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KIM vs WELL

KIM
Kimco Realty Corporation
BEARISH
Price
$23.80
Market Cap
$16.05B
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
KIM
29.02
WELL
140.82
Forward P/E
KIM
27.87
WELL
60.78
P/B Ratio
KIM
1.54
WELL
3.31
P/S Ratio
KIM
7.5
WELL
12.87
EV/EBITDA
KIM
18.57
WELL
58.31

Profitability

Gross Margin
KIM
69.05%
WELL
40.22%
Operating Margin
KIM
33.01%
WELL
-28.2%
Profit Margin
KIM
27.32%
WELL
8.64%
ROE
KIM
5.54%
WELL
2.54%
ROA
KIM
2.24%
WELL
0.56%

Growth

Revenue Growth
KIM
3.2%
WELL
41.3%
Earnings Growth
KIM
-6.8%
WELL
-26.3%

Financial Health

Debt/Equity
KIM
0.79
WELL
0.49
Current Ratio
KIM
0.49
WELL
1.7
Quick Ratio
KIM
0.49
WELL
1.14

Dividends

Dividend Yield
KIM
4.37%
WELL
1.5%
Payout Ratio
KIM
123.17%
WELL
198.59%

AI Verdict

KIM BEARISH

KIM presents a stable but mediocre financial health profile with a Piotroski F-Score of 4/9. The stock is significantly overvalued, trading at $23.80 despite a Graham Number of $16.86 and a growth-based intrinsic value of $5.74. A critical red flag is the dividend payout ratio of 123.17%, indicating that the current dividend is unsustainable relative to earnings. While analysts remain bullish, the combination of negative earnings growth, bearish insider sentiment, and poor technical trends suggests a high risk of correction.

Strengths
Strong gross margins at 69.05%
Manageable Debt/Equity ratio of 0.79 compared to sector average
Positive long-term price appreciation (5Y Change +39.3%)
Risks
Unsustainable dividend payout ratio (123.17%)
Negative earnings growth (-6.80% YoY, -9.00% Q/Q)
Significant valuation gap between current price and Graham/Intrinsic values
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

KIM vs WELL: Head-to-Head Comparison

This page compares Kimco Realty Corporation (KIM) 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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