WallStSmart

JBG SMITH Properties (JBGS)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 2424% more annual revenue ($12.76B vs $505.73M). WELL leads profitability with a 12.1% profit margin vs -30.0%. WELL earns a higher WallStSmart Score of 57/100 (C).

JBGS

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 3.0Value: 4.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.09

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 5.0
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JBGSFair Value (-1.3%)

Margin of Safety

-1.3%

Fair Value

$15.91

Current Price

$11.37

$4.54 premium

UndervaluedFair: $15.91Overvalued
WELLSignificantly Overvalued (-87.0%)

Margin of Safety

-87.0%

Fair Value

$125.97

Current Price

$234.29

$108.32 premium

UndervaluedFair: $125.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JBGS2 strengths · Avg: 10.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

EPS GrowthGrowth
59.5%10/10

Earnings expanding 59.5% YoY

WELL3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
39.1%10/10

Revenue surging 39.1% year-over-year

Market CapQuality
$169.78B9/10

Large-cap with strong market position

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

Areas to Watch

JBGS4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
1.0%4/10

1.0% revenue growth

Market CapQuality
$932.94M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
3.1%3/10

Operating margin of 3.1%

Return on EquityProfitability
-14.3%2/10

ROE of -14.3% — below average capital efficiency

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
2.9%3/10

ROE of 2.9% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
105.2x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : JBGS

The strongest argument for JBGS centers on Price/Book, EPS Growth.

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 : JBGS

The primary concerns for JBGS are Revenue Growth, Market Cap, Operating Margin. Debt-to-equity of 2.41 is elevated, increasing financial risk.

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

JBGS profiles as a turnaround stock while WELL is a growth play — different risk/reward profiles.

JBGS carries more volatility with a beta of 1.06 — 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

WELL scores higher overall (57/100 vs 47/100) and 39.1% 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.

JBG SMITH Properties

REAL ESTATE · REIT - DIVERSIFIED · USA

JBG SMITH is an S&P 400 company that owns, operates, invests, and develops a dynamic portfolio of high-growth mixed-use properties in and around Washington, DC.

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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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