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IVT vs WELL

IVT
InvenTrust Properties Corp.
BEARISH
Price
$32.64
Market Cap
$2.54B
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
IVT
22.99
WELL
140.82
Forward P/E
IVT
251.08
WELL
60.78
P/B Ratio
IVT
1.41
WELL
3.31
P/S Ratio
IVT
8.48
WELL
12.87
EV/EBITDA
IVT
19.24
WELL
58.31

Profitability

Gross Margin
IVT
71.81%
WELL
40.22%
Operating Margin
IVT
14.4%
WELL
-28.2%
Profit Margin
IVT
37.24%
WELL
8.64%
ROE
IVT
6.27%
WELL
2.54%
ROA
IVT
1.19%
WELL
0.56%

Growth

Revenue Growth
IVT
8.6%
WELL
41.3%
Earnings Growth
IVT
-74.7%
WELL
-26.3%

Financial Health

Debt/Equity
IVT
0.46
WELL
0.49
Current Ratio
IVT
1.09
WELL
1.7
Quick Ratio
IVT
1.02
WELL
1.14

Dividends

Dividend Yield
IVT
2.95%
WELL
1.5%
Payout Ratio
IVT
66.95%
WELL
198.59%

AI Verdict

IVT BEARISH

IVT presents a stark divergence between price performance and fundamental health, anchored by a stable but mediocre Piotroski F-Score of 4/9. While the stock is trading near its 52-week high, it is significantly overvalued relative to its Graham Number ($27.16) and Intrinsic Value ($9.94). The most alarming data point is the collapse in earnings growth (-74.7% YoY) and a forward P/E of 251.08, suggesting a severe expected contraction in profitability. Despite a healthy balance sheet with low debt, the consistent failure to meet earnings estimates (0/4 beats) indicates a deteriorating operational trajectory.

Strengths
Low Debt/Equity ratio (0.46) compared to sector average (2.42)
Strong profit margins (37.24%) and gross margins (71.81%)
Positive revenue growth (8.60% YoY)
Risks
Severe earnings collapse (-74.7% YoY growth)
Extreme Forward P/E (251.08) indicating pricing disconnect
Poor earnings track record (0/4 beats in last 4 quarters)
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

IVT vs WELL: Head-to-Head Comparison

This page compares InvenTrust Properties Corp. (IVT) 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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