FirstService Corp (FSV)vsWelltower Inc (WELL)
FSV
FirstService Corp
$137.78
+1.30%
REAL ESTATE · Cap: $6.29B
WELL
Welltower Inc
$235.62
-0.04%
REAL ESTATE · Cap: $169.78B
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
Hold40
out of 100
Grade: D
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-4.4%
Fair Value
$150.93
Current Price
$137.78
$13.15 premium
Margin of Safety
-87.0%
Fair Value
$125.97
Current Price
$235.62
$109.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Revenue surging 39.1% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
Expensive relative to growth rate
2.4% revenue growth
2.9% margin — thin
Elevated debt levels
ROE of 2.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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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