Acres Commercial Realty Corp (ACR)vsWelltower Inc (WELL)
ACR
Acres Commercial Realty Corp
$22.01
+4.36%
REAL ESTATE · Cap: $150.52M
WELL
Welltower Inc
$217.34
+2.48%
REAL ESTATE · Cap: $153.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 13318% more annual revenue ($11.77B vs $87.69M). ACR leads profitability with a 24.3% profit margin vs 12.0%. WELL trades at a lower P/E of 105.5x. ACR earns a higher WallStSmart Score of 62/100 (C+).
ACR
Buy62
out of 100
Grade: C+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.9%
Fair Value
$27.55
Current Price
$22.01
$5.54 discount
Margin of Safety
-57.6%
Fair Value
$131.92
Current Price
$217.34
$85.42 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 33.9%
Earnings expanding 272.2% YoY
Keeps 24 of every $100 in revenue as profit
Revenue surging 38.3% year-over-year
Earnings expanding 162.6% YoY
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.6% — below average capital efficiency
Premium valuation, high expectations priced in
Revenue declined 5.6%
ROE of 3.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ACR
The strongest argument for ACR centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 24.3% and operating margin at 33.9%.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.3% demonstrates continued momentum.
Bear Case : ACR
The primary concerns for ACR are Market Cap, Return on Equity, P/E Ratio. A P/E of 688.7x leaves little room for execution misses. Debt-to-equity of 2.85 is elevated, increasing financial risk.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.5x leaves little room for execution misses.
Key Dynamics to Monitor
ACR profiles as a declining stock while WELL is a growth play — different risk/reward profiles.
ACR carries more volatility with a beta of 1.11 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
WELL generates stronger free cash flow (662M), providing more financial flexibility.
Bottom Line
ACR scores higher overall (62/100 vs 57/100), backed by strong 24.3% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Acres Commercial Realty Corp
REAL ESTATE · REIT - MORTGAGE · USA
ACRES Commercial Realty Corp. The company is headquartered in Westbury, New York.
Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →Compare with Other REIT - MORTGAGE Stocks
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