WallStSmart

Dominion Energy Inc (D)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Dominion Energy Inc generates 48% more annual revenue ($17.45B vs $11.77B). D leads profitability with a 16.9% profit margin vs 12.0%. D appears more attractively valued with a PEG of 2.78. D earns a higher WallStSmart Score of 63/100 (C+).

D

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 7.5Value: 4.0Quality: 3.8
Piotroski: 4/9Altman Z: 0.59

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

DOvervalued (-14.2%)

Margin of Safety

-14.2%

Fair Value

$56.60

Current Price

$61.89

$5.29 premium

UndervaluedFair: $56.60Overvalued
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

D4 strengths · Avg: 8.3/10
Market CapQuality
$54.18B9/10

Large-cap with strong market position

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.7%8/10

Strong operational efficiency at 28.7%

Revenue GrowthGrowth
23.1%8/10

Revenue surging 23.1% year-over-year

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

D4 concerns · Avg: 2.0/10
PEG RatioValuation
2.782/10

Expensive relative to growth rate

EPS GrowthGrowth
-10.2%2/10

Earnings declined 10.2%

Free Cash FlowQuality
$-2.15B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.592/10

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
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 : D

The strongest argument for D centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 28.7%. Revenue growth of 23.1% demonstrates continued momentum.

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 : D

The primary concerns for D are PEG Ratio, EPS Growth, Free Cash Flow.

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

WELL carries more volatility with a beta of 0.82 — 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.

Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.

Bottom Line

D scores higher overall (63/100 vs 57/100), backed by strong 16.9% margins and 23.1% 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.

Dominion Energy Inc

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Dominion Energy, Inc., commonly referred to as Dominion, is an American power and energy company headquartered in Richmond, Virginia that supplies electricity in parts of Virginia, North Carolina, and South Carolina and supplies natural gas to parts of Utah, West Virginia, Ohio, Pennsylvania, North Carolina, South Carolina, and Georgia. Dominion also has generation facilities in Indiana, Illinois, Connecticut, and Rhode Island.

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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