Simon Property Group Inc (SPG)vsWelltower Inc (WELL)
SPG
Simon Property Group Inc
$202.12
+0.36%
REAL ESTATE · Cap: $76.66B
WELL
Welltower Inc
$214.63
+0.79%
REAL ESTATE · Cap: $150.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 85% more annual revenue ($11.77B vs $6.36B). SPG leads profitability with a 72.7% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.66. SPG earns a higher WallStSmart Score of 67/100 (B-).
SPG
Strong Buy67
out of 100
Grade: B-
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.2%
Fair Value
$164.74
Current Price
$202.12
$37.38 premium
Margin of Safety
-57.2%
Fair Value
$132.26
Current Price
$214.63
$82.37 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 104 in profit
Keeps 73 of every $100 in revenue as profit
Strong operational efficiency at 49.7%
Earnings expanding 358.1% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
Trading at 12.7x book value
Expensive relative to growth rate
ROE of 3.7% — 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 : SPG
The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 72.7% and operating margin at 49.7%. Revenue growth of 13.2% demonstrates continued momentum.
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 : SPG
The primary concerns for SPG are Price/Book, PEG Ratio.
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
SPG profiles as a mature stock while WELL is a growth play — different risk/reward profiles.
SPG carries more volatility with a beta of 1.36 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
SPG generates stronger free cash flow (982M), providing more financial flexibility.
Bottom Line
SPG scores higher overall (67/100 vs 57/100), backed by strong 72.7% margins and 13.2% revenue growth. 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.
Simon Property Group Inc
REAL ESTATE · REIT - RETAIL · USA
Simon Property Group, Inc. is a real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana.
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 - RETAIL Stocks
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