Public Storage (PSA)vsWelltower Inc (WELL)
PSA
Public Storage
$289.71
-2.35%
REAL ESTATE · Cap: $55.40B
WELL
Welltower Inc
$230.30
-1.02%
REAL ESTATE · Cap: $169.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 160% more annual revenue ($12.76B vs $4.91B). PSA leads profitability with a 41.6% profit margin vs 12.1%. 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
-8.4%
Fair Value
$270.94
Current Price
$289.71
$18.77 premium
Margin of Safety
-83.9%
Fair Value
$126.32
Current Price
$230.30
$103.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 45.7%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Earnings expanding 45.1% YoY
Revenue surging 39.1% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
Moderate valuation
Trading at 10.5x book value
3.3% revenue growth
Elevated debt levels
ROE of 2.9% — 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 41.6% and operating margin at 45.7%.
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 : 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 105.2x 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 0.94 — 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
PSA scores higher overall (62/100 vs 57/100), backed by strong 41.6% 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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