IVT
InvenTrust Properties Corp.
REIT - Retail
Market Cap$2.49B
5Y Perf.-73.4%
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Stock Comparison
IVT vs WMT
Revenue, margins, valuation, and 5-year total return — side by side.
WMT
Walmart Inc.
Specialty Retail
Market Cap$1.04T
5Y Perf.+200.3%
IVT vs WMT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | IVT | WMT |
|---|---|---|
| Industry | REIT - Retail | Specialty Retail |
| Market Cap | $2.49B | $1.04T |
| Revenue (TTM) | $307M | $703.06B |
| Net Income (TTM) | $110M | $22.91B |
| Gross Margin | 49.5% | 24.9% |
| Operating Margin | 16.6% | 4.1% |
| Forward P/E | 166.0x | 44.7x |
| Total Debt | $826M | $67.09B |
| Cash & Equiv. | $41M | $10.73B |
IVT vs WMT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
IVT
WMT
| Stock | Feb 21 | May 26 | Return |
|---|---|---|---|
| InvenTrust Properti… (IVT) | 100 | 26.6 | -73.4% |
| Walmart Inc. (WMT) | 100 | 300.3 | +200.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IVT vs WMT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WMT leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and capital preservation and lower volatility. InvenTrust Properties Corp. is the stronger pick specifically for growth and revenue expansion and profitability and margin quality. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
IVT
InvenTrust Properties Corp.
The Real Estate Income Play
IVT is the clearest fit if your priority is growth exposure and sleep-well-at-night.
- Rev growth 9.2%, EPS growth 6.5%, 3Y rev CAGR 8.1%
- Lower volatility, beta 0.33, Low D/E 46.0%, current ratio 1.17x
- Beta 0.33, yield 2.9%, current ratio 1.17x
Best for: growth exposure and sleep-well-at-night
WMT
Walmart Inc.
The Income Pick
WMT carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 37 yrs, beta 0.12, yield 0.7%
- 5.0% 10Y total return vs IVT's -68.2%
- Lower P/E (44.7x vs 166.0x)
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | IVT | 9.2% FFO/revenue growth vs WMT's 4.7% |
| Value | WMT | Lower P/E (44.7x vs 166.0x) |
| Quality / Margins | IVT | 35.8% margin vs WMT's 3.3% |
| Stability / Safety | WMT | Beta 0.12 vs IVT's 0.33 |
| Dividends | IVT | 2.9% yield, 8-year raise streak, vs WMT's 0.7% |
| Momentum (1Y) | WMT | +33.0% vs IVT's +17.7% |
| Efficiency (ROA) | WMT | 7.9% ROA vs IVT's 4.0%, ROIC 14.7% vs 1.5% |
IVT vs WMT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
IVT vs WMT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLWMTLAGGINGIVT
IVTInvenTrust Properties…
2leads
WMTWalmart Inc.
3leads
6 Total Categories
CATEGORYLEADERvs IVTMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
IVT5/6
Valuation MetricsMultiples, price ratios, and targets
IVT4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
WMT6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WMT6/6
Risk & VolatilityBeta, volatility, and downside exposure
WMT2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
IVT leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WMT is the larger business by revenue, generating $703.1B annually — 2289.6x IVT's $307M. IVT is the more profitable business, keeping 35.8% of every revenue dollar as net income compared to WMT's 3.3%. On growth, IVT holds the edge at +11.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | IVTInvenTrust Proper… | WMTWalmart Inc. |
|---|---|---|
| RevenueTrailing 12 months | $307M | $703.1B |
| EBITDAEarnings before interest/tax | $185M | $42.8B |
| Net IncomeAfter-tax profit | $110M | $22.9B |
| Free Cash FlowCash after capex | $118M | $15.3B |
| Gross MarginGross profit ÷ Revenue | +49.5% | +24.9% |
| Operating MarginEBIT ÷ Revenue | +16.6% | +4.1% |
| Net MarginNet income ÷ Revenue | +35.8% | +3.3% |
| FCF MarginFCF ÷ Revenue | +38.5% | +2.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.3% | +5.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -23.9% | +35.1% |
IVT leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
IVT leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 22.5x trailing earnings, IVT trades at a 53% valuation discount to WMT's 47.6x P/E. On an enterprise value basis, IVT's 18.2x EV/EBITDA is more attractive than WMT's 24.8x.
