Apartment Investment and Management Co (AIV)vsWelltower Inc (WELL)
AIV
Apartment Investment and Management Co
$3.03
-0.98%
REAL ESTATE · Cap: $615.70M
WELL
Welltower Inc
$200.84
-0.66%
REAL ESTATE · Cap: $137.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 8397% more annual revenue ($11.77B vs $138.49M). AIV leads profitability with a 400.0% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.62. WELL earns a higher WallStSmart Score of 57/100 (C).
AIV
Hold41
out of 100
Grade: D
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.2%
Fair Value
$3.76
Current Price
$3.03
$0.73 premium
Margin of Safety
-78.3%
Fair Value
$116.05
Current Price
$200.84
$84.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 78 in profit
Keeps 400 of every $100 in revenue as profit
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
Revenue declined 3.9%
Earnings declined 63.2%
ROE of 3.2% — 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 : AIV
The strongest argument for AIV centers on Price/Book, Return on Equity, Profit Margin. Profitability is solid with margins at 400.0% and operating margin at -84.6%.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.3% demonstrates continued momentum.
Bear Case : AIV
The primary concerns for AIV are Market Cap, PEG Ratio, Revenue Growth.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 94.4x leaves little room for execution misses.
Key Dynamics to Monitor
AIV profiles as a declining stock while WELL is a growth play — different risk/reward profiles.
AIV carries more volatility with a beta of 1.20 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
WELL generates stronger free cash flow (282M), providing more financial flexibility.
Bottom Line
WELL scores higher overall (57/100 vs 41/100) and 38.3% revenue growth. Both earn "Buy" 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.
Apartment Investment and Management Co
REAL ESTATE · REIT - RESIDENTIAL · USA
Aimco is a Real Estate Investment Trust focused on property development, redevelopment, and various other value-creating investment strategies targeting the US multi-family market.
Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →Compare with Other REIT - RESIDENTIAL Stocks
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