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REG vs WELL

REG
Regency Centers Corporation
NEUTRAL
Price
$80.93
Market Cap
$15.13B
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
REG
28.7
WELL
140.82
Forward P/E
REG
31.87
WELL
60.78
P/B Ratio
REG
2.21
WELL
3.31
P/S Ratio
REG
9.39
WELL
12.87
EV/EBITDA
REG
19.68
WELL
58.31

Profitability

Gross Margin
REG
71.62%
WELL
40.22%
Operating Margin
REG
38.76%
WELL
-28.2%
Profit Margin
REG
32.74%
WELL
8.64%
ROE
REG
7.68%
WELL
2.54%
ROA
REG
3.15%
WELL
0.56%

Growth

Revenue Growth
REG
8.9%
WELL
41.3%
Earnings Growth
REG
141.9%
WELL
-26.3%

Financial Health

Debt/Equity
REG
0.69
WELL
0.49
Current Ratio
REG
0.62
WELL
1.7
Quick Ratio
REG
0.55
WELL
1.14

Dividends

Dividend Yield
REG
3.73%
WELL
1.5%
Payout Ratio
REG
101.77%
WELL
198.59%

AI Verdict

REG NEUTRAL

REG exhibits stable operational health with a Piotroski F-Score of 6/9 and strong credit ratings (A-/A3), but is currently facing valuation and sustainability headwinds. While the stock trades near its growth-based intrinsic value ($83.19), it is significantly above its defensive Graham Number ($48.21). The operational strength—evidenced by 96.1% occupancy and positive rent spreads—is offset by a concerning dividend payout ratio of 101.77% and aggressive insider selling across the C-suite. Consequently, the stock appears fully valued with limited immediate upside.

Strengths
High portfolio occupancy rate of 96.1% indicating strong asset demand
Strong credit profile with S&P A- and Moody's A3 ratings
Consistent earnings track record with 3/4 recent quarters beating estimates
Risks
Unsustainable dividend payout ratio of 101.77%, risking future cuts
Aggressive insider selling by CEO, CFO, and COO totaling $18.66M
High valuation relative to growth, indicated by a PEG ratio of 2.61
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

REG vs WELL: Head-to-Head Comparison

This page compares Regency Centers Corporation (REG) 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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