Invitation Homes Inc (INVH)vsUMH Properties Inc (UMH)
INVH
Invitation Homes Inc
$30.04
+1.90%
REAL ESTATE · Cap: $17.63B
UMH
UMH Properties Inc
$15.26
+1.26%
REAL ESTATE · Cap: $1.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Invitation Homes Inc generates 945% more annual revenue ($2.78B vs $265.94M). INVH leads profitability with a 21.0% profit margin vs 11.0%. UMH appears more attractively valued with a PEG of 0.72. INVH earns a higher WallStSmart Score of 56/100 (C).
INVH
Buy56
out of 100
Grade: C
UMH
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.7%
Fair Value
$27.40
Current Price
$30.04
$2.64 discount
Margin of Safety
+62.8%
Fair Value
$43.40
Current Price
$15.26
$28.14 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%
Growing faster than its price suggests
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%
Smaller company, higher risk/reward
ROE of 3.3% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 54.2%
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 : UMH
The strongest argument for UMH centers on PEG Ratio, Price/Book. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : UMH
The primary concerns for UMH are Market Cap, Return on Equity, P/E Ratio. A P/E of 150.2x leaves little room for execution misses.
Key Dynamics to Monitor
INVH profiles as a mature stock while UMH is a value play — different risk/reward profiles.
UMH carries more volatility with a beta of 0.98 — 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
INVH scores higher overall (56/100 vs 51/100), backed by strong 21.0% margins. UMH offers better value entry with a 62.8% 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.
UMH Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UMH Properties, Inc., which was organized in 1968, is a publicly owned REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed lots.
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