Ventas Inc (VTR)vsW P Carey Inc (WPC)
VTR
Ventas Inc
$79.09
-1.36%
REAL ESTATE · Cap: $41.13B
WPC
W P Carey Inc
$74.49
+0.69%
REAL ESTATE · Cap: $17.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Ventas Inc generates 251% more annual revenue ($6.11B vs $1.74B). WPC leads profitability with a 29.7% profit margin vs 4.3%. WPC appears more attractively valued with a PEG of 1.47. WPC earns a higher WallStSmart Score of 69/100 (B-).
VTR
Buy51
out of 100
Grade: C-
WPC
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-9.8%
Fair Value
$77.07
Current Price
$79.09
$2.02 premium
Margin of Safety
+52.0%
Fair Value
$150.55
Current Price
$74.49
$76.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 21.9% year-over-year
Strong operational efficiency at 54.8%
Keeps 30 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 40.2% YoY
Areas to Watch
Expensive relative to growth rate
ROE of 2.0% — below average capital efficiency
4.3% margin — thin
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
ROE of 6.2% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : VTR
The strongest argument for VTR centers on Price/Book, Revenue Growth. Revenue growth of 21.9% demonstrates continued momentum.
Bull Case : WPC
The strongest argument for WPC centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 29.7% and operating margin at 54.8%. PEG of 1.47 suggests the stock is reasonably priced for its growth.
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.
Bear Case : WPC
The primary concerns for WPC are P/E Ratio, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
VTR profiles as a growth stock while WPC is a mature play — different risk/reward profiles.
WPC carries more volatility with a beta of 0.78 — expect wider price swings.
VTR is growing revenue faster at 21.9% — sustainability is the question.
WPC generates stronger free cash flow (250M), providing more financial flexibility.
Bottom Line
WPC scores higher overall (69/100 vs 51/100), backed by strong 29.7% margins. Both earn "Strong 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.
W P Carey Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
WP Carey is among the largest net-lease REITs with an enterprise value of approximately $ 18 billion and a diversified portfolio of operationally critical commercial real estate that includes 1,215 net-lease properties covering approximately 142 million square feet as of March 30. September 2020.
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