American Homes 4 Rent (AMH)vsWelltower Inc (WELL)
AMH
American Homes 4 Rent
$31.48
-0.25%
REAL ESTATE · Cap: $13.24B
WELL
Welltower Inc
$234.29
-0.56%
REAL ESTATE · Cap: $169.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 580% more annual revenue ($12.76B vs $1.88B). AMH leads profitability with a 25.5% profit margin vs 12.1%. WELL appears more attractively valued with a PEG of 3.62. AMH earns a higher WallStSmart Score of 60/100 (C+).
AMH
Buy60
out of 100
Grade: C+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.3%
Fair Value
$202.16
Current Price
$31.48
$170.68 discount
Margin of Safety
-87.0%
Fair Value
$125.97
Current Price
$234.29
$108.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 26 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 25.9%
Revenue surging 39.1% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
Moderate valuation
2.8% revenue growth
ROE of 7.0% — below average capital efficiency
Expensive relative to growth rate
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 : AMH
The strongest argument for AMH centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 25.5% and operating margin at 25.9%.
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 : AMH
The primary concerns for AMH are P/E Ratio, Revenue Growth, Return on Equity.
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
AMH profiles as a value stock while WELL is a growth play — different risk/reward profiles.
AMH carries more volatility with a beta of 0.80 — 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
AMH scores higher overall (60/100 vs 57/100), backed by strong 25.5% margins. Both earn "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.
American Homes 4 Rent
REAL ESTATE · REIT - RESIDENTIAL · USA
American Homes 4 Rent (NYSE: AMH) is a leader in the single-family rental industry and American Homes 4 Rent is fast becoming a nationally recognized rental housing brand, known for its high quality, good value and satisfaction. of tenants.
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
Want to dig deeper into these stocks?