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VTR vs. WELL: A Head-to-Head Stock Comparison

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Here’s a clear look at VTR and WELL, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

Both VTR 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.

SymbolVTRWELL
Company NameVentas, Inc.Welltower Inc.
CountryUnited StatesUnited States
GICS SectorReal EstateReal Estate
GICS IndustryHealth Care REITsHealth Care REITs
Market Capitalization31.96 billion USD119.97 billion USD
ExchangeNYSENYSE
Listing DateMay 5, 1997March 19, 1980
Security TypeREITREIT

Historical Performance

This chart compares the performance of VTR 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.

VTR vs. WELL: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolVTRWELL
5-Day Price Return2.21%4.19%
13-Week Price Return10.83%15.88%
26-Week Price Return2.65%18.88%
52-Week Price Return9.63%40.05%
Month-to-Date Return2.81%5.86%
Year-to-Date Return18.85%41.35%
10-Day Avg. Volume3.53M5.21M
3-Month Avg. Volume3.01M2.98M
3-Month Volatility14.86%18.24%
Beta0.910.92

Profitability

Return on Equity (TTM)

VTR

1.71%

Health Care REITs Industry

Max
10.39%
Q3
6.95%
Median
5.08%
Q1
2.35%
Min
1.71%

VTR’s Return on Equity of 1.71% is in the lower quartile for the Health Care REITs industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

WELL

3.42%

Health Care REITs Industry

Max
10.39%
Q3
6.95%
Median
5.08%
Q1
2.35%
Min
1.71%

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.

VTR vs. WELL: A comparison of their Return on Equity (TTM) against the Health Care REITs industry benchmark.

Net Profit Margin (TTM)

VTR

3.61%

Health Care REITs Industry

Max
58.90%
Q3
41.92%
Median
27.62%
Q1
7.47%
Min
-32.95%

In the Health Care REITs industry, Net Profit Margin is often not the primary profitability metric.

WELL

12.18%

Health Care REITs Industry

Max
58.90%
Q3
41.92%
Median
27.62%
Q1
7.47%
Min
-32.95%

In the Health Care REITs industry, Net Profit Margin is often not the primary profitability metric.

VTR vs. WELL: A comparison of their Net Profit Margin (TTM) against the Health Care REITs industry benchmark.

Operating Profit Margin (TTM)

VTR

14.06%

Health Care REITs Industry

Max
92.65%
Q3
49.54%
Median
38.20%
Q1
14.70%
Min
-22.55%

In the Health Care REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.

WELL

14.52%

Health Care REITs Industry

Max
92.65%
Q3
49.54%
Median
38.20%
Q1
14.70%
Min
-22.55%

In the Health Care REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.

VTR vs. WELL: A comparison of their Operating Profit Margin (TTM) against the Health Care REITs industry benchmark.

Profitability at a Glance

SymbolVTRWELL
Return on Equity (TTM)1.71%3.42%
Return on Assets (TTM)0.74%2.16%
Net Profit Margin (TTM)3.61%12.18%
Operating Profit Margin (TTM)14.06%14.52%
Gross Profit Margin (TTM)42.13%40.56%

Financial Strength

Current Ratio (MRQ)

VTR

0.34

Health Care REITs Industry

Max
2.86
Q3
1.87
Median
1.49
Q1
0.26
Min
0.06

VTR’s Current Ratio of 0.34 aligns with the median group of the Health Care REITs industry, indicating that its short-term liquidity is in line with its sector peers.

WELL

1.92

Health Care REITs Industry

Max
2.86
Q3
1.87
Median
1.49
Q1
0.26
Min
0.06

WELL’s Current Ratio of 1.92 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.

VTR vs. WELL: A comparison of their Current Ratio (MRQ) against the Health Care REITs industry benchmark.

Debt-to-Equity Ratio (MRQ)

VTR

1.10

Health Care REITs Industry

Max
1.14
Q3
1.00
Median
0.95
Q1
0.73
Min
0.35

VTR’s leverage is in the upper quartile of the Health Care REITs industry, with a Debt-to-Equity Ratio of 1.10. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.

WELL

0.45

Health Care REITs Industry

Max
1.14
Q3
1.00
Median
0.95
Q1
0.73
Min
0.35

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.

