WallStSmart

Invitation Homes Inc (INVH)vsUDR Inc (UDR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Invitation Homes Inc generates 55% more annual revenue ($2.72B vs $1.75B). UDR leads profitability with a 21.6% profit margin vs 21.6%. UDR appears more attractively valued with a PEG of 8.17. UDR earns a higher WallStSmart Score of 59/100 (C).

INVH

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 4.7Quality: 4.8
Piotroski: 4/9Altman Z: 0.81

UDR

Buy

59

out of 100

Grade: C

Growth: 8.0Profit: 6.5Value: 6.7Quality: 3.8
Piotroski: 5/9Altman Z: 0.08
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INVHSignificantly Overvalued (-166.4%)

Margin of Safety

-166.4%

Fair Value

$10.21

Current Price

$24.39

$14.18 premium

UndervaluedFair: $10.21Overvalued
UDRUndervalued (+22.0%)

Margin of Safety

+22.0%

Fair Value

$51.01

Current Price

$34.11

$16.90 discount

UndervaluedFair: $51.01Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INVH3 strengths · Avg: 8.3/10
Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.0%8/10

Strong operational efficiency at 27.0%

UDR4 strengths · Avg: 9.3/10
Revenue GrowthGrowth
150.0%10/10

Revenue surging 150.0% year-over-year

EPS GrowthGrowth
97.6%10/10

Earnings expanding 97.6% YoY

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
22.2%8/10

Strong operational efficiency at 22.2%

Areas to Watch

INVH4 concerns · Avg: 3.8/10
P/E RatioValuation
25.4x4/10

Moderate valuation

Revenue GrowthGrowth
4.3%4/10

4.3% revenue growth

EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

Return on EquityProfitability
6.1%3/10

ROE of 6.1% — below average capital efficiency

UDR3 concerns · Avg: 2.7/10
P/E RatioValuation
31.3x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
8.172/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.082/10

Distress zone — elevated risk

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 21.6% and operating margin at 27.0%.

Bull Case : UDR

The strongest argument for UDR centers on Revenue Growth, EPS Growth, Profit Margin. Profitability is solid with margins at 21.6% and operating margin at 22.2%. Revenue growth of 150.0% demonstrates continued momentum.

Bear Case : INVH

The primary concerns for INVH are P/E Ratio, Revenue Growth, EPS Growth.

Bear Case : UDR

The primary concerns for UDR are P/E Ratio, PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

INVH profiles as a value stock while UDR is a growth play — different risk/reward profiles.

INVH carries more volatility with a beta of 0.81 — expect wider price swings.

UDR is growing revenue faster at 150.0% — sustainability is the question.

INVH generates stronger free cash flow (70M), providing more financial flexibility.

Bottom Line

UDR scores higher overall (59/100 vs 56/100), backed by strong 21.6% margins and 150.0% revenue growth. 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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