Sunrise Realty Trust, Inc. (SUNS)vsWelltower Inc (WELL)
SUNS
Sunrise Realty Trust, Inc.
$7.49
+0.94%
REAL ESTATE · Cap: $101.94M
WELL
Welltower Inc
$212.09
-1.00%
REAL ESTATE · Cap: $153.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 60112% more annual revenue ($11.77B vs $19.54M). SUNS leads profitability with a 62.1% profit margin vs 12.0%. SUNS appears more attractively valued with a PEG of 0.60. SUNS earns a higher WallStSmart Score of 59/100 (C).
SUNS
Buy59
out of 100
Grade: C
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.2%
Fair Value
$9.90
Current Price
$7.49
$2.41 discount
Margin of Safety
-58.0%
Fair Value
$131.57
Current Price
$212.09
$80.52 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Growing faster than its price suggests
Revenue surging 38.3% year-over-year
Earnings expanding 162.6% YoY
Large-cap with strong market position
Areas to Watch
4.6% revenue growth
Smaller company, higher risk/reward
Earnings declined 56.6%
Negative free cash flow — burning cash
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 : SUNS
The strongest argument for SUNS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 62.1% and operating margin at 45.4%. PEG of 0.60 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 : SUNS
The primary concerns for SUNS are Revenue Growth, Market Cap, EPS Growth.
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
SUNS profiles as a value stock while WELL is a growth play — different risk/reward profiles.
WELL is growing revenue faster at 38.3% — sustainability is the question.
WELL generates stronger free cash flow (647M), providing more financial flexibility.
Monitor REIT - MORTGAGE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SUNS scores higher overall (59/100 vs 57/100), backed by strong 62.1% margins. 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.
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.
Visit Website →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 - MORTGAGE Stocks
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