Invitation Homes Inc (INVH)vsPrologis Inc (PLD)
INVH
Invitation Homes Inc
$28.77
+2.49%
REAL ESTATE · Cap: $16.83B
PLD
Prologis Inc
$142.02
+2.31%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 245% more annual revenue ($9.38B vs $2.72B). PLD leads profitability with a 39.7% profit margin vs 21.6%. 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
+24.7%
Fair Value
$36.12
Current Price
$28.77
$7.35 discount
Margin of Safety
+47.2%
Fair Value
$268.84
Current Price
$142.02
$126.82 discount
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%
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
Areas to Watch
Moderate valuation
4.3% revenue growth
2.4% earnings growth
ROE of 6.1% — below average capital efficiency
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
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 : 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, Revenue Growth, EPS Growth.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
INVH profiles as a value stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.41 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
INVH generates stronger free cash flow (70M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 56/100), backed by strong 39.7% margins. INVH offers better value entry with a 24.7% margin of safety. 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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