Equity Residential (EQR)vsW P Carey Inc (WPC)
EQR
Equity Residential
$63.66
-3.50%
REAL ESTATE · Cap: $25.50B
WPC
W P Carey Inc
$69.12
-0.62%
REAL ESTATE · Cap: $16.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Equity Residential generates 72% more annual revenue ($3.13B vs $1.82B). WPC leads profitability with a 35.8% profit margin vs 28.0%. WPC appears more attractively valued with a PEG of 1.47. WPC earns a higher WallStSmart Score of 74/100 (B).
EQR
Hold49
out of 100
Grade: D+
WPC
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.6%
Fair Value
$59.55
Current Price
$63.66
$4.11 premium
Margin of Safety
+52.0%
Fair Value
$150.68
Current Price
$69.12
$81.56 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.9%
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 59.3%
Earnings expanding 256.5% YoY
Reasonable price relative to book value
18.4% revenue growth
Areas to Watch
Moderate valuation
2.1% revenue growth
Expensive relative to growth rate
Earnings declined 39.9%
ROE of 7.5% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : WPC
The strongest argument for WPC centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 35.8% and operating margin at 59.3%. Revenue growth of 18.4% demonstrates continued momentum.
Bear Case : EQR
The primary concerns for EQR are P/E Ratio, Revenue Growth, PEG Ratio.
Bear Case : WPC
The primary concerns for WPC are Return on Equity, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
EQR profiles as a value stock while WPC is a growth play — different risk/reward profiles.
WPC carries more volatility with a beta of 0.78 — expect wider price swings.
WPC is growing revenue faster at 18.4% — sustainability is the question.
WPC generates stronger free cash flow (299M), providing more financial flexibility.
Bottom Line
WPC scores higher overall (74/100 vs 49/100), backed by strong 35.8% margins and 18.4% revenue growth. Both earn "Strong 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.
Equity Residential
REAL ESTATE · REIT - RESIDENTIAL · USA
Equity Residential is a publicly traded real estate investment trust that invests in apartments.
W P Carey Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
WP Carey is among the largest net-lease REITs with an enterprise value of approximately $ 18 billion and a diversified portfolio of operationally critical commercial real estate that includes 1,215 net-lease properties covering approximately 142 million square feet as of March 30. September 2020.
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