Simon Property Group Inc (SPG)vsWelltower Inc (WELL)
SPG
Simon Property Group Inc
$222.91
+0.49%
REAL ESTATE · Cap: $85.96B
WELL
Welltower Inc
$236.92
+0.39%
REAL ESTATE · Cap: $166.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 92% more annual revenue ($12.76B vs $6.65B). SPG leads profitability with a 70.6% profit margin vs 12.1%. WELL appears more attractively valued with a PEG of 3.62. SPG earns a higher WallStSmart Score of 63/100 (C+).
SPG
Buy63
out of 100
Grade: C+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-26.8%
Fair Value
$153.57
Current Price
$222.91
$69.34 premium
Margin of Safety
-89.9%
Fair Value
$124.92
Current Price
$236.92
$112.00 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 96 in profit
Keeps 71 of every $100 in revenue as profit
Strong operational efficiency at 43.4%
Large-cap with strong market position
Attractively priced relative to earnings
19.3% revenue growth
Revenue surging 39.1% year-over-year
Conservative balance sheet, low leverage
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
Trading at 15.0x book value
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
ROE of 3.3% — 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 : SPG
The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 70.6% and operating margin at 43.4%. Revenue growth of 19.3% demonstrates continued momentum.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, Debt/Equity, Market Cap. Revenue growth of 39.1% demonstrates continued momentum.
Bear Case : SPG
The primary concerns for SPG are Price/Book, PEG Ratio, Altman Z-Score. Debt-to-equity of 5.96 is elevated, increasing financial risk.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 103.4x leaves little room for execution misses.
Key Dynamics to Monitor
SPG carries more volatility with a beta of 1.33 — expect wider price swings.
WELL is growing revenue faster at 39.1% — sustainability is the question.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SPG scores higher overall (63/100 vs 57/100), backed by strong 70.6% margins and 19.3% revenue growth. 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.
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
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