IVT Stock Analysis: Inventrust Properties | NYSE

REIT - Retail | NYSE, USA | Market Cap: 2.786m USD | 12M Return: 33.6% | Charts, Fundamentals & Technical Analysis

Grocery Centers, Community Centers, Power Centers, Neighborhood Centers

Total Rating 51

Safety 23

Buy Signal -0.23

REIT - Retail
Industry Rotation: -5.4

Market Cap: 2.79B
Avg Turnover: 40.4M

Risk 3d forecast

Volatility18.6%

VaR 5^th Pctl3.26%

VaR vs Median6.71%

Reward TTM

Sharpe Ratio1.67

Rel. Str. IBD74.5

Rel. Str. Peer Group86

Character TTM

Beta0.105

Beta Downside0.078

Hurst Exponent0.443

Drawdowns 3y

Max DD15.71%

CAGR/Max DD1.12

CAGR/Mean DD3.95

EPS (Earnings per Share)

Last SUE: -1.30
Qual. Beats: -1

Revenue

Rev. CAGR: 7.77%
Rev. Trend: 99.3%

Last SUE: 4.00
Qual. Beats: 4

Warnings

Earnings Expected To Drop (P/E To P/E Forward)

Altman Z'' In Financial Distress Zone

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.1% 2

Feb +0.0% 0

Mar +1.2% 12

Apr -1.4% 18

May +0.0% 0

Jun +1.2% 25

Jul +0.0% 0

Aug +0.0% 0

Sep +1.1% 6

Oct +0.0% 0

Nov +0.0% 0

Dec +1.2% 35

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 Sun Belt-focused, multi-tenant retail REIT that owns, leases, redevelops, acquires, and manages grocery-anchored neighborhood and community centers, as well as power centers that often include a grocery component. The Sun Belt-covering states such as Florida, Texas, Georgia, the Carolinas, and Arizona-has been one of the fastest-growing population regions in the U.S., which has generally supported demand for necessity-based retail.

Managements strategy centers on acquiring retail properties in Sun Belt markets, opportunistically disposing of assets, and maintaining a flexible capital structure. The company positions itself as a local, relationship-driven operator with deep real estate expertise across its tenant base. Grocery-anchored centers, a core part of IVTs portfolio, are widely viewed as a more defensive segment of retail real estate due to the essential, repeat-visit nature of their anchor tenants.

InvenTrust was incorporated on October 4, 2004 in Maryland and is headquartered in Downers Grove, Illinois. The company trades on the NYSE under the ticker IVT, with a mid-cap market capitalization of approximately $2.7 billion and an IPO date of February 24, 2014. It is classified within the GICS Real Estate sector, Retail REITs sub-industry.

Headlines to Watch Out For

Sun Belt population growth lifts occupancy and rental rates
Acquisitions and dispositions reshape high-growth retail portfolio
Interest rate moves pressure cap rates and borrowing costs

Piotroski VR-10 (Strict) 4.0

Net Income: 109.8m TTM > 0 and > 6% of Revenue
FCF/TA: 0.04 > 0.02 and ΔFCF/TA -0.17 > 1.0
NWC/Revenue: 7.19% < 20% (prev 24.80%; Δ -17.62% < -1%)
CFO/TA 0.05 > 3% & CFO 155.4m > Net Income 109.8m
Net Debt (1.00b) to EBITDA (313.7m): 3.20 < 3
Current Ratio: 1.45 > 1.5 & < 3
Outstanding Shares: last quarter (78.4m) vs 12m ago 0.33% < -2%
Gross Margin: 49.60% > 18% (prev 71.13%; Δ -21.52% > 0.5%)
Asset Turnover: 11.20% > 50% (prev 10.76%; Δ 0.44% > 0%)
Interest Coverage Ratio: 2.11 > 6 (EBIT TTM 179.4m / Interest Expense TTM 85.2m)

Altman Z'' -2.30

A: 0.01 (Total Current Assets 70.9m - Total Current Liabilities 48.8m) / Total Assets 2.89b
B: -1.37 (Retained Earnings -3.96b / Total Assets 2.89b)
C: 0.07 (EBIT TTM 179.4m / Avg Total Assets 2.75b)
D: 1.61 (Book Value of Equity 1.78b / Total Liabilities 1.11b)
Altman-Z'' = -2.30 = D

Beneish M -2.14

DSRI: 0.99 (Receivables 36.5m/33.8m, Revenue 307.5m/280.5m)
GMI: 1.43 (GM 71.13% / 49.60%)
AQI: 1.73 (AQ_t 0.12 / AQ_t-1 0.07)
SGI: 1.10 (Revenue 307.5m / 280.5m)
TATA: -0.02 (NI 109.8m - CFO 155.4m) / TA 2.89b)
Beneish M = -2.14 (Cap -4..+1) = BB

What is the price of IVT shares?

