Gladstone Commercial Corporation (GOOD)vsWelltower Inc (WELL)
GOOD
Gladstone Commercial Corporation
$12.61
+0.24%
REAL ESTATE · Cap: $609.93M
WELL
Welltower Inc
$217.34
+2.48%
REAL ESTATE · Cap: $153.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 7193% more annual revenue ($11.77B vs $161.34M). WELL leads profitability with a 12.0% profit margin vs 11.9%. WELL appears more attractively valued with a PEG of 3.66. WELL earns a higher WallStSmart Score of 57/100 (C).
GOOD
Hold49
out of 100
Grade: D+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.4%
Fair Value
$49.00
Current Price
$12.61
$36.39 discount
Margin of Safety
-58.0%
Fair Value
$131.57
Current Price
$217.34
$85.77 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 40.0%
16.3% revenue growth
Revenue surging 38.3% year-over-year
Earnings expanding 162.6% YoY
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : GOOD
The strongest argument for GOOD centers on Operating Margin, Revenue Growth. Revenue growth of 16.3% demonstrates continued momentum.
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 : GOOD
The primary concerns for GOOD are Market Cap, Return on Equity, PEG Ratio. A P/E of 90.0x leaves little room for execution misses.
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
GOOD carries more volatility with a beta of 1.09 — 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.
Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WELL scores higher overall (57/100 vs 49/100) and 38.3% revenue growth. GOOD offers better value entry with a 76.4% 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.
Gladstone Commercial Corporation
REAL ESTATE · REIT - DIVERSIFIED · USA
Gladstone Commercial Corporation is a real estate investment trust focused on acquiring, owning and operating net leased office and industrial properties in the United States.
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 - DIVERSIFIED Stocks
Want to dig deeper into these stocks?