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INVH vs UDR
Which Stock Would AI Choose? Invitation Homes (INVH) vs. UDR (UDR) Stock Comparison
Key Takeaways
- UDR has outperformed INVH year-to-date with a gain of 2.65% compared to INVH's 0.49%, reflecting stronger relative momentum in recent market activity.
- UDR offers a higher dividend yield at 5.00% versus INVH's 4.42%, appealing to income-focused investors in the REIT (Real Estate Investment Trust) sector.
- Both stocks trade near the middle of their 52-week ranges, with INVH between $24.25 and $35.80, and UDR between $32.94 and $43.92, indicating potential for upside amid sector recovery.
- UDR's lower beta of 0.72 compared to INVH's 0.82 suggests relatively lower volatility, providing a stability edge in fluctuating interest rate environments.
- Analyst price targets point to moderate upside for both, with UDR's average target at $40.52 from $34.86, and INVH at $30.86 from $27.31.
- Recent sector developments show multifamily rentals, UDR's focus, gaining share over single-family homes, potentially supporting UDR's positioning.
Introduction
Invitation Homes (INVH) and UDR (UDR) represent distinct segments within the residential REIT landscape: single-family home rentals versus multifamily apartments. This comparison is particularly relevant for investors seeking exposure to housing demand trends, dividend income, and real estate recovery amid evolving rental market dynamics. Traders monitoring REIT relative performance may find value in assessing their momentum, valuation metrics, and sector-specific catalysts in the current environment.
INVH Overview and Recent Performance
Invitation Homes (INVH) is a leading single-family rental REIT, owning and managing over 80,000 homes primarily in high-growth Sun Belt markets. In recent market activity, the stock has stabilized around $27.31, reflecting modest gains amid anticipation for its Q1 2026 earnings release on April 29, where analysts project 2.2% revenue growth to approximately $685 million. Year-to-date performance stands at +0.49%, lagging broader REIT recovery, influenced by year-long pressures including elevated interest rates impacting property acquisitions and tenant affordability. Sentiment has shifted with focus on core operational strength, though recent analyst revisions highlight valuation concerns amid share price weakness.
UDR Overview and Recent Performance
UDR (UDR), Inc. is a prominent multifamily REIT focused on owning, operating, and acquiring apartment communities in key U.S. markets like New York, San Francisco, and Denver. Trading near $34.86 in recent weeks, the stock has posted a year-to-date gain of 2.65%, buoyed by easing apartment supply pressures and recognition as a top workplace. Ahead of its Q1 2026 earnings, expectations center on sustained lease rate growth of 1.5% to 2%, supported by strategic lease management. Performance reflects resilience in multifamily demand, though tempered by analyst target adjustments amid peer comparisons.
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Head-to-Head Comparison
While both INVH and UDR operate in residential real estate, their business models diverge: INVH emphasizes single-family homes appealing to families seeking suburban space, versus UDR's multifamily apartments targeting urban renters with amenities. Growth drivers differ, with multifamily gaining rental market share (33% vs. 31% for single-family) amid supply normalization, potentially favoring UDR. Recent momentum tilts to UDR's superior 12-month return (-14% vs. INVH's -20%), though INVH's larger scale ($16.4B market cap) provides acquisition flexibility. Risk factors include interest rate sensitivity for both, but UDR's lower beta offers better stability. Sector exposure highlights INVH's Sun Belt focus versus UDR's coastal markets, with market sentiment buoyed by earnings anticipation and dividend reliability.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward UDR based on consistent relative outperformance, higher dividend yield, and favorable multifamily trends amid easing supply. Factors like lower volatility and stronger YTD positioning suggest a probabilistic edge for UDR in the near term, though INVH's single-family niche could catalyze rebounds with housing demand shifts.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is INVH is a Buy and UDR is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
INVH’s FA Score shows that 1 FA rating(s) are green whileUDR’s FA Score has 1 green FA rating(s).
- INVH’s FA Score: 1 green, 4 red.
- UDR’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
INVH’s TA Score shows that 4 TA indicator(s) are bullish while UDR’s TA Score has 5 bullish TA indicator(s).
- INVH’s TA Score: 4 bullish, 5 bearish.
