WallStSmart

Universal Health Realty Income Trust (UHT)vsVentas Inc (VTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ventas Inc generates 5954% more annual revenue ($6.11B vs $100.97M). UHT leads profitability with a 17.7% profit margin vs 4.3%. UHT appears more attractively valued with a PEG of 0.63. UHT earns a higher WallStSmart Score of 59/100 (C).

UHT

Buy

59

out of 100

Grade: C

Growth: 4.7Profit: 7.5Value: 7.3Quality: 3.0
Piotroski: 4/9Altman Z: 0.36

VTR

Buy

51

out of 100

Grade: C-

Growth: 7.3Profit: 4.5Value: 3.3Quality: 4.0
Piotroski: 4/9Altman Z: 0.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

UHTUndervalued (+46.7%)

Margin of Safety

+46.7%

Fair Value

$80.51

Current Price

$41.24

$39.27 discount

UndervaluedFair: $80.51Overvalued
VTROvervalued (-9.8%)

Margin of Safety

-9.8%

Fair Value

$77.07

Current Price

$79.09

$2.02 premium

UndervaluedFair: $77.07Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

UHT2 strengths · Avg: 9.0/10
Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

PEG RatioValuation
0.638/10

Growing faster than its price suggests

VTR2 strengths · Avg: 8.0/10
Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
21.9%8/10

Revenue surging 21.9% year-over-year

Areas to Watch

UHT4 concerns · Avg: 3.3/10
P/E RatioValuation
31.6x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

Market CapQuality
$561.41M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
0.362/10

Distress zone — elevated risk

VTR4 concerns · Avg: 3.0/10
PEG RatioValuation
1.744/10

Expensive relative to growth rate

Return on EquityProfitability
2.0%3/10

ROE of 2.0% — below average capital efficiency

Profit MarginProfitability
4.3%3/10

4.3% margin — thin

P/E RatioValuation
153.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : UHT

The strongest argument for UHT centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 17.7% and operating margin at 37.8%. PEG of 0.63 suggests the stock is reasonably priced for its growth.

Bull Case : VTR

The strongest argument for VTR centers on Price/Book, Revenue Growth. Revenue growth of 21.9% demonstrates continued momentum.

Bear Case : UHT

The primary concerns for UHT are P/E Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.63 is elevated, increasing financial risk.

Bear Case : VTR

The primary concerns for VTR are PEG Ratio, Return on Equity, Profit Margin. A P/E of 153.8x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

UHT profiles as a value stock while VTR is a growth play — different risk/reward profiles.

UHT carries more volatility with a beta of 0.86 — expect wider price swings.

VTR is growing revenue faster at 21.9% — sustainability is the question.

UHT generates stronger free cash flow (12M), providing more financial flexibility.

Bottom Line

UHT scores higher overall (59/100 vs 51/100), backed by strong 17.7% 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.

Universal Health Realty Income Trust

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Universal Health Realty Income Trust, a real estate investment trust, invests in healthcare and human service related facilities including intensive care hospitals, rehabilitation hospitals, subacute care facilities, medical / office buildings, emergency departments independent and child care centers.

Ventas Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.

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