Federal Realty Investment Trust (FRT)vsWelltower Inc (WELL)
FRT
Federal Realty Investment Trust
$118.69
+0.66%
REAL ESTATE · Cap: $10.79B
WELL
Welltower Inc
$236.92
+0.39%
REAL ESTATE · Cap: $166.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 856% more annual revenue ($12.76B vs $1.34B). FRT leads profitability with a 32.7% 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).
FRT
Buy53
out of 100
Grade: C-
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.2%
Fair Value
$167.60
Current Price
$118.69
$48.91 discount
Margin of Safety
-89.9%
Fair Value
$124.92
Current Price
$236.92
$112.00 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 35.0%
Revenue surging 39.1% year-over-year
Conservative balance sheet, low leverage
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
Moderate valuation
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of 3.3% — 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 : FRT
The strongest argument for FRT centers on Profit Margin, Operating Margin. Profitability is solid with margins at 32.7% and operating margin at 35.0%.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, Debt/Equity, Market Cap. Revenue growth of 39.1% demonstrates continued momentum.
Bear Case : FRT
The primary concerns for FRT are P/E Ratio, Debt/Equity, Piotroski F-Score.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 103.4x leaves little room for execution misses.
Key Dynamics to Monitor
FRT profiles as a mature stock while WELL is a growth play — different risk/reward profiles.
FRT carries more volatility with a beta of 0.93 — expect wider price swings.
WELL is growing revenue faster at 39.1% — sustainability is the question.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WELL scores higher overall (57/100 vs 53/100) and 39.1% revenue growth. FRT offers better value entry with a 36.2% 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.
Federal Realty Investment Trust
REAL ESTATE · REIT - RETAIL · USA
Federal Realty Investment Trust is a real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.
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 - RETAIL Stocks
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