WallStSmart

Invitation Homes Inc (INVH)vsSun Communities Inc (SUI)

VS

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 Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 4.7Quality: 6.0
Piotroski: 5/9Altman Z: 0.80

SUI

Hold

40

out of 100

Grade: F

Growth: 2.7Profit: 4.0Value: 4.7Quality: 6.0
Piotroski: 5/9Altman Z: 0.56
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INVHUndervalued (+2.2%)

Margin of Safety

+2.2%

Fair Value

$27.80

Current Price

$29.23

$1.43 discount

UndervaluedFair: $27.80Overvalued
SUIUndervalued (+39.1%)

Margin of Safety

+39.1%

Fair Value

$210.05

Current Price

$123.19

$86.86 discount

UndervaluedFair: $210.05Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INVH4 strengths · Avg: 8.8/10
EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Profit MarginProfitability
23.2%9/10

Keeps 23 of every $100 in revenue as profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.1%8/10

Strong operational efficiency at 25.1%

SUI2 strengths · Avg: 8.0/10
Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.2%8/10

Strong operational efficiency at 23.2%

Areas to Watch

INVH4 concerns · Avg: 2.8/10
P/E RatioValuation
27.7x4/10

Moderate valuation

Return on EquityProfitability
7.3%3/10

ROE of 7.3% — below average capital efficiency

PEG RatioValuation
12.922/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.802/10

Distress zone — elevated risk

SUI4 concerns · Avg: 2.5/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

PEG RatioValuation
8.162/10

Expensive relative to growth rate

P/E RatioValuation
157.9x2/10

Premium valuation, high expectations priced in

Return on EquityProfitability
-15.6%2/10

ROE of -15.6% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull 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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