Tearsheet

InvenTrust Properties (IVT)

Market Price (11/7/2025): $27.51 | Market Cap: $2.1 Bil
Sector: Real Estate | Industry: Retail REITs

InvenTrust Properties (IVT)

Market Price (11/7/2025): $27.535
Market Cap: $2.1 Bil
Sector: Real Estate
Industry: Retail REITs

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow

0	Attractive yield Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.0%, Dividend Yield is 3.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.0%, FCF Yield is 5.1%	Weak multi-year price returns 2Y Excs Rtn is -41%, 3Y Excs Rtn is -55%
1	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 51%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 37%
2	Low stock price volatility Vol 12M is 20%

0	Attractive yield Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.0%, Dividend Yield is 3.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.0%, FCF Yield is 5.1%
1	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 51%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 37%
2	Low stock price volatility Vol 12M is 20%
3	Weak multi-year price returns 2Y Excs Rtn is -41%, 3Y Excs Rtn is -55%

Market Valuation & Key Metrics

	11/7/25	2024	2023	2022	2021
Share Price CYE	$27.54	$29.38	$23.88	$21.52	$23.99
Market Cap CYE ($ Bil)	2.1	2.3	1.6	1.5	1.7
Total Debt ($ Bil)	0.8	0.7	0.8	0.8	0.5
Total Cash ($ Bil)	0.1	0.1	0.1	0.1	0.0
Enterprise Value ($ Bil)	2.8	3.0	2.4	2.3	2.2
Valuation Ratios
P/S TTM	7.3	7.7	6.6	6.7	9.1
P/EBIT TTM	14.0	41.8	39.4	20.2	177.7
P/E TTM	18.0	155.3	324.8	30.6	-361.5
Sector Ratios
P/S TTM (Sector)	3.7	4.0	4.2	4.4	6.6
P/EBIT TTM (Sector)	11.4	12.6	13.1	13.1	16.2
P/E TTM (Sector)	16.1	19.1	19.2	18.0	23.4

	11/7/25	2024	2023
Share Price CYE	$27.54	$29.38	$23.88
Market Cap CYE ($ Bil)	2.1	2.3	1.6
Total Debt ($ Bil)	0.8	0.7	0.8
Total Cash ($ Bil)	0.1	0.1	0.1
Enterprise Value ($ Bil)	2.8	3.0	2.4
Valuation Ratios
P/S TTM	7.3	7.7	6.6
P/EBIT TTM	14.0	41.8	39.4
P/E TTM	18.0	155.3	324.8
Sector Ratios
P/S TTM (Sector)	3.7	4.0	4.2
P/EBIT TTM (Sector)	11.4	12.6	13.1
P/E TTM (Sector)	16.1	19.1	19.2

	IVT	S&P 500
REVENUE GROWTH	FAIR
Rev LTM ($ Bil)	0.3
Rev Chg Q	8.7%	7.1%
Rev Chg LTM	9.6%	6.0%
Rev Chg 3Y Avg	8.3%	5.5%
PROFITABILITY	GOOD
Op Inc LTM ($ Bil)	0.1
CFO LTM ($ Bil)	0.1
Net Inc LTM ($ Bil)	0.1
Op Mgn LTM	18.0%	18.8%
CFO/Rev LTM	51.1%	20.5%
Net Inc Mgn	40.5%	12.9%
VALUATION	MODERATE
P/S	7.3	3.1
P/CFO	14.3	15.1
P/FCF	19.7	19.7
P/E	18.0	23.5

AI Generated Analysis | Feedback

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IVT Stock

Return (1M): -0.05%

Factor Drivers of Stock Movement

The 1.4% change in IVT stock from 8/7/2025 to 11/6/2025 was primarily driven by a 3.7% change in the company's Net Income Margin (%).

	8072025	11062025	Change
Stock Price ($)	26.95	27.32	1.39%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	287.07	293.02	2.07%
Net Income Margin (%)	39.01%	40.46%	3.71%
P/E Multiple	18.67	17.89	-4.19%
Shares Outstanding (Mil)	77.59	77.62	-0.03%
Cumulative Contribution			1.39%

LTM = Last Twelve Months as of date shown

The -0.9% change in IVT stock from 5/8/2025 to 11/6/2025 was primarily driven by a -85.3% change in the company's P/E Multiple.

	5082025	11062025	Change
Stock Price ($)	27.57	27.32	-0.90%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	280.95	293.02	4.30%
Net Income Margin (%)	6.25%	40.46%	547.72%
P/E Multiple	121.84	17.89	-85.32%
Shares Outstanding (Mil)	77.56	77.62	-0.07%
Cumulative Contribution			-0.90%

LTM = Last Twelve Months as of date shown

The -7.6% change in IVT stock from 11/6/2024 to 11/6/2025 was primarily driven by a -94.0% change in the company's P/E Multiple.

