New York Mortgage Trust, Inc. (ADAM)vsWelltower Inc (WELL)
ADAM
New York Mortgage Trust, Inc.
$5.93
-9.33%
REAL ESTATE · Cap: $590.59M
WELL
Welltower Inc
$241.13
+0.91%
REAL ESTATE · Cap: $172.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 3514% more annual revenue ($13.79B 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 81/100 (A-).
ADAM
Exceptional Buy81
out of 100
Grade: A-
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.8%
Fair Value
$9.37
Current Price
$5.93
$3.44 discount
Margin of Safety
-73.7%
Fair Value
$135.10
Current Price
$241.13
$106.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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 38.4% year-over-year
Large-cap with strong market position
Earnings expanding 30.3% 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 Price/Book, Profit Margin, Operating 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 38.4% 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 99.4x leaves little room for execution misses.
Key Dynamics to Monitor
ADAM carries more volatility with a beta of 1.30 — 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 (81/100 vs 57/100), backed by strong 53.0% margins and 129.8% revenue growth. Both earn "Exceptional 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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