Host Hotels & Resorts Inc (HST)vsWelltower Inc (WELL)
HST
Host Hotels & Resorts Inc
$21.06
+0.57%
REAL ESTATE · Cap: $14.66B
WELL
Welltower Inc
$217.34
+2.48%
REAL ESTATE · Cap: $153.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 92% more annual revenue ($11.77B vs $6.13B). HST leads profitability with a 12.5% profit margin vs 12.0%. HST appears more attractively valued with a PEG of 2.22. HST earns a higher WallStSmart Score of 62/100 (C+).
HST
Buy62
out of 100
Grade: C+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.6%
Fair Value
$27.97
Current Price
$21.06
$6.91 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
Reasonable price relative to book value
Earnings expanding 27.1% YoY
Revenue surging 38.3% year-over-year
Earnings expanding 162.6% YoY
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
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 : HST
The strongest argument for HST centers on Price/Book, EPS Growth. Revenue growth of 12.8% 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 : HST
The primary concerns for HST are PEG Ratio.
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
HST profiles as a value stock while WELL is a growth play — different risk/reward profiles.
HST carries more volatility with a beta of 1.13 — 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
HST scores higher overall (62/100 vs 57/100) and 12.8% 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.
Host Hotels & Resorts Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Host Hotels & Resorts, Inc. is a real estate investment trust that invests in hotels.
Visit Website →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 - HOTEL & MOTEL Stocks
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