DLR vs. WELL: A Head-to-Head Stock Comparison
Here's a clear look at DLR and WELL, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | DLR | WELL |
|---|---|---|
| Company Name | Digital Realty Trust, Inc. | Welltower Inc. |
| Country | United States | United States |
| GICS Sector | Real Estate | Real Estate |
| GICS Industry Group | Equity Real Estate Investment Trusts (REITs) | Equity Real Estate Investment Trusts (REITs) |
| GICS Industry | Specialized REITs | Health Care REITs |
| GICS Sub-Industry | Data Center REITs | Health Care REITs |
| Market Capitalization | 61.36 billion USD | 136.60 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | October 29, 2004 | March 19, 1980 |
| Security Type | REIT | REIT |
Both DLR and WELL are Real Estate Investment Trusts (REITs). These entities are required to distribute the majority of their taxable income to shareholders, often resulting in higher dividend yields.
WELL's market capitalization (136.60 billion USD) is significantly greater than DLR's (61.36 billion USD), highlighting its more substantial market valuation.
Historical Performance
This chart compares the performance of DLR and WELL by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | DLR | WELL |
|---|---|---|
| 5-Day Price Return | -0.59% | 0.39% |
| 13-Week Price Return | 14.00% | 4.77% |
| 26-Week Price Return | 0.42% | 16.93% |
| 52-Week Price Return | 21.02% | 30.58% |
| Month-to-Date Return | -1.00% | -5.48% |
| Year-to-Date Return | 13.39% | 5.47% |
| 10-Day Avg. Volume | 1.64M | 3.47M |
| 3-Month Avg. Volume | 2.03M | 3.40M |
| 3-Month Volatility | 22.40% | 21.46% |
| Beta | 1.08 | 0.83 |
With betas of 1.08 for DLR and 0.83 for WELL, both stocks show similar sensitivity to overall market movements.
Profitability
Return on Equity (TTM)
DLR
5.81%
Specialized REITs Industry
- Max
- 21.80%
- Q3
- 20.52%
- Median
- 10.16%
- Q1
- 7.19%
- Min
- -1.71%
DLR's Return on Equity of 5.81% is in the lower quartile for the Specialized REITs industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
WELL
2.49%
Health Care REITs Industry
- Max
- 13.73%
- Q3
- 9.36%
- Median
- 6.03%
- Q1
- 2.04%
- Min
- -5.88%
WELL's Return on Equity of 2.49% is on par with the norm for the Health Care REITs industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
DLR
21.41%
Specialized REITs Industry
- Max
- 69.28%
- Q3
- 45.13%
- Median
- 29.28%
- Q1
- 11.47%
- Min
- 2.09%
In the Specialized REITs industry, Net Profit Margin is often not the primary profitability metric.
WELL
8.64%
Health Care REITs Industry
- Max
- 97.76%
- Q3
- 49.59%
- Median
- 37.41%
- Q1
- 4.31%
- Min
- -28.50%
In the Health Care REITs industry, Net Profit Margin is often not the primary profitability metric.
Operating Profit Margin (TTM)
DLR
10.77%
Specialized REITs Industry
- Max
- 107.10%
- Q3
- 62.52%
- Median
- 45.94%
- Q1
- 23.56%
- Min
- 10.59%
In the Specialized REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
WELL
1.79%
Health Care REITs Industry
- Max
- 85.76%
- Q3
- 65.76%
- Median
- 36.38%
- Q1
- 18.29%
- Min
- -23.05%
In the Health Care REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | DLR | WELL |
|---|---|---|
| Return on Equity (TTM) | 5.81% | 2.49% |
| Return on Assets (TTM) | 2.73% | 1.59% |
| Net Profit Margin (TTM) | 21.41% | 8.64% |
| Operating Profit Margin (TTM) | 10.77% | 1.79% |
| Gross Profit Margin (TTM) | 57.99% | 41.17% |
Financial Strength
Current Ratio (MRQ)
DLR
1.10
Specialized REITs Industry
- Max
- 1.32
- Q3
- 0.88
- Median
- 0.60
- Q1
- 0.27
- Min
- 0.08
DLR's Current Ratio of 1.10 is in the upper quartile for the Specialized REITs industry. This signifies a strong liquidity position, suggesting the company is well-equipped to cover its immediate liabilities compared to its peers.
WELL
2.01
Health Care REITs Industry
- Max
- 2.10
- Q3
- 1.19
- Median
- 0.52
- Q1
- 0.27
- Min
- 0.09
WELL's Current Ratio of 2.01 is in the upper quartile for the Health Care REITs industry. This signifies a strong liquidity position, suggesting the company is well-equipped to cover its immediate liabilities compared to its peers.
Debt-to-Equity Ratio (MRQ)
DLR
0.80
Specialized REITs Industry
- Max
- 6.71
- Q3
- 3.63
- Median
- 1.27
- Q1
- 0.66
- Min
- 0.18
DLR's Debt-to-Equity Ratio of 0.80 is typical for the Specialized REITs industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
WELL
0.47
Health Care REITs Industry
- Max
- 1.31
- Q3
- 1.01
- Median
- 0.82
- Q1
- 0.69
- Min
- 0.22
Falling into the lower quartile for the Health Care REITs industry, WELL's Debt-to-Equity Ratio of 0.47 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.
Interest Coverage Ratio (TTM)
DLR
3.86
Specialized REITs Industry
- Max
- 5.52
- Q3
- 4.41
- Median
- 3.47
- Q1
- 2.17
- Min
- 1.23
DLR's Interest Coverage Ratio of 3.86 is positioned comfortably within the norm for the Specialized REITs industry, indicating a standard and healthy capacity to cover its interest payments.
