WallStSmart

Regency Centers Corporation (REG)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 657% more annual revenue ($12.76B vs $1.69B). REG leads profitability with a 33.0% profit margin vs 12.1%. REG appears more attractively valued with a PEG of 2.70. REG earns a higher WallStSmart Score of 59/100 (C).

REG

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 6.0Quality: 5.0
Piotroski: 4/9Altman Z: 0.83

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 6.3
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

REGUndervalued (+44.7%)

Margin of Safety

+44.7%

Fair Value

$138.36

Current Price

$77.12

$61.24 discount

UndervaluedFair: $138.36Overvalued
WELLSignificantly Overvalued (-89.9%)

Margin of Safety

-89.9%

Fair Value

$124.92

Current Price

$236.92

$112.00 premium

UndervaluedFair: $124.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

REG3 strengths · Avg: 9.3/10
Profit MarginProfitability
33.0%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
39.6%10/10

Strong operational efficiency at 39.6%

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

WELL4 strengths · Avg: 9.3/10
Revenue GrowthGrowth
39.1%10/10

Revenue surging 39.1% year-over-year

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Market CapQuality
$166.86B9/10

Large-cap with strong market position

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

Areas to Watch

REG3 concerns · Avg: 2.7/10
P/E RatioValuation
27.0x4/10

Moderate valuation

PEG RatioValuation
2.702/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.832/10

Distress zone — elevated risk

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
103.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : REG

The strongest argument for REG centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 33.0% and operating margin at 39.6%.

Bull Case : WELL

The strongest argument for WELL centers on Revenue Growth, Debt/Equity, Market Cap. Revenue growth of 39.1% demonstrates continued momentum.

Bear Case : REG

The primary concerns for REG are P/E Ratio, PEG Ratio, Altman Z-Score.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 103.4x leaves little room for execution misses.

Key Dynamics to Monitor

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

REG carries more volatility with a beta of 0.82 — expect wider price swings.

WELL is growing revenue faster at 39.1% — sustainability is the question.

Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

REG scores higher overall (59/100 vs 57/100), backed by strong 33.0% 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.

Regency Centers Corporation

REAL ESTATE · REIT - RETAIL · USA

Regency Centers Corporation is a real estate investment trust based in Jacksonville, Florida and is one of the largest operators of shopping centers with grocery stores as anchor tenants.

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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