WELL vs. WY: Welltower vs. Weyerhaeuser Stock Comparison

Company Profile

Welltower (WELL) and Weyerhaeuser (WY) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but WELL is classified in Health Care REITs while WY is classified in Specialized REITs.

Both Welltower (WELL) and Weyerhaeuser (WY) 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 Welltower (WELL) at 3.92% and Weyerhaeuser (WY) at 4.81% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Neither Welltower (WELL) in Equity Real Estate Investment Trusts (REITs) nor Weyerhaeuser (WY) 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 Welltower (WELL) in Equity Real Estate Investment Trusts (REITs) and Weyerhaeuser (WY) 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

Welltower (WELL) at 35.82% delivers above-range revenue growth, while Weyerhaeuser (WY) at -3.07% falls into the bottom quartile — a wide split in revenue momentum.

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

Growth Metrics

Financial Strength

Both Welltower (WELL) at 1.66 and Weyerhaeuser (WY) at 1.82 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

Both Welltower (WELL) at 0.42 and Weyerhaeuser (WY) at 0.57 keep leverage in the lower quartile of their industries, with less balance-sheet debt relative to equity than most peers.

Financial Strength Metrics

Dividends

Weyerhaeuser (WY) at 3.88% 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 Welltower (WELL) in Equity Real Estate Investment Trusts (REITs) nor Weyerhaeuser (WY) 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 Welltower (WELL) in Equity Real Estate Investment Trusts (REITs) or Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Weyerhaeuser (WY) at 2.16 looks cheap on sales in the lower P/S ratio quartile, while Welltower (WELL) at 13.03 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

Weyerhaeuser (WY) at 1.61 is valued about in line with its industry on P/B ratio, while Welltower (WELL) at 3.69 carries an above-peer premium to book — WELL is pricier on assets.

Valuation Metrics