Douglas Emmett Inc (DEI)vsWelltower Inc (WELL)
DEI
Douglas Emmett Inc
$12.20
+0.16%
REAL ESTATE · Cap: $2.47B
WELL
Welltower Inc
$200.84
-0.63%
REAL ESTATE · Cap: $137.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 1073% more annual revenue ($11.77B vs $1.00B). WELL leads profitability with a 12.0% profit margin vs -2.6%. WELL appears more attractively valued with a PEG of 3.62. WELL earns a higher WallStSmart Score of 57/100 (C).
DEI
Hold48
out of 100
Grade: D+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.5%
Fair Value
$28.90
Current Price
$12.20
$16.70 discount
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
Earnings expanding 359.6% YoY
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
ROE of -1.4% — below average capital efficiency
Revenue declined 0.2%
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 : 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 Piotroski F-Score, PEG Ratio, Return on Equity. Debt-to-equity of 2.98 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 94.4x leaves little room for execution misses.
Key Dynamics to Monitor
DEI profiles as a turnaround stock while WELL is a growth play — different risk/reward profiles.
DEI carries more volatility with a beta of 1.19 — 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 48/100) and 38.3% revenue growth. DEI offers better value entry with a 64.5% 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.
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
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