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AIV vs WELL

AIV
Apartment Investment and Management Company
BEARISH
Price
$5.89
Market Cap
$848.6M
Sector
Real Estate
AI Confidence
85%
WELL
Welltower Inc.
NEUTRAL
Price
$199.96
Market Cap
$139.52B
Sector
Real Estate
AI Confidence
90%

Valuation

P/E Ratio
AIV
--
WELL
140.82
Forward P/E
AIV
-13.09
WELL
60.78
P/B Ratio
AIV
13.33
WELL
3.31
P/S Ratio
AIV
4.02
WELL
12.87
EV/EBITDA
AIV
18.61
WELL
58.31

Profitability

Gross Margin
AIV
57.2%
WELL
40.22%
Operating Margin
AIV
-15.67%
WELL
-28.2%
Profit Margin
AIV
115.55%
WELL
8.64%
ROE
AIV
-30.6%
WELL
2.54%
ROA
AIV
0.38%
WELL
0.56%

Growth

Revenue Growth
AIV
-0.6%
WELL
41.3%
Earnings Growth
AIV
--
WELL
-26.3%

Financial Health

Debt/Equity
AIV
3.76
WELL
0.49
Current Ratio
AIV
1.14
WELL
1.7
Quick Ratio
AIV
0.55
WELL
1.14

Dividends

Dividend Yield
AIV
--
WELL
1.5%
Payout Ratio
AIV
0.0%
WELL
198.59%

AI Verdict

AIV BEARISH

The Advanced Deterministic Scorecard reveals a critically weak financial health with a Piotroski F-Score of just 2/9, indicating severe operational and financial distress. Despite a sector-average Debt/Equity ratio, AIV suffers from negative operating margins, an extremely high Price/Book ratio of 13.33, and a deeply negative ROE of -30.60%, all signaling poor capital efficiency and value destruction. The stock trades below analyst target of $7.00, but persistent profitability and cash flow issues undermine any meaningful upside. Technical trend at 0/100 confirms strong bearish momentum, further exacerbated by lack of dividend support and minimal analyst coverage.

Strengths
Gross margin of 57.20% indicates strong underlying property-level profitability
Current ratio of 1.14 suggests short-term liquidity is marginally sufficient
One-year price performance (-7.9%) is better than peers like ADAMZ (+10.8%) in a down market
Risks
Piotroski F-Score of 2/9 signals high financial distress risk and weak earnings quality
Negative operating margin (-15.67%) and ROE (-30.60%) reflect ongoing profitability crisis
Debt/Equity ratio of 3.76 indicates aggressive leverage, increasing default risk in rising rate environments
WELL NEUTRAL

WELL shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong revenue growth of 41.3%
Low debt with D/E ratio of 0.49
Risks
High valuation with P/E of 140.8
Premium vs Graham Number ($43.96)
Weak ROE of 2.5%

Compare Another Pair

AIV vs WELL: Head-to-Head Comparison

This page compares Apartment Investment and Management Company (AIV) and Welltower Inc. (WELL) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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