Simon Property Group Inc (SPG)vsWelltower Inc (WELL)
SPG
Simon Property Group Inc
$181.57
+1.85%
REAL ESTATE · Cap: $57.93B
WELL
Welltower Inc
$196.73
+0.06%
REAL ESTATE · Cap: $137.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 70% more annual revenue ($10.84B vs $6.36B). SPG leads profitability with a 72.7% profit margin vs 8.6%. WELL appears more attractively valued with a PEG of 3.62. SPG earns a higher WallStSmart Score of 67/100 (B-).
SPG
Strong Buy67
out of 100
Grade: B-
WELL
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.6%
Fair Value
$663.16
Current Price
$181.57
$481.59 discount
Margin of Safety
-2052.0%
Fair Value
$9.66
Current Price
$196.73
$187.07 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 104 in profit
Keeps 73 of every $100 in revenue as profit
Strong operational efficiency at 49.7%
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 41.3% year-over-year
Large-cap with strong market position
Areas to Watch
Trading at 11.4x book value
3.6% earnings growth
Expensive relative to growth rate
ROE of 2.5% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 26.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : SPG
The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 72.7% and operating margin at 49.7%. Revenue growth of 13.2% demonstrates continued momentum.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, Market Cap. Revenue growth of 41.3% demonstrates continued momentum.
Bear Case : SPG
The primary concerns for SPG are Price/Book, EPS Growth, PEG Ratio.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 138.5x leaves little room for execution misses.
Key Dynamics to Monitor
SPG profiles as a mature stock while WELL is a hypergrowth play — different risk/reward profiles.
SPG carries more volatility with a beta of 1.40 — expect wider price swings.
WELL is growing revenue faster at 41.3% — sustainability is the question.
SPG generates stronger free cash flow (982M), providing more financial flexibility.
Bottom Line
SPG scores higher overall (67/100 vs 39/100), backed by strong 72.7% margins and 13.2% revenue growth. Both earn "Strong 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.
Simon Property Group Inc
REAL ESTATE · REIT - RETAIL · USA
Simon Property Group, Inc. is a real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana.
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 - RETAIL Stocks
Want to dig deeper into these stocks?