WallStSmart

Ventas Inc (VTR)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 92% more annual revenue ($11.77B vs $6.11B). WELL leads profitability with a 12.0% profit margin vs 4.3%. VTR appears more attractively valued with a PEG of 1.72. WELL earns a higher WallStSmart Score of 57/100 (C).

VTR

Buy

51

out of 100

Grade: C-

Growth: 7.3Profit: 4.5Value: 4.0Quality: 3.8
Piotroski: 4/9Altman Z: 0.39

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

VTRUndervalued (+4.8%)

Margin of Safety

+4.8%

Fair Value

$90.03

Current Price

$88.02

$2.01 discount

UndervaluedFair: $90.03Overvalued
WELLSignificantly Overvalued (-57.6%)

Margin of Safety

-57.6%

Fair Value

$131.92

Current Price

$216.91

$84.99 premium

UndervaluedFair: $131.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.9%8/10

Revenue surging 21.9% year-over-year

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
$153.12B9/10

Large-cap with strong market position

Areas to Watch

VTR4 concerns · Avg: 3.0/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

Return on EquityProfitability
2.1%3/10

ROE of 2.1% — below average capital efficiency

Profit MarginProfitability
4.3%3/10

4.3% margin — thin

P/E RatioValuation
160.0x2/10

Premium valuation, high expectations priced in

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
105.3x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.9% 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 : VTR

The primary concerns for VTR are PEG Ratio, Return on Equity, Profit Margin. A P/E of 160.0x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.3x leaves little room for execution misses.

Key Dynamics to Monitor

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.

Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

WELL scores higher overall (57/100 vs 51/100) and 38.3% revenue growth. 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.

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.

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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