	11062024	11062025	Change
Stock Price ($)	29.56	27.32	-7.56%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	267.46	293.02	9.55%
Net Income Margin (%)	2.52%	40.46%	1503.48%
P/E Multiple	300.09	17.89	-94.04%
Shares Outstanding (Mil)	68.53	77.62	-13.26%
Cumulative Contribution			-9.19%

LTM = Last Twelve Months as of date shown

The 17.4% change in IVT stock from 11/7/2022 to 11/6/2025 was primarily driven by a 124.7% change in the company's Net Income Margin (%).

	11072022	11062025	Change
Stock Price ($)	23.26	27.32	17.44%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	231.02	293.02	26.84%
Net Income Margin (%)	18.01%	40.46%	124.65%
P/E Multiple	37.70	17.89	-52.56%
Shares Outstanding (Mil)	67.43	77.62	-15.11%
Cumulative Contribution			14.76%

LTM = Last Twelve Months as of date shown

Why The Stock Moved

AI Generated Analysis | Feedback

Here are the key points for why InvenTrust Properties (IVT) stock moved by -0.1% for the approximate time period from July 31, 2025, to November 7, 2025: 1. Positive Q3 Earnings Already Factored In. InvenTrust Properties reported strong third-quarter 2025 financial and operating results on October 28, 2025, including a significant increase in Net Income and Same Property Net Operating Income (NOI), with Core Funds From Operations (FFO) per share exceeding analyst estimates. However, the stock had experienced positive momentum in the weeks leading up to this announcement, suggesting that much of the favorable news might have already been priced into the stock, limiting substantial further upward movement after the official release.

2. Minor Profit-Taking Post-Earnings. Following the release of these robust third-quarter results and a period of positive stock performance, some investors may have engaged in limited profit-taking. This natural market behavior can exert slight downward pressure as some gains are realized.

3. General Market Volatility and Sector Trends. A minimal -0.1% change over a multi-month period is often indicative of normal daily market fluctuations rather than a specific, singular event. Broader market sentiment or minor shifts within the Real Estate Investment Trust (REIT) sector could have contributed to this slight downward drift without specific negative company news.

4. Absence of Further Immediate Catalysts. After the positive Q3 earnings report, the declaration of the third-quarter cash dividend on September 16, 2025, and strategic acquisitions, there may have been a temporary lack of new, significant corporate announcements or unexpected positive catalysts. This could lead to the stock stabilizing or drifting slightly in the absence of fresh news.

5. Subtle Re-evaluation of Valuation. Despite strong operational performance and an increase in guidance for the full year 2025, investors might have undertaken a subtle re-evaluation of InvenTrust Properties' valuation within the wider market context. This could lead to a marginal downward adjustment if the market perceived the stock as having reached a fair value or being slightly overextended following its earlier positive performance.

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Return vs. Risk

Price Returns Compared

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
IVT Return	-64%	1121%	-10%	11%	23%	-7%	396%
Peers Return	-26%	48%	-8%	11%	13%	0%	27%
S&P 500 Return	16%	27%	-19%	24%	23%	14%	108%
Monthly Win Rates [3]
IVT Win Rate	8%	25%	33%	50%	58%	40%
Peers Win Rate	42%	75%	47%	50%	57%	56%
S&P 500 Win Rate	58%	75%	42%	67%	75%	70%
Max Drawdowns [4]
IVT Max Drawdown	-80%	0%	-20%	-11%	-5%	-13%
Peers Max Drawdown	-54%	-5%	-27%	-17%	-8%	-14%
S&P 500 Max Drawdown	-31%	-1%	-25%	-1%	-2%	-15%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: O, FRT, GTY, WSR, SPG.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 11/6/2025 (YTD)

How Low Can It Go

Unique Key	Event	IVT	S&P 500
2022 Inflation Shock	2022 Inflation Shock
2022 Inflation Shock% Loss	% Loss	-35.7%	-25.4%
2022 Inflation Shock% Gain to Breakeven	% Gain to Breakeven	55.4%	34.1%
2022 Inflation ShockTime to Breakeven	Time to Breakeven	Not Fully Recovered days	464 days

Compare to O, FRT, GTY, WSR, SPG

In The Past

InvenTrust Properties's stock fell -35.7% during the 2022 Inflation Shock from a high on 6/3/2022. A -35.7% loss requires a 55.4% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About InvenTrust Properties (IVT)

InvenTrust Properties Corp. is a premier multi-tenant retail REIT that owns, leases, redevelops, acquires and manages grocery-anchored neighborhood centers, and select power centers that often have a grocery component, predominantly in Sun Belt markets with favorable demographics. We seek to continue to execute our strategy to enhance our multi-tenant retail platform by further investing in grocery-anchored centers with essential retail in our current markets, while exhibiting focused and disciplined capital allocation.

