WallStSmart

Invitation Homes Inc (INVH)vsMid-America Apartment Communities Inc (MAA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Invitation Homes Inc generates 28% more annual revenue ($2.85B vs $2.22B). INVH leads profitability with a 23.2% profit margin vs 18.2%. MAA appears more attractively valued with a PEG of 7.03. INVH earns a higher WallStSmart Score of 68/100 (B-).

INVH

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 4.7Quality: 6.0
Piotroski: 5/9Altman Z: 0.80

MAA

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 3.7Quality: 3.0
Piotroski: 3/9Altman Z: 0.68
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INVHUndervalued (+2.2%)

Margin of Safety

+2.2%

Fair Value

$27.80

Current Price

$29.23

$1.43 discount

UndervaluedFair: $27.80Overvalued

Intrinsic value data unavailable for MAA.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INVH4 strengths · Avg: 8.8/10
EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Profit MarginProfitability
23.2%9/10

Keeps 23 of every $100 in revenue as profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.1%8/10

Strong operational efficiency at 25.1%

MAA2 strengths · Avg: 8.0/10
Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.4%8/10

Strong operational efficiency at 25.4%

Areas to Watch

INVH4 concerns · Avg: 2.8/10
P/E RatioValuation
27.7x4/10

Moderate valuation

Return on EquityProfitability
7.3%3/10

ROE of 7.3% — below average capital efficiency

PEG RatioValuation
12.922/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.802/10

Distress zone — elevated risk

MAA4 concerns · Avg: 3.5/10
P/E RatioValuation
38.6x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
1.0%4/10

1.0% revenue growth

Return on EquityProfitability
7.4%3/10

ROE of 7.4% — below average capital efficiency

Debt/EquityHealth
1.053/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : INVH

The strongest argument for INVH centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 23.2% and operating margin at 25.1%. Revenue growth of 10.1% demonstrates continued momentum.

Bull Case : MAA

The strongest argument for MAA centers on Price/Book, Operating Margin. Profitability is solid with margins at 18.2% and operating margin at 25.4%.

Bear Case : INVH

The primary concerns for INVH are P/E Ratio, Return on Equity, PEG Ratio.

Bear Case : MAA

The primary concerns for MAA are P/E Ratio, Revenue Growth, Return on Equity.

Key Dynamics to Monitor

INVH profiles as a mature stock while MAA is a value play — different risk/reward profiles.

INVH carries more volatility with a beta of 0.84 — expect wider price swings.

INVH is growing revenue faster at 10.1% — sustainability is the question.

INVH generates stronger free cash flow (270M), providing more financial flexibility.

Bottom Line

INVH scores higher overall (68/100 vs 56/100), backed by strong 23.2% margins and 10.1% revenue growth. Both earn "Strong 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.

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.

Mid-America Apartment Communities Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Mid-America Apartment Communities (MAA) is a publicly traded real estate investment trust based in Memphis, Tennessee that invests in apartments in the Southeastern United States and the Southwestern United States.

Want to dig deeper into these stocks?