WallStSmart

Carlisle Companies Incorporated (CSL)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 136% more annual revenue ($11.77B vs $4.98B). CSL leads profitability with a 14.6% profit margin vs 12.0%. CSL appears more attractively valued with a PEG of 1.14. WELL earns a higher WallStSmart Score of 57/100 (C).

CSL

Buy

54

out of 100

Grade: C-

Growth: 2.0Profit: 8.0Value: 5.7Quality: 4.8
Piotroski: 2/9

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

Intrinsic value data unavailable for CSL.

WELLSignificantly Overvalued (-57.2%)

Margin of Safety

-57.2%

Fair Value

$132.26

Current Price

$216.47

$84.21 premium

UndervaluedFair: $132.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSL1 strengths · Avg: 10.0/10
Return on EquityProfitability
38.2%10/10

Every $100 of equity generates 38 in profit

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
$153.12B9/10

Large-cap with strong market position

Areas to Watch

CSL4 concerns · Avg: 2.8/10
Price/BookValuation
9.1x4/10

Trading at 9.1x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-4.0%2/10

Revenue declined 4.0%

EPS GrowthGrowth
-3.2%2/10

Earnings declined 3.2%

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
105.3x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CSL

The strongest argument for CSL centers on Return on Equity. PEG of 1.14 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 : CSL

The primary concerns for CSL are Price/Book, Piotroski F-Score, Revenue Growth.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.3x leaves little room for execution misses.

Key Dynamics to Monitor

CSL profiles as a declining stock while WELL is a growth play — different risk/reward profiles.

CSL carries more volatility with a beta of 0.95 — 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

WELL scores higher overall (57/100 vs 54/100) and 38.3% revenue growth. 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.

Carlisle Companies Incorporated

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Carlisle Companies Incorporated is a diversified manufacturer of engineered products in the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and internationally. The company is headquartered in Scottsdale, Arizona.

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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