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Inland Real Estate Income Trust, Inc. (which we refer to herein as the Company, we, our or us ) was formed and sponsored by Inland Real Estate Investment Corporation, referred to herein as our Sponsor or IREIC, on August 24, 2011. IREIC is part of The Inland Real Estate Group of Companies, Inc., which is comprised of independent legal entities that are either subsidiaries of the same entity, af…
$23.54
$0.62 (-2.58%)
EOD Jul 17, 2026
18.00% operating margin is respectable but not wide. ROIC at 1.81%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue growth slowed to 2.2%, essentially flat. This is a business that needs a catalyst.
Free cash flow declined 30% versus the prior year, cash generation momentum has weakened. Net debt of $855M represents 41.4x FCF, leverage limits flexibility.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$154M
▲ +2.2% YoY
Net Income (TTM)
-$11M
▲ +26.2% YoY
Op. Margin
18.33%
▲ +0.7pp YoY
ROIC
1.87%
▲ +0.2pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$22M
▼ -29.7% YoY
Op. Cash Flow (TTM)
$42M
▼ -1.4% YoY
Net Debt
$853M
Cash & Equiv.
$9M
5Y CAGR: +5.8%
5Y CAGR: -9.0%
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Inland Real Estate Income Trust (INRE) trades above a two-stage DCF intrinsic value of about $-13.11 per share, so at $23.54 the stock looks overvalued (155.7% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Inland Real Estate Income Trust scores 60/100 on Intrinsiqq's quality scorecard (a solid business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 2.3%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $-13.11 per share for INRE, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $-9.83. At today's $23.54, that puts the stock about 155.7% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Inland Real Estate Income Trust scores 60 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a solid business on these measures. Recent fundamentals include a 18.3% operating margin and a 1.9% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Inland Real Estate Income Trust pays a regular dividend of about $0.54 per share per year (typically in quarterly installments), a yield of roughly 2.3% at the current price. Inland Real Estate Income Trust has grown the dividend at roughly 19.0% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For INRE's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. INRE currently trades above its estimated intrinsic value and scores 60/100 on quality (solid). It also yields about 2.3%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.