Comprehensive Stock Comparison
Compare Strawberry Fields REIT LLC (STRW) vs Ventas, Inc. (VTR) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | VTR | 18.5% revenue growth vs STRW's 17.3% |
| Value | STRW | Lower P/E (16.4x vs 114.3x) |
| Quality / Margins | STRW | 4.8% net margin vs VTR's 4.3% |
| Stability / Safety | VTR | Beta 0.23 vs STRW's 0.53, lower leverage |
| Dividends | STRW | 4.4% yield; 2-year raise streak; VTR pays no meaningful dividend |
| Momentum (1Y) | VTR | +27.3% vs STRW's +14.3% |
| Efficiency (ROA) | VTR | 0.9% ROA vs STRW's 0.8%, ROIC 2.5% vs 7.2% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Strawberry Fields REIT is a real estate investment trust that owns and leases skilled nursing facilities and other post-acute healthcare properties. It generates revenue primarily through long-term triple-net leases—where tenants cover property expenses—with healthcare operators, creating stable rental income streams. The company's moat lies in its specialized healthcare real estate portfolio and triple-net lease structure that transfers operational risks to tenants while providing predictable cash flows.
Ventas is a healthcare-focused real estate investment trust that owns and operates senior housing communities, medical office buildings, and life science research facilities. It generates revenue primarily through rental income from its diversified portfolio — roughly 60% from senior housing, 25% from medical office buildings, and 15% from life science and hospital properties. The company's competitive advantage lies in its scale, diversified healthcare property portfolio, and long-term relationships with leading healthcare operators across multiple care settings.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
STRW leads in 4 of 6 categories (Financial Metrics, Valuation Metrics). VTR leads in 2 (Total Returns, Risk & Volatility).
Financial Metrics (TTM)
VTR is the larger business by revenue, generating $5.6B annually — 38.2x STRW's $145M. Profitability is closely matched — net margins range from 4.8% (STRW) to 4.3% (VTR). On growth, STRW holds the edge at +34.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | STRWStrawberry Fields… | VTRVentas, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $145M | $5.6B |
| EBITDAEarnings before interest/tax | $123M | $2.2B |
| Net IncomeAfter-tax profit | $7M | $238M |
| Free Cash FlowCash after capex | $88M | $1.2B |
| Gross MarginGross profit ÷ Revenue | +81.4% | +42.0% |
| Operating MarginEBIT ÷ Revenue | +54.3% | +14.7% |
| Net MarginNet income ÷ Revenue | +4.8% | +4.3% |
| FCF MarginFCF ÷ Revenue | +60.7% | +20.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +34.8% | +20.4% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.7% | +2.1% |
Valuation Metrics
At 22.5x trailing earnings, STRW trades at a 86% valuation discount to VTR's 159.6x P/E. On an enterprise value basis, STRW's 8.3x EV/EBITDA is more attractive than VTR's 24.1x.
| Metric | STRWStrawberry Fields… | VTRVentas, Inc. |
|---|---|---|
| Market CapShares × price | $168M | $40.4B |
| Enterprise ValueMkt cap + debt − cash | $791M | $53.1B |
| Trailing P/EPrice ÷ TTM EPS | 22.46x | 159.56x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.41x | 114.29x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 8.29x | 24.07x |
| Price / SalesMarket cap ÷ Revenue | 1.43x | 6.93x |
| Price / BookPrice ÷ Book value/share | 1.09x | 3.08x |
| Price / FCFMarket cap ÷ FCF | 4.75x | 31.53x |
Profitability & Efficiency
STRW delivers a 11.2% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $2 for VTR. VTR carries lower financial leverage with a 1.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to STRW's 8.04x.
| Metric | STRWStrawberry Fields… | VTRVentas, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +11.2% | +1.9% |
| ROA (TTM)Return on assets | +0.8% | +0.9% |
| ROICReturn on invested capital | +7.2% | +2.5% |
| ROCEReturn on capital employed | +9.0% | +3.2% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 7 |
| Debt / EquityFinancial leverage | 8.04x | 1.04x |
| Net DebtTotal debt minus cash | $623M | $12.6B |
| Cash & Equiv.Liquid assets | $48M | $786M |
| Total DebtShort + long-term debt | $672M | $13.4B |
| Interest CoverageEBIT ÷ Interest expense | 1.82x | 1.35x |
Total Returns (with DRIP)
A $10,000 investment in VTR five years ago would be worth $18,063 today (with dividends reinvested), compared to $14,470 for STRW. Over the past 12 months, VTR leads with a +27.3% total return vs STRW's +14.3%. The 3-year compound annual growth rate (CAGR) favors VTR at 23.5% vs STRW's 21.6% — a key indicator of consistent wealth creation.
| Metric | STRWStrawberry Fields… | VTRVentas, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -1.4% | +11.4% |
| 1-Year ReturnPast 12 months | +14.3% | +27.3% |
| 3-Year ReturnCumulative with dividends | +79.8% | +88.4% |
| 5-Year ReturnCumulative with dividends | +44.7% | +80.6% |
| 10-Year ReturnCumulative with dividends | +44.7% | +97.3% |
| CAGR (3Y)Annualised 3-year return | +21.6% | +23.5% |
Risk & Volatility
VTR is the less volatile stock with a 0.23 beta — it tends to amplify market swings less than STRW's 0.53 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. VTR currently trades 98.1% from its 52-week high vs STRW's 91.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | STRWStrawberry Fields… | VTRVentas, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.53x | 0.23x |
| 52-Week HighHighest price in past year | $14.00 | $87.87 |
| 52-Week LowLowest price in past year | $8.70 | $60.15 |
| % of 52W HighCurrent price vs 52-week peak | +91.4% | +98.1% |
| RSI (14)Momentum oscillator 0–100 | 48.8 | 77.7 |
| Avg Volume (50D)Average daily shares traded | 22K | 2.3M |
Analyst Outlook
Wall Street rates STRW as "Buy" and VTR as "Buy". Consensus price targets imply 19.8% upside for STRW (target: $15) vs 2.9% for VTR (target: $89). STRW is the only dividend payer here at 4.42% yield — a key consideration for income-focused portfolios.
