American Homes 4 Rent (AMH)vsWelltower Inc (WELL)
AMH
American Homes 4 Rent
$31.31
-0.54%
REAL ESTATE · Cap: $13.00B
WELL
Welltower Inc
$217.34
+2.48%
REAL ESTATE · Cap: $153.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 536% more annual revenue ($11.77B vs $1.85B). AMH leads profitability with a 24.5% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.66. WELL earns a higher WallStSmart Score of 57/100 (C).
AMH
Buy56
out of 100
Grade: C
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.1%
Fair Value
$212.64
Current Price
$31.31
$181.33 discount
Margin of Safety
-58.0%
Fair Value
$131.57
Current Price
$217.34
$85.77 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 25 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 25.5%
Revenue surging 38.3% year-over-year
Earnings expanding 162.6% YoY
Large-cap with strong market position
Areas to Watch
Moderate valuation
4.2% revenue growth
0.2% earnings growth
ROE of 6.6% — below average capital efficiency
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 : AMH
The strongest argument for AMH centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 24.5% and operating margin at 25.5%.
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 : AMH
The primary concerns for AMH are P/E Ratio, Revenue Growth, EPS Growth.
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
AMH profiles as a value stock while WELL is a growth play — different risk/reward profiles.
WELL carries more volatility with a beta of 0.82 — 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 56/100) and 38.3% revenue growth. AMH offers better value entry with a 85.1% 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.
American Homes 4 Rent
REAL ESTATE · REIT - RESIDENTIAL · USA
American Homes 4 Rent (NYSE: AMH) is a leader in the single-family rental industry and American Homes 4 Rent is fast becoming a nationally recognized rental housing brand, known for its high quality, good value and satisfaction. of tenants.
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 - RESIDENTIAL Stocks
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