WallStSmart

Burlington Stores Inc (BURL)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 2% more annual revenue ($11.77B vs $11.56B). WELL leads profitability with a 12.0% profit margin vs 5.3%. BURL appears more attractively valued with a PEG of 0.92. BURL earns a higher WallStSmart Score of 69/100 (B-).

BURL

Strong Buy

69

out of 100

Grade: B-

Growth: 6.7Profit: 6.5Value: 5.3Quality: 5.8
Piotroski: 4/9Altman Z: 2.04

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

BURLOvervalued (-13.2%)

Margin of Safety

-13.2%

Fair Value

$270.17

Current Price

$304.51

$34.34 premium

UndervaluedFair: $270.17Overvalued
WELLSignificantly Overvalued (-57.2%)

Margin of Safety

-57.2%

Fair Value

$132.26

Current Price

$214.63

$82.37 premium

UndervaluedFair: $132.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BURL3 strengths · Avg: 8.7/10
Return on EquityProfitability
38.4%10/10

Every $100 of equity generates 38 in profit

PEG RatioValuation
0.928/10

Growing faster than its price suggests

EPS GrowthGrowth
20.2%8/10

Earnings expanding 20.2% YoY

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

Revenue surging 38.3% year-over-year

EPS GrowthGrowth
157.9%10/10

Earnings expanding 157.9% YoY

Market CapQuality
$150.32B9/10

Large-cap with strong market position

Areas to Watch

BURL4 concerns · Avg: 3.3/10
P/E RatioValuation
32.3x4/10

Premium valuation, high expectations priced in

Price/BookValuation
10.4x4/10

Trading at 10.4x book value

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Free Cash FlowQuality
$-62.12M2/10

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
102.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BURL

The strongest argument for BURL centers on Return on Equity, PEG Ratio, EPS Growth. Revenue growth of 11.3% demonstrates continued momentum. PEG of 0.92 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 : BURL

The primary concerns for BURL are P/E Ratio, Price/Book, Profit Margin.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 102.4x leaves little room for execution misses.

Key Dynamics to Monitor

BURL profiles as a value stock while WELL is a growth play — different risk/reward profiles.

BURL carries more volatility with a beta of 1.48 — expect wider price swings.

WELL is growing revenue faster at 38.3% — sustainability is the question.

WELL generates stronger free cash flow (282M), providing more financial flexibility.

Bottom Line

BURL scores higher overall (69/100 vs 57/100) and 11.3% revenue growth. 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.

Burlington Stores Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Burlington Stores, Inc. is a branded apparel retailer in the United States. The company is headquartered in Burlington, New Jersey.

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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