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Better Bets than InvenTrust Properties (IVT)

	IVT	Better Performance than IVT
Metric	Value	Industry (Retail REITs)
Rev Chg LTM	9.6%	O (14.7%), KIM (10.2%), ADC (14.7%), MAC (16.2%), PECO (10.7%)
Rev Chg 3Y Avg	8.3%	O (21.5%), KIM (8.3%), ADC (19.5%), GTY (9.8%), NTST (27.4%)
Op Mgn LTM	18.0%	SPG (50.7%), O (45.7%), KIM (33.0%), REG (37.5%), FRT (36.0%)
CFO/Rev LTM	51.1%	SPG (65.3%), O (67.1%), REG (53.6%), ADC (70.3%), NNN (72.7%)
FCF/Rev LTM	37.1%	SPG (50.7%), O (67.1%), KIM (50.8%), REG (53.6%), ADC (70.3%)
Total Yield	9.0%	NNN (11.1%), GTY (11.8%), ALX (11.0%), CBL (14.6%), BFS (13.8%)

	IVT	Better Performance than IVT
Metric	Value	Sector (Real Estate)
Rev Chg LTM	9.6%	WELL (32.6%), PLD (10.7%), O (14.7%), CBRE (15.0%), VTR (15.7%)
Rev Chg 3Y Avg	8.3%	WELL (20.9%), PLD (18.1%), EQIX (8.5%), DLR (9.1%), O (21.5%)
Op Mgn LTM	18.0%	PLD (39.8%), AMT (46.4%), EQIX (20.6%), SPG (50.7%), O (45.7%)
CFO/Rev LTM	51.1%	PLD (59.3%), SPG (65.3%), O (67.1%), PSA (67.3%), CCI (56.2%)
FCF/Rev LTM	37.1%	PLD (59.3%), SPG (50.7%), DLR (41.6%), O (67.1%), PSA (61.2%)
Total Yield	9.0%	VICI (14.5%), EQR (9.2%), SUI (12.5%), OHI (10.3%), GLPI (13.1%)

	IVT	Better Performance than IVT
Metric	Value	All Other Sectors
Rev Chg LTM	9.6%	NVDA (71.6%), MSFT (15.6%), GOOGL (13.4%), AMZN (10.9%), AVGO (28.0%)
Rev Chg 3Y Avg	8.3%	NVDA (92.0%), MSFT (13.2%), GOOGL (11.0%), AMZN (11.3%), AVGO (24.0%)
Op Mgn LTM	18.0%	NVDA (58.1%), AAPL (31.9%), MSFT (46.3%), GOOGL (32.2%), AVGO (39.0%)
CFO/Rev LTM	51.1%	META (56.8%), V (60.4%), MA (56.1%), BAC (57.3%), RY (135.4%)
FCF/Rev LTM	37.1%	NVDA (43.6%), AVGO (41.6%), V (56.8%), MA (52.5%), PLTR (46.0%)
Total Yield	9.0%	XOM (9.7%), BABA (37.6%), WFC (9.7%), TM (2196.5%), MRK (12.7%)

		Best Bets In Real Estate Sector
	IVT	CTRE	WPC	ADC	NNN	OHI	O	EPRT	GLPI	EPR	FCPT
What You Pay
P/E	17.9	28.8	40.0	41.7	19.0	23.4	53.5	24.6	16.1	18.8	22.6
P/EBIT	13.9	25.1	21.1	24.9	12.6	16.0	24.0	17.3	10.6	11.4	15.3
What You Get
Rev Chg Q	8.7%	82.4%	8.5%	18.7%	5.3%	12.9%	9.1%	23.7%	3.2%	4.3%	11.0%
Rev Chg LTM	9.6%	47.6%	5.6%	14.7%	4.5%	13.7%	14.7%	24.2%	4.4%	4.2%	8.3%
Rev Chg 3Y Avg	8.3%	21.2%	5.6%	19.5%	6.0%	6.3%	21.5%	24.2%	7.4%	3.9%	9.5%
FCF/Rev 3Y Avg	34.6%	88.9%	84.4%	73.1%	73.6%	71.6%	69.5%	69.3%	65.4%	63.9%	61.3%

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 9.6%, alpha of 3.1%, and sharpe of 0.44

Latest Trefis Analyses

	Title	Topic
0	DASHBOARDS
1	InvenTrust Properties Earnings Notes
2	InvenTrust Properties Stock Lost 5.6%, Buy Or Wait?	Return
3	InvenTrust Properties vs Microsoft: Which Is A Better Investment?	Counter-Intuitive Comparisons
4	InvenTrust Properties vs Prologis: Which Is A Better Investment?	Counter-Intuitive Comparisons
5	InvenTrust Properties vs Realty Income: Which Is A Better Investment?	Counter-Intuitive Comparisons
6	How Does InvenTrust Properties Stock Stack Up Against Its Peers?	Peer Comparison
7	Better Bet Than IVT Stock: Pay Less Than InvenTrust Properties To Get More From AMZN, RTX
8	Better Bet Than IVT Stock: Pay Less Than InvenTrust Properties To Get More From HHH
9	Why InvenTrust Properties Stock Moved: IVT Stock Has Gained 27% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)
10	IVT Dip Buy Analysis

