WallStSmart

Equity Residential (EQR)vsVICI Properties Inc (VICI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

VICI Properties Inc generates 31% more annual revenue ($4.10B vs $3.13B). VICI leads profitability with a 67.5% profit margin vs 28.0%. VICI trades at a lower P/E of 9.8x. VICI earns a higher WallStSmart Score of 59/100 (C).

EQR

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 7.5Value: 4.0Quality: 4.5
Piotroski: 4/9Altman Z: 1.11

VICI

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 8.0Value: 8.3Quality: 5.0
Piotroski: 4/9Altman Z: 1.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EQROvervalued (-8.6%)

Margin of Safety

-8.6%

Fair Value

$59.55

Current Price

$63.66

$4.11 premium

UndervaluedFair: $59.55Overvalued
VICIUndervalued (+37.9%)

Margin of Safety

+37.9%

Fair Value

$46.98

Current Price

$24.83

$22.15 discount

UndervaluedFair: $46.98Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EQR3 strengths · Avg: 8.3/10
Profit MarginProfitability
28.0%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.9%8/10

Strong operational efficiency at 27.9%

VICI4 strengths · Avg: 10.0/10
P/E RatioValuation
9.8x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
67.5%10/10

Keeps 68 of every $100 in revenue as profit

Operating MarginProfitability
70.2%10/10

Strong operational efficiency at 70.2%

Areas to Watch

EQR4 concerns · Avg: 3.0/10
P/E RatioValuation
28.7x4/10

Moderate valuation

Revenue GrowthGrowth
2.1%4/10

2.1% revenue growth

PEG RatioValuation
8.152/10

Expensive relative to growth rate

EPS GrowthGrowth
-39.9%2/10

Earnings declined 39.9%

VICI2 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.824/10

Grey zone — moderate risk

EPS GrowthGrowth
-41.4%2/10

Earnings declined 41.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : EQR

The strongest argument for EQR centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 28.0% and operating margin at 27.9%.

Bull Case : VICI

The strongest argument for VICI centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 67.5% and operating margin at 70.2%.

Bear Case : EQR

The primary concerns for EQR are P/E Ratio, Revenue Growth, PEG Ratio.

Bear Case : VICI

The primary concerns for VICI are Altman Z-Score, EPS Growth.

Key Dynamics to Monitor

EQR profiles as a value stock while VICI is a mature play — different risk/reward profiles.

EQR carries more volatility with a beta of 0.75 — expect wider price swings.

VICI is growing revenue faster at 5.7% — sustainability is the question.

VICI generates stronger free cash flow (728M), providing more financial flexibility.

Bottom Line

VICI scores higher overall (59/100 vs 49/100), backed by strong 67.5% margins. 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.

Equity Residential

REAL ESTATE · REIT - RESIDENTIAL · USA

Equity Residential is a publicly traded real estate investment trust that invests in apartments.

VICI Properties Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

VICI Properties is an experiential real estate investment trust that owns one of the largest portfolios of market-leading gaming, hospitality and entertainment destinations, including the world-renowned Caesars Palace.

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