WallStSmart

Invitation Homes Inc (INVH)vsNexpoint Residential Trust Inc (NXRT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Invitation Homes Inc generates 980% more annual revenue ($2.72B vs $251.54M). INVH leads profitability with a 21.6% profit margin vs -12.7%. INVH appears more attractively valued with a PEG of 12.92. INVH earns a higher WallStSmart Score of 56/100 (C).

INVH

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 4.7Quality: 4.8
Piotroski: 4/9Altman Z: 0.81

NXRT

Hold

40

out of 100

Grade: F

Growth: 2.7Profit: 3.5Value: 4.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INVHSignificantly Overvalued (-166.4%)

Margin of Safety

-166.4%

Fair Value

$10.21

Current Price

$24.89

$14.68 premium

UndervaluedFair: $10.21Overvalued

Intrinsic value data unavailable for NXRT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INVH3 strengths · Avg: 8.3/10
Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.0%8/10

Strong operational efficiency at 27.0%

NXRT1 strengths · Avg: 8.0/10
Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Areas to Watch

INVH4 concerns · Avg: 3.8/10
P/E RatioValuation
26.1x4/10

Moderate valuation

Revenue GrowthGrowth
4.3%4/10

4.3% revenue growth

EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

Return on EquityProfitability
6.1%3/10

ROE of 6.1% — below average capital efficiency

NXRT4 concerns · Avg: 2.8/10
EPS GrowthGrowth
3.7%4/10

3.7% earnings growth

Market CapQuality
$1.29B3/10

Smaller company, higher risk/reward

PEG RatioValuation
26.922/10

Expensive relative to growth rate

Return on EquityProfitability
-9.0%2/10

ROE of -9.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : NXRT

The strongest argument for NXRT centers on Price/Book.

Bear Case : INVH

The primary concerns for INVH are P/E Ratio, Revenue Growth, EPS Growth.

Bear Case : NXRT

The primary concerns for NXRT are EPS Growth, Market Cap, PEG Ratio.

Key Dynamics to Monitor

INVH profiles as a value stock while NXRT is a turnaround play — different risk/reward profiles.

NXRT carries more volatility with a beta of 1.18 — expect wider price swings.

INVH is growing revenue faster at 4.3% — sustainability is the question.

INVH generates stronger free cash flow (70M), providing more financial flexibility.

Bottom Line

INVH scores higher overall (56/100 vs 40/100), 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.

Nexpoint Residential Trust Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

NexPoint Residential Trust is a publicly traded REIT, with its shares listed on the New York Stock Exchange under the symbol NXRT, primarily focused on acquiring, owning and operating well-located middle-income multifamily properties with value-added potential in large cities and suburbs. Submarkets in large cities, mainly in the southeastern and southwestern United States.

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