One Liberty Properties Inc (OLP)vsWelltower Inc (WELL)
OLP
One Liberty Properties Inc
$23.19
-0.98%
REAL ESTATE · Cap: $524.76M
WELL
Welltower Inc
$200.84
+1.69%
REAL ESTATE · Cap: $137.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 11664% more annual revenue ($11.77B vs $100.02M). OLP leads profitability with a 27.6% profit margin vs 12.0%. OLP trades at a lower P/E of 19.2x. OLP earns a higher WallStSmart Score of 62/100 (C+).
OLP
Buy62
out of 100
Grade: C+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.4%
Fair Value
$32.42
Current Price
$23.19
$9.23 discount
Margin of Safety
-78.3%
Fair Value
$116.05
Current Price
$200.84
$84.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 35.6%
Earnings expanding 55.6% YoY
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
ROE of 3.2% — 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 : OLP
The strongest argument for OLP centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 27.6% and operating margin at 35.6%. Revenue growth of 11.4% 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 : OLP
The primary concerns for OLP are Market Cap, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.94 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 94.4x leaves little room for execution misses.
Key Dynamics to Monitor
OLP profiles as a mature stock while WELL is a growth play — different risk/reward profiles.
OLP carries more volatility with a beta of 0.92 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
WELL generates stronger free cash flow (282M), providing more financial flexibility.
Bottom Line
OLP scores higher overall (62/100 vs 57/100), backed by strong 27.6% margins and 11.4% 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.
One Liberty Properties Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
One Liberty is a self-managed and self-managed real estate investment trust incorporated in Maryland in 1982.
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 - DIVERSIFIED Stocks
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