WallStSmart

Federal Realty Investment Trust (FRT)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 796% more annual revenue ($11.77B vs $1.31B). FRT leads profitability with a 38.6% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.62. FRT earns a higher WallStSmart Score of 65/100 (C+).

FRT

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 8.5Value: 6.0Quality: 3.5
Piotroski: 2/9Altman Z: 0.54

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 7.0
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FRTUndervalued (+35.4%)

Margin of Safety

+35.4%

Fair Value

$165.65

Current Price

$121.72

$43.93 discount

UndervaluedFair: $165.65Overvalued
WELLSignificantly Overvalued (-77.6%)

Margin of Safety

-77.6%

Fair Value

$116.37

Current Price

$211.45

$95.08 premium

UndervaluedFair: $116.37Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FRT3 strengths · Avg: 10.0/10
Profit MarginProfitability
38.6%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
34.1%10/10

Strong operational efficiency at 34.1%

EPS GrowthGrowth
152.5%10/10

Earnings expanding 152.5% YoY

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
$150.23B9/10

Large-cap with strong market position

Areas to Watch

FRT4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.493/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.652/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.542/10

Distress zone — elevated risk

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.2%3/10

ROE of 3.2% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
103.3x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : FRT

The strongest argument for FRT centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 38.6% and operating margin at 34.1%. Revenue growth of 10.3% 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 : FRT

The primary concerns for FRT are Debt/Equity, Piotroski F-Score, PEG Ratio.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 103.3x leaves little room for execution misses.

Key Dynamics to Monitor

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

FRT carries more volatility with a beta of 0.94 — 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.

Bottom Line

FRT scores higher overall (65/100 vs 57/100), backed by strong 38.6% margins and 10.3% 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.

Federal Realty Investment Trust

REAL ESTATE · REIT - RETAIL · USA

Federal Realty Investment Trust is a real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.

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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