Equity Residential (EQR)vsWelltower Inc (WELL)
EQR
Equity Residential
$65.43
+0.43%
REAL ESTATE · Cap: $25.28B
WELL
Welltower Inc
$212.09
-1.00%
REAL ESTATE · Cap: $153.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 280% more annual revenue ($11.77B vs $3.09B). EQR leads profitability with a 36.2% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.66. WELL earns a higher WallStSmart Score of 57/100 (C).
EQR
Buy51
out of 100
Grade: C-
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.2%
Fair Value
$67.46
Current Price
$65.43
$2.03 discount
Margin of Safety
-58.0%
Fair Value
$131.57
Current Price
$212.09
$80.52 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 36 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 28.5%
Revenue surging 38.3% year-over-year
Earnings expanding 162.6% YoY
Large-cap with strong market position
Areas to Watch
2.0% revenue growth
Expensive relative to growth rate
Earnings declined 8.8%
Distress zone — elevated risk
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 : EQR
The strongest argument for EQR centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 36.2% and operating margin at 28.5%.
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 : EQR
The primary concerns for EQR are Revenue Growth, PEG Ratio, EPS Growth.
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
EQR profiles as a value stock while WELL is a growth play — different risk/reward profiles.
WELL carries more volatility with a beta of 0.82 — 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 51/100) and 38.3% revenue growth. 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 Residential
REAL ESTATE · REIT - RESIDENTIAL · USA
Equity Residential is a publicly traded real estate investment trust that invests in apartments.
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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