WallStSmart

UDR Inc (UDR)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 566% more annual revenue ($11.77B vs $1.77B). UDR leads profitability with a 27.8% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.62. UDR earns a higher WallStSmart Score of 61/100 (C+).

UDR

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 7.0Value: 6.0Quality: 3.5
Piotroski: 5/9Altman Z: 0.10

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

UDRUndervalued (+30.4%)

Margin of Safety

+30.4%

Fair Value

$57.15

Current Price

$39.20

$17.95 discount

UndervaluedFair: $57.15Overvalued
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

UDR3 strengths · Avg: 9.0/10
EPS GrowthGrowth
151.6%10/10

Earnings expanding 151.6% YoY

Profit MarginProfitability
27.8%9/10

Keeps 28 of every $100 in revenue as profit

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

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

UDR4 concerns · Avg: 3.3/10
P/E RatioValuation
25.1x4/10

Moderate valuation

Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

Debt/EquityHealth
1.783/10

Elevated debt levels

PEG RatioValuation
8.172/10

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 : UDR

The strongest argument for UDR centers on EPS Growth, Profit Margin, Operating Margin. Profitability is solid with margins at 27.8% and operating margin at 22.0%.

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 : UDR

The primary concerns for UDR are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.78 is elevated, increasing financial risk.

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

UDR profiles as a value stock while WELL is a growth play — different risk/reward profiles.

WELL carries more volatility with a beta of 0.82 — 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

UDR scores higher overall (61/100 vs 57/100), backed by strong 27.8% 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.

UDR Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

UDR Inc. is a publicly traded real estate investment trust that invests in apartments. The company is organized in Maryland with its headquarters in Highlands Ranch, Colorado.

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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