WallStSmart

Independence Realty Trust Inc (IRT)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 1650% more annual revenue ($11.77B vs $672.38M). WELL leads profitability with a 12.0% profit margin vs 7.2%. WELL appears more attractively valued with a PEG of 3.62. WELL earns a higher WallStSmart Score of 57/100 (C).

IRT

Hold

41

out of 100

Grade: D

Growth: 3.3Profit: 4.5Value: 3.3Quality: 5.0
Piotroski: 3/9

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

IRTUndervalued (+13.9%)

Margin of Safety

+13.9%

Fair Value

$19.54

Current Price

$16.00

$3.54 discount

UndervaluedFair: $19.54Overvalued
WELLSignificantly Overvalued (-56.8%)

Margin of Safety

-56.8%

Fair Value

$132.59

Current Price

$217.75

$85.16 premium

UndervaluedFair: $132.59Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IRT1 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

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
157.9%10/10

Earnings expanding 157.9% YoY

Market CapQuality
$155.40B9/10

Large-cap with strong market position

Areas to Watch

IRT4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.3%4/10

2.3% revenue growth

Return on EquityProfitability
1.4%3/10

ROE of 1.4% — below average capital efficiency

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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

ROE of 3.7% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
106.3x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : IRT

The strongest argument for IRT 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 : IRT

The primary concerns for IRT are Revenue Growth, Return on Equity, Profit Margin. A P/E of 82.3x leaves little room for execution misses.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 106.3x leaves little room for execution misses.

Key Dynamics to Monitor

IRT profiles as a value stock while WELL is a growth play — different risk/reward profiles.

IRT carries more volatility with a beta of 0.99 — 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 41/100) and 38.3% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Independence Realty Trust Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Independence Realty Trust, Inc. (NYSE: IRT) is a real estate investment trust that owns and operates multi-family apartment properties in non-entry US markets, including Atlanta, Louisville, Memphis and Raleigh.

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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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