WallStSmart

Phillips Edison & Co Inc (PECO)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 1600% more annual revenue ($12.76B vs $750.89M). PECO leads profitability with a 19.1% profit margin vs 12.1%. PECO trades at a lower P/E of 37.3x. PECO earns a higher WallStSmart Score of 58/100 (C).

PECO

Buy

58

out of 100

Grade: C

Growth: 7.3Profit: 6.5Value: 3.7Quality: 3.0
Piotroski: 3/9Altman Z: 0.48

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 6.3
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PECOSignificantly Overvalued (-31.0%)

Margin of Safety

-31.0%

Fair Value

$28.78

Current Price

$40.75

$11.97 premium

UndervaluedFair: $28.78Overvalued
WELLSignificantly Overvalued (-89.9%)

Margin of Safety

-89.9%

Fair Value

$124.92

Current Price

$236.92

$112.00 premium

UndervaluedFair: $124.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PECO3 strengths · Avg: 8.7/10
EPS GrowthGrowth
219.2%10/10

Earnings expanding 219.2% YoY

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.8%8/10

Strong operational efficiency at 28.8%

WELL4 strengths · Avg: 9.3/10
Revenue GrowthGrowth
39.1%10/10

Revenue surging 39.1% year-over-year

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Market CapQuality
$166.86B9/10

Large-cap with strong market position

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

Areas to Watch

PECO4 concerns · Avg: 3.3/10
P/E RatioValuation
37.3x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
5.1%3/10

ROE of 5.1% — below average capital efficiency

Debt/EquityHealth
1.153/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
103.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : PECO

The strongest argument for PECO centers on EPS Growth, Price/Book, Operating Margin. Profitability is solid with margins at 19.1% and operating margin at 28.8%.

Bull Case : WELL

The strongest argument for WELL centers on Revenue Growth, Debt/Equity, Market Cap. Revenue growth of 39.1% demonstrates continued momentum.

Bear Case : PECO

The primary concerns for PECO are P/E Ratio, Return on Equity, Debt/Equity.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 103.4x leaves little room for execution misses.

Key Dynamics to Monitor

PECO profiles as a mature 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.

Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PECO scores higher overall (58/100 vs 57/100), backed by strong 19.1% margins. 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.

Phillips Edison & Co Inc

REAL ESTATE · REIT - RETAIL · USA

Phillips Edison & Company, Inc. (PECO) is a prominent real estate investment trust (REIT) specializing in the acquisition, management, and development of grocery-anchored shopping centers throughout the United States. With over 300 strategically located properties, PECO effectively capitalizes on demographic trends and evolving consumer behaviors to optimize asset performance and enhance shareholder value. The company maintains robust relationships with both national and regional tenants, providing a stable cash flow while adhering to disciplined capital management and sustainability practices that reinforce its commitment to responsible operations and long-term returns for investors.

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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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