Invitation Homes Inc (INVH)vsPrologis Inc (PLD)
INVH
Invitation Homes Inc
$30.04
+1.90%
REAL ESTATE · Cap: $17.63B
PLD
Prologis Inc
$144.54
-0.15%
REAL ESTATE · Cap: $130.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 237% more annual revenue ($9.38B vs $2.78B). PLD leads profitability with a 39.7% profit margin vs 21.0%. INVH appears more attractively valued with a PEG of 12.92. PLD earns a higher WallStSmart Score of 63/100 (C+).
INVH
Buy56
out of 100
Grade: C
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.7%
Fair Value
$27.40
Current Price
$30.04
$2.64 discount
Margin of Safety
+43.3%
Fair Value
$254.85
Current Price
$144.54
$110.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 21 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 24.3%
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Earnings expanding 65.2% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.1B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
ROE of 6.4% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 3.7%
Premium valuation, high expectations priced in
ROE of 7.0% — below average capital efficiency
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 21.0% and operating margin at 24.3%.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.7% and operating margin at 38.5%.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.35 — expect wider price swings.
INVH is growing revenue faster at 9.2% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (63/100 vs 56/100), backed by strong 39.7% margins. 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.
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.
Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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