WallStSmart

Safehold Inc (SAFE)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 2809% more annual revenue ($11.77B vs $404.44M). SAFE leads profitability with a 28.3% profit margin vs 12.0%. SAFE appears more attractively valued with a PEG of 0.65. SAFE earns a higher WallStSmart Score of 70/100 (B).

SAFE

Strong Buy

70

out of 100

Grade: B

Growth: 6.7Profit: 7.0Value: 9.3Quality: 5.0
Piotroski: 3/9Altman Z: 0.92

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

SAFEUndervalued (+81.5%)

Margin of Safety

+81.5%

Fair Value

$80.19

Current Price

$16.02

$64.17 discount

UndervaluedFair: $80.19Overvalued
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

SAFE5 strengths · Avg: 9.4/10
P/E RatioValuation
10.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
81.8%10/10

Strong operational efficiency at 81.8%

Profit MarginProfitability
28.3%9/10

Keeps 28 of every $100 in revenue as profit

PEG RatioValuation
0.658/10

Growing faster than its price suggests

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

SAFE4 concerns · Avg: 3.0/10
Market CapQuality
$1.15B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.8%3/10

ROE of 4.8% — below average capital efficiency

Debt/EquityHealth
1.963/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : SAFE

The strongest argument for SAFE centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.3% and operating margin at 81.8%. PEG of 0.65 suggests the stock is reasonably priced for its growth.

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 : SAFE

The primary concerns for SAFE are Market Cap, Return on Equity, Debt/Equity. Debt-to-equity of 1.96 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

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

SAFE carries more volatility with a beta of 1.85 — 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

SAFE scores higher overall (70/100 vs 57/100), backed by strong 28.3% margins. Both earn "Strong 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.

Safehold Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

Safehold Inc. (SAFE) is a leading real estate investment trust (REIT) focused on the acquisition and management of ground leases, which allows property owners to enhance their asset value while retaining ownership. By targeting high-quality urban properties, Safehold creates a low-risk investment profile with the potential for steady income generation. The company's strong balance sheet and dedication to sustainable income growth position it favorably to capitalize on the rising demand for ground leases. With its unique business model and commitment to delivering consistent returns, Safehold presents an appealing investment opportunity for institutional investors seeking diversification in their portfolios.

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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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