Host Hotels & Resorts Inc (HST)vsWelltower Inc (WELL)
HST
Host Hotels & Resorts Inc
$25.54
+0.27%
REAL ESTATE · Cap: $16.61B
WELL
Welltower Inc
$235.50
-2.31%
REAL ESTATE · Cap: $172.98B
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%. WELL appears more attractively valued with a PEG of 3.62. HST earns a higher WallStSmart Score of 62/100 (C+).
HST
Buy62
out of 100
Grade: C+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-4.8%
Fair Value
$19.04
Current Price
$25.54
$6.50 premium
Intrinsic value data unavailable for WELL.
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
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
2.8% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 3.3% — 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, Debt/Equity. Revenue growth of 38.3% 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 118.4x 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 1.12 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
Monitor REIT - HOTEL & MOTEL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HST scores higher overall (62/100 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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