EXR vs. WELL: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at EXR and WELL, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both EXR 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.
| Symbol | EXR | WELL |
|---|---|---|
| Company Name | Extra Space Storage Inc. | Welltower Inc. |
| Country | United States | United States |
| GICS Sector | Real Estate | Real Estate |
| GICS Industry | Specialized REITs | Health Care REITs |
| Market Capitalization | 30.63 billion USD | 109.05 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 16, 2004 | March 19, 1980 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of EXR 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 | EXR | WELL |
|---|---|---|
| 5-Day Price Return | -0.06% | -3.91% |
| 13-Week Price Return | -7.17% | 11.96% |
| 26-Week Price Return | -11.43% | 14.50% |
| 52-Week Price Return | -15.78% | 39.80% |
| Month-to-Date Return | 2.87% | -1.23% |
| Year-to-Date Return | -7.61% | 29.37% |
| 10-Day Avg. Volume | 1.67M | 2.71M |
| 3-Month Avg. Volume | 1.12M | 2.93M |
| 3-Month Volatility | 28.89% | 20.60% |
| Beta | 1.13 | 0.92 |
Profitability
Return on Equity (TTM)
EXR
7.02%
Specialized REITs Industry
- Max
- 37.66%
- Q3
- 20.19%
- Median
- 8.96%
- Q1
- 6.32%
- Min
- -1.71%
EXR’s Return on Equity of 7.02% is on par with the norm for the Specialized REITs industry, indicating its profitability relative to shareholder equity is typical for the sector.
WELL
3.42%
Health Care REITs Industry
- Max
- 10.72%
- Q3
- 6.35%
- Median
- 5.14%
- Q1
- 1.99%
- Min
- 1.33%
WELL’s Return on Equity of 3.42% 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)
EXR
29.51%
Specialized REITs Industry
- Max
- 67.81%
- Q3
- 40.70%
- Median
- 25.91%
- Q1
- 11.01%
- Min
- 1.95%
In the Specialized REITs industry, Net Profit Margin is often not the primary profitability metric.
WELL
12.18%
Health Care REITs Industry
- Max
- 65.42%
- Q3
- 41.17%
- Median
- 26.13%
- Q1
- 5.90%
- Min
- -44.62%
In the Health Care REITs industry, Net Profit Margin is often not the primary profitability metric.
Operating Profit Margin (TTM)
EXR
43.69%
Specialized REITs Industry
- Max
- 107.13%
- Q3
- 55.10%
- Median
- 41.03%
- Q1
- 17.97%
- Min
- 5.94%
In the Specialized REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
WELL
14.52%
Health Care REITs Industry
- Max
- 86.51%
- Q3
- 46.69%
- Median
- 36.79%
- Q1
- 14.52%
- Min
- -33.46%
In the Health Care REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | EXR | WELL |
|---|---|---|
| Return on Equity (TTM) | 7.02% | 3.42% |
| Return on Assets (TTM) | 3.39% | 2.16% |
| Net Profit Margin (TTM) | 29.51% | 12.18% |
| Operating Profit Margin (TTM) | 43.69% | 14.52% |
| Gross Profit Margin (TTM) | 71.25% | 40.56% |
Financial Strength
Current Ratio (MRQ)
EXR
0.30
Specialized REITs Industry
- Max
- 1.74
- Q3
- 1.13
- Median
- 0.59
- Q1
- 0.35
- Min
- 0.09
EXR’s Current Ratio of 0.30 falls into the lower quartile for the Specialized REITs industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
WELL
1.92
Health Care REITs Industry
- Max
- 3.23
- Q3
- 1.92
- Median
- 1.21
- Q1
- 0.19
- Min
- 0.07
WELL’s Current Ratio of 1.92 aligns with the median group of the Health Care REITs industry, indicating that its short-term liquidity is in line with its sector peers.
Debt-to-Equity Ratio (MRQ)
EXR
0.94
Specialized REITs Industry
- Max
- 4.54
- Q3
- 3.26
- Median
- 1.09
- Q1
- 0.58
- Min
- 0.16
EXR’s Debt-to-Equity Ratio of 0.94 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
0.45
Health Care REITs Industry
- Max
- 1.14
- Q3
- 1.00
- Median
- 0.89
- Q1
- 0.65
- Min
- 0.28
Falling into the lower quartile for the Health Care REITs industry, WELL’s Debt-to-Equity Ratio of 0.45 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)
EXR
3.40
Specialized REITs Industry
- Max
- 5.24
- Q3
- 4.05
- Median
- 2.99
- Q1
- 2.10
- Min
- 1.28
EXR’s Interest Coverage Ratio of 3.40 is positioned comfortably within the norm for the Specialized REITs industry, indicating a standard and healthy capacity to cover its interest payments.
