WallStSmart

Welltower Inc (WELL)vsWheeler Real Estate Investment Trust, Inc. (WHLRD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 13274% more annual revenue ($12.76B vs $95.44M). WHLRD leads profitability with a 17.8% profit margin vs 12.1%. WELL earns a higher WallStSmart Score of 57/100 (C).

WELL

Buy

57

out of 100

Grade: C

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

WHLRD

Hold

49

out of 100

Grade: D+

Growth: 4.0Profit: 7.5Value: 5.0Quality: 5.5
Piotroski: 6/9Altman Z: -0.17
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

WELLSignificantly Overvalued (-87.0%)

Margin of Safety

-87.0%

Fair Value

$125.97

Current Price

$235.62

$109.65 premium

UndervaluedFair: $125.97Overvalued

Intrinsic value data unavailable for WHLRD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

WHLRD1 strengths · Avg: 10.0/10
Operating MarginProfitability
32.1%10/10

Strong operational efficiency at 32.1%

Areas to Watch

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

WHLRD4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$33.60M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-13.9%2/10

Revenue declined 13.9%

Altman Z-ScoreHealth
-0.172/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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 : WHLRD

The strongest argument for WHLRD 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 : WHLRD

The primary concerns for WHLRD are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 6.14 is elevated, increasing financial risk.

Key Dynamics to Monitor

WELL profiles as a growth stock while WHLRD is a declining play — different risk/reward profiles.

WHLRD 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 49/100) and 39.1% revenue growth. 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.

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Wheeler Real Estate Investment Trust, Inc.

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust, Inc. (WHLRD) is a specialized real estate investment trust (REIT) dedicated to the acquisition, ownership, and management of income-generating retail and mixed-use properties throughout the United States. The company strategically targets markets with favorable demographic trends, ensuring robust portfolio performance and stability through precise asset management and selective property investments. Committed to delivering sustainable income alongside long-term capital appreciation, Wheeler aims to maximize shareholder value while effectively adapting to the dynamic retail environment.

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