Ventas Inc (VTR)vsWest Pharmaceutical Services Inc (WST)
VTR
Ventas Inc
$87.26
+0.82%
REAL ESTATE · Cap: $42.08B
WST
West Pharmaceutical Services Inc
$325.92
+1.21%
HEALTHCARE · Cap: $22.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Ventas Inc generates 90% more annual revenue ($6.11B vs $3.22B). WST leads profitability with a 16.9% profit margin vs 4.3%. VTR appears more attractively valued with a PEG of 1.72. WST earns a higher WallStSmart Score of 67/100 (B-).
VTR
Buy51
out of 100
Grade: C-
WST
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.8%
Fair Value
$90.01
Current Price
$87.26
$2.75 discount
Margin of Safety
-32.4%
Fair Value
$185.95
Current Price
$325.92
$139.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 21.9% year-over-year
Earnings expanding 56.1% YoY
Safe zone — low bankruptcy risk
Strong operational efficiency at 21.7%
Revenue surging 21.0% year-over-year
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
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : WST
The strongest argument for WST centers on EPS Growth, Altman Z-Score, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 21.7%. Revenue growth of 21.0% demonstrates continued momentum.
Bear Case : VTR
The primary concerns for VTR are PEG Ratio, Return on Equity, Profit Margin. A P/E of 157.4x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Bear Case : WST
The primary concerns for WST are PEG Ratio, P/E Ratio. A P/E of 41.8x leaves little room for execution misses.
Key Dynamics to Monitor
WST carries more volatility with a beta of 1.17 — expect wider price swings.
VTR is growing revenue faster at 21.9% — sustainability is the question.
WST generates stronger free cash flow (47M), providing more financial flexibility.
Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WST scores higher overall (67/100 vs 51/100), backed by strong 16.9% margins and 21.0% revenue growth. 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.
West Pharmaceutical Services Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.
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