IVT Stock Analysis: Inventrust Properties | NYSE

Neighborhood Centers, Community Centers, Power Centers, Property Management

Total Rating 28

Safety 19

Buy Signal -0.98

REIT - Retail
Industry Rotation: +4.2

Market Cap: 2.37B
Avg Turnover: 20.9M

Risk 3d forecast

Volatility17.5%

VaR 5^th Pctl3.04%

VaR vs Median5.35%

Reward TTM

Sharpe Ratio0.50

Rel. Str. IBD31.2

Rel. Str. Peer Group51.9

Character TTM

Beta-0.068

Beta Downside0.044

Hurst Exponent0.482

Drawdowns 3y

Max DD19.54%

CAGR/Max DD0.46

CAGR/Mean DD1.77

EPS (Earnings per Share)

Last SUE: -0.54
Qual. Beats: 0

Revenue

Rev. CAGR: 8.24%
Rev. Trend: 99.1%

Last SUE: 0.34
Qual. Beats: 0

Warnings

P/E Ratio 160.0

Interest Coverage Ratio Critical

Beneish M-Score Likely Earnings Manipulation

Altman Z'' In Financial Distress Zone

Below Avwap Earnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +0.0% 0

Feb +0.0% 0

Mar +1.2% 16

Apr -1.8% 21

May +0.0% 0

Jun +1.2% 28

Jul +0.0% 0

Aug +0.0% 0

Sep -0.2% 2

Oct +0.0% 0

Nov +0.0% 0

Dec +1.2% 39

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IVT Inventrust Properties

InvenTrust Properties Corp. (NYSE: IVT) is a real estate investment trust (REIT) that owns, leases, redevelops, acquires, and manages grocery-anchored neighborhood and community shopping centers, as well as select power centers that often include a grocery component. The company focuses its portfolio on the Sun Belt region of the United States, pursuing acquisitions and opportunistic dispositions while maintaining a flexible capital structure. It operates with a local-market approach, emphasizing real estate expertise in its tenant relationships.

The company was established on October 4, 2004, is incorporated in Maryland, and trades on the NYSE under the ticker IVT following its February 2014 IPO. It is classified within the GICS Real Estate sector, specifically the Retail REITs sub-industry, and is considered a mid-cap stock.

As a REIT, InvenTrust is generally required to distribute a significant portion of its taxable income to shareholders in the form of dividends. Its focus on grocery-anchored retail is a common strategy in the sector, as grocery stores typically drive consistent foot traffic and provide a stable anchor for surrounding tenants, particularly in Sun Belt markets that have experienced strong population and household growth in recent years.

Headlines to Watch Out For

Sun Belt migration accelerates leasing demand and base rent growth
Cost of capital improves as Fed cuts interest rates
Same-property NOI growth driven by anchor renewals and shop space leasing

Piotroski VR-10 (Strict) 2.5

Net Income: 15.2m TTM > 0 and > 6% of Revenue
FCF/TA: 0.04 > 0.02 and ΔFCF/TA 0.03 > 1.0
NWC/Revenue: 28.46% < 20% (prev 93.04%; Δ -64.58% < -1%)
CFO/TA 0.05 > 3% & CFO 160.7m > Net Income 15.2m
Net Debt (1.03b) to EBITDA (231.7m): 4.46 < 3
Current Ratio: 2.35 > 1.5 & < 3
Outstanding Shares: last quarter (78.8m) vs 12m ago 0.67% < -2%
Gross Margin: 50.80% > 18% (prev 70.92%; Δ -20.12% > 0.5%)
Asset Turnover: 11.03% > 50% (prev 10.58%; Δ 0.45% > 0%)
Interest Coverage Ratio: 1.00 > 6 (EBIT TTM 87.8m / Interest Expense TTM 88.2m)

Altman Z'' -2.42

A: 0.03 (Total Current Assets 157.2m - Total Current Liabilities 67.0m) / Total Assets 3.03b
B: -1.31 (Retained Earnings -3.98b / Total Assets 3.03b)
C: 0.03 (EBIT TTM 87.8m / Avg Total Assets 2.87b)
D: 1.39 (Book Value of Equity 1.77b / Total Liabilities 1.27b)
Altman-Z'' = -2.42 = D

Beneish M -1.47

DSRI: 1.02 (Receivables 39.6m/35.2m, Revenue 316.8m/286.6m)
GMI: 1.40 (GM 70.92% / 50.80%)
AQI: 2.88 (AQ_t 0.07 / AQ_t-1 0.02)
SGI: 1.11 (Revenue 316.8m / 286.6m)
TATA: -0.05 (NI 15.2m - CFO 160.7m) / TA 3.03b)
Beneish M = -1.47 (Cap -4..+1) = D

What is the price of IVT shares?

