WallStSmart

STAG Industrial Inc (STAG)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 1292% more annual revenue ($11.77B vs $845.18M). STAG leads profitability with a 32.4% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.66. STAG earns a higher WallStSmart Score of 64/100 (C+).

STAG

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 7.0Value: 6.0Quality: 3.8
Piotroski: 4/9Altman Z: 0.70

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

STAGUndervalued (+56.8%)

Margin of Safety

+56.8%

Fair Value

$90.79

Current Price

$38.09

$52.70 discount

UndervaluedFair: $90.79Overvalued
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

STAG4 strengths · Avg: 9.5/10
Profit MarginProfitability
32.4%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

EPS GrowthGrowth
57.9%10/10

Earnings expanding 57.9% YoY

Price/BookValuation
2.0x8/10

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
162.6%10/10

Earnings expanding 162.6% YoY

Market CapQuality
$153.42B9/10

Large-cap with strong market position

Areas to Watch

STAG4 concerns · Avg: 2.8/10
P/E RatioValuation
26.1x4/10

Moderate valuation

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

PEG RatioValuation
19.492/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.702/10

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
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 : STAG

The strongest argument for STAG centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 32.4% and operating margin at 37.8%. Revenue growth of 10.8% 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 : STAG

The primary concerns for STAG are P/E Ratio, Return on Equity, PEG Ratio.

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

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

STAG carries more volatility with a beta of 1.04 — 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

STAG scores higher overall (64/100 vs 57/100), backed by strong 32.4% margins and 10.8% 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.

STAG Industrial Inc

REAL ESTATE · REIT - INDUSTRIAL · USA

STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant industrial properties throughout the United States.

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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