	Title
0	ARTICLES

Trade Ideas

Select past ideas related to IVT. For more, see Trefis Trade Ideas.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
MPW_10312025_Short_Squeeze	10312025	MPW	Medical Properties Trust	Special	Short Squeeze PotentialShort Squeeze Potential Has potential for a short squeeze. High short interest, rising short interest and high debt.	-2.5%	-2.5%	-5.8%

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
MPW_10312025_Short_Squeeze	10312025	MPW	Medical Properties Trust	Special	Short Squeeze PotentialShort Squeeze Potential Has potential for a short squeeze. High short interest, rising short interest and high debt.	-2.5%	-2.5%	-5.8%

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1 Day Top Gainers

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FSLY	Fastly	1.6	35.9%	16.2%
GDEN	Golden Entertainment	0.7	34.3%	-7.2%
HAE	Haemonetics	3.2	32.3%	-14.0%
APPN	Appian	2.8	30.8%	16.3%
LFST	LifeStance Health	2.4	29.9%	-15.2%
IOVA	Iovance Biotherapeutics	0.8	27.6%	-68.8%
SKYT	SkyWater Technology	0.9	27.2%	35.6%
BHF	Brighthouse Financial	3.8	26.8%	36.8%
DDOG	Datadog	66.1	23.1%	33.5%
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1 Day Top Losers

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ASPN	Aspen Aerogels	0.3	-44.5%	-65.4%
ACVA	ACV Auctions	0.9	-37.5%	-76.4%
ELF	e.l.f. Beauty	4.3	-35.0%	-39.0%
CCOI	Cogent Communications	1.2	-34.9%	-65.5%
BLZE	Backblaze	0.3	-33.8%	2.7%
PRCH	Porch	1.1	-33.4%	116.1%
PRTH	Priority Technology	0.4	-30.1%	-58.7%
AOSL	Alpha & Omega Semiconductor	0.6	-27.5%	-46.9%
STKL	SunOpta	0.5	-26.6%	-49.9%
VAC	Marriott Vacations Worldwide	1.7	-26.4%	-43.0%

1 Week Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
TERN	Terns Pharmaceuticals	1.7	123.7%	229.4%
CSIQ	Canadian Solar	1.8	49.1%	140.5%
BHF	Brighthouse Financial	3.8	43.8%	36.8%
GDEN	Golden Entertainment	0.7	39.4%	-7.2%
CSTL	Castle Biosciences	1.0	38.6%	25.9%
FSLY	Fastly	1.6	37.5%	16.2%
TDC	Teradata	2.7	35.5%	-9.1%
HAE	Haemonetics	3.2	34.2%	-14.0%
APPN	Appian	2.8	28.7%	16.3%
MTSR	Metsera	8.6	28.0%	81549900.0%

1 Week Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
SOC	Sable Offshore	0.4	-62.3%	-78.9%
QURE	uniQure	1.5	-59.5%	55.8%
DD	DuPont de Nemours	16.4	-51.9%	-47.8%
BHVN	Biohaven	0.9	-50.9%	-77.2%
ASPN	Aspen Aerogels	0.3	-45.4%	-65.4%
ACVA	ACV Auctions	0.9	-42.8%	-76.4%
SVV	Savers Value Village	1.2	-40.3%	-22.9%
BLZE	Backblaze	0.3	-40.2%	2.7%
CCOI	Cogent Communications	1.2	-38.0%	-65.5%
ELF	e.l.f. Beauty	4.3	-37.8%	-39.0%

1 Month Top Gainers

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PRAX	Praxis Precision Medicines	3.7	217.5%	123.9%
VTYX	Ventyx Biosciences	0.7	141.8%	322.8%
INBX	Inhibrx Biosciences	1.3	141.0%	425.9%
TERN	Terns Pharmaceuticals	1.7	120.9%	229.4%
PUMP	ProPetro	1.1	88.9%	15.2%
CSIQ	Canadian Solar	1.8	87.1%	140.5%
REPL	Replimune	0.8	86.0%	-29.8%
VICR	Vicor	4.0	72.9%	84.2%
GLUE	Monte Rosa Therapeutics	1.1	68.7%	87.5%
ESTA	Establishment Labs	1.9	61.8%	40.9%