VTR vs. WELL: A comparison of their Debt-to-Equity Ratio (MRQ) against the Health Care REITs industry benchmark.

Interest Coverage Ratio (TTM)

VTR

1.08

Health Care REITs Industry

Max
5.10
Q3
2.88
Median
1.84
Q1
1.17
Min
0.43

In the lower quartile for the Health Care REITs industry, VTR’s Interest Coverage Ratio of 1.08 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.

WELL

1.96

Health Care REITs Industry

Max
5.10
Q3
2.88
Median
1.84
Q1
1.17
Min
0.43

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.

VTR vs. WELL: A comparison of their Interest Coverage Ratio (TTM) against the Health Care REITs industry benchmark.

Financial Strength at a Glance

SymbolVTRWELL
Current Ratio (MRQ)0.341.92
Quick Ratio (MRQ)0.341.92
Debt-to-Equity Ratio (MRQ)1.100.45
Interest Coverage Ratio (TTM)1.081.96

Growth

Revenue Growth

VTR vs. WELL: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

VTR vs. WELL: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

VTR

2.43%

Health Care REITs Industry

Max
8.56%
Q3
6.40%
Median
6.02%
Q1
3.59%
Min
1.51%

VTR’s Dividend Yield of 2.43% 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.

WELL

1.43%

Health Care REITs Industry

Max
8.56%
Q3
6.40%
Median
6.02%
Q1
3.59%
Min
1.51%

WELL’s Dividend Yield of 1.43% 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.

VTR vs. WELL: A comparison of their Dividend Yield (TTM) against the Health Care REITs industry benchmark.

Dividend Payout Ratio (TTM)

VTR

413.76%

Health Care REITs Industry

Max
234.45%
Q3
218.09%
Median
153.06%
Q1
99.53%
Min
0.00%

At 413.76%, VTR’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Health Care REITs industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.

WELL

150.35%

Health Care REITs Industry

Max
234.45%
Q3
218.09%
Median
153.06%
Q1
99.53%
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.

VTR vs. WELL: A comparison of their Dividend Payout Ratio (TTM) against the Health Care REITs industry benchmark.

Dividend at a Glance

SymbolVTRWELL
Dividend Yield (TTM)2.43%1.43%
Dividend Payout Ratio (TTM)413.76%150.35%

Valuation

Price-to-Earnings Ratio (TTM)

VTR

170.56

Health Care REITs Industry

Max
79.81
Q3
46.18
Median
26.23
Q1
23.21
Min
13.95

The P/E Ratio is often not the primary metric for valuation in the Health Care REITs industry.

WELL

105.33

Health Care REITs Industry

Max
79.81
Q3
46.18
Median
26.23
Q1
23.21
Min
13.95

The P/E Ratio is often not the primary metric for valuation in the Health Care REITs industry.

VTR vs. WELL: A comparison of their Price-to-Earnings Ratio (TTM) against the Health Care REITs industry benchmark.

Price-to-Sales Ratio (TTM)

VTR

6.15

Health Care REITs Industry

Max
20.59
Q3
11.86
Median
7.62
Q1
4.92
Min
3.19

VTR’s P/S Ratio of 6.15 aligns with the market consensus for the Health Care REITs industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

WELL

12.82

Health Care REITs Industry

Max
20.59
Q3
11.86
Median
7.62
Q1
4.92
Min
3.19

WELL’s P/S Ratio of 12.82 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.

VTR vs. WELL: A comparison of their Price-to-Sales Ratio (TTM) against the Health Care REITs industry benchmark.

Price-to-Book Ratio (MRQ)

VTR

2.40

Health Care REITs Industry

Max
2.80
Q3
2.04
Median
1.58
Q1
0.90
Min
0.54

VTR’s P/B Ratio of 2.40 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.

WELL

2.80

Health Care REITs Industry

Max
2.80
Q3
2.04
Median
1.58
Q1
0.90
Min
0.54

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.

VTR vs. WELL: A comparison of their Price-to-Book Ratio (MRQ) against the Health Care REITs industry benchmark.

Valuation at a Glance

SymbolVTRWELL
Price-to-Earnings Ratio (TTM)170.56105.33
Price-to-Sales Ratio (TTM)6.1512.82
Price-to-Book Ratio (MRQ)2.402.80
Price-to-Free Cash Flow Ratio (TTM)34.4345.53