One Liberty Properties Inc (OLP)vsWelltower Inc (WELL)
OLP
One Liberty Properties Inc
$23.20
-0.13%
REAL ESTATE · Cap: $522.11M
WELL
Welltower Inc
$235.62
-0.04%
REAL ESTATE · Cap: $169.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 12353% more annual revenue ($12.76B vs $102.49M). OLP leads profitability with a 33.9% profit margin vs 12.1%. OLP trades at a lower P/E of 15.1x. OLP earns a higher WallStSmart Score of 64/100 (C+).
OLP
Buy64
out of 100
Grade: C+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.1%
Fair Value
$32.74
Current Price
$23.20
$9.54 discount
Margin of Safety
-87.0%
Fair Value
$125.97
Current Price
$235.62
$109.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 35.2%
Earnings expanding 84.8% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 39.1% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
Negative free cash flow — burning cash
ROE of 2.9% — 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 : OLP
The strongest argument for OLP centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 33.9% and operating margin at 35.2%. Revenue growth of 10.3% demonstrates continued momentum.
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 : OLP
The primary concerns for OLP are Market Cap, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.78 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
OLP profiles as a mature stock while WELL is a growth play — different risk/reward profiles.
OLP carries more volatility with a beta of 0.90 — 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
OLP scores higher overall (64/100 vs 57/100), backed by strong 33.9% margins and 10.3% revenue growth. 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.
One Liberty Properties Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
One Liberty is a self-managed and self-managed real estate investment trust incorporated in Maryland in 1982.
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 - DIVERSIFIED Stocks
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