1 Month Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
SOC	Sable Offshore	0.4	-75.7%	-78.9%
FMC	FMC	1.6	-57.3%	-72.1%
QURE	uniQure	1.5	-54.1%	55.8%
ONDS	Ondas	0.8	-53.4%	105.1%
FI	Fiserv	33.9	-51.3%	-70.0%
LRN	Stride	3.0	-51.2%	-32.1%
ASPN	Aspen Aerogels	0.3	-50.5%	-65.4%
DD	DuPont de Nemours	16.4	-50.0%	-47.8%
NTLA	Intellia Therapeutics	1.3	-49.7%	5.7%
ELF	e.l.f. Beauty	4.3	-47.2%	-39.0%

Recent Active Movers

1 Day Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
FSLY	Fastly	1.6	35.9%	16.2%
GDEN	Golden Entertainment	0.7	34.3%	-7.2%
HAE	Haemonetics	3.2	32.3%	-14.0%
APPN	Appian	2.8	30.8%	16.3%
LFST	LifeStance Health	2.4	29.9%	-15.2%
IOVA	Iovance Biotherapeutics	0.8	27.6%	-68.8%
SKYT	SkyWater Technology	0.9	27.2%	35.6%
BHF	Brighthouse Financial	3.8	26.8%	36.8%
DDOG	Datadog	66.1	23.1%	33.5%
HCC	Warrior Met Coal	4.3	22.9%	50.5%

1 Day Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
ASPN	Aspen Aerogels	0.3	-44.5%	-65.4%
ACVA	ACV Auctions	0.9	-37.5%	-76.4%
ELF	e.l.f. Beauty	4.3	-35.0%	-39.0%
CCOI	Cogent Communications	1.2	-34.9%	-65.5%
BLZE	Backblaze	0.3	-33.8%	2.7%
PRCH	Porch	1.1	-33.4%	116.1%
PRTH	Priority Technology	0.4	-30.1%	-58.7%
AOSL	Alpha & Omega Semiconductor	0.6	-27.5%	-46.9%
STKL	SunOpta	0.5	-26.6%	-49.9%
VAC	Marriott Vacations Worldwide	1.7	-26.4%	-43.0%

1 Week Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
TERN	Terns Pharmaceuticals	1.7	123.7%	229.4%
CSIQ	Canadian Solar	1.8	49.1%	140.5%
BHF	Brighthouse Financial	3.8	43.8%	36.8%
GDEN	Golden Entertainment	0.7	39.4%	-7.2%
CSTL	Castle Biosciences	1.0	38.6%	25.9%
FSLY	Fastly	1.6	37.5%	16.2%
TDC	Teradata	2.7	35.5%	-9.1%
HAE	Haemonetics	3.2	34.2%	-14.0%
APPN	Appian	2.8	28.7%	16.3%
MTSR	Metsera	8.6	28.0%	81549900.0%

1 Week Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
SOC	Sable Offshore	0.4	-62.3%	-78.9%
QURE	uniQure	1.5	-59.5%	55.8%
DD	DuPont de Nemours	16.4	-51.9%	-47.8%
BHVN	Biohaven	0.9	-50.9%	-77.2%
ASPN	Aspen Aerogels	0.3	-45.4%	-65.4%
ACVA	ACV Auctions	0.9	-42.8%	-76.4%
SVV	Savers Value Village	1.2	-40.3%	-22.9%
BLZE	Backblaze	0.3	-40.2%	2.7%
CCOI	Cogent Communications	1.2	-38.0%	-65.5%
ELF	e.l.f. Beauty	4.3	-37.8%	-39.0%

Peer Comparisons for InvenTrust Properties

Financials

	IVT	O	FRT	GTY	WSR	SPG	Median
Name	InvenTru.	Realty I.	Federal .	Getty Re.	Whitesto.	Simon Pr.
Mkt Price	27.32	56.33	95.88	26.91	13.26	180.74	41.83
Mkt Cap	2.1	51.5	8.2	1.5	0.7	59.0	5.2
Rev LTM	293	5,612	1,254	214	159	6,155	774
Op Inc LTM	53	2,564	451	114	55	3,120	283
FCF LTM	109	3,763	336	129	53	3,121	233
FCF 3Y Avg	94	3,318	276	118	51	3,066	197
CFO LTM	150	3,763	597	130	53	4,018	373
CFO 3Y Avg	135	3,318	572	118	51	3,870	353

