WallStSmart

Modiv Inc (MDV)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 27048% more annual revenue ($12.76B vs $47.01M). WELL leads profitability with a 12.1% profit margin vs 0.3%. MDV trades at a lower P/E of 50.1x. WELL earns a higher WallStSmart Score of 57/100 (C).

MDV

Avoid

32

out of 100

Grade: F

Growth: 2.7Profit: 5.5Value: 3.0Quality: 5.5
Piotroski: 4/9Altman Z: 0.21

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

MDVSignificantly Overvalued (-35.0%)

Margin of Safety

-35.0%

Fair Value

$10.93

Current Price

$18.05

$7.12 premium

UndervaluedFair: $10.93Overvalued
WELLSignificantly Overvalued (-87.0%)

Margin of Safety

-87.0%

Fair Value

$125.97

Current Price

$234.59

$108.62 premium

UndervaluedFair: $125.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MDV2 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
40.9%10/10

Strong operational efficiency at 40.9%

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

MDV4 concerns · Avg: 3.0/10
Market CapQuality
$215.10M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.1%3/10

ROE of 0.1% — below average capital efficiency

Profit MarginProfitability
0.3%3/10

0.3% margin — thin

Debt/EquityHealth
1.703/10

Elevated debt levels

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 : MDV

The strongest argument for MDV centers on Price/Book, Operating Margin.

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 : MDV

The primary concerns for MDV are Market Cap, Return on Equity, Profit Margin. A P/E of 50.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.

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

MDV profiles as a value 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

WELL scores higher overall (57/100 vs 32/100) and 39.1% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Modiv Inc

REAL ESTATE · REIT - INDUSTRIAL · USA

Modiv Inc (MDV) is a prominent real estate investment trust (REIT) specializing in the acquisition and management of single-tenant net lease properties across the United States. By focusing on essential businesses with robust financial fundamentals, Modiv adopts a disciplined investment strategy that emphasizes long-term lease agreements, ensuring reliable income streams and opportunities for capital growth. The company is committed to sustainability and innovation, positioning itself as a leader in the competitive real estate sector while aiming to provide attractive risk-adjusted returns for its investors.

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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