Essex Property Trust Inc (ESS)vsInvitation Homes Inc (INVH)
ESS
Essex Property Trust Inc
$298.33
+0.29%
REAL ESTATE · Cap: $19.41B
INVH
Invitation Homes Inc
$30.53
+1.90%
REAL ESTATE · Cap: $17.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Invitation Homes Inc generates 41% more annual revenue ($2.78B vs $1.97B). ESS leads profitability with a 29.1% profit margin vs 21.0%. ESS appears more attractively valued with a PEG of 7.39. INVH earns a higher WallStSmart Score of 56/100 (C).
ESS
Buy53
out of 100
Grade: C-
INVH
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.0%
Fair Value
$402.15
Current Price
$298.33
$103.82 discount
Margin of Safety
+0.4%
Fair Value
$27.31
Current Price
$30.53
$3.22 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 35.2%
Keeps 29 of every $100 in revenue as profit
Keeps 21 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 24.3%
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Expensive relative to growth rate
Earnings declined 47.8%
Premium valuation, high expectations priced in
ROE of 6.4% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 3.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : ESS
The strongest argument for ESS centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 35.2%.
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 : ESS
The primary concerns for ESS are P/E Ratio, Debt/Equity, PEG Ratio.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
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.
ESS generates stronger free cash flow (267M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INVH scores higher overall (56/100 vs 53/100), backed by strong 21.0% margins. ESS offers better value entry with a 35.0% margin of safety. 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.
Essex Property Trust Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments, primarily on the West Coast of the United States.
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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