WallStSmart

Invitation Homes Inc (INVH)vsUDR Inc (UDR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Invitation Homes Inc generates 57% more annual revenue ($2.78B vs $1.77B). UDR leads profitability with a 27.8% profit margin vs 21.0%. UDR appears more attractively valued with a PEG of 8.17. UDR earns a higher WallStSmart Score of 61/100 (C+).

INVH

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 6.0Value: 4.7Quality: 4.8
Piotroski: 4/9Altman Z: 0.81

UDR

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 7.0Value: 6.0Quality: 3.8
Piotroski: 5/9Altman Z: 0.08
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INVHUndervalued (+26.6%)

Margin of Safety

+26.6%

Fair Value

$37.06

Current Price

$27.93

$9.13 discount

UndervaluedFair: $37.06Overvalued
UDRUndervalued (+36.7%)

Margin of Safety

+36.7%

Fair Value

$62.84

Current Price

$36.92

$25.92 discount

UndervaluedFair: $62.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INVH3 strengths · Avg: 8.3/10
Profit MarginProfitability
21.0%9/10

Keeps 21 of every $100 in revenue as profit

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

UDR3 strengths · Avg: 9.0/10
EPS GrowthGrowth
151.6%10/10

Earnings expanding 151.6% YoY

Profit MarginProfitability
27.8%9/10

Keeps 28 of every $100 in revenue as profit

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Areas to Watch

INVH4 concerns · Avg: 2.8/10
P/E RatioValuation
30.4x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

PEG RatioValuation
12.922/10

Expensive relative to growth rate

EPS GrowthGrowth
-3.7%2/10

Earnings declined 3.7%

UDR4 concerns · Avg: 3.0/10
P/E RatioValuation
25.3x4/10

Moderate valuation

Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

PEG RatioValuation
8.172/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.082/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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 : UDR

The strongest argument for UDR centers on EPS Growth, Profit Margin, Operating Margin. Profitability is solid with margins at 27.8% and operating margin at 22.0%.

Bear Case : INVH

The primary concerns for INVH are P/E Ratio, Return on Equity, PEG Ratio.

Bear Case : UDR

The primary concerns for UDR are P/E Ratio, Revenue Growth, PEG Ratio.

Key Dynamics to Monitor

INVH profiles as a mature stock while UDR is a value play — different risk/reward profiles.

INVH carries more volatility with a beta of 0.86 — expect wider price swings.

INVH is growing revenue faster at 9.2% — sustainability is the question.

INVH generates stronger free cash flow (236M), providing more financial flexibility.

Bottom Line

UDR scores higher overall (61/100 vs 56/100), backed by strong 27.8% margins. INVH offers better value entry with a 26.6% margin of safety. Both earn "Buy" and "Buy" 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.

UDR Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

UDR Inc. is a publicly traded real estate investment trust that invests in apartments. The company is organized in Maryland with its headquarters in Highlands Ranch, Colorado.

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