WallStSmart

Ventas Inc (VTR)vsW P Carey Inc (WPC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ventas Inc generates 253% more annual revenue ($6.42B vs $1.82B). WPC leads profitability with a 35.8% profit margin vs 4.1%. WPC appears more attractively valued with a PEG of 1.47. WPC earns a higher WallStSmart Score of 74/100 (B).

VTR

Hold

41

out of 100

Grade: D

Growth: 6.0Profit: 4.5Value: 2.0Quality: 4.0
Piotroski: 4/9Altman Z: 0.43

WPC

Strong Buy

74

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 7.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

VTRSignificantly Overvalued (-16.5%)

Margin of Safety

-16.5%

Fair Value

$76.72

Current Price

$89.99

$13.27 premium

UndervaluedFair: $76.72Overvalued
WPCUndervalued (+52.0%)

Margin of Safety

+52.0%

Fair Value

$150.68

Current Price

$69.12

$81.56 discount

UndervaluedFair: $150.68Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

WPC5 strengths · Avg: 9.2/10
Profit MarginProfitability
35.8%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
59.3%10/10

Strong operational efficiency at 59.3%

EPS GrowthGrowth
256.5%10/10

Earnings expanding 256.5% YoY

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
18.4%8/10

18.4% revenue growth

Areas to Watch

VTR4 concerns · Avg: 2.5/10
Return on EquityProfitability
1.8%3/10

ROE of 1.8% — below average capital efficiency

Profit MarginProfitability
4.1%3/10

4.1% margin — thin

PEG RatioValuation
5.152/10

Expensive relative to growth rate

P/E RatioValuation
163.4x2/10

Premium valuation, high expectations priced in

WPC4 concerns · Avg: 2.8/10
Return on EquityProfitability
7.5%3/10

ROE of 7.5% — below average capital efficiency

Debt/EquityHealth
1.033/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.412/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum.

Bull Case : WPC

The strongest argument for WPC centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 35.8% and operating margin at 59.3%. Revenue growth of 18.4% demonstrates continued momentum.

Bear Case : VTR

The primary concerns for VTR are Return on Equity, Profit Margin, PEG Ratio. A P/E of 163.4x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.

Bear Case : WPC

The primary concerns for WPC are Return on Equity, Debt/Equity, Piotroski F-Score.

Key Dynamics to Monitor

WPC carries more volatility with a beta of 0.78 — expect wider price swings.

VTR is growing revenue faster at 21.7% — sustainability is the question.

WPC generates stronger free cash flow (299M), providing more financial flexibility.

Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

WPC scores higher overall (74/100 vs 41/100), backed by strong 35.8% margins and 18.4% 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.

Ventas Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.

W P Carey Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

WP Carey is among the largest net-lease REITs with an enterprise value of approximately $ 18 billion and a diversified portfolio of operationally critical commercial real estate that includes 1,215 net-lease properties covering approximately 142 million square feet as of March 30. September 2020.

Want to dig deeper into these stocks?