WallStSmart

Welltower Inc (WELL)vsWalmart Inc. Common Stock (WMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Walmart Inc. Common Stock generates 6480% more annual revenue ($713.16B vs $10.84B). WELL leads profitability with a 8.6% profit margin vs 3.1%. WELL appears more attractively valued with a PEG of 3.62. WMT earns a higher WallStSmart Score of 43/100 (D).

WELL

Hold

39

out of 100

Grade: F

Growth: 7.3Profit: 4.0Value: 2.0Quality: 7.5
Piotroski: 4/9Altman Z: 1.20

WMT

Hold

43

out of 100

Grade: D

Growth: 4.7Profit: 5.5Value: 4.7Quality: 7.0
Piotroski: 4/9Altman Z: 3.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

WELLSignificantly Overvalued (-2052.0%)

Margin of Safety

-2052.0%

Fair Value

$9.66

Current Price

$196.73

$187.07 premium

UndervaluedFair: $9.66Overvalued
WMTSignificantly Overvalued (-563.0%)

Margin of Safety

-563.0%

Fair Value

$18.56

Current Price

$123.06

$104.50 premium

UndervaluedFair: $18.56Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

WELL2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
41.3%10/10

Revenue surging 41.3% year-over-year

Market CapQuality
$137.19B9/10

Large-cap with strong market position

WMT4 strengths · Avg: 9.3/10
Market CapQuality
$973.03B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.6210/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
21.8%9/10

Every $100 of equity generates 22 in profit

Free Cash FlowQuality
$6.10B8/10

Generating 6.1B in free cash flow

Areas to Watch

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
2.5%3/10

ROE of 2.5% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
138.5x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-26.3%2/10

Earnings declined 26.3%

WMT4 concerns · Avg: 3.0/10
Price/BookValuation
9.8x4/10

Trading at 9.8x book value

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Operating MarginProfitability
4.6%3/10

Operating margin of 4.6%

PEG RatioValuation
4.652/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : WELL

The strongest argument for WELL centers on Revenue Growth, Market Cap. Revenue growth of 41.3% demonstrates continued momentum.

Bull Case : WMT

The strongest argument for WMT centers on Market Cap, Altman Z-Score, Return on Equity.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 138.5x leaves little room for execution misses.

Bear Case : WMT

The primary concerns for WMT are Price/Book, Profit Margin, Operating Margin. A P/E of 44.7x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

WELL profiles as a hypergrowth stock while WMT is a value play — different risk/reward profiles.

WELL carries more volatility with a beta of 0.81 — expect wider price swings.

WELL is growing revenue faster at 41.3% — sustainability is the question.

WMT generates stronger free cash flow (6.1B), providing more financial flexibility.

Bottom Line

WMT scores higher overall (43/100 vs 39/100). Both earn "Hold" 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.

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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Walmart Inc. Common Stock

CONSUMER DEFENSIVE · DISCOUNT STORES · USA

Walmart Inc. is an American multinational retail corporation that operates a chain of hypermarkets, discount department stores, and grocery stores from the United States, headquartered in Bentonville, Arkansas. It also owns and operates Sam's Club retail warehouses.

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