WallStSmart

STAG Industrial Inc (STAG)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 1349% more annual revenue ($12.76B vs $880.59M). STAG leads profitability with a 28.1% 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).

STAG

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 7.0Value: 6.0Quality: 3.5
Piotroski: 3/9Altman Z: 0.69

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 5.0
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

STAGUndervalued (+54.4%)

Margin of Safety

+54.4%

Fair Value

$86.08

Current Price

$37.14

$48.94 discount

UndervaluedFair: $86.08Overvalued
WELLSignificantly Overvalued (-87.0%)

Margin of Safety

-87.0%

Fair Value

$125.97

Current Price

$235.62

$109.65 premium

UndervaluedFair: $125.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

STAG3 strengths · Avg: 9.0/10
Operating MarginProfitability
37.0%10/10

Strong operational efficiency at 37.0%

Profit MarginProfitability
28.1%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

WELL3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
39.1%10/10

Revenue surging 39.1% year-over-year

Market CapQuality
$169.78B9/10

Large-cap with strong market position

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

Areas to Watch

STAG4 concerns · Avg: 3.5/10
P/E RatioValuation
28.6x4/10

Moderate valuation

EPS GrowthGrowth
3.3%4/10

3.3% earnings growth

Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
2.9%3/10

ROE of 2.9% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
105.2x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : STAG

The strongest argument for STAG centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.1% and operating margin at 37.0%.

Bull Case : WELL

The strongest argument for WELL centers on Revenue Growth, Market Cap, EPS Growth. Revenue growth of 39.1% demonstrates continued momentum.

Bear Case : STAG

The primary concerns for STAG are P/E Ratio, EPS Growth, Return on Equity.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.2x leaves little room for execution misses.

Key Dynamics to Monitor

STAG profiles as a mature stock while WELL is a growth play — different risk/reward profiles.

STAG carries more volatility with a beta of 0.96 — expect wider price swings.

WELL is growing revenue faster at 39.1% — sustainability is the question.

WELL generates stronger free cash flow (881M), providing more financial flexibility.

Bottom Line

WELL scores higher overall (57/100 vs 56/100) and 39.1% revenue growth. STAG offers better value entry with a 54.4% margin of safety. 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.

STAG Industrial Inc

REAL ESTATE · REIT - INDUSTRIAL · USA

STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant industrial properties throughout the United States.

Welltower Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.

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