Invitation Homes Inc (INVH)vsThe Southern Company JR 2017B NT 77 (SOJC)
INVH
Invitation Homes Inc
$27.54
-0.07%
REAL ESTATE · Cap: $16.76B
SOJC
The Southern Company JR 2017B NT 77
$19.10
+0.47%
REAL ESTATE · Cap: $21.79B
Smart Verdict
WallStSmart Research — data-driven comparison
INVH leads profitability with a 23.2% profit margin vs 0.0%. SOJC trades at a lower P/E of 23.2x. INVH earns a higher WallStSmart Score of 68/100 (B-).
INVH
Strong Buy68
out of 100
Grade: B-
SOJC
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.0%
Fair Value
$27.76
Current Price
$27.54
$0.22 discount
Intrinsic value data unavailable for SOJC.
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%
No standout strengths identified
Areas to Watch
Moderate valuation
ROE of 7.3% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
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 : SOJC
SOJC has a balanced fundamental profile.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : SOJC
The primary concerns for SOJC are Revenue Growth, EPS Growth, Profit Margin. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Key Dynamics to Monitor
INVH profiles as a mature stock while SOJC is a value play — different risk/reward profiles.
INVH is growing revenue faster at 10.1% — sustainability is the question.
INVH generates stronger free cash flow (270M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INVH scores higher overall (68/100 vs 21/100), backed by strong 23.2% margins and 10.1% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
The Southern Company JR 2017B NT 77
REAL ESTATE · REIT - RESIDENTIAL · USA
The Southern Company is dedicated to the generation, transmission and distribution of electric power. The company is headquartered in Atlanta, Georgia.
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