Host Hotels & Resorts Inc (HST)vsWelltower Inc (WELL)
HST
Host Hotels & Resorts Inc
$24.62
+0.70%
REAL ESTATE · Cap: $17.27B
WELL
Welltower Inc
$200.84
+1.69%
REAL ESTATE · Cap: $137.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 90% more annual revenue ($11.77B vs $6.18B). HST leads profitability with a 16.4% profit margin vs 12.0%. HST appears more attractively valued with a PEG of 2.22. HST earns a higher WallStSmart Score of 64/100 (C+).
HST
Buy64
out of 100
Grade: C+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-5.0%
Fair Value
$19.00
Current Price
$24.62
$5.62 premium
Margin of Safety
-78.3%
Fair Value
$116.05
Current Price
$200.84
$84.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 105.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
2.8% revenue growth
Distress zone — elevated risk
ROE of 3.2% — 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 : HST
The strongest argument for HST centers on EPS Growth, P/E Ratio, Price/Book. Profitability is solid with margins at 16.4% and operating margin at 19.2%.
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 : HST
The primary concerns for HST are PEG Ratio, Revenue Growth, Altman Z-Score.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 94.4x leaves little room for execution misses.
Key Dynamics to Monitor
HST profiles as a value stock while WELL is a growth play — different risk/reward profiles.
HST carries more volatility with a beta of 1.13 — 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
HST scores higher overall (64/100 vs 57/100), backed by strong 16.4% margins. 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.
Host Hotels & Resorts Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Host Hotels & Resorts, Inc. is a real estate investment trust that invests in hotels.
Visit Website →Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →Compare with Other REIT - HOTEL & MOTEL Stocks
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