IVT Stock Analysis: Inventrust Properties | NYSE

Grocery Centers, Community Centers, Power Centers, Neighborhood Centers

Total Rating 31

Safety 21

Buy Signal -0.98

REIT - Retail
Industry Rotation: -14.9

Market Cap: 2.55B
Avg Turnover: 20.5M

Risk 3d forecast

Volatility18.1%

VaR 5^th Pctl3.15%

VaR vs Median5.43%

Reward TTM

Sharpe Ratio0.70

Rel. Str. IBD43.5

Rel. Str. Peer Group52.1

Character TTM

Beta-0.082

Beta Downside-0.006

Hurst Exponent0.507

Drawdowns 3y

Max DD15.71%

CAGR/Max DD0.92

CAGR/Mean DD3.16

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 172.0

Interest Coverage Ratio Critical

Beneish M-Score Likely Earnings Manipulation

Altman Z'' In Financial Distress Zone

Fakeout

Below Avwap Earnings

Tailwinds

No distinct edge detected

Seasonality 11.6 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 +0.1% 2

Sep -0.2% 2

Oct +0.0% 0

Nov +0.0% 0

Dec +1.2% 40

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) 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 August 27, 2026, the stock is trading at USD 32.67 with a total of 677,131 shares traded. Over the past week, the price has changed by -1.89%, over one month by -10.02%, over three months by -0.31% and over the past year by +15.37%.

Current recommended Stop Loss: 31.70 (which is 3% or 1.4 ATR below the current price).

Is IVT a buy, sell or hold?

Inventrust Properties has received a consensus analysts rating of 4.33. 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	37.4	14.6%

Inventrust Properties (IVT) - Fundamental Data Overview as of 27 August 2026

Market Cap USD = 2.55b (2.55b USD * 1.0 USD.USD)
P/E Trailing = 172.0
P/E Forward = 250.0
P/S = 8.0324
P/B = 1.4494
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 = 3.58b USD (2.55b + Debt 1.11b - CCE 74.9m)
Interest Coverage Ratio = 1.00 (Ebit TTM 87.8m / Interest Expense TTM 88.2m)
EV/FCF = 29.78x (Enterprise Value 3.58b / FCF TTM 120.3m)
FCF Yield = 3.36% (FCF TTM 120.3m / Enterprise Value 3.58b)
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 = 1.18 (Enterprise Value 3.58b / 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 = 5.88% (E(2.55b)/V(3.66b) * Re(5.70%) + D(1.11b)/V(3.66b) * Rd(7.96%) * (1-Tc(0.21)))
Discount Rate = 5.70% (= 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=-4.61% | Revisions=-25% | Analysts=2
EPS current Year (2026-12-31): EPS=-0.39 | Chg30d=-5.39% | Revisions=-25% | GrowthEPS=-361.1% | GrowthRev=+11.8%
EPS next Year (2027-12-31): EPS=-0.37 | Chg30d=-4.38% | Revisions=-25% | GrowthEPS=+3.4% | GrowthRev=+6.1%
[Analyst] Revisions Ratio: -50% (up=0, down=3)