COMP <GO>

WELL vs BAC // RSI-14 & 200D SMA MOMENTUM

Welltower Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: WELL 5 — BAC 9

▲ RSI-14 & 200D SMA MOMENTUM LEADER: WELL

LAST: $234.60 (+0.61%) • MKT CAP: $171.06B

rsi-technicals

52.6

LAST: $50.01 (-2.21%) • MKT CAP: $357.61B

rsi-technicals

27.7

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	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 ACTIVE	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