WallStSmart

Kimco Realty Corporation (KIM)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 484% more annual revenue ($12.76B vs $2.19B). KIM leads profitability with a 27.8% profit margin vs 12.1%. KIM appears more attractively valued with a PEG of 3.37. WELL earns a higher WallStSmart Score of 57/100 (C).

KIM

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 4.7Quality: 6.0
Piotroski: 4/9Altman Z: 0.94

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

KIMUndervalued (+11.4%)

Margin of Safety

+11.4%

Fair Value

$24.83

Current Price

$22.55

$2.28 discount

UndervaluedFair: $24.83Overvalued
WELLSignificantly Overvalued (-83.9%)

Margin of Safety

-83.9%

Fair Value

$126.32

Current Price

$230.30

$103.98 premium

UndervaluedFair: $126.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KIM3 strengths · Avg: 9.7/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
36.6%10/10

Strong operational efficiency at 36.6%

Profit MarginProfitability
27.8%9/10

Keeps 28 of every $100 in revenue as profit

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

KIM4 concerns · Avg: 3.3/10
P/E RatioValuation
26.2x4/10

Moderate valuation

Revenue GrowthGrowth
4.9%4/10

4.9% revenue growth

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

PEG RatioValuation
3.372/10

Expensive relative to growth rate

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 : KIM

The strongest argument for KIM centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 27.8% and operating margin at 36.6%.

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 : KIM

The primary concerns for KIM are P/E Ratio, Revenue Growth, Return on Equity.

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

KIM profiles as a value stock while WELL is a growth play — different risk/reward profiles.

KIM carries more volatility with a beta of 0.96 — 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

WELL scores higher overall (57/100 vs 56/100) and 39.1% 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.

Kimco Realty Corporation

REAL ESTATE · REIT - RETAIL · USA

Kimco Realty Corporation is a real estate investment trust (REIT) that invests in shopping centers.

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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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