Invitation Homes Inc (INVH)vsIndependence Realty Trust Inc (IRT)
INVH
Invitation Homes Inc
$24.89
-0.48%
REAL ESTATE · Cap: $15.33B
IRT
Independence Realty Trust Inc
$15.01
-0.60%
REAL ESTATE · Cap: $4.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Invitation Homes Inc generates 310% more annual revenue ($2.72B vs $662.92M). INVH leads profitability with a 21.6% profit margin vs 3.4%. IRT appears more attractively valued with a PEG of 4.57. INVH earns a higher WallStSmart Score of 56/100 (C).
INVH
Buy56
out of 100
Grade: C
IRT
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-166.4%
Fair Value
$10.21
Current Price
$24.89
$14.68 premium
Margin of Safety
-2657.4%
Fair Value
$0.61
Current Price
$15.01
$14.40 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.0%
Reasonable price relative to book value
Strong operational efficiency at 23.0%
Areas to Watch
Moderate valuation
4.3% revenue growth
2.4% earnings growth
ROE of 6.1% — below average capital efficiency
ROE of 0.6% — below average capital efficiency
3.4% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : IRT
The strongest argument for IRT centers on Price/Book, Operating Margin. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Revenue Growth, EPS Growth.
Bear Case : IRT
The primary concerns for IRT are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 182.9x leaves little room for execution misses. Thin 3.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
IRT carries more volatility with a beta of 1.02 — expect wider price swings.
IRT is growing revenue faster at 11.0% — sustainability is the question.
INVH generates stronger free cash flow (70M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INVH scores higher overall (56/100 vs 47/100), backed by strong 21.6% 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.
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.
Independence Realty Trust Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Independence Realty Trust, Inc. (NYSE: IRT) is a real estate investment trust that owns and operates multi-family apartment properties in non-entry US markets, including Atlanta, Louisville, Memphis and Raleigh.
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