Welltower Inc (WELL)vsW. R. Berkley Corp (WRB)
WELL
Welltower Inc
$214.63
+0.79%
REAL ESTATE · Cap: $150.32B
WRB
W. R. Berkley Corp
$65.68
-1.28%
FINANCIAL SERVICES · Cap: $24.77B
Smart Verdict
WallStSmart Research — data-driven comparison
W. R. Berkley Corp generates 26% more annual revenue ($14.85B vs $11.77B). WRB leads profitability with a 12.6% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.66. WRB earns a higher WallStSmart Score of 65/100 (C+).
WELL
Buy57
out of 100
Grade: C
WRB
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.2%
Fair Value
$132.26
Current Price
$214.63
$82.37 premium
Intrinsic value data unavailable for WRB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 26.0% YoY
Areas to Watch
ROE of 3.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
4.0% revenue growth
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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 : WRB
The strongest argument for WRB centers on Return on Equity, P/E Ratio, Price/Book.
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 : WRB
The primary concerns for WRB are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
WELL profiles as a growth stock while WRB is a value 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.
WRB generates stronger free cash flow (640M), providing more financial flexibility.
Bottom Line
WRB scores higher overall (65/100 vs 57/100). 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.
Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →W. R. Berkley Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
W. R. Berkley Corporation is a commercial lines property & casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.
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