As of July 13, 2026, the stock is trading at USD 35.36 with a total of 271,063 shares traded. Over the past week, the price has changed by -0.59%, over one month by +1.73%, over three months by +11.76% and over the past year by +33.55%.

Current recommended Stop Loss: 34.30 (which is 3% or 1.5 ATR below the current price).

Is IVT a buy, sell or hold?

Inventrust Properties has received a consensus analysts rating of 4.33. Therefore, it is recommended to buy IVT.

StrongBuy: 4
Buy: 0
Hold: 2
Sell: 0
StrongSell: 0

What are the forecasts/targets for the IVT price?

Analysts Target Price	35.6	0.6%

Inventrust Properties (IVT) - Fundamental Data Overview as of 10 July 2026

Market Cap USD = 2.79b (2.79b USD * 1.0 USD.USD)
P/E Trailing = 25.5357
P/E Forward = 250.0
P/S = 9.0467
P/B = 1.5591
Revenue TTM = 307.5m USD
EBIT TTM = 179.4m USD
EBITDA TTM = 313.7m USD
Long Term Debt = 941.1m USD (from longTermDebt, last quarter)
Short Term Debt = 48.8m USD (from shortTermDebt, last quarter)
Debt = 1.04b USD (from shortLongTermDebtTotal, last quarter) + Leases 11.1m
Net Debt = 1.00b USD (calculated: Debt 1.04b - CCE 34.4m)
Enterprise Value = 3.79b USD (2.79b + Debt 1.04b - CCE 34.4m)
Interest Coverage Ratio = 2.11 (Ebit TTM 179.4m / Interest Expense TTM 85.2m)
EV/FCF = 33.79x (Enterprise Value 3.79b / FCF TTM 112.2m)
FCF Yield = 2.96% (FCF TTM 112.2m / Enterprise Value 3.79b)
FCF Margin = 36.48% (FCF TTM 112.2m / Revenue TTM 307.5m)
Net Margin = 35.71% (Net Income TTM 109.8m / Revenue TTM 307.5m)
Gross Margin = 49.60% ((Revenue TTM 307.5m - Cost of Revenue TTM 155.0m) / Revenue TTM)
Gross Margin QoQ = 73.45% (prev -17.98%)
Tobins Q-Ratio = 1.31 (Enterprise Value 3.79b / Total Assets 2.89b)
Interest Expense / Debt = 8.20% (Interest Expense 85.2m / Debt 1.04b)
Taxrate = 21.0% (US federal default 21%)
NOPAT = 141.8m (EBIT 179.4m * (1 - 21.00%))
Current Ratio = 1.45 (Total Current Assets 70.9m / Total Current Liabilities 48.8m)
Debt / Equity = 0.58 (Debt 1.04b / totalStockholderEquity, last quarter 1.78b)
Debt / EBITDA = 3.20 (Net Debt 1.00b / EBITDA 313.7m)
Debt / FCF = 8.96 (Net Debt 1.00b / FCF TTM 112.2m)
Total Stockholder Equity = 1.80b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.00% (Net Income 109.8m / Total Assets 2.89b)
RoE = 6.10% (Net Income TTM 109.8m / Total Stockholder Equity 1.80b)
RoCE = 6.54% (EBIT 179.4m / Capital Employed (Equity 1.80b + L.T.Debt 941.1m))
RoIC = 4.94% (NOPAT 141.8m / Invested Capital 2.87b)
WACC = 6.38% (E(2.79b)/V(3.83b) * Re(6.35%) + D(1.04b)/V(3.83b) * Rd(8.20%) * (1-Tc(0.21)))
Discount Rate = 6.35% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 100.00 | Cagr: 6.48%
[DCF] Terminal Value 76.20% ; FCFF base≈109.7m ; Y1≈115.6m ; Y5≈134.9m
[DCF] Fair Price = 13.76 (EV 2.08b - Net Debt 1.00b = Equity 1.07b / Shares 77.9m; r=8.35% [WACC [floored]]; 5y FCF grow 5.99% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: -1.30 | # QB: -1
Revenue Correlation: 99.31 | Revenue CAGR: 7.77% | SUE: 4.0 | # QB: 4
EPS current Quarter (2026-06-30): EPS=-0.10 | Chg30d=-348.00% | Revisions=-25% | Analysts=2
EPS next Quarter (2026-09-30): EPS=-0.08 | Chg30d=-260.60% | Revisions=-25% | Analysts=2
EPS current Year (2026-12-31): EPS=-0.37 | Chg30d=-329.69% | Revisions=-25% | GrowthEPS=-347.8% | GrowthRev=+10.3%
EPS next Year (2027-12-31): EPS=-0.36 | Chg30d=-375.62% | Revisions=-25% | GrowthEPS=+2.5% | GrowthRev=+7.3%
[Analyst] Revisions Ratio: -57% (up=0, down=4)