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INVH vs REG

INVH
Invitation Homes Inc.
NEUTRAL
Price
$28.14
Market Cap
$16.87B
Sector
Real Estate
AI Confidence
85%
REG
Regency Centers Corporation
NEUTRAL
Price
$80.31
Market Cap
$15.01B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
INVH
29.31
REG
28.48
Forward P/E
INVH
40.14
REG
31.63
P/B Ratio
INVH
1.8
REG
2.19
P/S Ratio
INVH
6.21
REG
9.32
EV/EBITDA
INVH
17.09
REG
19.56

Profitability

Gross Margin
INVH
58.25%
REG
71.62%
Operating Margin
INVH
27.0%
REG
38.76%
Profit Margin
INVH
21.63%
REG
32.74%
ROE
INVH
6.09%
REG
7.68%
ROA
INVH
2.49%
REG
3.15%

Growth

Revenue Growth
INVH
4.3%
REG
8.9%
Earnings Growth
INVH
2.4%
REG
141.9%

Financial Health

Debt/Equity
INVH
0.88
REG
0.69
Current Ratio
INVH
2.42
REG
0.62
Quick Ratio
INVH
0.85
REG
0.55

Dividends

Dividend Yield
INVH
4.26%
REG
3.76%
Payout Ratio
INVH
121.88%
REG
101.77%

AI Verdict

INVH NEUTRAL

INVH exhibits strong operational health with a Piotroski F-Score of 7/9, indicating a robust financial foundation. However, the stock is significantly overvalued, trading at $28.14 against a Graham Number of $18.36 and an Intrinsic Value of $10.18. A critical concern is the dividend payout ratio of 121.88%, which is unsustainable in the long term. While analyst sentiment remains bullish, the combination of sluggish growth (2.4% earnings growth) and a bearish technical trend (0/100) suggests limited immediate upside.

Strengths
Strong Piotroski F-Score (7/9) indicating high financial health
Healthy liquidity with a Current Ratio of 2.42
Manageable Debt/Equity ratio (0.88) relative to REIT sector averages
Risks
Unsustainable dividend payout ratio of 121.88%
Severe overvaluation indicated by a PEG ratio of 13.14
Stagnant growth metrics (Revenue growth 4.3%, Earnings growth 2.4%)
REG NEUTRAL

REG exhibits stable operational health with a Piotroski F-Score of 6/9 and a strong A- credit rating, but valuation and sentiment indicators are concerning. While the stock trades near its growth-based intrinsic value ($83.19), it is significantly overpriced relative to its Graham Number ($48.21). The operational strength in NOI and occupancy is offset by an unsustainable dividend payout ratio of 101.77% and aggressive insider selling across the C-suite. Consequently, the stock appears to be at a valuation ceiling with limited immediate upside.

Strengths
High portfolio occupancy rate of 96.1%
Strong credit profile with S&P upgrade to A- (Stable)
Positive rent spreads of 10.8% on new and renewal leases
Risks
Unsustainable dividend payout ratio (101.77%)
Aggressive insider selling by CEO, CFO, and COO
High PEG ratio (2.61) suggesting overvaluation relative to growth

Compare Another Pair

INVH vs REG: Head-to-Head Comparison

This page compares Invitation Homes Inc. (INVH) and Regency Centers Corporation (REG) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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