New York Mortgage Trust, Inc. (ADAM)vsWelltower Inc (WELL)
ADAM
New York Mortgage Trust, Inc.
$8.91
-1.05%
REAL ESTATE · Cap: $822.40M
WELL
Welltower Inc
$228.87
-1.46%
REAL ESTATE · Cap: $169.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 3244% more annual revenue ($12.76B vs $381.67M). ADAM leads profitability with a 53.0% profit margin vs 12.1%. ADAM appears more attractively valued with a PEG of 2.50. ADAM earns a higher WallStSmart Score of 79/100 (B+).
ADAM
Strong Buy79
out of 100
Grade: B+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$9.69
Current Price
$8.91
$0.78 discount
Margin of Safety
-83.9%
Fair Value
$126.32
Current Price
$228.87
$102.55 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 53 of every $100 in revenue as profit
Strong operational efficiency at 51.7%
Revenue surging 129.8% year-over-year
Earnings expanding 21.2% YoY
Revenue surging 39.1% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
Distress zone — elevated risk
Elevated debt levels
ROE of 2.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ADAM
The strongest argument for ADAM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 53.0% and operating margin at 51.7%. Revenue growth of 129.8% demonstrates continued momentum.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, Market Cap, EPS Growth. Revenue growth of 39.1% demonstrates continued momentum.
Bear Case : ADAM
The primary concerns for ADAM are PEG Ratio, Market Cap, Altman Z-Score. Debt-to-equity of 7.70 is elevated, increasing financial risk.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.2x leaves little room for execution misses.
Key Dynamics to Monitor
ADAM carries more volatility with a beta of 1.25 — expect wider price swings.
ADAM is growing revenue faster at 129.8% — sustainability is the question.
WELL generates stronger free cash flow (881M), providing more financial flexibility.
Monitor REIT - MORTGAGE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADAM scores higher overall (79/100 vs 57/100), backed by strong 53.0% margins and 129.8% 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.
New York Mortgage Trust, Inc.
REAL ESTATE · REIT - MORTGAGE · USA
Adamas Trust, Inc. acquires, invests in, finances, and manages mortgage-related single-family and multi-family residential assets in the United States. The company is headquartered in New York, New York.
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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