INVENTRUST PROPERTIES CORP (IVT) Stock Fundamental Analysis

NYSE:IVT • US46124J2015

30.7 USD
+0.4 (+1.32%)
At close: Feb 13, 2026
30.7 USD
0 (0%)
After Hours: 2/13/2026, 8:18:15 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Overall IVT gets a fundamental rating of 4 out of 10. We evaluated IVT against 123 industry peers in the Diversified REITs industry. There are concerns on the financial health of IVT while its profitability can be described as average. IVT is valied quite expensively at the moment, while it does show a decent growth rate.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • IVT had positive earnings in the past year.
  • In the past year IVT had a positive cash flow from operations.
  • The reported net income has been mixed in the past 5 years: IVT reported negative net income in multiple years.
  • Of the past 5 years IVT 4 years had a positive operating cash flow.
IVT Yearly Net Income VS EBIT VS OCF VS FCFIVT Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M -200M -400M

1.2 Ratios

  • With an excellent Return On Assets value of 4.34%, IVT belongs to the best of the industry, outperforming 87.80% of the companies in the same industry.
  • With a decent Return On Equity value of 6.55%, IVT is doing good in the industry, outperforming 76.42% of the companies in the same industry.
  • IVT has a Return On Invested Capital of 1.56%. This is in the lower half of the industry: IVT underperforms 73.98% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for IVT is in line with the industry average of 3.07%.
  • The 3 year average ROIC (1.26%) for IVT is below the current ROIC(1.56%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 4.34%
ROE 6.55%
ROIC 1.56%
ROA(3y)0.95%
ROA(5y)0.43%
ROE(3y)1.46%
ROE(5y)0.69%
ROIC(3y)1.26%
ROIC(5y)0.89%
IVT Yearly ROA, ROE, ROICIVT Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2 4 6 8 10

1.3 Margins

  • IVT has a better Profit Margin (40.46%) than 92.68% of its industry peers.
  • IVT's Profit Margin has declined in the last couple of years.
  • IVT's Operating Margin of 17.97% is in line compared to the rest of the industry. IVT outperforms 42.28% of its industry peers.
  • IVT's Operating Margin has improved in the last couple of years.
  • Looking at the Gross Margin, with a value of 71.52%, IVT is in the better half of the industry, outperforming 64.23% of the companies in the same industry.
  • In the last couple of years the Gross Margin of IVT has remained more or less at the same level.
Industry RankSector Rank
OM 17.97%
PM (TTM) 40.46%
GM 71.52%
OM growth 3Y135.07%
OM growth 5Y7.08%
PM growth 3YN/A
PM growth 5Y-21.71%
GM growth 3Y0.52%
GM growth 5Y0.02%
IVT Yearly Profit, Operating, Gross MarginsIVT Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40 60 80 100

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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so IVT is destroying value.
  • IVT has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
IVT Yearly Shares OutstandingIVT Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M
IVT Yearly Total Debt VS Total AssetsIVT Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B 2B 2.5B

2.2 Solvency

  • IVT has an Altman-Z score of -0.28. This is a bad value and indicates that IVT is not financially healthy and even has some risk of bankruptcy.
  • IVT's Altman-Z score of -0.28 is on the low side compared to the rest of the industry. IVT is outperformed by 81.30% of its industry peers.
  • A Debt/Equity ratio of 0.42 indicates that IVT is not too dependend on debt financing.
  • The Debt to Equity ratio of IVT (0.42) is better than 93.50% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.42
Debt/FCF N/A
Altman-Z -0.28
ROIC/WACC0.21
WACC7.43%
IVT Yearly LT Debt VS Equity VS FCFIVT Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 500M 1B 1.5B

2.3 Liquidity

  • IVT has a Current Ratio of 1.63. This is a normal value and indicates that IVT is financially healthy and should not expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 1.63, IVT is in the better half of the industry, outperforming 77.24% of the companies in the same industry.
  • A Quick Ratio of 1.63 indicates that IVT should not have too much problems paying its short term obligations.
  • IVT has a Quick ratio of 1.63. This is in the better half of the industry: IVT outperforms 77.24% of its industry peers.
Industry RankSector Rank
Current Ratio 1.63
Quick Ratio 1.63
IVT Yearly Current Assets VS Current LiabilitesIVT Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. Growth

