Kilroy Realty Corp (KRC)vsWelltower Inc (WELL)
KRC
Kilroy Realty Corp
$34.90
+0.14%
REAL ESTATE · Cap: $4.25B
WELL
Welltower Inc
$235.62
-0.04%
REAL ESTATE · Cap: $169.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 1066% more annual revenue ($12.76B vs $1.09B). KRC leads profitability with a 15.5% profit margin vs 12.1%. KRC appears more attractively valued with a PEG of 1.82. WELL earns a higher WallStSmart Score of 57/100 (C).
KRC
Buy56
out of 100
Grade: C
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for KRC.
Margin of Safety
-87.0%
Fair Value
$125.97
Current Price
$235.62
$109.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 24.0%
Revenue surging 39.1% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
ROE of 4.1% — below average capital efficiency
Revenue declined 6.0%
ROE of 2.9% — 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 : KRC
The strongest argument for KRC centers on Price/Book, Operating Margin. Profitability is solid with margins at 15.5% and operating margin at 24.0%.
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 : KRC
The primary concerns for KRC are PEG Ratio, P/E Ratio, 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
KRC profiles as a declining stock while WELL is a growth play — different risk/reward profiles.
KRC carries more volatility with a beta of 1.14 — 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.
Kilroy Realty Corp
REAL ESTATE · REIT - OFFICE · USA
Kilroy Realty Corporation (NYSE: KRC, the?
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 - OFFICE Stocks
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