WallStSmart

AG Mortgage Investment Trust Inc (MITT)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 13011% more annual revenue ($11.77B vs $89.75M). MITT leads profitability with a 54.2% profit margin vs 12.0%. MITT trades at a lower P/E of 9.1x. WELL earns a higher WallStSmart Score of 57/100 (C).

MITT

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 7.5Value: 8.3Quality: 2.0
Piotroski: 1/9Altman Z: 0.08

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

MITTUndervalued (+56.6%)

Margin of Safety

+56.6%

Fair Value

$19.37

Current Price

$7.89

$11.48 discount

UndervaluedFair: $19.37Overvalued
WELLSignificantly Overvalued (-58.0%)

Margin of Safety

-58.0%

Fair Value

$131.57

Current Price

$217.34

$85.77 premium

UndervaluedFair: $131.57Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MITT4 strengths · Avg: 10.0/10
P/E RatioValuation
9.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Profit MarginProfitability
54.2%10/10

Keeps 54 of every $100 in revenue as profit

Operating MarginProfitability
80.3%10/10

Strong operational efficiency at 80.3%

WELL3 strengths · Avg: 9.7/10
Revenue GrowthGrowth
38.3%10/10

Revenue surging 38.3% year-over-year

EPS GrowthGrowth
162.6%10/10

Earnings expanding 162.6% YoY

Market CapQuality
$153.42B9/10

Large-cap with strong market position

Areas to Watch

MITT4 concerns · Avg: 2.5/10
Market CapQuality
$259.60M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

EPS GrowthGrowth
-15.5%2/10

Earnings declined 15.5%

Altman Z-ScoreHealth
0.082/10

Distress zone — elevated risk

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
105.5x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : MITT

The strongest argument for MITT centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 54.2% and operating margin at 80.3%.

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 : MITT

The primary concerns for MITT are Market Cap, Piotroski F-Score, EPS Growth. Debt-to-equity of 14.45 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 105.5x leaves little room for execution misses.

Key Dynamics to Monitor

MITT profiles as a mature stock while WELL is a growth play — different risk/reward profiles.

MITT carries more volatility with a beta of 1.74 — expect wider price swings.

WELL is growing revenue faster at 38.3% — sustainability is the question.

WELL generates stronger free cash flow (647M), providing more financial flexibility.

Bottom Line

WELL scores higher overall (57/100 vs 54/100) and 38.3% revenue growth. MITT offers better value entry with a 56.6% margin of safety. 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.

AG Mortgage Investment Trust Inc

REAL ESTATE · REIT - MORTGAGE · USA

AG Mortgage Investment Trust, Inc., a real estate investment trust, invests in a portfolio of securities backed by residential mortgages and credit investments in the United States. The company is headquartered in New York, New York.

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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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