Douglas Emmett Inc (DEI)vsWelltower Inc (WELL)
DEI
Douglas Emmett Inc
$10.81
+0.46%
REAL ESTATE · Cap: $2.26B
WELL
Welltower Inc
$217.34
+2.48%
REAL ESTATE · Cap: $153.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 1072% more annual revenue ($11.77B vs $1.00B). WELL leads profitability with a 12.0% profit margin vs 1.6%. WELL appears more attractively valued with a PEG of 3.66. WELL earns a higher WallStSmart Score of 57/100 (C).
DEI
Buy55
out of 100
Grade: C-
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.0%
Fair Value
$35.40
Current Price
$10.81
$24.59 discount
Margin of Safety
-58.0%
Fair Value
$131.57
Current Price
$217.34
$85.77 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 359.6% YoY
Revenue surging 38.3% year-over-year
Earnings expanding 162.6% YoY
Large-cap with strong market position
Areas to Watch
1.5% revenue growth
1.6% margin — thin
Weak financial health signals
Expensive relative to growth rate
ROE of 3.7% — 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 : DEI
The strongest argument for DEI centers on Price/Book, EPS Growth.
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 : DEI
The primary concerns for DEI are Revenue Growth, Profit Margin, Piotroski F-Score. A P/E of 123.6x leaves little room for execution misses. Debt-to-equity of 2.92 is elevated, increasing financial risk.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.5x leaves little room for execution misses.
Key Dynamics to Monitor
DEI profiles as a value stock while WELL is a growth play — different risk/reward profiles.
DEI carries more volatility with a beta of 1.14 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
WELL generates stronger free cash flow (647M), providing more financial flexibility.
Bottom Line
WELL scores higher overall (57/100 vs 55/100) and 38.3% revenue growth. DEI offers better value entry with a 71.0% margin of safety. 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.
Douglas Emmett Inc
REAL ESTATE · REIT - OFFICE · USA
Douglas Emmett, Inc. (DEI) is a fully integrated, self-managed and self-managed Real Estate Investment Trust (REIT) and one of the largest owners and operators of high-quality multifamily and office properties located in major coastal submarkets. from Los Angeles and Honolulu.
Visit Website →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 - OFFICE Stocks
Want to dig deeper into these stocks?