Invitation Homes Inc (INVH)vsPrologis Inc (PLD)
INVH
Invitation Homes Inc
$26.75
-1.62%
REAL ESTATE · Cap: $15.83B
PLD
Prologis Inc
$127.97
+2.24%
REAL ESTATE · Cap: $122.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 247% more annual revenue ($9.89B vs $2.85B). PLD leads profitability with a 43.1% profit margin vs 23.2%. INVH appears more attractively valued with a PEG of 12.92. INVH earns a higher WallStSmart Score of 68/100 (B-).
INVH
Strong Buy68
out of 100
Grade: B-
PLD
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.8%
Fair Value
$27.69
Current Price
$26.75
$0.94 discount
Margin of Safety
+50.6%
Fair Value
$256.12
Current Price
$127.97
$128.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.5% YoY
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 25.1%
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Areas to Watch
ROE of 7.3% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Moderate valuation
3.1% earnings growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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 : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : INVH
The primary concerns for INVH are Return on Equity, PEG Ratio, Altman Z-Score.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, EPS Growth, Return on Equity.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
PLD is growing revenue faster at 10.2% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INVH scores higher overall (68/100 vs 57/100), backed by strong 23.2% margins and 10.1% revenue growth. PLD offers better value entry with a 50.6% margin of safety. 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.
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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