WallStSmart

Equity Lifestyle Properties Inc (ELS)vsInvitation Homes Inc (INVH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Invitation Homes Inc generates 80% more annual revenue ($2.78B vs $1.54B). ELS leads profitability with a 25.0% profit margin vs 21.0%. ELS appears more attractively valued with a PEG of 0.90. ELS earns a higher WallStSmart Score of 60/100 (C+).

ELS

Buy

60

out of 100

Grade: C+

Growth: 3.3Profit: 8.5Value: 7.3Quality: 3.5
Piotroski: 4/9Altman Z: 0.73

INVH

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 6.0Value: 4.0Quality: 4.0
Piotroski: 5/9Altman Z: 0.80
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ELSUndervalued (+42.0%)

Margin of Safety

+42.0%

Fair Value

$113.69

Current Price

$62.43

$51.26 discount

UndervaluedFair: $113.69Overvalued
INVHUndervalued (+0.7%)

Margin of Safety

+0.7%

Fair Value

$27.40

Current Price

$30.04

$2.64 discount

UndervaluedFair: $27.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ELS4 strengths · Avg: 9.0/10
Operating MarginProfitability
36.9%10/10

Strong operational efficiency at 36.9%

Return on EquityProfitability
21.9%9/10

Every $100 of equity generates 22 in profit

Profit MarginProfitability
25.0%9/10

Keeps 25 of every $100 in revenue as profit

PEG RatioValuation
0.908/10

Growing faster than its price suggests

INVH3 strengths · Avg: 8.3/10
Profit MarginProfitability
21.0%9/10

Keeps 21 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

Areas to Watch

ELS4 concerns · Avg: 3.3/10
P/E RatioValuation
32.4x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

Debt/EquityHealth
1.873/10

Elevated debt levels

EPS GrowthGrowth
-2.6%2/10

Earnings declined 2.6%

INVH4 concerns · Avg: 2.8/10
P/E RatioValuation
31.2x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.4%3/10

ROE of 6.4% — below average capital efficiency

PEG RatioValuation
12.922/10

Expensive relative to growth rate

EPS GrowthGrowth
-3.7%2/10

Earnings declined 3.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : ELS

The strongest argument for ELS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 25.0% and operating margin at 36.9%. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bull Case : INVH

The strongest argument for INVH centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 21.0% and operating margin at 24.3%.

Bear Case : ELS

The primary concerns for ELS are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.87 is elevated, increasing financial risk.

Bear Case : INVH

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

Key Dynamics to Monitor

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

INVH carries more volatility with a beta of 0.85 — expect wider price swings.

INVH is growing revenue faster at 9.2% — sustainability is the question.

INVH generates stronger free cash flow (236M), providing more financial flexibility.

Bottom Line

ELS scores higher overall (60/100 vs 56/100), backed by strong 25.0% 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.

Equity Lifestyle Properties Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

We are a self-managed and self-managed real estate investment trust (?

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.

Want to dig deeper into these stocks?