Apartment Investment and Management Co (AIV)vsWelltower Inc (WELL)
AIV
Apartment Investment and Management Co
$2.40
-1.64%
REAL ESTATE · Cap: $376.43M
WELL
Welltower Inc
$235.62
-0.04%
REAL ESTATE · Cap: $169.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 9116% more annual revenue ($12.76B vs $138.49M). AIV leads profitability with a 400.0% profit margin vs 12.1%. WELL appears more attractively valued with a PEG of 3.62. WELL earns a higher WallStSmart Score of 57/100 (C).
AIV
Hold46
out of 100
Grade: D+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.6%
Fair Value
$3.68
Current Price
$2.40
$1.28 premium
Margin of Safety
-87.0%
Fair Value
$125.97
Current Price
$235.62
$109.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 108 in profit
Keeps 400 of every $100 in revenue as profit
Revenue surging 39.1% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
Revenue declined 3.9%
Earnings declined 63.2%
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 : 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, Market Cap, EPS Growth. Revenue growth of 39.1% 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 105.2x 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 1.22 — expect wider price swings.
WELL is growing revenue faster at 39.1% — sustainability is the question.
WELL generates stronger free cash flow (881M), providing more financial flexibility.
Bottom Line
WELL scores higher overall (57/100 vs 46/100) and 39.1% 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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