WallStSmart

Healthpeak Properties Inc (DOC)vsVentas Inc (VTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ventas Inc generates 118% more annual revenue ($6.42B vs $2.95B). DOC leads profitability with a 8.3% profit margin vs 4.1%. DOC appears more attractively valued with a PEG of 4.08. DOC earns a higher WallStSmart Score of 58/100 (C).

DOC

Buy

58

out of 100

Grade: C

Growth: 8.0Profit: 5.5Value: 4.7Quality: 4.5
Piotroski: 2/9Altman Z: 0.22

VTR

Hold

41

out of 100

Grade: D

Growth: 6.0Profit: 4.5Value: 2.0Quality: 4.0
Piotroski: 4/9Altman Z: 0.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DOCUndervalued (+38.4%)

Margin of Safety

+38.4%

Fair Value

$27.55

Current Price

$20.35

$7.20 discount

UndervaluedFair: $27.55Overvalued
VTRSignificantly Overvalued (-16.5%)

Margin of Safety

-16.5%

Fair Value

$76.72

Current Price

$88.25

$11.53 premium

UndervaluedFair: $76.72Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DOC2 strengths · Avg: 9.0/10
EPS GrowthGrowth
68.2%10/10

Earnings expanding 68.2% YoY

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

Areas to Watch

DOC4 concerns · Avg: 2.8/10
Return on EquityProfitability
3.2%3/10

ROE of 3.2% — below average capital efficiency

Debt/EquityHealth
1.323/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
4.082/10

Expensive relative to growth rate

VTR4 concerns · Avg: 2.5/10
Return on EquityProfitability
1.8%3/10

ROE of 1.8% — below average capital efficiency

Profit MarginProfitability
4.1%3/10

4.1% margin — thin

PEG RatioValuation
5.152/10

Expensive relative to growth rate

P/E RatioValuation
163.4x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : DOC

The strongest argument for DOC centers on EPS Growth, Price/Book. Revenue growth of 11.1% demonstrates continued momentum.

Bull Case : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum.

Bear Case : DOC

The primary concerns for DOC are Return on Equity, Debt/Equity, Piotroski F-Score. A P/E of 58.6x leaves little room for execution misses.

Bear Case : VTR

The primary concerns for VTR are Return on Equity, Profit Margin, PEG Ratio. A P/E of 163.4x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

DOC profiles as a value stock while VTR is a growth play — different risk/reward profiles.

DOC carries more volatility with a beta of 0.99 — expect wider price swings.

VTR is growing revenue faster at 21.7% — sustainability is the question.

VTR generates stronger free cash flow (-415M), providing more financial flexibility.

Bottom Line

DOC scores higher overall (58/100 vs 41/100) and 11.1% revenue growth. Both earn "Buy" 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.

Healthpeak Properties Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Physicians Realty Trust is a self-managed healthcare real estate company organized to acquire, selectively develop, own and manage healthcare properties that are rented to physicians, hospitals and healthcare delivery systems.

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Ventas Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.

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