WallStSmart

Healthcare Realty Trust Incorporated (HR)vsWelltower Inc (WELL)

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Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 1012% more annual revenue ($12.76B vs $1.15B). WELL leads profitability with a 12.1% profit margin vs -7.6%. WELL appears more attractively valued with a PEG of 3.62. WELL earns a higher WallStSmart Score of 57/100 (C).

HR

Avoid

34

out of 100

Grade: F

Growth: 3.3Profit: 3.5Value: 4.0Quality: 4.0
Piotroski: 6/9Altman Z: 0.78

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

Intrinsic value data unavailable for HR.

WELLSignificantly Overvalued (-84.9%)

Margin of Safety

-84.9%

Fair Value

$126.32

Current Price

$231.37

$105.05 premium

UndervaluedFair: $126.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HR1 strengths · Avg: 10.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

WELL3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
39.1%10/10

Revenue surging 39.1% year-over-year

Market CapQuality
$165.64B9/10

Large-cap with strong market position

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

Areas to Watch

HR4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.043/10

Elevated debt levels

PEG RatioValuation
8.822/10

Expensive relative to growth rate

Return on EquityProfitability
-4.5%2/10

ROE of -4.5% — below average capital efficiency

Revenue GrowthGrowth
-4.3%2/10

Revenue declined 4.3%

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
104.0x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : HR

The strongest argument for HR centers on Price/Book.

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 : HR

The primary concerns for HR are Debt/Equity, PEG Ratio, Return on Equity.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 104.0x leaves little room for execution misses.

Key Dynamics to Monitor

HR profiles as a turnaround stock while WELL is a growth play — different risk/reward profiles.

HR carries more volatility with a beta of 0.81 — 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 34/100) and 39.1% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Healthcare Realty Trust Incorporated

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Healthcare Realty Trust is a real estate investment trust that integrates the ownership, management, financing, and development of income-generating real estate primarily associated with the provision of outpatient healthcare services throughout the United States.

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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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