| Metric | IVTInvenTrust Proper… | WMTWalmart Inc. |
|---|---|---|
| Market CapShares × price | $2.5B | $1.04T |
| Enterprise ValueMkt cap + debt − cash | $3.3B | $1.09T |
| Trailing P/EPrice ÷ TTM EPS | 22.51x | 47.65x |
| Forward P/EPrice ÷ next-FY EPS est. | 166.03x | 44.67x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.33x |
| EV / EBITDAEnterprise value multiple | 18.21x | 24.83x |
| Price / SalesMarket cap ÷ Revenue | 8.33x | 1.45x |
| Price / BookPrice ÷ Book value/share | 1.40x | 10.44x |
| Price / FCFMarket cap ÷ FCF | 22.46x | 24.94x |
IVT leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
WMT leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
WMT delivers a 22.3% return on equity — every $100 of shareholder capital generates $22 in annual profit, vs $6 for IVT. IVT carries lower financial leverage with a 0.46x debt-to-equity ratio, signaling a more conservative balance sheet compared to WMT's 0.67x. On the Piotroski fundamental quality scale (0–9), WMT scores 6/9 vs IVT's 5/9, reflecting solid financial health.
| Metric | IVTInvenTrust Proper… | WMTWalmart Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +6.1% | +22.3% |
| ROA (TTM)Return on assets | +4.0% | +7.9% |
| ROICReturn on invested capital | +1.5% | +14.7% |
| ROCEReturn on capital employed | +1.9% | +17.5% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.46x | 0.67x |
| Net DebtTotal debt minus cash | $785M | $56.4B |
| Cash & Equiv.Liquid assets | $41M | $10.7B |
| Total DebtShort + long-term debt | $826M | $67.1B |
| Interest CoverageEBIT ÷ Interest expense | 4.23x | 11.85x |
WMT leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
WMT leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WMT five years ago would be worth $28,531 today (with dividends reinvested), compared to $2,839 for IVT. Over the past 12 months, WMT leads with a +33.0% total return vs IVT's +17.7%. The 3-year compound annual growth rate (CAGR) favors WMT at 37.5% vs IVT's 15.4% — a key indicator of consistent wealth creation.
| Metric | IVTInvenTrust Proper… | WMTWalmart Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +15.5% | +15.6% |
| 1-Year ReturnPast 12 months | +17.7% | +33.0% |
| 3-Year ReturnCumulative with dividends | +53.9% | +160.2% |
| 5-Year ReturnCumulative with dividends | -71.6% | +185.3% |
| 10-Year ReturnCumulative with dividends | -68.2% | +505.0% |
| CAGR (3Y)Annualised 3-year return | +15.4% | +37.5% |
WMT leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
WMT leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WMT is the less volatile stock with a 0.12 beta — it tends to amplify market swings less than IVT's 0.33 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | IVTInvenTrust Proper… | WMTWalmart Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.33x | 0.12x |
| 52-Week HighHighest price in past year | $33.19 | $134.69 |
| 52-Week LowLowest price in past year | $26.52 | $91.89 |
| % of 52W HighCurrent price vs 52-week peak | +96.3% | +96.6% |
| RSI (14)Momentum oscillator 0–100 | 53.3 | 58.1 |
| Avg Volume (50D)Average daily shares traded | 444K | 17.2M |
WMT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — IVT and WMT each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates IVT as "Buy" and WMT as "Buy". Consensus price targets imply 5.4% upside for WMT (target: $137) vs 3.3% for IVT (target: $33). For income investors, IVT offers the higher dividend yield at 2.91% vs WMT's 0.72%.
| Metric | IVTInvenTrust Proper… | WMTWalmart Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $33.00 | $137.04 |
| # AnalystsCovering analysts | 4 | 64 |
| Dividend YieldAnnual dividend ÷ price | +2.9% | +0.7% |
| Dividend StreakConsecutive years of raises | 8 | 37 |
| Dividend / ShareAnnual DPS | $0.93 | $0.94 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.8% |
Evenly matched — IVT and WMT each lead in 1 of 2 comparable metrics.
