WallStSmart

Equity Residential (EQR)vsVentas Inc (VTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ventas Inc generates 105% more annual revenue ($6.42B vs $3.13B). EQR leads profitability with a 28.0% profit margin vs 4.1%. VTR appears more attractively valued with a PEG of 1.74. EQR earns a higher WallStSmart Score of 49/100 (D+).

EQR

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 7.5Value: 4.0Quality: 4.5
Piotroski: 4/9Altman Z: 1.11

VTR

Hold

45

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 2.7Quality: 4.0
Piotroski: 4/9Altman Z: 0.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EQROvervalued (-8.6%)

Margin of Safety

-8.6%

Fair Value

$59.55

Current Price

$63.66

$4.11 premium

UndervaluedFair: $59.55Overvalued
VTRSignificantly Overvalued (-21.1%)

Margin of Safety

-21.1%

Fair Value

$76.71

Current Price

$92.05

$15.34 premium

UndervaluedFair: $76.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EQR3 strengths · Avg: 8.3/10
Profit MarginProfitability
28.0%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.9%8/10

Strong operational efficiency at 27.9%

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

Revenue surging 21.7% year-over-year

Areas to Watch

EQR4 concerns · Avg: 3.0/10
P/E RatioValuation
28.7x4/10

Moderate valuation

Revenue GrowthGrowth
2.1%4/10

2.1% revenue growth

PEG RatioValuation
8.152/10

Expensive relative to growth rate

EPS GrowthGrowth
-39.9%2/10

Earnings declined 39.9%

VTR4 concerns · Avg: 3.0/10
PEG RatioValuation
1.744/10

Expensive relative to growth rate

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

P/E RatioValuation
170.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : EQR

The strongest argument for EQR centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 28.0% and operating margin at 27.9%.

Bull Case : VTR

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

Bear Case : EQR

The primary concerns for EQR are P/E Ratio, Revenue Growth, PEG Ratio.

Bear Case : VTR

The primary concerns for VTR are PEG Ratio, Return on Equity, Profit Margin. A P/E of 170.0x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

EQR carries more volatility with a beta of 0.75 — expect wider price swings.

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

EQR generates stronger free cash flow (184M), providing more financial flexibility.

Bottom Line

EQR scores higher overall (49/100 vs 45/100), backed by strong 28.0% margins. 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.

Equity Residential

REAL ESTATE · REIT - RESIDENTIAL · USA

Equity Residential is a publicly traded real estate investment trust that invests in apartments.

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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