3.1 Past

  • IVT shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 283.33%, which is quite impressive.
  • IVT shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 46.38% yearly.
EPS 1Y (TTM)283.33%
EPS 3Y46.38%
EPS 5YN/A
EPS Q2Q%253.85%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%8.63%

3.2 Future

  • Based on estimates for the next years, IVT will show a very negative growth in Earnings Per Share. The EPS will decrease by -37.92% on average per year.
  • IVT is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 9.15% yearly.
EPS Next Y-64.38%
EPS Next 2Y-37.92%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year6.98%
Revenue Next 2Y5.89%
Revenue Next 3Y9.15%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
IVT Yearly Revenue VS EstimatesIVT Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 100M 200M 300M
IVT Yearly EPS VS EstimatesIVT Yearly EPS VS EstimatesYearly EPS VS Estimates 2022 2023 2024 2025 2026 2027 0.5 1 1.5

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Find the best growth stocksShow best growing peers

1

4. Valuation

4.1 Price/Earnings Ratio

  • IVT is valuated quite expensively with a Price/Earnings ratio of 44.49.
  • IVT's Price/Earnings is on the same level as the industry average.
  • When comparing the Price/Earnings ratio of IVT to the average of the S&P500 Index (27.97), we can say IVT is valued expensively.
  • With a Price/Forward Earnings ratio of 124.92, IVT can be considered very expensive at the moment.
  • IVT's Price/Forward Earnings is on the same level as the industry average.
  • IVT's Price/Forward Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 27.96.
Industry RankSector Rank
PE 44.49
Fwd PE 124.92
IVT Price Earnings VS Forward Price EarningsIVT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60 80 100

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, IVT is valued a bit more expensive than the industry average as 65.04% of the companies are valued more cheaply.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 17.49
IVT Per share dataIVT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 -5 10 15 20

4.3 Compensation for Growth

  • The decent profitability rating of IVT may justify a higher PE ratio.
  • A cheap valuation may be justified as IVT's earnings are expected to decrease with -37.92% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-37.92%
EPS Next 3YN/A

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 3.14%, IVT has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 6.82, IVT is paying slightly less dividend.
  • Compared to an average S&P500 Dividend Yield of 1.84, IVT pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.14%

5.2 History

  • The dividend of IVT has a limited annual growth rate of 3.29%.
  • IVT has paid a dividend for at least 10 years, which is a reliable track record.
  • IVT has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)3.29%
Div Incr Years4
Div Non Decr Years4
IVT Yearly Dividends per shareIVT Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.2 0.4 0.6 0.8

5.3 Sustainability

  • 60.60% of the earnings are spent on dividend by IVT. This is not a sustainable payout ratio.
  • IVT's earnings are declining while the Dividend Rate has been growing. This means the dividend growth is most likely not sustainable.
DP60.6%
EPS Next 2Y-37.92%
EPS Next 3YN/A
IVT Yearly Income VS Free CF VS DividendIVT Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M -200M -400M
IVT Dividend Payout.IVT Dividend Payout, showing the Payout Ratio.IVT Dividend Payout.PayoutRetained Earnings

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INVENTRUST PROPERTIES CORP

NYSE:IVT (2/13/2026, 8:18:15 PM)

After market: 30.7 0 (0%)

