EGP vs. WELL: EastGroup Properties vs. Welltower Stock Comparison

Company Profile

EastGroup Properties (EGP) and Welltower (WELL) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but EGP is classified in Industrial REITs while WELL is classified in Health Care REITs.

Both EastGroup Properties (EGP) and Welltower (WELL) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both EastGroup Properties (EGP) at 8.93% and Welltower (WELL) at 3.92% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Neither EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs) nor Welltower (WELL) in Equity Real Estate Investment Trusts (REITs) is well served by net margin: heavy depreciation makes net income a poor profitability proxy in their businesses, where FFO-based measures are the standard read.

Neither side reports a meaningful operating margin: for EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs) and Welltower (WELL) in Equity Real Estate Investment Trusts (REITs), funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

Both companies are growing quickly, but Welltower (WELL) at 35.82% is the standout with revenue growth above its industry range; EastGroup Properties (EGP) at 12.67% also sits in the top quartile.

EPS growth isn't a meaningful figure for either EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs) or Welltower (WELL) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Both EastGroup Properties (EGP) at 0.62 and Welltower (WELL) at 1.66 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

Both EastGroup Properties (EGP) at 0.52 and Welltower (WELL) at 0.42 keep leverage in the lower quartile of their industries, with less balance-sheet debt relative to equity than most peers.

Financial Strength Metrics

Dividends

EastGroup Properties (EGP) at 3.30% pays a yield in its industry’s typical range, while Welltower (WELL) at 1.30% falls in the bottom quartile of its peers.

An earnings-based payout ratio fits neither EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs) nor Welltower (WELL) in Equity Real Estate Investment Trusts (REITs): their distributions are mandated and conventionally measured against FFO, so the accounting-earnings ratio overstates both.

Dividend Metrics

Valuation

P/E ratio is not a meaningful valuation yardstick for either EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs) or Welltower (WELL) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Both EastGroup Properties (EGP) at 13.56 and Welltower (WELL) at 13.03 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

Both EastGroup Properties (EGP) at 2.91 and Welltower (WELL) at 3.69 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics