Ventas Inc (VTR)vsEssential Utilities Inc (WTRG)
VTR
Ventas Inc
$86.62
-0.18%
REAL ESTATE · Cap: $42.79B
WTRG
Essential Utilities Inc
$37.54
+0.13%
UTILITIES · Cap: $10.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Ventas Inc generates 147% more annual revenue ($6.11B vs $2.47B). WTRG leads profitability with a 24.9% profit margin vs 4.3%. VTR appears more attractively valued with a PEG of 1.72. WTRG earns a higher WallStSmart Score of 60/100 (C+).
VTR
Buy51
out of 100
Grade: C-
WTRG
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.8%
Fair Value
$90.03
Current Price
$86.62
$3.41 discount
Margin of Safety
+47.4%
Fair Value
$71.13
Current Price
$37.54
$33.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 21.9% year-over-year
Strong operational efficiency at 32.4%
Keeps 25 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
15.7% revenue growth
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
Weak financial health signals
Expensive relative to growth rate
Earnings declined 30.0%
Negative free cash flow — burning cash
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 : WTRG
The strongest argument for WTRG centers on Operating Margin, Profit Margin, P/E Ratio. Profitability is solid with margins at 24.9% and operating margin at 32.4%. Revenue growth of 15.7% 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 : WTRG
The primary concerns for WTRG are Piotroski F-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
VTR carries more volatility with a beta of 0.77 — expect wider price swings.
VTR is growing revenue faster at 21.9% — sustainability is the question.
WTRG generates stronger free cash flow (-241M), providing more financial flexibility.
Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WTRG scores higher overall (60/100 vs 51/100), backed by strong 24.9% margins and 15.7% 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.
Essential Utilities Inc
UTILITIES · UTILITIES - REGULATED WATER · USA
Essential Utilities, Inc. operates regulated utilities that provide water, wastewater, or natural gas services in the United States. The company is headquartered in Bryn Mawr, Pennsylvania.
Visit Website →Compare with Other REIT - HEALTHCARE FACILITIES Stocks
Want to dig deeper into these stocks?