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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#2973
Positioning
Market Dominance
Finance, Insurance, And Real Estate
Trading
$2.2B
Daniel J. Busch
InvenTrust Properties Corp. is a premier multi-tenant retail REIT that owns, leases, redevelops, acquires and manages grocery-anchored neighborhood centers, and select power centers that often have a grocery component.
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = IVT ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$SII SPROTT INC. | 75 | 91 | 87 | 98 | - | - | 15.7% | 12.8% | 48.9% | 37.0% | 28.8% | 14.9% | 2.5% | 0.0x | $1.1B | VS | |
$PUK PRUDENTIAL PLC | 73 | 88 | 97 | 80 | - | - | 13.2% | 1.4% | 100.0% | 97.0% | 23.8% | 11.8% | 2.7% | 5.0x | $21.5B | VS | |
$NMR NOMURA HOLDINGS INC | 72 | 81 | 92 | 87 | - | - | 9.9% | 0.6% | 84.5% | 70.0% | 7.3% | 14.9% | 0.0% | 923.0x | $18.3B | VS | |
$PSLV Sprott Physical Silver Trust | 69 | 82 | 80 | 98 | - | - | 17.3% | 17.7% | 100.0% | 100.0% | 100.0% | 1643.8% | 0.0% | 0.0x | $5.0B | VS | |
$UFCS UNITED FIRE GROUP INC | 68 | 81 | 93 | 76 | 5.0x | 3.5x | 13.2% | 4.1% | 99.9% | 14.7% | 11.1% | 9.2% | 2.1% | 16.0x | $775M | VS | |
$SLF SUN LIFE FINANCIAL INC | 68 | 83 | 95 | 63 | - | - | 12.6% | 0.9% | 32.0% | 31.3% | 7.9% | -12.9% | 4.3% | 24.0x | $37.8B | VS | |
$CBOE Cboe Global Markets, Inc. | 68 | 75 | 63 | 77 | 21.3x | 15.7x | 24.0% | 13.7% | 41.7% | 32.4% | 26.4% | 8.2% | 1.1% | 30.0x | $25.7B | VS | |
$PHYS Sprott Physical Gold Trust | 67 | 64 | 82 | 91 | - | - | 22.5% | 22.8% | 101.8% | 100.0% | 100.0% | 138.9% | 0.0% | 0.0x | $8.4B | VS | |
$VTMX Vesta Real Estate Corporation, S.A.B. de C.V. | 67 | 69 | 77 | 80 | - | - | 8.8% | 5.8% | 98.7% | 75.7% | 88.5% | 17.6% | 4.3% | 34.0x | $2.2B | VS | |
$GLDM World Gold Trust | 66 | 54 | 85 | 92 | 11.3x | 11.3x | - | 27.1% | 100.0% | 98.9% | 459.9% | 333.4% | 0.0% | 0.0x | $43.7B | VS | |
$IVT InvenTrust Properties Corp. | 44 | 26 | 34 | 44 | 22.0x | 16.9x | 6.0% | 3.9% | 0.0% | 28.1% | 36.7% | 10.4% | 3.3% | 46.0x | $2.2B | ||
| SECTOR BENCH | - | - | - | - | - | 11.9x | 7.8x | 8.9% | 1.2% | 76.5% | 17.0% | 21.5% | 10.8% | 1.9% | 0.5x | - | REF |
InvenTrust Properties Corp. (IVT) receives a "Reduce" rating with a composite score of 43.9/100. It ranks #2973 out of 7,333 stocks in our coverage universe and carries a 2-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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In-line with peers — no strong momentum signal
Expensive relative to fundamentals — limited margin of safety
Weak fundamentals — higher risk of value trap
Low volatility — smoother ride and historically better risk-adjusted returns
Moderate investment profile
Mid-range overall rating
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Relative valuation derived from Finance, Insurance, And Real Estate sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for IVT.
View All RatingsROIC 8.0% vs WACC 8.5% (spread -0.6%)
GM 0% vs sector 77%, OM 28% vs sector 17%
Capital turnover 0.40x
Rev growth 10%, 10yr history
Interest coverage N/A, Net debt/EBITDA 4.0x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate InvenTrust Properties Corp. (IVT) as a Reduce with a composite score of 43.9/100 at a current price of $30.78. The quantitative profile shows weakness across multiple dimensions, suggesting limited upside potential.
InvenTrust Properties Corp. holds a top-quartile position (#0 of 50) within the Finance, Insurance, And Real Estate sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 43.9/100 places it at rank #2973 in our full universe.
