Equity Residential (EQR)vsInvitation Homes Inc (INVH)
EQR
Equity Residential
$63.88
-1.75%
REAL ESTATE · Cap: $25.57B
INVH
Invitation Homes Inc
$27.93
-1.93%
REAL ESTATE · Cap: $17.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Equity Residential generates 12% more annual revenue ($3.11B vs $2.78B). EQR leads profitability with a 30.6% profit margin vs 21.0%. EQR appears more attractively valued with a PEG of 8.15. INVH earns a higher WallStSmart Score of 56/100 (C).
EQR
Hold49
out of 100
Grade: D+
INVH
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.7%
Fair Value
$67.84
Current Price
$63.88
$3.96 discount
Margin of Safety
+26.6%
Fair Value
$37.06
Current Price
$27.93
$9.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 31 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.4%
Keeps 21 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 24.3%
Areas to Watch
Moderate valuation
2.5% revenue growth
Expensive relative to growth rate
Earnings declined 64.6%
Premium valuation, high expectations priced in
ROE of 6.2% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 3.7%
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 30.6% and operating margin at 27.4%.
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 : EQR
The primary concerns for EQR are P/E Ratio, Revenue Growth, PEG Ratio.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
EQR profiles as a value stock while INVH is a mature play — different risk/reward profiles.
INVH carries more volatility with a beta of 0.86 — expect wider price swings.
INVH is growing revenue faster at 9.2% — sustainability is the question.
EQR generates stronger free cash flow (335M), providing more financial flexibility.
Bottom Line
INVH scores higher overall (56/100 vs 49/100), backed by strong 21.0% 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.
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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