WallStSmart

Bluerock Homes Trust Inc. (BHM)vsInvitation Homes Inc (INVH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Invitation Homes Inc generates 3435% more annual revenue ($2.85B vs $80.56M). INVH leads profitability with a 23.2% profit margin vs 3.0%. INVH earns a higher WallStSmart Score of 68/100 (B-).

BHM

Hold

39

out of 100

Grade: F

Growth: 6.0Profit: 3.0Value: 5.0Quality: 6.0
Piotroski: 4/9Altman Z: 1.13

INVH

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 4.7Quality: 6.0
Piotroski: 5/9Altman Z: 0.80
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BHM.

INVHUndervalued (+2.3%)

Margin of Safety

+2.3%

Fair Value

$27.85

Current Price

$29.79

$1.94 discount

UndervaluedFair: $27.85Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BHM1 strengths · Avg: 10.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

INVH4 strengths · Avg: 8.8/10
EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Profit MarginProfitability
23.2%9/10

Keeps 23 of every $100 in revenue as profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.1%8/10

Strong operational efficiency at 25.1%

Areas to Watch

BHM4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$96.27M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.9%3/10

ROE of 0.9% — below average capital efficiency

Profit MarginProfitability
3.0%3/10

3.0% margin — thin

INVH4 concerns · Avg: 2.8/10
P/E RatioValuation
27.3x4/10

Moderate valuation

Return on EquityProfitability
7.3%3/10

ROE of 7.3% — below average capital efficiency

PEG RatioValuation
12.922/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.802/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BHM

The strongest argument for BHM centers on Price/Book. Revenue growth of 10.3% demonstrates continued momentum.

Bull 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.

Bear Case : BHM

The primary concerns for BHM are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 1.52 is elevated, increasing financial risk. Thin 3.0% margins leave little buffer for downturns.

Bear Case : INVH

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

Key Dynamics to Monitor

BHM profiles as a value stock while INVH is a mature play — different risk/reward profiles.

INVH carries more volatility with a beta of 0.84 — expect wider price swings.

BHM is growing revenue faster at 10.3% — sustainability is the question.

INVH generates stronger free cash flow (270M), providing more financial flexibility.

Bottom Line

INVH scores higher overall (68/100 vs 39/100), backed by strong 23.2% margins and 10.1% revenue growth. Both earn "Strong 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.

Bluerock Homes Trust Inc.

REAL ESTATE · REIT - RESIDENTIAL · USA

Bluerock Homes Trust Inc. (BHM) is a dynamic real estate investment trust (REIT) focused on the strategic acquisition, development, and management of high-quality single-family rental properties in prime U.S. markets. Leveraging deep local market insights and a disciplined investment strategy, BHM is well-positioned to meet the growing demand for rental housing, ensuring strong occupancy rates and steady revenue streams. The company boasts a diversified portfolio aimed at providing attractive, stable returns while adeptly managing risks associated with the residential rental sector. Bluerock's dedication to enhancing shareholder value through innovative market strategies highlights its potential for sustainable growth and resilience within the competitive housing landscape.

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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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