WallStSmart

Chatham Lodging Trust REIT (CLDT)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 3918% more annual revenue ($11.77B vs $292.87M). WELL leads profitability with a 12.0% profit margin vs 3.1%. CLDT appears more attractively valued with a PEG of 2.28. WELL earns a higher WallStSmart Score of 57/100 (C).

CLDT

Hold

42

out of 100

Grade: D

Growth: 2.7Profit: 4.0Value: 5.3Quality: 4.0
Piotroski: 3/9Altman Z: 1.20

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 7.0
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CLDTUndervalued (+77.3%)

Margin of Safety

+77.3%

Fair Value

$33.70

Current Price

$11.44

$22.26 discount

UndervaluedFair: $33.70Overvalued
WELLSignificantly Overvalued (-78.3%)

Margin of Safety

-78.3%

Fair Value

$116.05

Current Price

$200.84

$84.79 premium

UndervaluedFair: $116.05Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CLDT1 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

WELL3 strengths · Avg: 9.7/10
Revenue GrowthGrowth
38.3%10/10

Revenue surging 38.3% year-over-year

EPS GrowthGrowth
157.9%10/10

Earnings expanding 157.9% YoY

Market CapQuality
$137.90B9/10

Large-cap with strong market position

Areas to Watch

CLDT4 concerns · Avg: 3.3/10
PEG RatioValuation
2.284/10

Expensive relative to growth rate

Market CapQuality
$554.61M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.3%3/10

ROE of 1.3% — below average capital efficiency

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.2%3/10

ROE of 3.2% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
94.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CLDT

The strongest argument for CLDT centers on Price/Book.

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 : CLDT

The primary concerns for CLDT are PEG Ratio, Market Cap, Return on Equity. A P/E of 565.0x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.

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

CLDT profiles as a value stock while WELL is a growth play — different risk/reward profiles.

CLDT carries more volatility with a beta of 1.06 — 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 42/100) and 38.3% revenue growth. CLDT offers better value entry with a 77.3% margin of safety. 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.

Chatham Lodging Trust REIT

REAL ESTATE · REIT - HOTEL & MOTEL · USA

Chatham Lodging Trust is a publicly traded, self-listed real estate investment trust primarily focused on investing in exclusive extended stay hotels and select service hotels of premium brands.

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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