WallStSmart

Kimco Realty Corporation (KIM)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 444% more annual revenue ($11.77B vs $2.16B). KIM leads profitability with a 28.5% profit margin vs 12.0%. KIM appears more attractively valued with a PEG of 3.37. KIM earns a higher WallStSmart Score of 64/100 (C+).

KIM

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 7.0Value: 5.3Quality: 5.5
Piotroski: 4/9

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

KIMUndervalued (+21.1%)

Margin of Safety

+21.1%

Fair Value

$27.89

Current Price

$23.48

$4.41 discount

UndervaluedFair: $27.89Overvalued
WELLSignificantly Overvalued (-57.2%)

Margin of Safety

-57.2%

Fair Value

$132.26

Current Price

$214.63

$82.37 premium

UndervaluedFair: $132.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KIM4 strengths · Avg: 8.8/10
Operating MarginProfitability
34.4%10/10

Strong operational efficiency at 34.4%

Profit MarginProfitability
28.5%9/10

Keeps 29 of every $100 in revenue as profit

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
29.4%8/10

Earnings expanding 29.4% YoY

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
$150.32B9/10

Large-cap with strong market position

Areas to Watch

KIM4 concerns · Avg: 3.3/10
P/E RatioValuation
27.1x4/10

Moderate valuation

Revenue GrowthGrowth
4.0%4/10

4.0% revenue growth

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

PEG RatioValuation
3.372/10

Expensive relative to growth rate

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

ROE of 3.7% — below average capital efficiency

PEG RatioValuation
3.662/10

Expensive relative to growth rate

P/E RatioValuation
102.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : KIM

The strongest argument for KIM centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.5% and operating margin at 34.4%.

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 : KIM

The primary concerns for KIM are P/E Ratio, Revenue Growth, Return on Equity.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 102.4x leaves little room for execution misses.

Key Dynamics to Monitor

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

KIM 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

KIM scores higher overall (64/100 vs 57/100), backed by strong 28.5% 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.

Kimco Realty Corporation

REAL ESTATE · REIT - RETAIL · USA

Kimco Realty Corporation is a real estate investment trust (REIT) that invests in shopping centers.

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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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