WallStSmart

EPR Properties (EPR)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 1627% more annual revenue ($12.76B vs $738.98M). EPR leads profitability with a 35.6% profit margin vs 12.1%. EPR appears more attractively valued with a PEG of 2.93. EPR earns a higher WallStSmart Score of 63/100 (C+).

EPR

Buy

63

out of 100

Grade: C+

Growth: 4.7Profit: 8.0Value: 6.0Quality: 4.0
Piotroski: 3/9Altman Z: 0.52

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 5.0
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EPRUndervalued (+45.6%)

Margin of Safety

+45.6%

Fair Value

$105.59

Current Price

$57.43

$48.16 discount

UndervaluedFair: $105.59Overvalued
WELLSignificantly Overvalued (-83.9%)

Margin of Safety

-83.9%

Fair Value

$126.32

Current Price

$232.76

$106.44 premium

UndervaluedFair: $126.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EPR3 strengths · Avg: 9.3/10
Profit MarginProfitability
35.6%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
54.3%10/10

Strong operational efficiency at 54.3%

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

WELL3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
39.1%10/10

Revenue surging 39.1% year-over-year

Market CapQuality
$169.78B9/10

Large-cap with strong market position

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

Areas to Watch

EPR4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.533/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.932/10

Expensive relative to growth rate

EPS GrowthGrowth
-13.2%2/10

Earnings declined 13.2%

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
2.9%3/10

ROE of 2.9% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
105.2x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : EPR

The strongest argument for EPR centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 35.6% and operating margin at 54.3%. Revenue growth of 10.6% demonstrates continued momentum.

Bull Case : WELL

The strongest argument for WELL centers on Revenue Growth, Market Cap, EPS Growth. Revenue growth of 39.1% demonstrates continued momentum.

Bear Case : EPR

The primary concerns for EPR are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.53 is elevated, increasing financial risk.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.2x leaves little room for execution misses.

Key Dynamics to Monitor

EPR profiles as a mature stock while WELL is a growth play — different risk/reward profiles.

EPR carries more volatility with a beta of 1.01 — expect wider price swings.

WELL is growing revenue faster at 39.1% — sustainability is the question.

WELL generates stronger free cash flow (881M), providing more financial flexibility.

Bottom Line

EPR scores higher overall (63/100 vs 57/100), backed by strong 35.6% margins and 10.6% 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.

EPR Properties

REAL ESTATE · REIT - SPECIALTY · USA

EPR Properties is a leading experiential net lease real estate investment trust (REIT), specializing in select and durable experimental properties in the real estate industry.

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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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