WallStSmart

Welltower Inc (WELL)vsWheaton Precious Metals Corp (WPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 408% more annual revenue ($11.77B vs $2.31B). WPM leads profitability with a 63.6% profit margin vs 12.0%. WPM appears more attractively valued with a PEG of 0.43. WPM earns a higher WallStSmart Score of 76/100 (B+).

WELL

Buy

57

out of 100

Grade: C

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

WPM

Strong Buy

76

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 6.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

WELLSignificantly Overvalued (-57.2%)

Margin of Safety

-57.2%

Fair Value

$132.26

Current Price

$214.63

$82.37 premium

UndervaluedFair: $132.26Overvalued

Intrinsic value data unavailable for WPM.

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
157.9%10/10

Earnings expanding 157.9% YoY

Market CapQuality
$150.32B9/10

Large-cap with strong market position

WPM6 strengths · Avg: 9.8/10
PEG RatioValuation
0.4310/10

Growing faster than its price suggests

Profit MarginProfitability
63.6%10/10

Keeps 64 of every $100 in revenue as profit

Operating MarginProfitability
75.2%10/10

Strong operational efficiency at 75.2%

Revenue GrowthGrowth
127.2%10/10

Revenue surging 127.2% year-over-year

EPS GrowthGrowth
533.0%10/10

Earnings expanding 533.0% YoY

Market CapQuality
$59.74B9/10

Large-cap with strong market position

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
102.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

WPM1 concerns · Avg: 2.0/10
P/E RatioValuation
40.6x2/10

Premium valuation, high expectations priced in

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 : WPM

The strongest argument for WPM centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 63.6% and operating margin at 75.2%. Revenue growth of 127.2% demonstrates continued momentum.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 102.4x leaves little room for execution misses.

Bear Case : WPM

The primary concerns for WPM are P/E Ratio. A P/E of 40.6x leaves little room for execution misses.

Key Dynamics to Monitor

WPM carries more volatility with a beta of 1.18 — expect wider price swings.

WPM is growing revenue faster at 127.2% — sustainability is the question.

WELL generates stronger free cash flow (282M), providing more financial flexibility.

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

Bottom Line

WPM scores higher overall (76/100 vs 57/100), backed by strong 63.6% margins and 127.2% 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.

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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Wheaton Precious Metals Corp

BASIC MATERIALS · GOLD · USA

Wheaton Precious Metals Corp. The company is headquartered in Vancouver, Canada.

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