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STOCK COMPARISON

Welltower vs Simon Property Group: Fair Value & Quality

Both stocks run through our valuation models. Here is how Welltower (WELL) and Simon Property Group (SPG) compare, as of Aug 13, 2026.

As of Aug 13, 2026, Fair Value Calculator sees Simon Property Group as the less overvalued of the two: Welltower trades at $226 versus a fair value of $35.88 (-84%), while Simon Property Group trades at $220 versus $86.11 (-61%).
Welltower
WELL · USD · Real Estate
-84%
upside to fair value
overvalued
Price$226
Fair Value$35.88
Quality42/100
Simon Property Group
SPG · USD · Real Estate
-61%
upside to fair value
overvalued
Price$220
Fair Value$86.11
Quality57/100

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

WelltowerSimon Property Group
Valuation
112.4×P/E (TTM)14.9×
13.89×P/S (TTM)12.26×
3.88×P/B15.65×
59.4×EV/EBITDA22.2×
3.62×PEG8.74×
1.3%Dividend yield4.1%
$2.96Dividend per share$8.65
Profitability
12%Net margin71%
18%Operating margin43%
4%Return on equity114%
1%Return on assets6%
Growth
38%Revenue growth (YoY)19%
22.7%Avg. growth/yr (3Y)6.3%
18.4%Avg. growth/yr (5Y)6.7%
Balance & size
0.46×Debt / equity5.46×
$163BMarket cap$82B
healthyGrowth qualityhealthy

Simon Property Group leads: 6 to 8 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Welltowerof which business quality 45 · market factors 74 Simon Property Groupof which business quality 54 · market factors 71
ProfitabilityMargins and returns on capital today
21
59
Quality GrowthAre margins and returns improving?
51
70
CashflowEarnings quality: real cash, not paper profit
98
77
Fin. StrengthBalance sheet, leverage, solvency risk
50
9
InvestmentDisciplined investing over empire-building
33
35
Low VolatilityCalm price path (market factor)
81
63
MomentumPrice trend over the last 3–12 months (market factor)
65
67
52W MomentumDistance to the 52-week high (market factor)
79
88
Net IssuanceBuybacks instead of dilution
0
83

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

Welltower

DCF Models$70.62
Dividend Discount$46.81
Multiples$22.56
Asset-Based$39.99
Growth DCF$55.69
Economic Profit$41.32

14 of 14 models see the stock below the current price.

Simon Property Group

DCF Models$96.96
Dividend Discount$144
Multiples$128
Asset-Based$10.76
Growth DCF$77.98
Economic Profit$92.53

16 of 16 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Welltower
Bear $26.72Fair Value $35.88Bull $35.88
$226 = current price (white tick)
Simon Property Group
Bear $63.23Fair Value $86.11Bull $159
$220 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Welltower · Real Estate

Quality score42 · bottom 25%
Fair value upside-84% · bottom 25%

Simon Property Group · Real Estate

Quality score57 · above median
Fair value upside-61% · bottom 25%

Bottom line

As of Aug 13, 2026, Fair Value Calculator sees Simon Property Group as the less overvalued of the two: Welltower trades at $226 versus a fair value of $35.88 (-84%), while Simon Property Group trades at $220 versus $86.11 (-61%).

Simon Property Group has the higher quality score (57/100).

See the full analysis →
Welltower · Simon Property Group

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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.