margins. INVH offers better value entry with a 26.6% margin of safety. 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.
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.
UDR Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UDR Inc. is a publicly traded real estate investment trust that invests in apartments. The company is organized in Maryland with its headquarters in Highlands Ranch, Colorado.
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