Sunrise Realty Trust, Inc. (SUNS)vsWelltower Inc (WELL)
SUNS
Sunrise Realty Trust, Inc.
$7.27
-0.14%
REAL ESTATE · Cap: $100.96M
WELL
Welltower Inc
$235.62
-0.04%
REAL ESTATE · Cap: $169.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 57024% more annual revenue ($12.76B vs $22.34M). SUNS leads profitability with a 58.3% profit margin vs 12.1%. SUNS appears more attractively valued with a PEG of 0.55. SUNS earns a higher WallStSmart Score of 58/100 (C).
SUNS
Buy58
out of 100
Grade: C
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SUNS.
Margin of Safety
-87.0%
Fair Value
$125.97
Current Price
$235.62
$109.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 58 of every $100 in revenue as profit
Strong operational efficiency at 57.9%
Growing faster than its price suggests
Revenue surging 39.1% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
1.2% revenue growth
Smaller company, higher risk/reward
ROE of 7.2% — below average capital efficiency
Weak financial health signals
ROE of 2.9% — 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 : SUNS
The strongest argument for SUNS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 58.3% and operating margin at 57.9%. PEG of 0.55 suggests the stock is reasonably priced for its growth.
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 : SUNS
The primary concerns for SUNS are Revenue Growth, Market Cap, 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
SUNS profiles as a value stock while WELL is a growth play — different risk/reward profiles.
SUNS carries more volatility with a beta of 1.15 — 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
SUNS scores higher overall (58/100 vs 57/100), backed by strong 58.3% margins. 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.
Sunrise Realty Trust, Inc.
REAL ESTATE · REIT - MORTGAGE · USA
Solar Senior Capital Ltd. is a business development company that specializes in investing in leveraged middle market companies in the United States.
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 - MORTGAGE Stocks
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