Equity Residential (EQR)vsInvitation Homes Inc (INVH)
EQR
Equity Residential
$57.98
-2.24%
REAL ESTATE · Cap: $22.74B
INVH
Invitation Homes Inc
$24.39
-2.44%
REAL ESTATE · Cap: $14.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Equity Residential generates 14% more annual revenue ($3.09B vs $2.72B). EQR leads profitability with a 36.2% profit margin vs 21.6%. EQR appears more attractively valued with a PEG of 8.15. INVH earns a higher WallStSmart Score of 56/100 (C).
EQR
Buy56
out of 100
Grade: C
INVH
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-224.6%
Fair Value
$19.92
Current Price
$57.98
$38.06 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
Keeps 36 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 28.5%
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.0%
Areas to Watch
2.0% revenue growth
Expensive relative to growth rate
Earnings declined 8.8%
Distress zone — elevated risk
Moderate valuation
4.3% revenue growth
2.4% earnings growth
ROE of 6.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : EQR
The strongest argument for EQR centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 36.2% and operating margin at 28.5%.
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 : EQR
The primary concerns for EQR are Revenue Growth, PEG Ratio, EPS Growth.
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.
EQR generates stronger free cash flow (282M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EQR scores higher overall (56/100 vs 56/100), backed by strong 36.2% 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 Residential
REAL ESTATE · REIT - RESIDENTIAL · USA
Equity Residential is a publicly traded real estate investment trust that invests in apartments.
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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