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FCPT vs WELL

FCPT
Four Corners Property Trust, Inc.
BEARISH
Price
$25.43
Market Cap
$2.79B
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
FCPT
23.33
WELL
140.82
Forward P/E
FCPT
21.14
WELL
60.78
P/B Ratio
FCPT
2.45
WELL
3.31
P/S Ratio
FCPT
9.49
WELL
12.87
EV/EBITDA
FCPT
11.49
WELL
58.31

Profitability

Gross Margin
FCPT
85.38%
WELL
40.22%
Operating Margin
FCPT
62.56%
WELL
-28.2%
Profit Margin
FCPT
38.2%
WELL
8.64%
ROE
FCPT
7.3%
WELL
2.54%
ROA
FCPT
3.67%
WELL
0.56%

Growth

Revenue Growth
FCPT
6.9%
WELL
41.3%
Earnings Growth
FCPT
0.6%
WELL
-26.3%

Financial Health

Debt/Equity
FCPT
0.98
WELL
0.49
Current Ratio
FCPT
0.48
WELL
1.7
Quick Ratio
FCPT
0.47
WELL
1.14

Dividends

Dividend Yield
FCPT
5.76%
WELL
1.5%
Payout Ratio
FCPT
131.33%
WELL
198.59%

AI Verdict

FCPT BEARISH

FCPT exhibits significant valuation misalignment, with a current price of $25.43 trading far above its Graham Number ($15.94) and Intrinsic Value ($8.61). While the Piotroski F-Score of 4/9 indicates stable financial health, the company's dividend profile is unsustainable with a payout ratio of 131.33%. Stagnant earnings growth (0.60% YoY) and a bearish technical trend (0/100) further undermine the bullish analyst consensus. The combination of overvaluation and poor liquidity (Current Ratio 0.48) suggests a high risk of price correction.

Strengths
Strong operating margins (62.56%) and gross margins (85.38%)
Consistent earnings track record over 25 quarters
Manageable Debt/Equity ratio (0.98) relative to sector averages
Risks
Unsustainable dividend payout ratio (131.33%)
Severe overvaluation relative to Graham and Intrinsic value models
Poor short-term liquidity with a Current Ratio of 0.48
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

FCPT vs WELL: Head-to-Head Comparison

This page compares Four Corners Property Trust, Inc. (FCPT) 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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