WallStSmart

FirstService Corp (FSV)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 128% more annual revenue ($12.76B vs $5.60B). WELL leads profitability with a 12.1% profit margin vs 2.9%. FSV appears more attractively valued with a PEG of 2.17. WELL earns a higher WallStSmart Score of 57/100 (C).

FSV

Hold

40

out of 100

Grade: D

Growth: 4.7Profit: 5.5Value: 4.0Quality: 6.0
Piotroski: 4/9Altman Z: 2.16

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

FSVFair Value (-4.4%)

Margin of Safety

-4.4%

Fair Value

$150.93

Current Price

$137.78

$13.15 premium

UndervaluedFair: $150.93Overvalued
WELLSignificantly Overvalued (-87.0%)

Margin of Safety

-87.0%

Fair Value

$125.97

Current Price

$235.62

$109.65 premium

UndervaluedFair: $125.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FSV0 strengths · Avg: 0/10

No standout strengths identified

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

FSV4 concerns · Avg: 3.5/10
PEG RatioValuation
2.174/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

Debt/EquityHealth
1.283/10

Elevated debt levels

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 : FSV

FSV has a balanced fundamental profile.

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 : FSV

The primary concerns for FSV are PEG Ratio, Revenue Growth, Profit Margin. A P/E of 40.8x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.

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

FSV profiles as a value stock while WELL is a growth play — different risk/reward profiles.

FSV carries more volatility with a beta of 0.90 — 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

WELL scores higher overall (57/100 vs 40/100) and 39.1% 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.

FirstService Corp

REAL ESTATE · REAL ESTATE SERVICES · USA

FirstService Corporation provides residential property management and other essential property services to residential and commercial clients in the United States and Canada. The company is headquartered in Toronto, Canada.

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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