INVENTRUST PROPERTIES CORP (IVT) Fundamental Analysis & Valuation

NYSE:IVT • US46124J2015

Current stock price

31.88 USD
-0.76 (-2.33%)
At close:
31.88 USD
0 (0%)
After Hours:

This IVT fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. IVT Profitability Analysis

1.1 Basic Checks

  • IVT had positive earnings in the past year.
  • IVT had a positive operating cash flow in the past year.
  • IVT had positive earnings in 4 of the past 5 years.
  • In the past 5 years IVT always reported a positive cash flow from operatings.
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 2025 0 200M -200M -400M

1.2 Ratios

  • The Return On Assets of IVT (4.00%) is better than 84.30% of its industry peers.
  • With a decent Return On Equity value of 6.21%, IVT is doing good in the industry, outperforming 71.90% of the companies in the same industry.
  • IVT's Return On Invested Capital of 1.49% is on the low side compared to the rest of the industry. IVT is outperformed by 74.38% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for IVT is in line with the industry average of 3.11%.
  • The 3 year average ROIC (1.37%) for IVT is below the current ROIC(1.49%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 4%
ROE 6.21%
ROIC 1.49%
ROA(3y)1.58%
ROA(5y)1.32%
ROE(3y)2.44%
ROE(5y)2.05%
ROIC(3y)1.37%
ROIC(5y)1.07%
IVT Yearly ROA, ROE, ROICIVT Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2 4 6 8 10

1.3 Margins

  • Looking at the Profit Margin, with a value of 37.24%, IVT belongs to the top of the industry, outperforming 89.26% of the companies in the same industry.
  • IVT's Profit Margin has improved in the last couple of years.
  • IVT's Operating Margin of 17.18% is in line compared to the rest of the industry. IVT outperforms 41.32% of its industry peers.
  • In the last couple of years the Operating Margin of IVT has grown nicely.
  • IVT's Gross Margin of 71.81% is fine compared to the rest of the industry. IVT outperforms 63.64% of its industry peers.
  • In the last couple of years the Gross Margin of IVT has remained more or less at the same level.
Industry RankSector Rank
OM 17.18%
PM (TTM) 37.24%
GM 71.81%
OM growth 3Y4.83%
OM growth 5Y13.43%
PM growth 3Y19.09%
PM growth 5YN/A
GM growth 3Y1.3%
GM growth 5Y0.42%
IVT Yearly Profit, Operating, Gross MarginsIVT Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60 80 100

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. IVT Health Analysis

2.1 Basic Checks

  • IVT has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • The number of shares outstanding for IVT has been increased compared to 1 year ago.
  • The number of shares outstanding for IVT has been increased compared to 5 years ago.
  • The debt/assets ratio for IVT is higher compared to a year ago.
IVT Yearly Shares OutstandingIVT Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 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 has a Altman-Z score of -0.28. This is in the lower half of the industry: IVT underperforms 77.69% of its industry peers.
  • IVT has a Debt/Equity ratio of 0.46. This is a healthy value indicating a solid balance between debt and equity.
  • IVT has a Debt to Equity ratio of 0.46. This is amongst the best in the industry. IVT outperforms 90.91% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.46
Debt/FCF N/A
Altman-Z -0.28
ROIC/WACC0.2
WACC7.6%
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 2025 0 500M 1B 1.5B

2.3 Liquidity

  • IVT has a Current Ratio of 1.13. This is a normal value and indicates that IVT is financially healthy and should not expect problems in meeting its short term obligations.
  • IVT's Current ratio of 1.13 is fine compared to the rest of the industry. IVT outperforms 61.16% of its industry peers.
  • IVT has a Quick Ratio of 1.13. This is a normal value and indicates that IVT is financially healthy and should not expect problems in meeting its short term obligations.
  • IVT has a Quick ratio of 1.13. This is in the better half of the industry: IVT outperforms 61.98% of its industry peers.
Industry RankSector Rank
Current Ratio 1.13
Quick Ratio 1.13
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 2025 100M 200M 300M 400M

More info and screens

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

5

3. IVT Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 186.96% over the past year.
  • Measured over the past 5 years, IVT shows a small growth in Earnings Per Share. The EPS has been growing by 5.73% on average per year.
  • Looking at the last year, IVT shows a quite strong growth in Revenue. The Revenue has grown by 9.20% in the last year.
  • The Revenue has been growing by 8.63% on average over the past years. This is quite good.
EPS 1Y (TTM)186.96%
EPS 3Y5.73%
EPS 5YN/A
EPS Q2Q%444.44%
Revenue 1Y (TTM)9.2%
Revenue growth 3Y8.12%
Revenue growth 5Y8.63%
Sales Q2Q%11.94%

