Public Storage (PSA)vsWelltower Inc (WELL)
PSA
Public Storage
$337.46
-0.89%
REAL ESTATE · Cap: $60.68B
WELL
Welltower Inc
$245.01
-0.17%
REAL ESTATE · Cap: $172.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 173% more annual revenue ($13.79B vs $5.04B). PSA leads profitability with a 37.7% profit margin vs 12.1%. WELL appears more attractively valued with a PEG of 3.62. WELL earns a higher WallStSmart Score of 57/100 (C).
PSA
Buy54
out of 100
Grade: C-
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-5.7%
Fair Value
$277.92
Current Price
$337.46
$59.54 premium
Margin of Safety
-81.0%
Fair Value
$135.40
Current Price
$245.01
$109.61 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 39.5%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Revenue surging 38.4% year-over-year
Large-cap with strong market position
Earnings expanding 30.3% YoY
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 35.4%
ROE of 3.0% — 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 : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 37.7% and operating margin at 39.5%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, Market Cap, EPS Growth. Revenue growth of 38.4% demonstrates continued momentum.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Piotroski F-Score, PEG Ratio.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 99.4x leaves little room for execution misses.
Key Dynamics to Monitor
PSA profiles as a mature stock while WELL is a growth play — different risk/reward profiles.
PSA carries more volatility with a beta of 0.93 — expect wider price swings.
WELL is growing revenue faster at 38.4% — sustainability is the question.
PSA generates stronger free cash flow (568M), providing more financial flexibility.
Bottom Line
WELL scores higher overall (57/100 vs 54/100) and 38.4% 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.
Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
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 - INDUSTRIAL Stocks
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