Invitation Homes Inc (INVH)vsSun Communities Inc (SUI)
INVH
Invitation Homes Inc
$24.39
-2.44%
REAL ESTATE · Cap: $14.95B
SUI
Sun Communities Inc
$129.01
-1.10%
REAL ESTATE · Cap: $16.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Invitation Homes Inc generates 18% more annual revenue ($2.72B vs $2.30B). SUI leads profitability with a 59.2% profit margin vs 21.6%. 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
-166.4%
Fair Value
$10.21
Current Price
$24.39
$14.18 premium
Intrinsic value data unavailable for SUI.
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 59 of every $100 in revenue as profit
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
3.4% revenue growth
ROE of 1.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
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 : SUI
The strongest argument for SUI centers on Profit Margin, Price/Book. Profitability is solid with margins at 59.2% and operating margin at 15.5%.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Revenue Growth, EPS Growth.
Bear Case : SUI
The primary concerns for SUI are Revenue Growth, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
SUI carries more volatility with a beta of 0.88 — expect wider price swings.
INVH is growing revenue faster at 4.3% — sustainability is the question.
SUI generates stronger free cash flow (158M), 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 21.6% margins. 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 leading real estate investment trust (REIT) focused on the ownership, operation, and development of manufactured housing and recreational vehicle (RV) communities across the United States and Ontario, Canada. With a diverse portfolio exceeding 600 properties, Sun Communities prioritizes reliable rental income generation while enhancing tenant living experiences through strategic acquisitions and community improvements. The company’s commitment to sustainable practices and responsible land management positions it favorably for long-term growth, appealing to institutional investors seeking stability and value in an evolving housing market.
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