3.2 Future

  • IVT is expected to show a very negative growth in Earnings Per Share. In the coming years, the EPS will decrease by -34.63% yearly.
  • Based on estimates for the next years, IVT will show a quite strong growth in Revenue. The Revenue will grow by 9.55% on average per year.
EPS Next Y-19.39%
EPS Next 2Y-7.03%
EPS Next 3Y-34.63%
EPS Next 5YN/A
Revenue Next Year7.81%
Revenue Next 2Y6.52%
Revenue Next 3Y5.78%
Revenue Next 5Y9.55%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
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 2029 100M 200M 300M 400M
IVT Yearly EPS VS EstimatesIVT Yearly EPS VS EstimatesYearly EPS VS Estimates 2022 2023 2024 2025 2026 2027 2028 0 0.5 1 1.5

More info and screens

Find the best growth stocksShow best growing peers

1

4. IVT Valuation Analysis

4.1 Price/Earnings Ratio

  • IVT is valuated quite expensively with a Price/Earnings ratio of 48.30.
  • Compared to the rest of the industry, the Price/Earnings ratio of IVT is on the same level as its industry peers.
  • When comparing the Price/Earnings ratio of IVT to the average of the S&P500 Index (26.54), we can say IVT is valued expensively.
  • With a Price/Forward Earnings ratio of 141.86, IVT can be considered very expensive at the moment.
  • IVT's Price/Forward Earnings ratio is in line with the industry average.
  • When comparing the Price/Forward Earnings ratio of IVT to the average of the S&P500 Index (21.68), we can say IVT is valued expensively.
Industry RankSector Rank
PE 48.3
Fwd PE 141.86
IVT Price Earnings VS Forward Price EarningsIVT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 50 100

4.2 Price Multiples

  • 74.38% of the companies in the same industry are cheaper than IVT, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 18.46
IVT Per share dataIVT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15 20

4.3 Compensation for Growth

  • IVT has a very decent profitability rating, which may justify a higher PE ratio.
  • IVT's earnings are expected to decrease with -34.63% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-7.03%
EPS Next 3Y-34.63%

More info and screens

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

5

5. IVT Dividend Analysis

5.1 Amount

  • IVT has a Yearly Dividend Yield of 2.91%.
  • Compared to an average industry Dividend Yield of 7.43, IVT is paying slightly less dividend.
  • IVT's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 2.91%

5.2 History

  • The dividend of IVT has a limited annual growth rate of 4.52%.
  • IVT has been paying a dividend for at least 10 years, so it has a reliable track record.
  • As IVT did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)4.52%
Div Incr Years5
Div Non Decr Years5
IVT Yearly Dividends per shareIVT Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8

5.3 Sustainability

  • IVT pays out 65.38% of its income as dividend. This is not a sustainable payout ratio.
  • The Dividend Rate of IVT has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP65.38%
EPS Next 2Y-7.03%
EPS Next 3Y-34.63%
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 2025 0 200M -200M -400M
IVT Dividend Payout.IVT Dividend Payout, showing the Payout Ratio.IVT Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

IVT Fundamentals: All Metrics, Ratios and Statistics

INVENTRUST PROPERTIES CORP

NYSE:IVT (4/29/2026, 8:24:20 PM)

After market: 31.88 0 (0%)

