WallStSmart

Sunrise Realty Trust, Inc. (SUNS)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 52708% more annual revenue ($11.77B vs $22.28M). SUNS leads profitability with a 59.7% profit margin vs 12.0%. SUNS appears more attractively valued with a PEG of 0.67. SUNS earns a higher WallStSmart Score of 73/100 (B).

SUNS

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 7.5Value: 7.7Quality: 4.3
Piotroski: 3/9

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

Intrinsic value data unavailable for SUNS.

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

SUNS6 strengths · Avg: 9.7/10
P/E RatioValuation
8.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
59.7%10/10

Keeps 60 of every $100 in revenue as profit

Operating MarginProfitability
58.7%10/10

Strong operational efficiency at 58.7%

Revenue GrowthGrowth
60.8%10/10

Revenue surging 60.8% year-over-year

PEG RatioValuation
0.678/10

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
157.9%10/10

Earnings expanding 157.9% YoY

Market CapQuality
$137.90B9/10

Large-cap with strong market position

Areas to Watch

SUNS3 concerns · Avg: 3.0/10
Market CapQuality
$114.09M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : SUNS

The strongest argument for SUNS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 59.7% and operating margin at 58.7%. Revenue growth of 60.8% 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 : SUNS

The primary concerns for SUNS are Market Cap, 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

SUNS is growing revenue faster at 60.8% — sustainability is the question.

WELL generates stronger free cash flow (282M), providing more financial flexibility.

Monitor REIT - MORTGAGE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SUNS scores higher overall (73/100 vs 57/100), backed by strong 59.7% margins and 60.8% 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.

Sunrise Realty Trust, Inc.

REAL ESTATE · REIT - MORTGAGE · USA

Solar Senior Capital Ltd. is a business development company that specializes in investing in leveraged middle market companies in the United States.

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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.

Visit Website →

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