Equity Lifestyle Properties Inc (ELS)vsInvitation Homes Inc (INVH)
ELS
Equity Lifestyle Properties Inc
$63.14
-1.68%
REAL ESTATE · Cap: $12.87B
INVH
Invitation Homes Inc
$24.39
-2.44%
REAL ESTATE · Cap: $14.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Invitation Homes Inc generates 77% more annual revenue ($2.72B vs $1.54B). ELS leads profitability with a 25.1% profit margin vs 21.6%. ELS appears more attractively valued with a PEG of 0.90. ELS earns a higher WallStSmart Score of 62/100 (C+).
ELS
Buy62
out of 100
Grade: C+
INVH
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-175.3%
Fair Value
$23.96
Current Price
$63.14
$39.18 premium
Margin of Safety
-166.4%
Fair Value
$10.21
Current Price
$24.39
$14.18 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 36.1%
Revenue surging 50.0% year-over-year
Every $100 of equity generates 22 in profit
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.0%
Areas to Watch
Premium valuation, high expectations priced in
3.2% earnings growth
Weak financial health signals
Negative free cash flow — burning cash
Moderate valuation
4.3% revenue growth
2.4% earnings growth
ROE of 6.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : ELS
The strongest argument for ELS centers on Operating Margin, Revenue Growth, Return on Equity. Profitability is solid with margins at 25.1% and operating margin at 36.1%. Revenue growth of 50.0% 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 : ELS
The primary concerns for ELS are P/E Ratio, EPS Growth, Piotroski F-Score.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
ELS profiles as a growth stock while INVH is a value play — different risk/reward profiles.
INVH carries more volatility with a beta of 0.81 — expect wider price swings.
ELS is growing revenue faster at 50.0% — sustainability is the question.
INVH generates stronger free cash flow (70M), providing more financial flexibility.
Bottom Line
ELS scores higher overall (62/100 vs 56/100), backed by strong 25.1% margins and 50.0% revenue growth. 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.
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