COMP <GO>
WELL vs BAC // FREE CASH FLOW YIELD
Welltower Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: WELL 5
— BAC 9
▲ FREE CASH FLOW YIELD LEADER: BAC
LAST: $234.60 (+0.61%) • MKT CAP: $171.06B
fcf-yield
1.46%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
fcf-yield
2.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WELL VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WELL | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 23.20% | 41.00% | -17.80 | BAC | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.90% | 2.50% | -0.60 | BAC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 30.2x | +64.80 | BAC | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 1.46% | 2.10% | -0.64 | BAC | /fcf-yield <GO> |
| Operating Margin | 13.50% | 32.90% | -19.40 | BAC | /operating-margins <GO> |
| Net Profit Margin | 11.10% | 27.00% | -15.90 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 40.20% | 6.80% | +33.40 | WELL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.10% | 0.00% | +1.10 | WELL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.97 | 0.45 | +4.52 | WELL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.6 | 27.7 | +24.97 | WELL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 0.90 | +0.24 | WELL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 10.9x | +129.10 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $171.06B | $357.61B | -$186.55B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WELL REV | BAC REV | WELL GROSS % | BAC GROSS % | WELL FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.45B | $113.10B | 23.2% | 44.0% | $2.50B | $7.52B |
| FY 2024 | $6.03B | $105.86B | 19.9% | 44.0% | $1.99B | -$13.57B |
| FY 2023 | $4.75B | $102.77B | 44.0% | 44.0% | $1.39B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WELL // BETA 1.14
BAC // BETA 0.90