WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Invitation Homes Inc generates 3360% more annual revenue ($2.72B vs $78.55M). INVH leads profitability with a 21.6% profit margin vs 2.9%. INVH earns a higher WallStSmart Score of 56/100 (C).

BHM

Hold

44

out of 100

Grade: D

Growth: 6.7Profit: 2.5Value: 5.0Quality: 6.5
Piotroski: 2/9Altman Z: 0.99

INVH

Buy

56

out of 100

Grade: C

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BHM.

INVHSignificantly Overvalued (-166.4%)

Margin of Safety

-166.4%

Fair Value

$10.21

Current Price

$24.89

$14.68 premium

UndervaluedFair: $10.21Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BHM2 strengths · Avg: 9.0/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
23.4%8/10

Revenue surging 23.4% year-over-year

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%

Areas to Watch

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

0.0% earnings growth

Market CapQuality
$43.23M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

Debt/EquityHealth
1.553/10

Elevated debt levels

INVH4 concerns · Avg: 3.8/10
P/E RatioValuation
26.1x4/10

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

Comparative Analysis Report

WallStSmart Research

Bull Case : BHM

The strongest argument for BHM centers on Price/Book, Revenue Growth. Revenue growth of 23.4% demonstrates continued momentum.

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 : BHM

The primary concerns for BHM are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 1.55 is elevated, increasing financial risk. Thin 2.9% margins leave little buffer for downturns.

Bear Case : INVH

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

Key Dynamics to Monitor

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

BHM carries more volatility with a beta of 0.83 — expect wider price swings.

BHM is growing revenue faster at 23.4% — sustainability is the question.

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

Bottom Line

INVH scores higher overall (56/100 vs 44/100), backed by strong 21.6% margins. Both earn "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 prominent real estate investment trust (REIT) focused on acquiring, developing, and managing high-quality single-family rental properties in key U.S. markets. By leveraging local market insights and adhering to a disciplined investment strategy, BHM is well-positioned to meet the growing demand for rental housing, ensuring robust occupancy rates and revenue generation. The company's diversified portfolio is designed to provide attractive, stable returns to investors while diligently mitigating risks associated with the dynamic residential rental sector. Bluerock Homes Trust's dedication to enhancing shareholder value and its proactive approach to market changes highlight its potential for long-term growth and resilience in the evolving 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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