Growth & Margins

	IVT	O	FRT	GTY	WSR	SPG	Median
Name	InvenTru.	Realty I.	Federal .	Getty Re.	Whitesto.	Simon Pr.
Rev Chg LTM	9.6%	14.7%	6.0%	8.2%	4.4%	4.2%	7.1%
Rev Chg 3Y Avg	8.3%	21.5%	6.2%	9.8%	4.8%	5.7%	7.2%
Rev Chg Q	8.7%	9.1%	6.1%	8.0%	5.5%	8.2%	8.1%
QoQ Delta Rev Chg LTM	2.1%	2.1%	1.5%	2.0%	1.4%	2.0%	2.0%
Op Mgn LTM	18.0%	45.7%	36.0%	53.2%	34.4%	50.7%	40.8%
Op Mgn 3Y Avg	15.7%	42.6%	35.1%	52.7%	33.3%	50.4%	38.9%
QoQ Delta Op Mgn LTM	-0.0%	1.1%	-0.2%	2.6%	0.3%	-0.3%	0.1%
CFO/Rev LTM	51.1%	67.1%	47.6%	60.8%	33.4%	65.3%	55.9%
CFO/Rev 3Y Avg	49.6%	69.5%	48.2%	59.6%	33.2%	66.1%	54.6%
FCF/Rev LTM	37.1%	67.1%	26.8%	60.4%	33.4%	50.7%	43.9%
FCF/Rev 3Y Avg	34.6%	69.5%	23.1%	59.4%	33.2%	52.3%	43.5%

Valuation

	IVT	O	FRT	GTY	WSR	SPG	Median
Name	InvenTru.	Realty I.	Federal .	Getty Re.	Whitesto.	Simon Pr.
Mkt Cap	2.1	51.5	8.2	1.5	0.7	59.0	5.2
P/S	7.2	9.2	6.6	7.1	4.3	9.6	7.2
P/EBIT	13.9	24.0	15.3	12.8	8.6	16.7	14.6
P/E	17.9	53.5	23.8	20.5	15.2	26.3	22.1
P/CFO	14.2	13.7	13.8	11.7	12.8	14.7	13.7
Total Yield	9.0%	7.4%	4.2%	11.8%	10.5%	4.5%	8.2%
Dividend Yield	3.4%	5.6%	0.0%	7.0%	4.0%	0.7%	3.7%
FCF Yield 3Y Avg	4.9%	6.9%	3.2%	7.6%	8.6%	6.4%	6.7%
D/E	0.4	0.6	0.6	0.6	0.9	0.4	0.6
Net D/E	0.3	0.6	0.6	0.6	0.9	0.4	0.6

Returns

	IVT	O	FRT	GTY	WSR	SPG	Median
Name	InvenTru.	Realty I.	Federal .	Getty Re.	Whitesto.	Simon Pr.
1M Rtn	-0.5%	-5.1%	-1.8%	2.4%	13.9%	1.0%	0.3%
3M Rtn	1.4%	0.0%	5.0%	-3.6%	10.8%	9.9%	3.2%
6M Rtn	-0.9%	3.0%	3.0%	-1.6%	7.0%	13.7%	3.0%
12M Rtn	-7.6%	4.5%	-11.4%	-8.4%	-3.5%	9.3%	-5.5%
3Y Rtn	17.4%	5.1%	5.0%	1.5%	65.0%	82.4%	11.3%
1M Excs Rtn	-0.3%	-3.6%	-1.2%	3.9%	14.0%	1.9%	0.8%
3M Excs Rtn	-3.1%	-5.8%	1.0%	-9.1%	6.8%	5.7%	-1.0%
6M Excs Rtn	-19.6%	-15.7%	-15.6%	-20.2%	-11.6%	-5.0%	-15.7%
12M Excs Rtn	-22.6%	-17.1%	-27.7%	-26.3%	-18.7%	-7.4%	-20.6%
3Y Excs Rtn	-54.8%	-67.6%	-66.0%	-72.7%	-13.0%	13.0%	-60.4%

Comparison Analyses

	Title
0	How Does InvenTrust Properties Stock Stack Up Against Its Peers?

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2024	2023	2022	2021	2020	2019
Period End	9/30/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Filing Date	10/29/2025	2/13/2025	2/14/2024	2/21/2023	2/15/2022	2/19/2021	2/21/2020
Key Financials
Total Revenue	293	274	259	237	212	198	226
Net Income	119	14	5	52	-5	-10	38
EPS	1.54	0.19	0.08	0.77	-0.08	-0.14	0.53
Growth Rates
Total Revenue Growth	9.6%	5.9%	9.3%	11.7%	7.2%	-12.7%	-6.7%
Net Income Growth	1656.7%	159.2%	-89.9%	1074.5%	47.3%	-126.5%	-54.2%
Margins
Net Income Margin	40.5%	5.0%	2.0%	22.1%	-2.5%	-5.1%	17.0%
Cash & Debt
Total Cash	76	87	96	138	37	223	255
Total Debt	765	740	815	755	533	555	573
Net Debt / (Cash)	688	653	718	617	496	332	318
Cash Flows
Net Cash from Operations	150	137	130	126	90	94	106
Free Cash from Operations	109	101	94	93	75	81	88
Returns to Shareholders
Dividends	72	63	57	55	56	54	53
Share Repurchases	-0	-0	-0	-0	116	-0	-0

