Welltower Inc (WELL)vsWheeler Real Estate Investment Trust, Inc. (WHLR)
WELL
Welltower Inc
$234.29
-0.60%
REAL ESTATE · Cap: $169.78B
WHLR
Wheeler Real Estate Investment Trust, Inc.
$0.39
+4.98%
REAL ESTATE · Cap: $1.56M
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 13274% more annual revenue ($12.76B vs $95.44M). WHLR leads profitability with a 17.8% profit margin vs 12.1%. WELL earns a higher WallStSmart Score of 57/100 (C).
WELL
Buy57
out of 100
Grade: C
WHLR
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-87.0%
Fair Value
$125.97
Current Price
$234.29
$108.32 premium
Margin of Safety
+72.5%
Fair Value
$7.45
Current Price
$0.39
$7.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 39.1% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Strong operational efficiency at 32.1%
Areas to Watch
ROE of 2.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
0.0% earnings growth
Smaller company, higher risk/reward
Revenue declined 13.9%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : WELL
The strongest argument for WELL centers on Revenue Growth, Market Cap, EPS Growth. Revenue growth of 39.1% demonstrates continued momentum.
Bull Case : WHLR
The strongest argument for WHLR centers on Operating Margin. Profitability is solid with margins at 17.8% and operating margin at 32.1%.
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.
Bear Case : WHLR
The primary concerns for WHLR are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 6.12 is elevated, increasing financial risk.
Key Dynamics to Monitor
WELL profiles as a growth stock while WHLR is a declining play — different risk/reward profiles.
WHLR carries more volatility with a beta of 1.08 — 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 48/100) and 39.1% revenue growth. WHLR offers better value entry with a 72.5% margin of safety. Both earn "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.
Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →Wheeler Real Estate Investment Trust, Inc.
REAL ESTATE · REIT - RETAIL · USA
Wheeler Real Estate Investment Trust, Inc. (WHLR) is a publicly traded real estate investment trust (REIT) that focuses on the acquisition and management of a diverse portfolio of retail and mixed-use properties across the United States. Utilizing a value-oriented investment strategy, WHLR identifies strategically located assets that offer strong cash flow potential to generate stable income and capital appreciation for its investors. The company is committed to proactive asset management and fostering robust tenant relationships, which are essential for mitigating risks in a changing retail landscape. With a strong emphasis on sustainability and long-term value creation, WHLR is poised for continuous growth in the dynamic commercial real estate sector.
Visit Website →Compare with Other REIT - HEALTHCARE FACILITIES Stocks
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