| Metric | STRWStrawberry Fields… | VTRVentas, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $15.33 | $88.70 |
| # AnalystsCovering analysts | 2 | 32 |
| Dividend YieldAnnual dividend ÷ price | +4.4% | — |
| Dividend StreakConsecutive years of raises | 2 | 0 |
| Dividend / ShareAnnual DPS | $0.57 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.5% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Sep 22 | Feb 26 | Change |
|---|---|---|---|
| Strawberry Fields R… (STRW) | 100 | 132.5 | +32.5% |
| Ventas, Inc. (VTR) | 100 | 190.62 | +90.6% |
Ventas, Inc. (VTR) returned +81% over 5 years vs Strawberry Fields R… (STRW)'s +45%. A $10,000 investment in VTR 5 years ago would be worth $18,063 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Strawberry Fields R… (STRW) | $84M | $117M | +39.2% |
| Ventas, Inc. (VTR) | $3.4B | $5.8B | +69.4% |
Ventas, Inc.'s revenue grew from $3.4B (2016) to $5.8B (2025) — a 6.0% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Strawberry Fields R… (STRW) | 14.1% | 3.5% | -75.3% |
| Ventas, Inc. (VTR) | 18.9% | 4.3% | -77.1% |
Ventas, Inc.'s net margin went from 19% (2016) to 4% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| Strawberry Fields R… (STRW) | 26.6 | 18.5 | -30.5% |
| Ventas, Inc. (VTR) | 15.9 | 143.3 | +801.3% |
Strawberry Fields REIT LLC has traded in a 19x–27x P/E range over 3 years; current trailing P/E is ~22x. Ventas, Inc. has traded in a 16x–393x P/E range over 7 years; current trailing P/E is ~160x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Strawberry Fields R… (STRW) | -2.06 | 0.57 | +127.7% |
| Ventas, Inc. (VTR) | 1.86 | 0.54 | -71.0% |
Ventas, Inc.'s EPS grew from $1.86 (2016) to $0.54 (2025) — a -13% CAGR.
Chart 6Free Cash Flow — 5 Years
Strawberry Fields REIT LLC generated $35M FCF in 2024 (-21% vs 2021). Ventas, Inc. generated $1B FCF in 2025 (+116% vs 2021).
STRW vs VTR: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is STRW or VTR a better buy right now?
Strawberry Fields REIT LLC (STRW) offers the better valuation at 22.5x trailing P/E (16.4x forward), making it the more compelling value choice. Analysts rate Strawberry Fields REIT LLC (STRW) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — STRW or VTR?
On trailing P/E, Strawberry Fields REIT LLC (STRW) is the cheapest at 22.5x versus Ventas, Inc. at 159.6x. On forward P/E, Strawberry Fields REIT LLC is actually cheaper at 16.4x.
03Which is the better long-term investment — STRW or VTR?
Over the past 5 years, Ventas, Inc. (VTR) delivered a total return of +80.6%, compared to +44.7% for Strawberry Fields REIT LLC (STRW). A $10,000 investment in VTR five years ago would be worth approximately $18K today (assuming dividends reinvested). Over 10 years, the gap is even starker: VTR returned +97.3% versus STRW's +44.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — STRW or VTR?
By beta (market sensitivity over 5 years), Ventas, Inc. (VTR) is the lower-risk stock at 0.23β versus Strawberry Fields REIT LLC's 0.53β — meaning STRW is approximately 130% more volatile than VTR relative to the S&P 500. On balance sheet safety, Ventas, Inc. (VTR) carries a lower debt/equity ratio of 104% versus 8% for Strawberry Fields REIT LLC — giving it more financial flexibility in a downturn.
05Which has better profit margins — STRW or VTR?
Ventas, Inc. (VTR) is the more profitable company, earning 4.3% net margin versus 3.5% for Strawberry Fields REIT LLC — meaning it keeps 4.3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: STRW leads at 52.4% versus 14.2% for VTR. At the gross margin level — before operating expenses — STRW leads at 87.0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is STRW or VTR more undervalued right now?
On forward earnings alone, Strawberry Fields REIT LLC (STRW) trades at 16.4x forward P/E versus 114.3x for Ventas, Inc. — 97.9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for STRW: 19.8% to $15.33.
07Which pays a better dividend — STRW or VTR?
In this comparison, STRW (4.4% yield) pays a dividend. VTR does not pay a meaningful dividend and should not be held primarily for income.
08Is STRW or VTR better for a retirement portfolio?
For long-horizon retirement investors, Strawberry Fields REIT LLC (STRW) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.53), 4.4% yield). Both have compounded well over 10 years (STRW: +44.7%, VTR: +97.3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between STRW and VTR?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: STRW is a small-cap income-oriented stock; VTR is a mid-cap quality compounder stock. STRW pays a dividend while VTR does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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