SL Green Realty Corp (SLG)vsWelltower Inc (WELL)
SLG
SL Green Realty Corp
$42.41
-3.28%
REAL ESTATE · Cap: $3.03B
WELL
Welltower Inc
$217.34
+2.48%
REAL ESTATE · Cap: $153.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 1154% more annual revenue ($11.77B vs $938.19M). WELL leads profitability with a 12.0% profit margin vs -16.2%. SLG appears more attractively valued with a PEG of 1.30. WELL earns a higher WallStSmart Score of 57/100 (C).
SLG
Hold42
out of 100
Grade: D
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.2%
Fair Value
$90.36
Current Price
$42.41
$47.95 discount
Margin of Safety
-58.0%
Fair Value
$131.57
Current Price
$217.34
$85.77 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 38.3% year-over-year
Earnings expanding 162.6% YoY
Large-cap with strong market position
Areas to Watch
Operating margin of 1.7%
ROE of -3.5% — below average capital efficiency
Revenue declined 3.6%
Earnings declined 98.2%
ROE of 3.7% — 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 : SLG
The strongest argument for SLG centers on Price/Book. PEG of 1.30 suggests the stock is reasonably priced for its growth.
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 : SLG
The primary concerns for SLG are Operating Margin, Return on Equity, Revenue Growth.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.5x leaves little room for execution misses.
Key Dynamics to Monitor
SLG profiles as a turnaround stock while WELL is a growth play — different risk/reward profiles.
SLG carries more volatility with a beta of 1.59 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
Monitor REIT - OFFICE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WELL scores higher overall (57/100 vs 42/100) and 38.3% revenue growth. SLG offers better value entry with a 55.2% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 - OFFICE Stocks
Want to dig deeper into these stocks?