SmartStop Self Storage REIT, Inc. (SMA)vsWelltower Inc (WELL)
SMA
SmartStop Self Storage REIT, Inc.
$32.56
-2.75%
REAL ESTATE · Cap: $1.92B
WELL
Welltower Inc
$214.63
+0.79%
REAL ESTATE · Cap: $150.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 4092% more annual revenue ($11.77B vs $280.69M). WELL leads profitability with a 12.0% profit margin vs 4.6%. WELL earns a higher WallStSmart Score of 57/100 (C).
SMA
Hold47
out of 100
Grade: D+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.3%
Fair Value
$34.80
Current Price
$32.56
$2.24 discount
Margin of Safety
-56.8%
Fair Value
$132.59
Current Price
$214.63
$82.04 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Revenue surging 24.6% year-over-year
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.5% — below average capital efficiency
4.6% margin — thin
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 : SMA
The strongest argument for SMA centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.
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 : SMA
The primary concerns for SMA are EPS Growth, Market Cap, Return on Equity. Thin 4.6% margins leave little buffer for downturns.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 102.4x leaves little room for execution misses.
Key Dynamics to Monitor
WELL carries more volatility with a beta of 0.82 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
WELL generates stronger free cash flow (282M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WELL scores higher overall (57/100 vs 47/100) and 38.3% revenue growth. 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.
SmartStop Self Storage REIT, Inc.
REAL ESTATE · REIT - INDUSTRIAL · USA
SmartStop Self Storage REIT, Inc. is a premier real estate investment trust specializing in the acquisition, development, and management of high-quality self-storage facilities throughout the United States and Canada. With a strategic focus on cash flow generation and long-term value creation, SmartStop is committed to operational excellence and superior customer service, which collectively enhance shareholder returns. As a publicly traded company, it provides institutional investors with a compelling opportunity to invest in the resilient self-storage sector, characterized by steady demand and reliable rental income, positioning SmartStop as a noteworthy asset in the dynamic real estate market.
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
Want to dig deeper into these stocks?