Reviewing InvenTrust Properties (IVT) and Its Peers

InvenTrust Properties (NYSE:IVT) is one of 85 public companies in the “Retail REITs” industry, but how does it contrast to its rivals? We will compare InvenTrust Properties to related businesses based on the strength of its institutional ownership, analyst recommendations, risk, profitability, earnings, valuation and dividends.

Earnings and Valuation

This table compares InvenTrust Properties and its rivals top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
InvenTrust Properties	$299.17 million	$111.42 million	83.62
InvenTrust Properties Competitors	$819.54 million	$253.68 million	26.31

InvenTrust Properties’ rivals have higher revenue and earnings than InvenTrust Properties. InvenTrust Properties is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.

Analyst Ratings

This is a breakdown of current recommendations and price targets for InvenTrust Properties and its rivals, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
InvenTrust Properties	0	2	4	1	2.86
InvenTrust Properties Competitors	958	3958	3435	134	2.32

InvenTrust Properties presently has a consensus price target of $34.57, indicating a potential upside of 11.74%. As a group, “Retail REITs” companies have a potential upside of 12.39%. Given InvenTrust Properties’ rivals higher probable upside, analysts plainly believe InvenTrust Properties has less favorable growth aspects than its rivals.

Dividends

InvenTrust Properties pays an annual dividend of $1.00 per share and has a dividend yield of 3.2%. InvenTrust Properties pays out 270.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Retail REITs” companies pay a dividend yield of 234.9% and pay out 78.0% of their earnings in the form of a dividend. InvenTrust Properties has increased its dividend for 4 consecutive years. InvenTrust Properties lags its rivals as a dividend stock, given its lower dividend yield and higher payout ratio.

Profitability

This table compares InvenTrust Properties and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
InvenTrust Properties	8.68%	1.61%	0.98%
InvenTrust Properties Competitors	30.43%	6.02%	3.24%

Risk & Volatility

InvenTrust Properties has a beta of 0.77, indicating that its stock price is 23% less volatile than the S&P 500. Comparatively, InvenTrust Properties’ rivals have a beta of 0.90, indicating that their average stock price is 10% less volatile than the S&P 500.

Institutional & Insider Ownership

61.7% of InvenTrust Properties shares are owned by institutional investors. Comparatively, 59.2% of shares of all “Retail REITs” companies are owned by institutional investors. 0.7% of InvenTrust Properties shares are owned by insiders. Comparatively, 11.4% of shares of all “Retail REITs” companies are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Summary

InvenTrust Properties rivals beat InvenTrust Properties on 11 of the 15 factors compared.

InvenTrust Properties Company Profile

InvenTrust Properties Corp. (the “Company,” “IVT,” or “InvenTrust”) is a premier Sun Belt, multi-tenant essential retail REIT that owns, leases, redevelops, acquires and manages grocery-anchored neighborhood and community centers as well as high-quality power centers that often have a grocery component. Management pursues the Company’s business strategy by acquiring retail properties in Sun Belt markets, opportunistically disposing of retail properties, maintaining a flexible capital structure, and enhancing environmental, social and governance (“ESG”) practices and standards. A trusted, local operator bringing real estate expertise to its tenant relationships, IVT has built a strong reputation with market participants across its portfolio. IVT is committed to leadership in ESG practices and has been a Global Real Estate Sustainability Benchmark (“GRESB”) member since 2013.