Host Hotels & Resorts Inc (HST)vsWelltower Inc (WELL)
HST
Host Hotels & Resorts Inc
$22.24
+0.45%
REAL ESTATE · Cap: $15.33B
WELL
Welltower Inc
$235.62
-0.04%
REAL ESTATE · Cap: $169.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 105% more annual revenue ($12.76B vs $6.23B). HST leads profitability with a 16.5% profit margin vs 12.1%. HST appears more attractively valued with a PEG of 3.34. HST earns a higher WallStSmart Score of 58/100 (C).
HST
Buy58
out of 100
Grade: C
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-3.9%
Fair Value
$19.22
Current Price
$22.24
$3.02 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
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 39.1% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
3.6% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
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 : HST
The strongest argument for HST centers on P/E Ratio, Price/Book. Profitability is solid with margins at 16.5% and operating margin at 18.2%.
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 : HST
The primary concerns for HST are Revenue Growth, PEG Ratio, Altman Z-Score.
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
HST profiles as a value stock while WELL is a growth play — different risk/reward profiles.
HST carries more volatility with a beta of 1.10 — 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
HST scores higher overall (58/100 vs 57/100), backed by strong 16.5% 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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