WallStSmart

BRT Realty Trust (BRT)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 9526% more annual revenue ($11.77B vs $122.24M). BRT leads profitability with a 20.9% profit margin vs 12.0%. BRT appears more attractively valued with a PEG of 0.78. WELL earns a higher WallStSmart Score of 57/100 (C).

BRT

Buy

57

out of 100

Grade: C

Growth: 4.0Profit: 6.5Value: 7.7Quality: 5.0

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

BRTUndervalued (+66.5%)

Margin of Safety

+66.5%

Fair Value

$44.11

Current Price

$14.42

$29.69 discount

UndervaluedFair: $44.11Overvalued
WELLSignificantly Overvalued (-58.0%)

Margin of Safety

-58.0%

Fair Value

$131.57

Current Price

$217.34

$85.77 premium

UndervaluedFair: $131.57Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRT4 strengths · Avg: 8.5/10
Return on EquityProfitability
20.6%9/10

Every $100 of equity generates 21 in profit

Profit MarginProfitability
20.9%9/10

Keeps 21 of every $100 in revenue as profit

PEG RatioValuation
0.788/10

Growing faster than its price suggests

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

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

BRT4 concerns · Avg: 2.3/10
Market CapQuality
$270.51M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-4.7%2/10

Revenue declined 4.7%

EPS GrowthGrowth
-69.6%2/10

Earnings declined 69.6%

Free Cash FlowQuality
$-5.01M2/10

Negative free cash flow — burning cash

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 : BRT

The strongest argument for BRT centers on Return on Equity, Profit Margin, PEG Ratio. Profitability is solid with margins at 20.9% and operating margin at 8.4%. PEG of 0.78 suggests the stock is reasonably priced for its 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 : BRT

The primary concerns for BRT are Market Cap, 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

BRT profiles as a declining 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

BRT scores higher overall (57/100 vs 57/100), backed by strong 20.9% 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.

BRT Realty Trust

REAL ESTATE · REIT - RESIDENTIAL · USA

BRT Realty Trust (BRT) is a specialized real estate investment trust (REIT) focused on the acquisition, ownership, and management of multifamily properties throughout the United States. The company employs a value-added investment strategy, concentrating on well-located assets in high-demand urban and suburban markets, which positions it to capitalize on ongoing urbanization trends and rising rental housing demand. With a disciplined investment approach and a strong operational framework, BRT is well-equipped to deliver solid risk-adjusted returns and navigate changing market dynamics within the multifamily sector, making it an attractive option for institutional investors seeking exposure to residential real estate.

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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