Ingenia Communities Group INA

Morningstar Rating
A$4.76 +0.05 (1.06%)
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Company Report

Price vs Fair Value

INA is trading at a LOCK|k<<mxz premium.
Price
A$4.76
Fair Value
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Uncertainty
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1-Star Price
D.?
5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Australia’s aging population and increasing cost of living provide high demand for affordable retirement housing.

Bears

Competition in the land-lease space means the firm must pay up for high-value land.

Trading Information

Previous Close Price
A$4.71
Day Range
A$4.70–4.82
52-Week Range
A$3.49–5.87
Bid/Ask
A$4.72 / A$4.81
Shares Outstanding
407.58M
Market Cap
A$1.94B
Volume/Avg
2M / 2M

Key Statistics

Price/Earnings (Normalized)
14.02
Price/Sales
3.57
Dividend Yield (Trailing)
2.02%
Dividend Yield (Forward)
2.02%
Dividend Payment Schedule
Mar, Sep
Total Yield
2.02%

Company Profile

Ingenia Communities is an Australian real estate investment trust with a property portfolio capitalizing on tourism, retirement, and low-cost housing needs. The largest and fastest-growing source of income is the firm’s land-lease communities targeted at the over-55s. This business constructs and sells the houses and collects rental income from the land. Additional rental and fee income is generated from housing communities and holiday parks. Its assets are situated in Australia’s eastern states, with a focus on coastal and outer metropolitan regions.
Sector
Real Estate
Industry
REIT - Residential
Stock Style Box
Small Core
Total Number of Employees
—

Competitors

Valuation

Metric
INA
ELS
SUI
Price/Earnings (Normalized)
14.0229.9544.89
Price/Book Value
1.116.752.67
Price/Sales
3.578.127.25
Price/Cash Flow
12.8819.6732.60
Price/Earnings
INA
ELS
SUI

Financial Strength

Metric
INA
ELS
SUI
Quick Ratio
0.110.050.51
Current Ratio
0.350.082.09
Interest Coverage
5.003.981.74
Quick Ratio
INA
ELS
SUI

Profitability

Metric
INA
ELS
SUI
Return on Assets (Normalized)
5.04%7.15%2.83%
Return on Equity (Normalized)
8.72%23.49%5.20%
Return on Invested Capital (Normalized)
5.09%10.01%4.00%
Return on Assets
INA
ELS
SUI

REIT - Residential Industry Comparables

1-Day Chart
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Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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LOCK|Nrf!#@NvLOCK|%pz$49B
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LOCK|p@Lhwv!LOCK|&?$18B
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LOCK|<ln^&dMLOCK|!^$16B
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SUI
LOCK|Bq$ST#LOCK|@N$15B
Mid-America Apartment Communities Inc
MAA
—LOCK|d%$14B
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ELS
LOCK|kzKwm!<LOCK|$C!$12B
Camden Property Trust
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—LOCK|@h$12B
UDR Inc
UDR
—LOCK|>ql$12B
American Homes 4 Rent Class A
AMH
—LOCK|B#$11B
Janus Living Inc Ordinary Shares - Class A-1
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—LOCK|^WPK$7B

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