$ Mil \| FY: 12/31	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4
Period End	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022
Filing Date	10/29/2025	7/30/2025	4/30/2025	2/13/2025	10/29/2024	7/31/2024	5/1/2024	2/14/2024	11/1/2023	8/1/2023	5/2/2023	2/21/2023
Key Financials Quarterly
Total Revenue	74	74	74	71	69	67	67	65	64	65	65	59
Net Income	6	96	7	10	-1	1	3	3	-1	2	1	-0
EPS	0.08	1.24	0.09	0.13	-0.01	0.02	0.04	0.04	-0.01	0.03	0.02	-0.00
Key Financials TTM
Total Revenue TTM	293	287	281	274	267	263	260	259	253	248	243	237
Net Income TTM	119	112	18	14	7	6	7	5	2	4	44	52
Growth Rates Quarterly
Total Revenue Growth	8.7%	9.1%	10.4%	10.1%	7.0%	4.2%	2.4%	9.2%	9.0%	8.0%	10.9%	10.6%
Net Income Growth	1218.0%	6304.7%	134.2%	239.1%	34.4%	-27.6%	156.0%	2412.0%	-187.8%	-95.1%	-88.1%	98.8%
Margins Quarterly
Net Income Margin	8.1%	130.4%	9.2%	13.8%	-0.8%	2.2%	4.3%	4.5%	-1.3%	3.2%	1.7%	-0.2%
Cash & Debt
Total Cash	76	294	85	87	203	37	75	96	104	81	69	138
Total Debt	765	746	741	740	740	812	828	815	834	834	833	755
Net Debt / (Cash)	688	452	656	653	537	775	752	718	730	753	764	617
Cash Flows Quarterly
FCF from Operations	44	49	20	37	38	47	15	30	36	47	16	25
Cash Flows TTM
FCF from Operations TTM	150	144	142	137	130	128	128	130	125	126	115	126
Returns to Shareholders Quarterly
Dividends	18	18	18	17	15	15	15	15	15	15	14	14
Share Repurchases	-0	-0	-0	-0	-0	-0	-0	-0	-0	-0	-0	-0
Return on Invested Capital (ROIC) Quarterly
ROIC	0.8%	0.8%	0.9%	0.8%	0.8%	0.7%	0.7%	0.6%	0.4%	0.6%	0.7%	0.4%
Return on Invested Capital (ROIC) TTM
ROIC TTM	0.8%	0.8%	0.8%	0.7%	0.7%	0.6%	0.6%	0.6%	0.5%	0.5%	0.6%	0.6%

Segment Financials

Revenue by Segment

$ Mil	2024	2023	2022	2021	2020
Multi-tenant retail	259
Lease income, net		233	207	193	221
Other fee income		3	4	4	4
Other property income		1	1	1	2
Total	259	237	212	198	226

Price Behavior

Price Behavior

Market Price	$27.32
Market Cap ($ Bil)	2.1
First Trading Date	07/10/2014
Distance from 52W High	-9.8%
	50 Days	200 Days
DMA Price	$28.55	$28.01
DMA Trend	indeterminate	indeterminate
Distance from DMA	-4.3%	-2.5%
	3M	1YR
Volatility	16.7%	19.8%
Downside Capture	19.21	60.29
Upside Capture	20.47	43.95
Correlation (SPY)	32.7%	60.4%

IVT Betas & Captures as of 10/31/2025

	1M	2M	3M	6M	1Y	3Y
Beta	0.33	0.41	0.61	0.74	0.62	0.73
Up Beta	1.41	1.67	1.69	1.13	0.63	0.75
Down Beta	0.46	0.39	0.53	0.65	0.71	0.75
Up Capture	-36%	-24%	21%	33%	33%	33%
Bmk +ve Days	14	27	37	74	145	425
Stock +ve Days	11	19	31	61	127	378
Down Capture	22%	45%	36%	77%	71%	91%
Bmk -ve Days	9	17	28	53	106	327
Stock -ve Days	12	24	33	63	119	368

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

1Y 5Y 10Y

Based On 1-Year Data

		Comparison of IVT With Other Asset Classes (Last 1Y)
	IVT	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	-4.4%	-2.2%	18.5%	45.0%	2.2%	-1.7%	50.6%
Annualized Volatility	19.8%	17.8%	19.6%	19.9%	16.2%	17.9%	37.1%
Sharpe Ratio	-0.34	-0.27	0.74	1.76	-0.05	-0.24	0.86
Correlation With Other Assets		71.7%	60.4%	0.4%	18.9%	75.2%	26.5%

ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

		Comparison of IVT With Other Asset Classes (Last 5Y)
	IVT	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	91.4%	6.9%	16.8%	15.9%	13.8%	6.7%	50.4%
Annualized Volatility	524.6%	19.3%	17.1%	15.6%	18.9%	19.1%	49.2%
Sharpe Ratio	0.50	0.27	0.80	0.81	0.61	0.27	0.77
Correlation With Other Assets		6.5%	1.7%	1.6%	0.7%	6.6%	-1.5%

