WallStSmart

Welltower Inc (WELL)vsW P Carey Inc (WPC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 575% more annual revenue ($11.77B vs $1.74B). WPC leads profitability with a 29.7% profit margin vs 12.0%. WPC appears more attractively valued with a PEG of 1.47. WPC earns a higher WallStSmart Score of 69/100 (B-).

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 3.0Quality: 6.3
Piotroski: 4/9Altman Z: 1.20

WPC

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 7.5Value: 6.7Quality: 3.0
Piotroski: 2/9Altman Z: 0.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for WELL.

WPCUndervalued (+51.4%)

Margin of Safety

+51.4%

Fair Value

$148.80

Current Price

$74.71

$74.09 discount

UndervaluedFair: $148.80Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

WELL4 strengths · Avg: 9.8/10
Revenue GrowthGrowth
38.3%10/10

Revenue surging 38.3% year-over-year

EPS GrowthGrowth
157.9%10/10

Earnings expanding 157.9% YoY

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Market CapQuality
$172.98B9/10

Large-cap with strong market position

WPC4 strengths · Avg: 8.8/10
Operating MarginProfitability
54.8%10/10

Strong operational efficiency at 54.8%

Profit MarginProfitability
29.7%9/10

Keeps 30 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

EPS GrowthGrowth
40.2%8/10

Earnings expanding 40.2% YoY

Areas to Watch

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
118.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

WPC4 concerns · Avg: 3.3/10
P/E RatioValuation
32.4x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

Debt/EquityHealth
1.063/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : WELL

The strongest argument for WELL centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 38.3% 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 : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 118.4x leaves little room for execution misses.

Bear Case : WPC

The primary concerns for WPC are P/E Ratio, Return on Equity, Debt/Equity.

Key Dynamics to Monitor

WELL 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.

WELL is growing revenue faster at 38.3% — sustainability is the question.

Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

WPC scores higher overall (69/100 vs 57/100), 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.

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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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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