Key Takeaway
WMT leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). IVT leads in 2 (Income & Cash Flow, Valuation Metrics). 1 tied.
Best OverallWalmart Inc. (WMT)Leads 3 of 6 categories
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IVT vs WMT: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is IVT or WMT a better buy right now?
For growth investors, InvenTrust Properties Corp.
(IVT) is the stronger pick with 9. 2% revenue growth year-over-year, versus 4. 7% for Walmart Inc. (WMT). InvenTrust Properties Corp. (IVT) offers the better valuation at 22. 5x trailing P/E (166. 0x forward), making it the more compelling value choice. Analysts rate InvenTrust Properties Corp. (IVT) a "Buy" — based on 4 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — IVT or WMT?
On trailing P/E, InvenTrust Properties Corp.
(IVT) is the cheapest at 22. 5x versus Walmart Inc. at 47. 6x. On forward P/E, Walmart Inc. is actually cheaper at 44. 7x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — IVT or WMT?
Over the past 5 years, Walmart Inc.
(WMT) delivered a total return of +185. 3%, compared to -71. 6% for InvenTrust Properties Corp. (IVT). Over 10 years, the gap is even starker: WMT returned +505. 0% versus IVT's -68. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — IVT or WMT?
By beta (market sensitivity over 5 years), Walmart Inc.
(WMT) is the lower-risk stock at 0. 12β versus InvenTrust Properties Corp. 's 0. 33β — meaning IVT is approximately 186% more volatile than WMT relative to the S&P 500. On balance sheet safety, InvenTrust Properties Corp. (IVT) carries a lower debt/equity ratio of 46% versus 67% for Walmart Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — IVT or WMT?
By revenue growth (latest reported year), InvenTrust Properties Corp.
(IVT) is pulling ahead at 9. 2% versus 4. 7% for Walmart Inc. (WMT). On earnings-per-share growth, the picture is similar: InvenTrust Properties Corp. grew EPS 647. 4% year-over-year, compared to 13. 3% for Walmart Inc.. Over a 3-year CAGR, IVT leads at 8. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — IVT or WMT?
InvenTrust Properties Corp.
(IVT) is the more profitable company, earning 37. 2% net margin versus 3. 1% for Walmart Inc. — meaning it keeps 37. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IVT leads at 17. 2% versus 4. 2% for WMT. At the gross margin level — before operating expenses — WMT leads at 24. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is IVT or WMT more undervalued right now?
On forward earnings alone, Walmart Inc.
(WMT) trades at 44. 7x forward P/E versus 166. 0x for InvenTrust Properties Corp. — 121. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WMT: 5. 4% to $137. 04.
08Which pays a better dividend — IVT or WMT?
All stocks in this comparison pay dividends.
InvenTrust Properties Corp. (IVT) offers the highest yield at 2. 9%, versus 0. 7% for Walmart Inc. (WMT).
09Is IVT or WMT better for a retirement portfolio?
For long-horizon retirement investors, Walmart Inc.
(WMT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 12), 0. 7% yield, +505. 0% 10Y return). Both have compounded well over 10 years (WMT: +505. 0%, IVT: -68. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between IVT and WMT?
These companies operate in different sectors (IVT (Real Estate) and WMT (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(IVT: 11.3% · WMT: 5.8%)Net Margin>
%
(IVT: 35.8% · WMT: 3.3%)P/E Ratio<
x
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