WallStSmart

Regency Centers Corporation (REG)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 613% more annual revenue ($11.77B vs $1.65B). REG leads profitability with a 33.1% profit margin vs 12.0%. REG appears more attractively valued with a PEG of 2.61. REG earns a higher WallStSmart Score of 63/100 (C+).

REG

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 8.0Value: 6.0Quality: 4.3
Piotroski: 4/9Altman Z: 0.80

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

REGUndervalued (+47.9%)

Margin of Safety

+47.9%

Fair Value

$146.78

Current Price

$77.59

$69.19 discount

UndervaluedFair: $146.78Overvalued
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

REG3 strengths · Avg: 9.3/10
Profit MarginProfitability
33.1%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

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

REG3 concerns · Avg: 2.7/10
P/E RatioValuation
26.8x4/10

Moderate valuation

PEG RatioValuation
2.612/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.802/10

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
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 : REG

The strongest argument for REG centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 33.1% and operating margin at 40.7%.

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 : 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 102.4x 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 0.84 — 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

REG scores higher overall (63/100 vs 57/100), backed by strong 33.1% 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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