WallStSmart

Outfront Media Inc (OUT)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 560% more annual revenue ($12.76B vs $1.93B). OUT leads profitability with a 12.7% profit margin vs 12.1%. OUT appears more attractively valued with a PEG of 0.39. OUT earns a higher WallStSmart Score of 73/100 (B).

OUT

Strong Buy

73

out of 100

Grade: B

Growth: 6.7Profit: 7.5Value: 6.0Quality: 2.5
Piotroski: 2/9Altman Z: 0.19

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

OUTSignificantly Overvalued (-17.1%)

Margin of Safety

-17.1%

Fair Value

$22.26

Current Price

$28.62

$6.36 premium

UndervaluedFair: $22.26Overvalued
WELLSignificantly Overvalued (-87.0%)

Margin of Safety

-87.0%

Fair Value

$125.97

Current Price

$235.62

$109.65 premium

UndervaluedFair: $125.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OUT4 strengths · Avg: 9.3/10
PEG RatioValuation
0.3910/10

Growing faster than its price suggests

EPS GrowthGrowth
340.0%10/10

Earnings expanding 340.0% YoY

Return on EquityProfitability
28.2%9/10

Every $100 of equity generates 28 in profit

Operating MarginProfitability
22.3%8/10

Strong operational efficiency at 22.3%

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

OUT3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.192/10

Distress zone — elevated risk

Debt/EquityHealth
5.961/10

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 : OUT

The strongest argument for OUT centers on PEG Ratio, EPS Growth, Return on Equity. Revenue growth of 13.5% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.

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 : OUT

The primary concerns for OUT are Piotroski F-Score, Altman Z-Score, Debt/Equity. Debt-to-equity of 5.96 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

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

OUT carries more volatility with a beta of 1.46 — 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

OUT scores higher overall (73/100 vs 57/100) and 13.5% revenue growth. Both earn "Strong 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.

Outfront Media Inc

REAL ESTATE · REIT - SPECIALTY · USA

OUTFRONT harnesses the power of technology, location, and creativity to connect brands with consumers outside their homes through one of the largest and most diverse sets of billboards, public transportation, and mobile assets in North America.

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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.

Visit Website →

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