WallStSmart

Ventas Inc (VTR)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 83% more annual revenue ($11.77B vs $6.42B). WELL leads profitability with a 12.0% profit margin vs 4.1%. VTR appears more attractively valued with a PEG of 1.74. WELL earns a higher WallStSmart Score of 57/100 (C).

VTR

Hold

45

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 2.7Quality: 4.0
Piotroski: 4/9Altman Z: 0.43

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 3.0Quality: 6.3
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

VTRSignificantly Overvalued (-21.9%)

Margin of Safety

-21.9%

Fair Value

$76.69

Current Price

$93.51

$16.82 premium

UndervaluedFair: $76.69Overvalued

Intrinsic value data unavailable for WELL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

WELL4 strengths · Avg: 9.8/10
Revenue GrowthGrowth
38.3%10/10

Revenue surging 38.3% year-over-year

EPS GrowthGrowth
157.9%10/10

Earnings expanding 157.9% YoY

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Market CapQuality
$172.98B9/10

Large-cap with strong market position

Areas to Watch

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
4.1%3/10

4.1% margin — thin

P/E RatioValuation
170.0x2/10

Premium valuation, high expectations priced in

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
118.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum.

Bull Case : WELL

The strongest argument for WELL centers on Revenue Growth, EPS Growth, Debt/Equity. 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 170.0x leaves little room for execution misses. Thin 4.1% 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 118.4x leaves little room for execution misses.

Key Dynamics to Monitor

WELL carries more volatility with a beta of 0.76 — expect wider price swings.

WELL is growing revenue faster at 38.3% — sustainability is the question.

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

Bottom Line

WELL scores higher overall (57/100 vs 45/100) and 38.3% revenue growth. Both earn "Buy" and "Hold" 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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