WallStSmart

Brixmor Property (BRX)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 747% more annual revenue ($11.77B vs $1.39B). BRX leads profitability with a 32.0% profit margin vs 12.0%. BRX appears more attractively valued with a PEG of 1.68. BRX earns a higher WallStSmart Score of 68/100 (B-).

BRX

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 8.0Value: 4.7Quality: 3.3
Piotroski: 3/9Altman Z: 0.56

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

BRXOvervalued (-5.3%)

Margin of Safety

-5.3%

Fair Value

$27.09

Current Price

$29.83

$2.74 premium

UndervaluedFair: $27.09Overvalued
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

BRX3 strengths · Avg: 10.0/10
Profit MarginProfitability
32.0%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

EPS GrowthGrowth
80.8%10/10

Earnings expanding 80.8% YoY

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

BRX3 concerns · Avg: 3.0/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.562/10

Distress zone — elevated risk

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 : BRX

The strongest argument for BRX centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 32.0% and operating margin at 37.8%.

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 : BRX

The primary concerns for BRX are PEG Ratio, Piotroski F-Score, Altman Z-Score.

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

BRX profiles as a mature stock while WELL is a growth play — different risk/reward profiles.

BRX carries more volatility with a beta of 1.05 — 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

BRX scores higher overall (68/100 vs 57/100), backed by strong 32.0% margins. Both earn "Strong 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.

Brixmor Property

REAL ESTATE · REIT - RETAIL · USA

Brixmor (NYSE: BRX) is a real estate investment trust (REIT) that owns and operates a high-quality national portfolio of outdoor shopping centers.

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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