As of October 12, 2026, the stock is trading at USD 29.78 with a total of 388,603 shares traded. Over the past week, the price has changed by -2.04%, over one month by -7.13%, over three months by -15.01% and over the past year by +11.65%.

Current recommended Stop Loss: 29.00 (which is 2.6% or 1.4 ATR below the current price).

Is IVT a buy, sell or hold?

Inventrust Properties has received a consensus analysts rating of 4.25. Therefore, it is recommended to buy IVT.

StrongBuy: 5
Buy: 0
Hold: 3
Sell: 0
StrongSell: 0

What are the forecasts/targets for the IVT price?

Analysts Target Price	36.6	23%

Inventrust Properties (IVT) - Fundamental Data Overview as of 12 October 2026

Market Cap USD = 2.37b (2.37b USD * 1.0 USD.USD)
P/E Trailing = 160.0
P/E Forward = 250.0
P/S = 7.472
P/B = 1.3399
Revenue TTM = 316.8m USD
EBIT TTM = 87.8m USD
EBITDA TTM = 231.7m USD
Long Term Debt = 1.08b USD (from longTermDebt, last quarter)
Short Term Debt = 927k USD (from shortTermDebt, last quarter)
Debt = 1.11b USD (from shortLongTermDebtTotal, last quarter) + Leases 11.2m
Net Debt = 1.03b USD (calculated: Debt 1.11b - CCE 74.9m)
Enterprise Value = 3.40b USD (2.37b + Debt 1.11b - CCE 74.9m)
Interest Coverage Ratio = 1.00 (Ebit TTM 87.8m / Interest Expense TTM 88.2m)
EV/FCF = 28.30x (Enterprise Value 3.40b / FCF TTM 120.3m)
FCF Yield = 3.53% (FCF TTM 120.3m / Enterprise Value 3.40b)
FCF Margin = 37.96% (FCF TTM 120.3m / Revenue TTM 316.8m)
Net Margin = 4.81% (Net Income TTM 15.2m / Revenue TTM 316.8m)
Gross Margin = 50.80% ((Revenue TTM 316.8m - Cost of Revenue TTM 155.9m) / Revenue TTM)
Gross Margin QoQ = 72.76% (prev 73.45%)
Tobins Q-Ratio = 1.12 (Enterprise Value 3.40b / Total Assets 3.03b)
Interest Expense / Debt = 7.96% (Interest Expense 88.2m / Debt 1.11b)
Taxrate = 21.0% (US federal default 21%)
NOPAT = 69.4m (EBIT 87.8m * (1 - 21.00%))
Current Ratio = 2.35 (Total Current Assets 157.2m / Total Current Liabilities 67.0m)
Debt / Equity = 0.63 (Debt 1.11b / totalStockholderEquity, last quarter 1.77b)
Debt / EBITDA = 4.46 (Net Debt 1.03b / EBITDA 231.7m)
Debt / FCF = 8.59 (Net Debt 1.03b / FCF TTM 120.3m)
Total Stockholder Equity = 1.79b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.53% (Net Income 15.2m / Total Assets 3.03b)
RoE = 0.85% (Net Income TTM 15.2m / Total Stockholder Equity 1.79b)
RoCE = 3.06% (EBIT 87.8m / Capital Employed (Equity 1.79b + L.T.Debt 1.08b))
RoIC = 2.35% (NOPAT 69.4m / Invested Capital 2.95b)
WACC = 5.91% (E(2.37b)/V(3.48b) * Re(5.74%) + D(1.11b)/V(3.48b) * Rd(7.96%) * (1-Tc(0.21)))
Discount Rate = 5.74% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 82.11 | Cagr: 6.55%
[DCF] Terminal Value 77.63% ; FCFF base≈114.8m ; Y1≈129.2m ; Y5≈181.3m
[DCF] Fair Price = 21.90 (EV 2.74b - Net Debt 1.03b = Equity 1.71b / Shares 78.0m; r=8.35% [WACC [floored]]; 5y FCF grow 12.84% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: -0.54 | # QB: 0
Revenue Correlation: 99.06 | Revenue CAGR: 8.24% | SUE: 0.34 | # QB: 0
EPS current Quarter (2026-09-30): EPS=-0.08 | Chg30d=+0.00% | Revisions=-25% | Analysts=2
EPS current Year (2026-12-31): EPS=-0.39 | Chg30d=+0.00% | Revisions=-25% | GrowthEPS=-361.1% | GrowthRev=+12.1%
EPS next Year (2027-12-31): EPS=-0.37 | Chg30d=+0.00% | Revisions=-25% | GrowthEPS=+3.4% | GrowthRev=+7.0%
[Analyst] Revisions Ratio: -50% (up=0, down=3)