Centerspace (CSR)vsWelltower Inc (WELL)
CSR
Centerspace
$67.24
-1.67%
REAL ESTATE · Cap: $1.19B
WELL
Welltower Inc
$212.09
-1.00%
REAL ESTATE · Cap: $147.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 3860% more annual revenue ($10.84B vs $273.66M). WELL leads profitability with a 8.6% profit margin vs 6.4%. WELL appears more attractively valued with a PEG of 3.62. WELL earns a higher WallStSmart Score of 39/100 (F).
CSR
Hold39
out of 100
Grade: F
WELL
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.4%
Fair Value
$35.52
Current Price
$67.24
$31.72 premium
Margin of Safety
-71.2%
Fair Value
$121.42
Current Price
$212.09
$90.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 41.3% year-over-year
Large-cap with strong market position
Areas to Watch
0.3% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 2.6% — below average capital efficiency
ROE of 2.5% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 26.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CSR
The strongest argument for CSR centers on Price/Book.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, Market Cap. Revenue growth of 41.3% demonstrates continued momentum.
Bear Case : CSR
The primary concerns for CSR are Revenue Growth, EPS Growth, Market Cap. A P/E of 65.9x leaves little room for execution misses.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 147.0x leaves little room for execution misses.
Key Dynamics to Monitor
CSR profiles as a value stock while WELL is a hypergrowth play — different risk/reward profiles.
CSR carries more volatility with a beta of 0.83 — expect wider price swings.
WELL is growing revenue faster at 41.3% — sustainability is the question.
WELL generates stronger free cash flow (647M), providing more financial flexibility.
Bottom Line
CSR scores higher overall (39/100 vs 39/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Centerspace
REAL ESTATE · REIT - RESIDENTIAL · USA
IRET is a real estate company focused on the ownership, management, acquisition, remodeling and development of apartment communities.
Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →Compare with Other REIT - RESIDENTIAL Stocks
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