American Homes 4 Rent (AMH)vsInvitation Homes Inc (INVH)
AMH
American Homes 4 Rent
$27.54
-0.07%
REAL ESTATE · Cap: $11.64B
INVH
Invitation Homes Inc
$24.89
-0.48%
REAL ESTATE · Cap: $15.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Invitation Homes Inc generates 47% more annual revenue ($2.72B vs $1.85B). AMH leads profitability with a 24.5% profit margin vs 21.6%. INVH appears more attractively valued with a PEG of 12.92. INVH earns a higher WallStSmart Score of 56/100 (C).
AMH
Buy56
out of 100
Grade: C
INVH
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-277.9%
Fair Value
$8.40
Current Price
$27.54
$19.14 premium
Margin of Safety
-166.4%
Fair Value
$10.21
Current Price
$24.89
$14.68 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 25 of every $100 in revenue as profit
Strong operational efficiency at 25.5%
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.0%
Areas to Watch
4.2% revenue growth
0.2% earnings growth
ROE of 6.6% — below average capital efficiency
Weak financial health signals
Moderate valuation
4.3% revenue growth
2.4% earnings growth
ROE of 6.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AMH
The strongest argument for AMH centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 24.5% and operating margin at 25.5%.
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%.
Bear Case : AMH
The primary concerns for AMH are Revenue Growth, EPS Growth, Return on Equity.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
INVH carries more volatility with a beta of 0.81 — expect wider price swings.
INVH is growing revenue faster at 4.3% — sustainability is the question.
INVH generates stronger free cash flow (70M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMH scores higher overall (56/100 vs 56/100), backed by strong 24.5% margins. 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.
American Homes 4 Rent
REAL ESTATE · REIT - RESIDENTIAL · USA
American Homes 4 Rent (NYSE: AMH) is a leader in the single-family rental industry and American Homes 4 Rent is fast becoming a nationally recognized rental housing brand, known for its high quality, good value and satisfaction. of tenants.
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.
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