Critical Survey: InvenTrust Properties (NYSE:IVT) vs. Getty Realty (NYSE:GTY)

InvenTrust Properties (NYSE:IVT) and Getty Realty (NYSE:GTY) are both real estate companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, earnings, valuation, profitability, risk and dividends.

Valuation & Earnings

This table compares InvenTrust Properties and Getty Realty”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
InvenTrust Properties	$299.17 million	7.78	$111.42 million	$0.20	149.29
Getty Realty	$221.73 million	7.91	$79.19 million	$1.64	17.26

InvenTrust Properties has higher revenue and earnings than Getty Realty. Getty Realty is trading at a lower price-to-earnings ratio than InvenTrust Properties, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares InvenTrust Properties and Getty Realty’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
InvenTrust Properties	4.80%	0.85%	0.53%
Getty Realty	42.74%	9.27%	4.58%

Insider and Institutional Ownership

61.7% of InvenTrust Properties shares are owned by institutional investors. Comparatively, 85.1% of Getty Realty shares are owned by institutional investors. 0.7% of InvenTrust Properties shares are owned by insiders. Comparatively, 7.5% of Getty Realty shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Dividends

InvenTrust Properties pays an annual dividend of $1.00 per share and has a dividend yield of 3.3%. Getty Realty pays an annual dividend of $1.94 per share and has a dividend yield of 6.9%. InvenTrust Properties pays out 500.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Getty Realty pays out 118.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. InvenTrust Properties has raised its dividend for 4 consecutive years and Getty Realty has raised its dividend for 1 consecutive years. Getty Realty is clearly the better dividend stock, given its higher yield and lower payout ratio.

Risk & Volatility

InvenTrust Properties has a beta of 0.77, meaning that its stock price is 23% less volatile than the S&P 500. Comparatively, Getty Realty has a beta of 0.72, meaning that its stock price is 28% less volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of recent recommendations for InvenTrust Properties and Getty Realty, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
InvenTrust Properties	0	2	4	1	2.86
Getty Realty	0	4	4	0	2.50

InvenTrust Properties currently has a consensus target price of $35.14, suggesting a potential upside of 17.70%. Getty Realty has a consensus target price of $36.57, suggesting a potential upside of 29.18%. Given Getty Realty’s higher possible upside, analysts clearly believe Getty Realty is more favorable than InvenTrust Properties.

Summary

Getty Realty beats InvenTrust Properties on 11 of the 17 factors compared between the two stocks.

About InvenTrust Properties

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.

About Getty Realty

Getty Realty Corp. is a publicly traded, net lease REIT specializing in the acquisition, financing and development of convenience, automotive and other single tenant retail real estate. As of December 31, 2023, the Company’s portfolio included 1,093 freestanding properties located in 40 states across the United States and Washington, D.C.