Invitation Homes vs Sun Communities
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KIRAβs take AI analyst
I put Invitation Homes and Sun Communities side by side, using each oneβs latest annual report. Here is what stands out:
- Invitation Homes is the larger business, with $2.7B of revenue in fiscal 2025 against $2.3B for Sun Communities.
- Invitation Homes grew revenue faster (4.2%, against 2.0%).
- Investors pay more for each dollar of Invitation Homesβs earnings: a P/E of 25.2x against 10.8x for Sun Communities.
Who comes out ahead
Of the 5 measures where higher (or lower) is clearly better, how many each company leads.
Invitation Homes
INVH
1/5
Revenue growth
Sun Communities
SUI
4/5
5-year growthNet marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | INVH FY25 | SUI FY25 |
|---|---|---|
| Size | ||
| Market cap | $16.3B | $15.0B |
| Revenue | $2.7B | $2.3B |
| Free cash flow | β | $407M |
| Net income | $588M | $1.4B |
| Growth | ||
| Revenue growth | 4.2% | 2.0% |
| 5-year growth | 8.4% | 10.5% |
| Share count change | β0.1% | β1.8% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β |
| Net margin | 21.5% | 61.3% |
| FCF margin | β | 17.7% |
| Return on capital | β | β |
| Return on equity | 6.1% | 20.1% |
| Balance sheet | ||
| Net debt | $8.3B | β |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $766M | $1.6B |
| Valuation & quality | ||
| P/E | 25.2x | 10.8x |
| Piotroski F-score | β | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.