WELL
0.29
Health Care REITs Industry
- Max
- 7.25
- Q3
- 5.10
- Median
- 2.10
- Q1
- 1.41
- Min
- -0.17
WELL's Interest Coverage Ratio of 0.29 is a critical concern. A value below 1.0 means operating earnings are insufficient to cover interest expenses, indicating severe financial strain and high default risk.
Financial Strength at a Glance
| Symbol | DLR | WELL |
|---|---|---|
| Current Ratio (MRQ) | 1.10 | 2.01 |
| Quick Ratio (MRQ) | 1.10 | 2.01 |
| Debt-to-Equity Ratio (MRQ) | 0.80 | 0.47 |
| Interest Coverage Ratio (TTM) | 3.86 | 0.29 |
Growth
Revenue Growth
Revenue Growth at a Glance
| Symbol | DLR | WELL |
|---|---|---|
| Revenue Growth (MRQ vs Prior YoY) | 13.85% | 41.33% |
| Revenue Growth (TTM vs Prior YoY) | 10.04% | 35.63% |
| 3-Year Revenue CAGR | 9.22% | 22.74% |
| 5-Year Revenue CAGR | 9.38% | 18.67% |
EPS Growth
EPS Growth at a Glance
| Symbol | DLR | WELL |
|---|---|---|
| EPS Growth (MRQ vs Prior YoY) | -49.60% | -26.07% |
| EPS Growth (TTM vs Prior YoY) | 106.37% | -10.44% |
| 3-Year EPS CAGR | 43.71% | 66.74% |
| 5-Year EPS CAGR | 22.61% | -9.79% |
Dividend
Dividend Yield (TTM)
DLR
2.88%
Specialized REITs Industry
- Max
- 7.66%
- Q3
- 5.45%
- Median
- 4.74%
- Q1
- 3.49%
- Min
- 1.96%
DLR's Dividend Yield of 2.88% is in the lower quartile for the Specialized REITs industry. This suggests the company's strategy likely favors retaining earnings for growth over providing a high dividend income.
WELL
1.29%
Health Care REITs Industry
- Max
- 7.72%
- Q3
- 6.45%
- Median
- 5.85%
- Q1
- 3.12%
- Min
- 1.29%
WELL's Dividend Yield of 1.29% is in the lower quartile for the Health Care REITs industry. This suggests the company's strategy likely favors retaining earnings for growth over providing a high dividend income.
Dividend Payout Ratio (TTM)
DLR
132.09%
Specialized REITs Industry
- Max
- 187.04%
- Q3
- 142.30%
- Median
- 126.48%
- Q1
- 75.60%
- Min
- 38.01%
DLR's Dividend Payout Ratio of 132.09% is above 100%. This means the company is paying out more in dividends than it earned, a practice that is often unsustainable and could indicate a risk to future dividend stability.
WELL
200.46%
Health Care REITs Industry
- Max
- 342.13%
- Q3
- 279.67%
- Median
- 200.46%
- Q1
- 121.01%
- Min
- 42.83%
WELL's Dividend Payout Ratio of 200.46% is above 100%. This means the company is paying out more in dividends than it earned, a practice that is often unsustainable and could indicate a risk to future dividend stability.
Dividend at a Glance
| Symbol | DLR | WELL |
|---|---|---|
| Dividend Yield (TTM) | 2.88% | 1.29% |
| Dividend Payout Ratio (TTM) | 132.09% | 200.46% |
Valuation
Price-to-Earnings Ratio (TTM)
DLR
45.89
Specialized REITs Industry
- Max
- 110.80
- Q3
- 52.93
- Median
- 25.51
- Q1
- 14.21
- Min
- 10.77
The P/E Ratio is often not the primary metric for valuation in the Specialized REITs industry.
WELL
155.96
Health Care REITs Industry
- Max
- 167.56
- Q3
- 93.88
- Median
- 25.96
- Q1
- 21.00
- Min
- 6.39
The P/E Ratio is often not the primary metric for valuation in the Health Care REITs industry.
Price-to-Sales Ratio (TTM)
DLR
9.82
Specialized REITs Industry
- Max
- 12.64
- Q3
- 9.29
- Median
- 7.72
- Q1
- 6.08
- Min
- 2.57
DLR's P/S Ratio of 9.82 is in the upper echelon for the Specialized REITs industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
WELL
13.48
Health Care REITs Industry
- Max
- 17.46
- Q3
- 11.06
- Median
- 9.05
- Q1
- 5.08
- Min
- 2.87
WELL's P/S Ratio of 13.48 is in the upper echelon for the Health Care REITs industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
Price-to-Book Ratio (MRQ)
DLR
2.34
Specialized REITs Industry
- Max
- 12.70
- Q3
- 8.73
- Median
- 2.90
- Q1
- 1.60
- Min
- 0.68
DLR's P/B Ratio of 2.34 is within the conventional range for the Specialized REITs industry. This shows a balanced market view, where the stock's price is neither at a significant premium nor a discount to the book value of its peers.
WELL
3.06
Health Care REITs Industry
- Max
- 3.06
- Q3
- 2.46
- Median
- 1.63
- Q1
- 1.23
- Min
- 0.83
WELL's P/B Ratio of 3.06 is in the upper tier for the Health Care REITs industry. This indicates that investors are paying a premium relative to the company's net assets, a valuation that hinges on its ability to generate superior profits.
Valuation at a Glance
| Symbol | DLR | WELL |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 45.89 | 155.96 |
| Price-to-Sales Ratio (TTM) | 9.82 | 13.48 |
| Price-to-Book Ratio (MRQ) | 2.34 | 3.06 |
| Price-to-Free Cash Flow Ratio (TTM) | 1,762.71 | 50.70 |