Based On 10-Year Data

		Comparison of IVT With Other Asset Classes (Last 10Y)
	IVT	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	77.7%	6.2%	14.3%	12.8%	5.1%	5.0%	78.6%
Annualized Volatility	525.8%	20.7%	18.0%	14.7%	17.7%	20.9%	56.2%
Sharpe Ratio	0.54	0.27	0.68	0.71	0.22	0.21	0.96
Correlation With Other Assets		6.5%	1.1%	1.4%	0.7%	6.6%	-1.8%

Short Interest

Short Interest: As Of Date	10152025
Short Interest: Shares Quantity	932,428
Short Interest: % Change Since 9302025	16.0%
Average Daily Volume	597,312
Days-to-Cover Short Interest	1.56
Basic Shares Quantity	77,615,993
Short % of Basic Shares	1.2%

Returns Analyses

	Title
0	InvenTrust Properties Stock Lost 5.6%, Buy Or Wait?

Earnings Returns History

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
10/28/2025	-2.4%	-2.4%
7/29/2025	0.3%	-0.8%	6.4%
4/30/2025	1.1%	1.0%	0.8%
2/11/2025	1.4%	-1.1%	-6.0%
10/29/2024	2.1%	1.5%	6.4%
7/31/2024	-0.7%	-2.2%	3.9%
4/30/2024	-0.2%	-0.4%	-4.2%
2/13/2024	0.5%	1.4%	-1.2%
...
SUMMARY STATS
# Positive	11	6	7
# Negative	6	11	10
Median Positive	1.4%	1.4%	6.4%
Median Negative	-1.7%	-1.9%	-4.2%
Max Positive	4.3%	1.9%	995.1%
Max Negative	-4.7%	-4.2%	-8.8%

	Forward Returns
10/28/2025	-2.4%	-2.4%
7/29/2025	0.3%	-0.8%	6.4%
4/30/2025	1.1%	1.0%	0.8%
2/11/2025	1.4%	-1.1%	-6.0%
10/29/2024	2.1%	1.5%	6.4%
7/31/2024	-0.7%	-2.2%	3.9%
4/30/2024	-0.2%	-0.4%	-4.2%
2/13/2024	0.5%	1.4%	-1.2%
11/1/2023	0.9%	-2.8%	-0.6%
7/31/2023	1.9%	1.4%	-2.4%
4/27/2023	2.6%	1.9%	-4.3%
2/14/2023	1.9%	-0.6%	-8.1%
11/1/2022	-4.7%	-0.4%	-0.0%
8/1/2022	-2.5%	-1.9%	-8.8%
5/2/2022	4.3%	-3.5%	6.7%
2/10/2022	-1.0%	-4.2%	6.2%
9/23/2021	0.0%	0.0%	995.1%
SUMMARY STATS
# Positive	11	6	7
# Negative	6	11	10
Median Positive	1.4%	1.4%	6.4%
Median Negative	-1.7%	-1.9%	-4.2%
Max Positive	4.3%	1.9%	995.1%
Max Negative	-4.7%	-4.2%	-8.8%

SEC Filings

Expand for More

Report Date	Filing Date	Filing
9302025	10292025	10-Q 9/30/2025
6302025	7302025	10-Q 6/30/2025
3312025	4302025	10-Q 3/31/2025
12312024	2132025	10-K 12/31/2024
9302024	10292024	10-Q 9/30/2024
6302024	7312024	10-Q 6/30/2024
3312024	5012024	10-Q 3/31/2024
12312023	2142024	10-K 12/31/2023
9302023	11012023	10-Q 9/30/2023
6302023	8012023	10-Q 6/30/2023
3312023	5022023	10-Q 3/31/2023
12312022	2212023	10-K 12/31/2022
9302022	11022022	10-Q 9/30/2022
6302022	8022022	10-Q 6/30/2022
3312022	5032022	10-Q 3/31/2022
12312021	2152022	10-K 12/31/2021

Insider Activity

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7	FinViz

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InvenTrust Properties (IVT)

Market Price (11/7/2025): $27.51 | Market Cap: $2.1 BilSector: Real Estate | Industry: Retail REITs

InvenTrust Properties (IVT)

Market Price (11/7/2025): $27.535Market Cap: $2.1 BilSector: Real EstateIndustry: Retail REITs

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IVT Stock

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Market Price (11/7/2025): $27.51 | Market Cap: $2.1 Bil
Sector: Real Estate | Industry: Retail REITs

Market Price (11/7/2025): $27.535
Market Cap: $2.1 Bil
Sector: Real Estate
Industry: Retail REITs