No Moat
Low
Standard
Fair Value
Stable competitive position in a defensive sector.
Below-average quality raises earnings sustainability concerns.
Vulnerability to macroeconomic shocks and interest rate volatility.
InvenTrust Properties Corp. represents a reduce based on multi-factor quantitative performance.
InvenTrust Properties Corp. receives a Reduce rating from our analysis, with a composite score of 43.9/100 and 2 out of 5 stars, ranking #2973 out of 7,333 stocks. IVT's factor profile shows weakness across multiple dimensions, suggesting the stock may underperform going forward. Existing holders may want to consider trimming positions or tightening stop-losses.
IVT's quality score of 26/100 is below average, suggesting challenges with profitability or capital efficiency. The company reports a return on equity of 6.0% (sector avg: 8.9%), gross margins of 0.0% (sector avg: 76.5%), net margins of 36.7% (sector avg: 21.5%). Investors should examine whether management is actively addressing these weaknesses or if they reflect structural industry headwinds.
With a value score of 34/100, IVT appears somewhat expensive relative to its fundamentals. Key valuation metrics include a P/E ratio of 21.96x, an EV/EBITDA of 16.87x, a P/B ratio of 1.32x. Investors paying a premium here are likely betting on above-average growth or margin expansion to justify current prices.
InvenTrust Properties Corp.'s investment score of 36/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 10.4% vs. a sector average of 10.8% and a return on assets of 3.9% (sector: 1.2%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
IVT is currently showing below-average momentum at 44/100, which may indicate weakening institutional interest or negative sentiment shifts. Revenue growth stands at 10.4% year-over-year, while a beta of 0.53 reflects its sensitivity to broader market moves. Investors should note that declining momentum can precede further price weakness, though contrarian opportunities sometimes emerge at these levels.
IVT shows good financial stability with a score of 82/100. Key stability metrics include a beta of 0.53 and a debt-to-equity ratio of 46.00x (sector avg: 0.5x). This suggests manageable leverage and moderate price volatility, making it appropriate for investors seeking a balance between growth potential and capital preservation.
InvenTrust Properties Corp.'s short interest score of 38/100 reveals significant bearish positioning, suggesting institutional investors are actively betting against the stock. Specific risk factors include elevated leverage (D/E: 46.00x). At $2.2B (mid-cap), IVT carries meaningful risk and is best suited for investors with high risk tolerance who have thoroughly evaluated the bear thesis.
IVT pays a solid dividend yield of 3.3%, contributing an income component to total returns. This compares to a sector average dividend yield of 1.9%. This moderate yield suggests a balance between returning capital to shareholders and retaining earnings for reinvestment — a common profile among quality compounders.
InvenTrust Properties Corp. is a mid-cap company in the Finance, Insurance, And Real Estate sector, ranked #0 of 50 in its sector (100th percentile) and #2973 of 7,333 overall (59th percentile). Key comparisons include ROE of 6.0% trailing the 8.9% sector median and operating margins of 28.1% above the 17.0% sector average. This top-quartile standing reflects exceptional competitive strength relative to Finance, Insurance, And Real Estate peers.
While IVT currently exhibits a REDUCE profile, superior opportunities exist within the FINANCE, INSURANCE, AND REAL ESTATE sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Finance, Insurance, And Real Estate Alpha →Quant Factor Profile
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Improvement in Quality (26) would have the largest impact on the composite score.
EV/EBITDA 117% ABOVE SECTOR MEDIAN
ROE 32% BELOW SECTOR MEDIAN
Gross Margin 100% BELOW SECTOR MEDIAN
Above 50MA
37.18%
Net New Highs
+51081
Signs of consumer weakening are evident in declining movie theater sales, restaurant visits, and ski trips. Click here for an analysis on dividend stocks.
Read more on the importance of financial freedom, the impact of potential rate hikes on stock prices, and the correlation between gold and deficit spending.
InvenTrust (IVT) Q4 2025 earnings call highlights: NOI/FFO growth, Sun Belt acquisitions, 2026 guidance & dividend hike—get key takeaways now.
The Fund generated a return of +23.27% (after fees) versus +10.85% (before fees) for the Fund’s most relevant benchmark. Click here to read the full fund letter.
InvenTrust Properties, a retail-focused REIT, reported Q2 2025 earnings with Core FFO of $0.44 per share, slightly above last year but missing analyst estimates. The company maintains a strong portfolio in the Sun Belt region with 97.3% occupancy and continues its strategic asset recycling program.