Sunrise Realty Trust, Inc. (SUNS)vsWelltower Inc (WELL)
SUNS
Sunrise Realty Trust, Inc.
$8.63
+1.65%
REAL ESTATE · Cap: $114.09M
WELL
Welltower Inc
$200.84
+1.69%
REAL ESTATE · Cap: $137.90B
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 Buy73
out of 100
Grade: B
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SUNS.
Margin of Safety
-78.3%
Fair Value
$116.05
Current Price
$200.84
$84.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 60 of every $100 in revenue as profit
Strong operational efficiency at 58.7%
Revenue surging 60.8% year-over-year
Growing faster than its price suggests
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
ROE of 7.2% — below average capital efficiency
Weak financial health signals
ROE of 3.2% — 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 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.
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
Want to dig deeper into these stocks?