WallStSmart

STAG Industrial Inc (STAG)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 1262% more annual revenue ($11.77B vs $863.82M). STAG leads profitability with a 28.3% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.62. WELL earns a higher WallStSmart Score of 57/100 (C).

STAG

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 7.0Value: 5.3Quality: 3.5
Piotroski: 3/9Altman Z: 0.69

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 7.0
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

STAGUndervalued (+54.8%)

Margin of Safety

+54.8%

Fair Value

$86.85

Current Price

$37.26

$49.59 discount

UndervaluedFair: $86.85Overvalued
WELLSignificantly Overvalued (-78.3%)

Margin of Safety

-78.3%

Fair Value

$116.05

Current Price

$200.84

$84.79 premium

UndervaluedFair: $116.05Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

STAG3 strengths · Avg: 9.0/10
Operating MarginProfitability
37.5%10/10

Strong operational efficiency at 37.5%

Profit MarginProfitability
28.3%9/10

Keeps 28 of every $100 in revenue as profit

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
157.9%10/10

Earnings expanding 157.9% YoY

Market CapQuality
$137.90B9/10

Large-cap with strong market position

Areas to Watch

STAG4 concerns · Avg: 3.0/10
P/E RatioValuation
30.1x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
19.492/10

Expensive relative to growth rate

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.2%3/10

ROE of 3.2% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
94.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : STAG

The strongest argument for STAG centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.3% and operating margin at 37.5%.

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, Piotroski F-Score.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 94.4x 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 0.98 — 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

WELL scores higher overall (57/100 vs 52/100) and 38.3% revenue growth. STAG offers better value entry with a 54.8% margin of safety. 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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