WallStSmart

Acadia Realty Trust (AKR)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 2817% more annual revenue ($11.77B vs $403.44M). WELL leads profitability with a 12.0% profit margin vs 4.2%. WELL appears more attractively valued with a PEG of 3.66. WELL earns a higher WallStSmart Score of 57/100 (C).

AKR

Hold

46

out of 100

Grade: D+

Growth: 5.3Profit: 4.5Value: 4.7Quality: 4.0
Piotroski: 2/9Altman Z: 0.69

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 6.5
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AKRUndervalued (+61.0%)

Margin of Safety

+61.0%

Fair Value

$52.66

Current Price

$21.65

$31.01 discount

UndervaluedFair: $52.66Overvalued
WELLSignificantly Overvalued (-58.0%)

Margin of Safety

-58.0%

Fair Value

$131.57

Current Price

$212.09

$80.52 premium

UndervaluedFair: $131.57Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AKR3 strengths · Avg: 8.7/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
21.2%8/10

Strong operational efficiency at 21.2%

Revenue GrowthGrowth
15.0%8/10

15.0% revenue growth

WELL3 strengths · Avg: 9.7/10
Revenue GrowthGrowth
38.3%10/10

Revenue surging 38.3% year-over-year

EPS GrowthGrowth
162.6%10/10

Earnings expanding 162.6% YoY

Market CapQuality
$153.42B9/10

Large-cap with strong market position

Areas to Watch

AKR4 concerns · Avg: 2.5/10
Profit MarginProfitability
4.2%3/10

4.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
4.702/10

Expensive relative to growth rate

P/E RatioValuation
216.5x2/10

Premium valuation, high expectations priced in

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.7%3/10

ROE of 3.7% — below average capital efficiency

PEG RatioValuation
3.662/10

Expensive relative to growth rate

P/E RatioValuation
105.5x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AKR

The strongest argument for AKR centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 15.0% demonstrates continued momentum.

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 Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 216.5x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.

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

AKR profiles as a value 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 (647M), providing more financial flexibility.

Bottom Line

WELL scores higher overall (57/100 vs 46/100) and 38.3% revenue growth. AKR offers better value entry with a 61.0% margin of safety. Both earn "Buy" and "Hold" 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?

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Welltower Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.

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