Public Storage (PSA)vsWelltower Inc (WELL)
PSA
Public Storage
$309.68
+0.98%
REAL ESTATE · Cap: $56.36B
WELL
Welltower Inc
$211.45
+1.73%
REAL ESTATE · Cap: $150.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 142% more annual revenue ($11.77B vs $4.87B). PSA leads profitability with a 39.1% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.62. PSA earns a higher WallStSmart Score of 62/100 (C+).
PSA
Buy62
out of 100
Grade: C+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.6%
Fair Value
$286.36
Current Price
$309.68
$23.32 premium
Margin of Safety
-77.6%
Fair Value
$116.37
Current Price
$211.45
$95.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.0%
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Earnings expanding 32.8% YoY
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.1x book value
3.2% revenue growth
Elevated debt levels
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 : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.1% and operating margin at 46.0%.
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 : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 103.3x leaves little room for execution misses.
Key Dynamics to Monitor
PSA profiles as a value stock while WELL is a growth play — different risk/reward profiles.
PSA carries more volatility with a beta of 0.96 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
PSA generates stronger free cash flow (625M), providing more financial flexibility.
Bottom Line
PSA scores higher overall (62/100 vs 57/100), backed by strong 39.1% 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.
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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