Invitation Homes Inc (INVH)vsSun Communities Inc (SUI)
INVH
Invitation Homes Inc
$29.23
-2.21%
REAL ESTATE · Cap: $17.76B
SUI
Sun Communities Inc
$123.19
-1.64%
REAL ESTATE · Cap: $15.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Invitation Homes Inc generates 22% more annual revenue ($2.85B vs $2.33B). INVH leads profitability with a 23.2% profit margin vs -37.4%. SUI appears more attractively valued with a PEG of 8.16. INVH earns a higher WallStSmart Score of 68/100 (B-).
INVH
Strong Buy68
out of 100
Grade: B-
SUI
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.2%
Fair Value
$27.80
Current Price
$29.23
$1.43 discount
Margin of Safety
+39.1%
Fair Value
$210.05
Current Price
$123.19
$86.86 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%
Reasonable price relative to book value
Strong operational efficiency at 23.2%
Areas to Watch
Moderate valuation
ROE of 7.3% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
0.2% revenue growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of -15.6% — below average capital efficiency
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 : SUI
The strongest argument for SUI centers on Price/Book, Operating Margin.
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 Revenue Growth, PEG Ratio, P/E Ratio. A P/E of 157.9x leaves little room for execution misses.
Key Dynamics to Monitor
INVH profiles as a mature stock while SUI is a turnaround play — different risk/reward profiles.
INVH carries more volatility with a beta of 0.84 — expect wider price swings.
INVH is growing revenue faster at 10.1% — sustainability is the question.
INVH generates stronger free cash flow (270M), providing more financial flexibility.
Bottom Line
INVH scores higher overall (68/100 vs 40/100), backed by strong 23.2% margins and 10.1% revenue growth. SUI offers better value entry with a 39.1% margin of safety. Both earn "Strong 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 prominent real estate investment trust (REIT) specializing in acquiring, developing, and managing a diverse array of manufactured housing and recreational vehicle (RV) communities throughout the U.S. and Canada. With a robust portfolio of over 600 properties, the company emphasizes long-term value creation by generating consistent rental income and enhancing tenant experiences. Sun Communities is dedicated to sustainability and responsible land use, positioning itself as a strong contender in the burgeoning affordable housing market, appealing to institutional investors looking for stability and growth in their portfolios.
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