Invitation Homes Inc (INVH)vsWelltower Inc (WELL)
INVH
Invitation Homes Inc
$27.54
-0.07%
REAL ESTATE · Cap: $16.76B
WELL
Welltower Inc
$234.29
-0.56%
REAL ESTATE · Cap: $169.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 348% more annual revenue ($12.76B vs $2.85B). INVH leads profitability with a 23.2% profit margin vs 12.1%. WELL appears more attractively valued with a PEG of 3.62. INVH earns a higher WallStSmart Score of 68/100 (B-).
INVH
Strong Buy68
out of 100
Grade: B-
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.0%
Fair Value
$27.76
Current Price
$27.54
$0.22 discount
Margin of Safety
-87.0%
Fair Value
$125.97
Current Price
$234.29
$108.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.5% YoY
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 25.1%
Revenue surging 39.1% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
Moderate valuation
ROE of 7.3% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : WELL
The strongest argument for WELL centers on Revenue Growth, Market Cap, EPS Growth. Revenue growth of 39.1% demonstrates continued momentum.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.2x leaves little room for execution misses.
Key Dynamics to Monitor
INVH profiles as a mature stock while WELL is a growth play — different risk/reward profiles.
INVH carries more volatility with a beta of 0.83 — expect wider price swings.
WELL is growing revenue faster at 39.1% — sustainability is the question.
WELL generates stronger free cash flow (881M), providing more financial flexibility.
Bottom Line
INVH scores higher overall (68/100 vs 57/100), backed by strong 23.2% margins and 10.1% revenue growth. Both earn "Strong 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.
Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →Compare with Other REIT - RESIDENTIAL Stocks
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