WallStSmart

BRT Realty Trust (BRT)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 10341% more annual revenue ($12.76B vs $122.24M). BRT leads profitability with a 20.9% profit margin vs 12.1%. BRT appears more attractively valued with a PEG of 0.78. BRT earns a higher WallStSmart Score of 59/100 (C).

BRT

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 5.0Value: 6.0Quality: 3.3
Piotroski: 2/9Altman Z: 0.19

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 3.0Quality: 5.0
Piotroski: 4/9Altman Z: 1.20

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRT3 strengths · Avg: 8.3/10
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
1.7x8/10

Reasonable price relative to book value

WELL3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
39.1%10/10

Revenue surging 39.1% year-over-year

Market CapQuality
$169.55B9/10

Large-cap with strong market position

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

Areas to Watch

BRT4 concerns · Avg: 2.5/10
Market CapQuality
$271.00M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-7.3%2/10

ROE of -7.3% — below average capital efficiency

Revenue GrowthGrowth
-0.1%2/10

Revenue declined 0.1%

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
2.9%3/10

ROE of 2.9% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
105.0x2/10

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 Profit Margin, PEG Ratio, Price/Book. Profitability is solid with margins at 20.9% and operating margin at 11.6%. 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, Market Cap, EPS Growth. Revenue growth of 39.1% demonstrates continued momentum.

Bear Case : BRT

The primary concerns for BRT are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 3.17 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 105.0x 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 0.76 — expect wider price swings.

WELL is growing revenue faster at 39.1% — sustainability is the question.

WELL generates stronger free cash flow (881M), providing more financial flexibility.

Bottom Line

BRT scores higher overall (59/100 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 prominent real estate investment trust (REIT) specializing in the acquisition, ownership, and management of multifamily properties across the United States. By concentrating on high-demand urban and suburban areas, BRT effectively leverages trends in urbanization and increased rental housing demand through its value-added investment strategy. The company's robust operational framework and stringent investment criteria aim to deliver strong risk-adjusted returns, positioning BRT as an appealing choice for institutional investors looking to enhance their portfolios with quality residential real estate assets.

Welltower Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

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

Visit Website →

Want to dig deeper into these stocks?