Equity Lifestyle Properties Inc (ELS)vsWelltower Inc (WELL)
ELS
Equity Lifestyle Properties Inc
$58.85
+1.52%
REAL ESTATE · Cap: $11.62B
WELL
Welltower Inc
$233.18
+2.63%
REAL ESTATE · Cap: $169.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 705% more annual revenue ($12.76B vs $1.59B). ELS leads profitability with a 24.6% 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).
ELS
Buy55
out of 100
Grade: C-
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.0%
Fair Value
$113.61
Current Price
$58.85
$54.76 discount
Margin of Safety
-86.5%
Fair Value
$127.27
Current Price
$233.18
$105.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.4%
Every $100 of equity generates 22 in profit
Keeps 25 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
Moderate valuation
4.5% revenue growth
Elevated debt levels
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 : ELS
The strongest argument for ELS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 24.6% and operating margin at 33.4%.
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 : ELS
The primary concerns for ELS are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.89 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 105.3x leaves little room for execution misses.
Key Dynamics to Monitor
ELS profiles as a value stock while WELL is a growth play — different risk/reward profiles.
WELL carries more volatility with a beta of 0.75 — 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 55/100) and 39.1% revenue growth. ELS offers better value entry with a 42.0% 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.
Equity Lifestyle Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
We are a self-managed and self-managed real estate investment trust (?
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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