Invitation Homes Inc (INVH)vsSun Communities Inc (SUI)
INVH
Invitation Homes Inc
$30.53
+1.90%
REAL ESTATE · Cap: $17.61B
SUI
Sun Communities Inc
$123.63
+0.82%
REAL ESTATE · Cap: $15.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Invitation Homes Inc generates 19% more annual revenue ($2.78B vs $2.34B). SUI leads profitability with a 59.7% profit margin vs 21.0%. SUI appears more attractively valued with a PEG of 8.16. INVH earns a higher WallStSmart Score of 56/100 (C).
INVH
Buy56
out of 100
Grade: C
SUI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.4%
Fair Value
$27.31
Current Price
$30.53
$3.22 discount
Margin of Safety
+39.2%
Fair Value
$210.29
Current Price
$123.63
$86.66 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 60 of every $100 in revenue as profit
Every $100 of equity generates 20 in profit
Reasonable price relative to book value
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%
Expensive relative to growth rate
Earnings declined 97.1%
Distress zone — elevated risk
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 : SUI
The strongest argument for SUI centers on Profit Margin, Return on Equity, Price/Book. Profitability is solid with margins at 59.7% and operating margin at 13.4%.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : SUI
The primary concerns for SUI are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
INVH carries more volatility with a beta of 0.85 — expect wider price swings.
INVH is growing revenue faster at 9.2% — sustainability is the question.
SUI generates stronger free cash flow (269M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INVH scores higher overall (56/100 vs 48/100), backed by strong 21.0% margins. SUI offers better value entry with a 39.2% margin of safety. 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.
Sun Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Sun Communities Inc. (SUI) is a premier real estate investment trust (REIT) specializing in the acquisition, development, and management of manufactured housing and recreational vehicle (RV) communities throughout the United States and Canada. With a robust portfolio of over 600 properties, the company is dedicated to generating long-term value by delivering consistent rental income while enhancing tenant experiences through focused community improvements. Sun Communities' strategic emphasis on sustainability and responsible land stewardship not only aligns with evolving housing trends but also positions it as an attractive investment for institutional investors seeking stability and growth in the affordable housing sector.
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