WallStSmart

Urban Edge Properties (UE)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 2360% more annual revenue ($11.77B vs $478.29M). UE leads profitability with a 22.6% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.66. UE earns a higher WallStSmart Score of 64/100 (C+).

UE

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 7.0Value: 5.3Quality: 6.3
Piotroski: 6/9Altman Z: 0.82

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 6.5
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

UEUndervalued (+20.4%)

Margin of Safety

+20.4%

Fair Value

$26.00

Current Price

$21.61

$4.39 discount

UndervaluedFair: $26.00Overvalued
WELLSignificantly Overvalued (-57.2%)

Margin of Safety

-57.2%

Fair Value

$132.26

Current Price

$214.63

$82.37 premium

UndervaluedFair: $132.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

UE4 strengths · Avg: 9.3/10
Operating MarginProfitability
34.1%10/10

Strong operational efficiency at 34.1%

EPS GrowthGrowth
175.5%10/10

Earnings expanding 175.5% YoY

Profit MarginProfitability
22.6%9/10

Keeps 23 of every $100 in revenue as profit

Price/BookValuation
2.1x8/10

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
$150.32B9/10

Large-cap with strong market position

Areas to Watch

UE3 concerns · Avg: 2.7/10
P/E RatioValuation
25.9x4/10

Moderate valuation

PEG RatioValuation
6.592/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.822/10

Distress zone — elevated risk

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.7%3/10

ROE of 3.7% — below average capital efficiency

PEG RatioValuation
3.662/10

Expensive relative to growth rate

P/E RatioValuation
102.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : UE

The strongest argument for UE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 34.1%.

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 : UE

The primary concerns for UE are P/E Ratio, PEG Ratio, Altman Z-Score.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 102.4x leaves little room for execution misses.

Key Dynamics to Monitor

UE profiles as a mature stock while WELL is a growth play — different risk/reward profiles.

UE carries more volatility with a beta of 1.01 — 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

UE scores higher overall (64/100 vs 57/100), backed by strong 22.6% 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.

Urban Edge Properties

REAL ESTATE · REIT - RETAIL · USA

Urban Edge Properties is a NYSE-listed real estate investment trust focused on managing, acquiring, developing and remodeling retail real estate in urban communities, primarily in the New York metropolitan region.

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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