WallStSmart

Invitation Homes Inc (INVH)vsVeris Residential Inc (VRE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Invitation Homes Inc generates 851% more annual revenue ($2.78B vs $292.15M). VRE leads profitability with a 24.6% profit margin vs 21.0%. VRE appears more attractively valued with a PEG of 8.59. VRE earns a higher WallStSmart Score of 57/100 (C).

INVH

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 6.0Value: 4.0Quality: 4.0
Piotroski: 5/9Altman Z: 0.80

VRE

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 6.0Value: 3.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INVHUndervalued (+0.7%)

Margin of Safety

+0.7%

Fair Value

$27.40

Current Price

$30.04

$2.64 discount

UndervaluedFair: $27.40Overvalued
VRESignificantly Overvalued (-43.9%)

Margin of Safety

-43.9%

Fair Value

$11.37

Current Price

$18.99

$7.62 premium

UndervaluedFair: $11.37Overvalued

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
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

VRE3 strengths · Avg: 9.0/10
EPS GrowthGrowth
269.4%10/10

Earnings expanding 269.4% YoY

Profit MarginProfitability
24.6%9/10

Keeps 25 of every $100 in revenue as profit

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Areas to Watch

INVH4 concerns · Avg: 2.8/10
P/E RatioValuation
31.2x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.4%3/10

ROE of 6.4% — below average capital efficiency

PEG RatioValuation
12.922/10

Expensive relative to growth rate

EPS GrowthGrowth
-3.7%2/10

Earnings declined 3.7%

VRE4 concerns · Avg: 3.0/10
P/E RatioValuation
26.0x4/10

Moderate valuation

Market CapQuality
$1.94B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

PEG RatioValuation
8.592/10

Expensive relative to growth rate

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 : VRE

The strongest argument for VRE centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 24.6% and operating margin at 18.5%.

Bear Case : INVH

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

Bear Case : VRE

The primary concerns for VRE are P/E Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

INVH profiles as a mature stock while VRE is a declining play — different risk/reward profiles.

VRE carries more volatility with a beta of 1.07 — 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

VRE scores higher overall (57/100 vs 56/100), backed by strong 24.6% margins. 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.

Veris Residential Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Veris Residential Inc. (VRE) is a leading real estate investment trust (REIT) that specializes in the acquisition, development, and management of high-quality residential properties situated in prime urban locations across the United States. The company is committed to sustainability and enhancing community living, which underpins its diversified portfolio tailored to meet the evolving needs of various demographic groups. By leveraging its extensive industry knowledge and strategically focusing on modern living spaces, Veris Residential is well-positioned to benefit from the increasing demand in the housing sector, aiming to deliver consistent rental income and long-term capital appreciation, thus enhancing shareholder value and ensuring robust returns for its investors.

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