WallStSmart

American Healthcare REIT, Inc. (AHR)vsWheeler Real Estate Investment Trust Inc (WHLRD)

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Smart Verdict

WallStSmart Research — data-driven comparison

American Healthcare REIT, Inc. generates 2172% more annual revenue ($2.26B vs $99.41M). WHLRD leads profitability with a 8.8% profit margin vs 3.1%. AHR earns a higher WallStSmart Score of 46/100 (D+).

AHR

Hold

46

out of 100

Grade: D+

Growth: 8.0Profit: 4.5Value: 5.7Quality: 4.0
Piotroski: 5/9Altman Z: 0.62

WHLRD

Hold

41

out of 100

Grade: D

Growth: 4.0Profit: 7.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -0.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AHRUndervalued (+36.1%)

Margin of Safety

+36.1%

Fair Value

$80.62

Current Price

$50.21

$30.41 discount

UndervaluedFair: $80.62Overvalued

Intrinsic value data unavailable for WHLRD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AHR2 strengths · Avg: 9.0/10
EPS GrowthGrowth
306.2%10/10

Earnings expanding 306.2% YoY

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

WHLRD1 strengths · Avg: 10.0/10
Operating MarginProfitability
30.0%10/10

Strong operational efficiency at 30.0%

Areas to Watch

AHR4 concerns · Avg: 2.5/10
Return on EquityProfitability
2.5%3/10

ROE of 2.5% — below average capital efficiency

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

P/E RatioValuation
119.5x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-14.09M2/10

Negative free cash flow — burning cash

WHLRD4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$33.60M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-8.8%2/10

Revenue declined 8.8%

Free Cash FlowQuality
$-2.19M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : AHR

The strongest argument for AHR centers on EPS Growth, Price/Book. Revenue growth of 11.9% demonstrates continued momentum.

Bull Case : WHLRD

The strongest argument for WHLRD centers on Operating Margin.

Bear Case : AHR

The primary concerns for AHR are Return on Equity, Profit Margin, P/E Ratio. A P/E of 119.5x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.

Bear Case : WHLRD

The primary concerns for WHLRD are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 8.33 is elevated, increasing financial risk.

Key Dynamics to Monitor

WHLRD carries more volatility with a beta of 1.44 — expect wider price swings.

AHR is growing revenue faster at 11.9% — sustainability is the question.

WHLRD generates stronger free cash flow (-2M), providing more financial flexibility.

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

Bottom Line

AHR scores higher overall (46/100 vs 41/100) and 11.9% revenue growth. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

American Healthcare REIT, Inc.

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

American Healthcare REIT, Inc. is a leading real estate investment trust that specializes in the acquisition and management of a diverse portfolio of high-quality healthcare facilities throughout the United States, including senior housing, skilled nursing, and medical office properties. By partnering with top-tier operators, the company delivers consistent cash flows and sustainable growth, while focusing on improving the quality of life for residents and patients. With the ongoing expansion of the healthcare real estate sector, American Healthcare REIT offers a compelling investment opportunity for institutional investors looking to capitalize on essential services within a resilient market.

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Wheeler Real Estate Investment Trust Inc

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust Inc. (Ticker: WHLRD) is a focused real estate investment trust (REIT) that specializes in the acquisition and management of income-generating retail and mixed-use properties across the United States. The company strategically targets markets with favorable demographic trends, fostering portfolio resilience and optimizing performance through proactive asset management and selective acquisitions. With a commitment to delivering sustainable income and long-term capital appreciation, WHLRD aims to maximize shareholder value in a rapidly changing retail landscape.

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