31.88

-0.76 (-2.33%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Industry Strength69.57
Industry Growth81.37
Earnings (Last)04-28
Earnings (Next)N/A
Inst Owners80.43%
Inst Owner Change4.36%
Ins Owners0.83%
Ins Owner Change22.31%
Market Cap2.48B
Revenue(TTM)299.17M
Net Income(TTM)111.42M
Analysts80
Price Target34.68 (8.78%)
Short Float %2.91%
Short Ratio4.77
Dividend
Industry RankSector Rank
Dividend Yield 2.91%
Yearly Dividend0.94
Dividend Growth(5Y)4.52%
DP65.38%
Div Incr Years5
Div Non Decr Years5
Ex-Date03-31
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-33%
Min EPS beat(2)-79.16%
Max EPS beat(2)13.15%
EPS beat(4)2
Avg EPS beat(4)-16.65%
Min EPS beat(4)-79.16%
Max EPS beat(4)13.15%
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%
Min Revenue beat(2)-0.38%
Max Revenue beat(2)0.39%
Revenue beat(4)1
Avg Revenue beat(4)-0.21%
Min Revenue beat(4)-0.57%
Max Revenue beat(4)0.39%
Revenue beat(8)5
Avg Revenue beat(8)0.19%
Revenue beat(12)7
Avg Revenue beat(12)1.38%
Revenue beat(16)11
Avg Revenue beat(16)8.9%
PT rev (1m)3.57%
PT rev (3m)5.73%
EPS NQ rev (1m)-69.69%
EPS NQ rev (3m)-76.19%
EPS NY rev (1m)3.75%
EPS NY rev (3m)-9.78%
Revenue NQ rev (1m)-0.5%
Revenue NQ rev (3m)0.25%
Revenue NY rev (1m)0.47%
Revenue NY rev (3m)0.75%
Valuation
Industry RankSector Rank
PE 48.3
Fwd PE 141.86
P/S 8.28
P/FCF N/A
P/OCF 15.94
P/B 1.38
P/tB 1.55
EV/EBITDA 18.46
EPS(TTM)0.66
EY2.07%
EPS(NY)0.22
Fwd EY0.7%
FCF(TTM)-3.73
FCFYN/A
OCF(TTM)2
OCFY6.27%
SpS3.85
BVpS23.09
TBVpS20.6
PEG (NY)N/A
PEG (5Y)N/A
Graham Number18.5181 (-41.91%)
Profitability
Industry RankSector Rank
ROA 4%
ROE 6.21%
ROCE 1.89%
ROIC 1.49%
ROICexc 1.52%
ROICexgc 1.66%
OM 17.18%
PM (TTM) 37.24%
GM 71.81%
FCFM N/A
ROA(3y)1.58%
ROA(5y)1.32%
ROE(3y)2.44%
ROE(5y)2.05%
ROIC(3y)1.37%
ROIC(5y)1.07%
ROICexc(3y)1.41%
ROICexc(5y)1.11%
ROICexgc(3y)1.52%
ROICexgc(5y)1.19%
ROCE(3y)1.73%
ROCE(5y)1.36%
ROICexgc growth 3Y8.1%
ROICexgc growth 5Y18.58%
ROICexc growth 3Y7.33%
ROICexc growth 5Y17.8%
OM growth 3Y4.83%
OM growth 5Y13.43%
PM growth 3Y19.09%
PM growth 5YN/A
GM growth 3Y1.3%
GM growth 5Y0.42%
F-Score6
Asset Turnover0.11
Health
Industry RankSector Rank
Debt/Equity 0.46
Debt/FCF N/A
Debt/EBITDA 4.59
Cap/Depr 346.61%
Cap/Sales 148.87%
Interest Coverage 1.64
Cash Conversion 86.39%
Profit Quality N/A
Current Ratio 1.13
Quick Ratio 1.13
Altman-Z -0.28
F-Score6
WACC7.6%
ROIC/WACC0.2
Cap/Depr(3y)258.58%
Cap/Depr(5y)227.67%
Cap/Sales(3y)110.34%
Cap/Sales(5y)95.47%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)186.96%
EPS 3Y5.73%
EPS 5YN/A
EPS Q2Q%444.44%
EPS Next Y-19.39%
EPS Next 2Y-7.03%
EPS Next 3Y-34.63%
EPS Next 5YN/A
Revenue 1Y (TTM)9.2%
Revenue growth 3Y8.12%
Revenue growth 5Y8.63%
Sales Q2Q%11.94%
Revenue Next Year7.81%
Revenue Next 2Y6.52%
Revenue Next 3Y5.78%
Revenue Next 5Y9.55%
EBIT growth 1Y9.37%
EBIT growth 3Y13.35%
EBIT growth 5Y23.22%
EBIT Next Year2070.08%
EBIT Next 3Y178.73%
EBIT Next 5Y129.81%
FCF growth 1Y-73.25%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y13.55%
OCF growth 3Y7.3%
OCF growth 5Y10.53%

INVENTRUST PROPERTIES CORP / IVT Fundamental Analysis 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 for IVT stock?

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


What is the profitability of IVT stock?

INVENTRUST PROPERTIES CORP (IVT) has a profitability rating of 7 / 10.


What is the financial health of INVENTRUST PROPERTIES CORP (IVT) stock?

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


What is the expected EPS growth for INVENTRUST PROPERTIES CORP (IVT) stock?

The Earnings per Share (EPS) of INVENTRUST PROPERTIES CORP (IVT) is expected to decline by -19.39% in the next year.