- UDR’s TA Score: 5 bullish, 4 bearish.
Price Growth
INVH (@Media Conglomerates) experienced а -0.71% price change this week, while UDR (@Media Conglomerates) price change was +0.75% for the same time period.
The average weekly price growth across all stocks in the @Media Conglomerates industry was -0.17%. For the same industry, the average monthly price growth was +3.02%, and the average quarterly price growth was +2.24%.
Reported Earning Dates
INVH is expected to report earnings on Jul 29, 2026.
UDR is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Media Conglomerates (-0.17% weekly)Companies that operate in these three (or more) areas: broadcasting, cable TV, publishing and movies/entertainment. The companies usually have a large share in these markets. Walt Disney Co . is an example.
| INVH | UDR | INVH / UDR | |
| Capitalization | 17.3B | 12.6B | 137% |
| EBITDA | 1.71B | 1.4B | 122% |
| Gain YTD | 6.246 | 8.651 | 72% |
| P/E Ratio | 30.71 | 26.46 | 116% |
| Revenue | 2.79B | 1.72B | 163% |
| Total Cash | 114M | 1.3M | 8,769% |
| Total Debt | 8.8B | 5.85B | 151% |
INVH | UDR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 63 | 5 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 32 Undervalued | 22 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 95 | |
SMR RATING 1..100 | 83 | 57 | |
PRICE GROWTH RATING 1..100 | 47 | 48 | |
P/E GROWTH RATING 1..100 | 79 | 99 | |
SEASONALITY SCORE 1..100 | 65 | 65 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
UDR's Valuation (22) in the Real Estate Investment Trusts industry is in the same range as INVH (32). This means that UDR’s stock grew similarly to INVH’s over the last 12 months.
UDR's Profit vs Risk Rating (95) in the Real Estate Investment Trusts industry is in the same range as INVH (100). This means that UDR’s stock grew similarly to INVH’s over the last 12 months.
UDR's SMR Rating (57) in the Real Estate Investment Trusts industry is in the same range as INVH (83). This means that UDR’s stock grew similarly to INVH’s over the last 12 months.
INVH's Price Growth Rating (47) in the Real Estate Investment Trusts industry is in the same range as UDR (48). This means that INVH’s stock grew similarly to UDR’s over the last 12 months.
INVH's P/E Growth Rating (79) in the Real Estate Investment Trusts industry is in the same range as UDR (99). This means that INVH’s stock grew similarly to UDR’s over the last 12 months.
| INVH | UDR | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 52% | 1 day ago 62% |
| Stochastic ODDS (%) | 1 day ago 65% | 1 day ago 57% |
| Momentum ODDS (%) | 1 day ago 56% | 1 day ago 56% |
| MACD ODDS (%) | 1 day ago 53% | 1 day ago 58% |
| TrendWeek ODDS (%) | 1 day ago 59% | 1 day ago 54% |
| TrendMonth ODDS (%) | 1 day ago 44% | 1 day ago 54% |
| Advances ODDS (%) | 12 days ago 51% | 12 days ago 50% |
| Declines ODDS (%) | 6 days ago 59% | 6 days ago 55% |
| BollingerBands ODDS (%) | 1 day ago 62% | 1 day ago 45% |
| Aroon ODDS (%) | 1 day ago 40% | 1 day ago 49% |
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INVH and
Correlation & Price change
A.I.dvisor indicates that over the last year, INVH has been closely correlated with AMH. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if INVH jumps, then AMH could also see price increases.
| Ticker / NAME | Correlation To INVH | 1D Price Change % | ||
|---|---|---|---|---|
| INVH | 100% | -1.72% | ||
| AMH - INVH | 84% Closely correlated | -1.03% | ||
| MAA - INVH | 74% Closely correlated | -1.15% | ||
| UDR - INVH | 73% Closely correlated | -1.27% | ||
| CPT - INVH | 73% Closely correlated | -1.29% | ||
| EQR - INVH | 70% Closely correlated | -1.72% | ||
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UDR and
Correlation & Price change
A.I.dvisor indicates that over the last year, UDR has been closely correlated with CPT. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if UDR jumps, then CPT could also see price increases.