WallStSmart

Getty Realty Corporation (GTY)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 5377% more annual revenue ($12.76B vs $233.03M). GTY leads profitability with a 42.7% profit margin vs 12.1%. GTY appears more attractively valued with a PEG of 1.27. GTY earns a higher WallStSmart Score of 73/100 (B).

GTY

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 7.3Quality: 4.0
Piotroski: 4/9Altman Z: 0.82

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 5.0
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GTYUndervalued (+27.0%)

Margin of Safety

+27.0%

Fair Value

$42.57

Current Price

$28.91

$13.66 discount

UndervaluedFair: $42.57Overvalued
WELLSignificantly Overvalued (-83.9%)

Margin of Safety

-83.9%

Fair Value

$126.32

Current Price

$229.94

$103.62 premium

UndervaluedFair: $126.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GTY5 strengths · Avg: 9.2/10
Profit MarginProfitability
42.7%10/10

Keeps 43 of every $100 in revenue as profit

Operating MarginProfitability
55.3%10/10

Strong operational efficiency at 55.3%

EPS GrowthGrowth
50.4%10/10

Earnings expanding 50.4% YoY

P/E RatioValuation
17.9x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

WELL3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
39.1%10/10

Revenue surging 39.1% year-over-year

Market CapQuality
$169.78B9/10

Large-cap with strong market position

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

Areas to Watch

GTY3 concerns · Avg: 2.3/10
Market CapQuality
$1.82B3/10

Smaller company, higher risk/reward

Free Cash FlowQuality
$-109.12M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.822/10

Distress zone — elevated risk

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
2.9%3/10

ROE of 2.9% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
105.2x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : GTY

The strongest argument for GTY centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 42.7% and operating margin at 55.3%. Revenue growth of 10.9% demonstrates continued momentum.

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 : GTY

The primary concerns for GTY are Market Cap, Free Cash Flow, Altman Z-Score.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.2x leaves little room for execution misses.

Key Dynamics to Monitor

GTY profiles as a mature stock while WELL is a growth play — different risk/reward profiles.

WELL carries more volatility with a beta of 0.76 — 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

GTY scores higher overall (73/100 vs 57/100), backed by strong 42.7% margins and 10.9% revenue growth. Both earn "Strong 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.

Getty Realty Corporation

REAL ESTATE · REIT - RETAIL · USA

Getty Realty Corp.

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Welltower Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.

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