Simon Property Group Inc (SPG)vsWelltower Inc (WELL)
SPG
Simon Property Group Inc
$228.42
+0.83%
REAL ESTATE · Cap: $82.66B
WELL
Welltower Inc
$245.01
-0.17%
REAL ESTATE · Cap: $172.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 99% more annual revenue ($13.79B vs $6.94B). SPG leads profitability with a 66.6% profit margin vs 12.1%. WELL appears more attractively valued with a PEG of 3.62. WELL earns a higher WallStSmart Score of 57/100 (C).
SPG
Buy57
out of 100
Grade: C
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.9%
Fair Value
$162.37
Current Price
$228.42
$66.05 premium
Margin of Safety
-81.0%
Fair Value
$135.40
Current Price
$245.01
$109.61 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 104 in profit
Keeps 67 of every $100 in revenue as profit
Strong operational efficiency at 46.0%
Large-cap with strong market position
Attractively priced relative to earnings
19.5% revenue growth
Revenue surging 38.4% year-over-year
Large-cap with strong market position
Earnings expanding 30.3% YoY
Areas to Watch
Trading at 16.8x book value
Expensive relative to growth rate
Earnings declined 12.5%
Distress zone — elevated risk
ROE of 3.0% — 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 66.6% and operating margin at 46.0%. Revenue growth of 19.5% demonstrates continued momentum.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, Market Cap, EPS Growth. Revenue growth of 38.4% demonstrates continued momentum.
Bear Case : SPG
The primary concerns for SPG are Price/Book, PEG Ratio, EPS Growth. Debt-to-equity of 6.64 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 99.4x 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 38.4% — sustainability is the question.
SPG generates stronger free cash flow (959M), providing more financial flexibility.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SPG scores higher overall (57/100 vs 57/100), backed by strong 66.6% margins and 19.5% 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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