WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 590% more annual revenue ($11.77B vs $1.71B). WPC leads profitability with a 27.3% profit margin vs 12.0%. WPC appears more attractively valued with a PEG of 1.47. WPC earns a higher WallStSmart Score of 72/100 (B).

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 6.5
Piotroski: 4/9Altman Z: 1.20

WPC

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 6.7Quality: 3.8
Piotroski: 4/9Altman Z: 0.56
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

WELLSignificantly Overvalued (-58.0%)

Margin of Safety

-58.0%

Fair Value

$131.57

Current Price

$212.09

$80.52 premium

UndervaluedFair: $131.57Overvalued
WPCUndervalued (+54.1%)

Margin of Safety

+54.1%

Fair Value

$157.51

Current Price

$72.93

$84.58 discount

UndervaluedFair: $157.51Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

WELL3 strengths · Avg: 9.7/10
Revenue GrowthGrowth
38.3%10/10

Revenue surging 38.3% year-over-year

EPS GrowthGrowth
162.6%10/10

Earnings expanding 162.6% YoY

Market CapQuality
$153.42B9/10

Large-cap with strong market position

WPC4 strengths · Avg: 9.3/10
Operating MarginProfitability
50.9%10/10

Strong operational efficiency at 50.9%

EPS GrowthGrowth
218.1%10/10

Earnings expanding 218.1% YoY

Profit MarginProfitability
27.3%9/10

Keeps 27 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.7%3/10

ROE of 3.7% — below average capital efficiency

PEG RatioValuation
3.662/10

Expensive relative to growth rate

P/E RatioValuation
105.5x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

WPC3 concerns · Avg: 3.0/10
P/E RatioValuation
30.8x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
5.7%3/10

ROE of 5.7% — below average capital efficiency

Altman Z-ScoreHealth
0.562/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : WELL

The strongest argument for WELL centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.3% 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 : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.5x leaves little room for execution misses.

Bear Case : WPC

The primary concerns for WPC are P/E Ratio, Return on Equity, Altman Z-Score.

Key Dynamics to Monitor

WELL profiles as a growth stock while WPC is a mature play — different risk/reward profiles.

WELL carries more volatility with a beta of 0.82 — expect wider price swings.

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

WELL generates stronger free cash flow (647M), providing more financial flexibility.

Bottom Line

WPC scores higher overall (72/100 vs 57/100), 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.

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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