30.7

+0.4 (+1.32%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)02-10
Earnings (Next)04-28
Inst Owners75.32%
Inst Owner Change2.9%
Ins Owners0.58%
Ins Owner Change5.88%
Market Cap2.38B
Revenue(TTM)N/A
Net Income(TTM)118.56M
Analysts80
Price Target32.64 (6.32%)
Short Float %2.33%
Short Ratio3.52
Dividend
Industry RankSector Rank
Dividend Yield 3.14%
Yearly Dividend0.86
Dividend Growth(5Y)3.29%
DP60.6%
Div Incr Years4
Div Non Decr Years4
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)0.58%
Min EPS beat(2)-11.99%
Max EPS beat(2)13.15%
EPS beat(4)3
Avg EPS beat(4)49.64%
Min EPS beat(4)-11.99%
Max EPS beat(4)186.03%
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)1
Avg Revenue beat(2)0.05%
Min Revenue beat(2)-0.3%
Max Revenue beat(2)0.39%
Revenue beat(4)2
Avg Revenue beat(4)0.18%
Min Revenue beat(4)-0.57%
Max Revenue beat(4)1.19%
Revenue beat(8)5
Avg Revenue beat(8)0.2%
Revenue beat(12)8
Avg Revenue beat(12)2.01%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)0.52%
EPS NQ rev (1m)-17.79%
EPS NQ rev (3m)103.57%
EPS NY rev (1m)-2.17%
EPS NY rev (3m)-2.99%
Revenue NQ rev (1m)-0.11%
Revenue NQ rev (3m)0.04%
Revenue NY rev (1m)0.04%
Revenue NY rev (3m)0.21%
Valuation
Industry RankSector Rank
PE 44.49
Fwd PE 124.92
P/S 8.13
P/FCF N/A
P/OCF 15.92
P/B 1.32
P/tB 1.47
EV/EBITDA 17.49
EPS(TTM)0.69
EY2.25%
EPS(NY)0.25
Fwd EY0.8%
FCF(TTM)-5.15
FCFYN/A
OCF(TTM)1.93
OCFY6.28%
SpS3.78
BVpS23.31
TBVpS20.88
PEG (NY)N/A
PEG (5Y)N/A
Graham Number19.02
Profitability
Industry RankSector Rank
ROA 4.34%
ROE 6.55%
ROCE 1.98%
ROIC 1.56%
ROICexc 1.61%
ROICexgc 1.76%
OM 17.97%
PM (TTM) 40.46%
GM 71.52%
FCFM N/A
ROA(3y)0.95%
ROA(5y)0.43%
ROE(3y)1.46%
ROE(5y)0.69%
ROIC(3y)1.26%
ROIC(5y)0.89%
ROICexc(3y)1.31%
ROICexc(5y)0.94%
ROICexgc(3y)1.4%
ROICexgc(5y)1%
ROCE(3y)1.59%
ROCE(5y)1.13%
ROICexgc growth 3Y144.77%
ROICexgc growth 5Y8.78%
ROICexc growth 3Y142.83%
ROICexc growth 5Y8.68%
OM growth 3Y135.07%
OM growth 5Y7.08%
PM growth 3YN/A
PM growth 5Y-21.71%
GM growth 3Y0.52%
GM growth 5Y0.02%
F-Score7
Asset Turnover0.11
Health
Industry RankSector Rank
Debt/Equity 0.42
Debt/FCF N/A
Debt/EBITDA 4.35
Cap/Depr 446.94%
Cap/Sales 187.52%
Interest Coverage 1.7
Cash Conversion 85.23%
Profit Quality N/A
Current Ratio 1.63
Quick Ratio 1.63
Altman-Z -0.28
F-Score7
WACC7.43%
ROIC/WACC0.21
Cap/Depr(3y)235.64%
Cap/Depr(5y)170.24%
Cap/Sales(3y)97.88%
Cap/Sales(5y)70.98%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)283.33%
EPS 3Y46.38%
EPS 5YN/A
EPS Q2Q%253.85%
EPS Next Y-64.38%
EPS Next 2Y-37.92%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%8.63%
Revenue Next Year6.98%
Revenue Next 2Y5.89%
Revenue Next 3Y9.15%
Revenue Next 5YN/A
EBIT growth 1Y20.71%
EBIT growth 3Y156.04%
EBIT growth 5Y11.23%
EBIT Next Year315.54%
EBIT Next 3Y66.56%
EBIT Next 5Y51.97%
FCF growth 1Y-192.69%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y20.01%
OCF growth 3Y15%
OCF growth 5Y5.25%

INVENTRUST PROPERTIES CORP / IVT FAQ

Can you provide the ChartMill fundamental rating for INVENTRUST PROPERTIES CORP?

ChartMill assigns a fundamental rating of 4 / 10 to IVT.


What is the valuation status of INVENTRUST PROPERTIES CORP (IVT) stock?

ChartMill assigns a valuation rating of 1 / 10 to INVENTRUST PROPERTIES CORP (IVT). This can be considered as Overvalued.


Can you provide the profitability details for INVENTRUST PROPERTIES CORP?

INVENTRUST PROPERTIES CORP (IVT) has a profitability rating of 6 / 10.


How financially healthy is INVENTRUST PROPERTIES CORP?

The financial health rating of INVENTRUST PROPERTIES CORP (IVT) is 3 / 10.


Can you provide the dividend sustainability for IVT stock?

The dividend rating of INVENTRUST PROPERTIES CORP (IVT) is 4 / 10 and the dividend payout ratio is 60.6%.