Acadia Realty Trust (AKR)vsWelltower Inc (WELL)
AKR
Acadia Realty Trust
$22.40
+2.10%
REAL ESTATE · Cap: $3.19B
WELL
Welltower Inc
$200.84
+1.69%
REAL ESTATE · Cap: $137.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 2825% more annual revenue ($11.77B vs $402.24M). WELL leads profitability with a 12.0% profit margin vs 11.4%. WELL appears more attractively valued with a PEG of 3.62. WELL earns a higher WallStSmart Score of 57/100 (C).
AKR
Buy53
out of 100
Grade: C-
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+57.9%
Fair Value
$48.81
Current Price
$22.40
$26.41 discount
Margin of Safety
-78.3%
Fair Value
$116.05
Current Price
$200.84
$84.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 2060.0% YoY
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
ROE of 2.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 3.2% — 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 : AKR
The strongest argument for AKR centers on Price/Book, EPS Growth.
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 : AKR
The primary concerns for AKR are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 71.0x leaves little room for execution misses.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 94.4x leaves little room for execution misses.
Key Dynamics to Monitor
AKR profiles as a declining stock while WELL is a growth play — different risk/reward profiles.
AKR carries more volatility with a beta of 1.13 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
WELL generates stronger free cash flow (282M), providing more financial flexibility.
Bottom Line
WELL scores higher overall (57/100 vs 53/100) and 38.3% revenue growth. AKR offers better value entry with a 57.9% margin of safety. 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.
Acadia Realty Trust
REAL ESTATE · REIT - RETAIL · USA
Acadia Realty Trust is an equity real estate investment trust focused on delivering long-term profitable growth through its double?
Visit Website →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 - RETAIL Stocks
Want to dig deeper into these stocks?