WELL
1.96
Health Care REITs Industry
- Max
- 5.10
- Q3
- 3.14
- Median
- 1.96
- Q1
- 1.08
- Min
- -1.73
WELL’s Interest Coverage Ratio of 1.96 is positioned comfortably within the norm for the Health Care REITs industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | EXR | WELL |
|---|---|---|
| Current Ratio (MRQ) | 0.30 | 1.92 |
| Quick Ratio (MRQ) | 0.22 | 1.92 |
| Debt-to-Equity Ratio (MRQ) | 0.94 | 0.45 |
| Interest Coverage Ratio (TTM) | 3.40 | 1.96 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
EXR
4.78%
Specialized REITs Industry
- Max
- 7.06%
- Q3
- 5.09%
- Median
- 4.51%
- Q1
- 3.18%
- Min
- 1.78%
EXR’s Dividend Yield of 4.78% is consistent with its peers in the Specialized REITs industry, providing a dividend return that is standard for its sector.
WELL
1.50%
Health Care REITs Industry
- Max
- 8.28%
- Q3
- 6.85%
- Median
- 5.55%
- Q1
- 4.58%
- Min
- 1.56%
WELL’s Dividend Yield of 1.50% is below the typical range for the Health Care REITs industry. This indicates that shareholder returns are likely driven more by potential capital appreciation than by dividend income.
Dividend Payout Ratio (TTM)
EXR
140.88%
Specialized REITs Industry
- Max
- 295.93%
- Q3
- 182.11%
- Median
- 119.31%
- Q1
- 65.42%
- Min
- 43.86%
EXR’s Dividend Payout Ratio of 140.88% is within the typical range for the Specialized REITs industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
WELL
150.35%
Health Care REITs Industry
- Max
- 234.45%
- Q3
- 210.75%
- Median
- 158.46%
- Q1
- 117.20%
- Min
- 0.00%
WELL’s Dividend Payout Ratio of 150.35% is within the typical range for the Health Care REITs industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | EXR | WELL |
|---|---|---|
| Dividend Yield (TTM) | 4.78% | 1.50% |
| Dividend Payout Ratio (TTM) | 140.88% | 150.35% |
Valuation
Price-to-Earnings Ratio (TTM)
EXR
29.47
Specialized REITs Industry
- Max
- 85.59
- Q3
- 64.69
- Median
- 29.09
- Q1
- 18.22
- Min
- 8.79
The P/E Ratio is often not the primary metric for valuation in the Specialized REITs industry.
WELL
100.33
Health Care REITs Industry
- Max
- 96.07
- Q3
- 55.85
- Median
- 27.80
- Q1
- 24.06
- Min
- 14.42
The P/E Ratio is often not the primary metric for valuation in the Health Care REITs industry.
Price-to-Sales Ratio (TTM)
EXR
8.70
Specialized REITs Industry
- Max
- 14.35
- Q3
- 9.60
- Median
- 8.74
- Q1
- 5.61
- Min
- 1.63
EXR’s P/S Ratio of 8.70 aligns with the market consensus for the Specialized REITs industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
WELL
12.22
Health Care REITs Industry
- Max
- 18.19
- Q3
- 10.43
- Median
- 6.09
- Q1
- 4.41
- Min
- 2.67
WELL’s P/S Ratio of 12.22 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)
EXR
2.27
Specialized REITs Industry
- Max
- 11.33
- Q3
- 5.68
- Median
- 2.69
- Q1
- 1.81
- Min
- 0.71
EXR’s P/B Ratio of 2.27 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
2.80
Health Care REITs Industry
- Max
- 2.80
- Q3
- 2.26
- Median
- 1.54
- Q1
- 0.86
- Min
- 0.76
WELL’s P/B Ratio of 2.80 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 | EXR | WELL |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 29.47 | 100.33 |
| Price-to-Sales Ratio (TTM) | 8.70 | 12.22 |
| Price-to-Book Ratio (MRQ) | 2.27 | 2.80 |
| Price-to-Free Cash Flow Ratio (TTM) | 36.60 | 43.37 |