WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 914% more annual revenue ($11.77B vs $1.16B). WELL leads profitability with a 12.0% profit margin vs -17.3%. WELL appears more attractively valued with a PEG of 3.66. WELL earns a higher WallStSmart Score of 57/100 (C).

HR

Avoid

34

out of 100

Grade: F

Growth: 3.3Profit: 3.5Value: 5.0Quality: 4.5
Piotroski: 6/9Altman Z: 0.02

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 6.5
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HRUndervalued (+24.2%)

Margin of Safety

+24.2%

Fair Value

$22.95

Current Price

$19.25

$3.70 discount

UndervaluedFair: $22.95Overvalued
WELLSignificantly Overvalued (-57.6%)

Margin of Safety

-57.6%

Fair Value

$131.92

Current Price

$216.91

$84.99 premium

UndervaluedFair: $131.92Overvalued

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: 9.7/10
Revenue GrowthGrowth
38.3%10/10

Revenue surging 38.3% year-over-year

EPS GrowthGrowth
162.6%10/10

Earnings expanding 162.6% YoY

Market CapQuality
$153.42B9/10

Large-cap with strong market position

Areas to Watch

HR4 concerns · Avg: 2.0/10
PEG RatioValuation
8.822/10

Expensive relative to growth rate

Return on EquityProfitability
-4.2%2/10

ROE of -4.2% — below average capital efficiency

Revenue GrowthGrowth
-6.5%2/10

Revenue declined 6.5%

EPS GrowthGrowth
-76.8%2/10

Earnings declined 76.8%

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.7%3/10

ROE of 3.7% — below average capital efficiency

PEG RatioValuation
3.662/10

Expensive relative to growth rate

P/E RatioValuation
105.5x2/10

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, EPS Growth, Market Cap. Revenue growth of 38.3% demonstrates continued momentum.

Bear Case : HR

The primary concerns for HR are PEG Ratio, Return on Equity, Revenue Growth.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.5x 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.

WELL carries more volatility with a beta of 0.82 — 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

WELL scores higher overall (57/100 vs 34/100) and 38.3% revenue growth. HR offers better value entry with a 24.2% margin of safety. 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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