Ventas Inc (VTR)vsW P Carey Inc (WPC)
VTR
Ventas Inc
$87.86
+0.56%
REAL ESTATE · Cap: $42.47B
WPC
W P Carey Inc
$72.93
+1.21%
REAL ESTATE · Cap: $16.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Ventas Inc generates 258% more annual revenue ($6.11B vs $1.71B). WPC leads profitability with a 27.3% profit margin vs 4.3%. WPC appears more attractively valued with a PEG of 1.47. WPC earns a higher WallStSmart Score of 72/100 (B).
VTR
Buy51
out of 100
Grade: C-
WPC
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.9%
Fair Value
$90.07
Current Price
$87.86
$2.21 discount
Margin of Safety
+54.1%
Fair Value
$157.51
Current Price
$72.93
$84.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 21.9% year-over-year
Strong operational efficiency at 50.9%
Earnings expanding 218.1% YoY
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of 2.1% — below average capital efficiency
4.3% margin — thin
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
ROE of 5.7% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : VTR
The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.9% demonstrates continued momentum.
Bull Case : WPC
The strongest argument for WPC centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 27.3% and operating margin at 50.9%. 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 158.8x 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, Altman Z-Score.
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 0.79 — expect wider price swings.
VTR is growing revenue faster at 21.9% — sustainability is the question.
VTR generates stronger free cash flow (322M), providing more financial flexibility.
Bottom Line
WPC scores higher overall (72/100 vs 51/100), backed by strong 27.3% 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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