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INVH vs WELL

INVH
Invitation Homes Inc.
NEUTRAL
Price
$28.14
Market Cap
$16.87B
Sector
Real Estate
AI Confidence
85%
WELL
Welltower Inc.
NEUTRAL
Price
$199.96
Market Cap
$139.52B
Sector
Real Estate
AI Confidence
90%

Valuation

P/E Ratio
INVH
29.31
WELL
140.82
Forward P/E
INVH
40.14
WELL
60.78
P/B Ratio
INVH
1.8
WELL
3.31
P/S Ratio
INVH
6.21
WELL
12.87
EV/EBITDA
INVH
17.09
WELL
58.31

Profitability

Gross Margin
INVH
58.25%
WELL
40.22%
Operating Margin
INVH
27.0%
WELL
-28.2%
Profit Margin
INVH
21.63%
WELL
8.64%
ROE
INVH
6.09%
WELL
2.54%
ROA
INVH
2.49%
WELL
0.56%

Growth

Revenue Growth
INVH
4.3%
WELL
41.3%
Earnings Growth
INVH
2.4%
WELL
-26.3%

Financial Health

Debt/Equity
INVH
0.88
WELL
0.49
Current Ratio
INVH
2.42
WELL
1.7
Quick Ratio
INVH
0.85
WELL
1.14

Dividends

Dividend Yield
INVH
4.26%
WELL
1.5%
Payout Ratio
INVH
121.88%
WELL
198.59%

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%)
WELL NEUTRAL

WELL shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong revenue growth of 41.3%
Low debt with D/E ratio of 0.49
Risks
High valuation with P/E of 140.8
Premium vs Graham Number ($43.96)
Weak ROE of 2.5%

Compare Another Pair

INVH vs WELL: Head-to-Head Comparison

This page compares Invitation Homes Inc. (INVH) and Welltower Inc. (WELL) 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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