ACRE
Ares Commercial Real Estate Corporation
REIT - Mortgage
Market Cap$287M
5Y Perf.-29.9%
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Stock Comparison
ACRE vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$151.66B
5Y Perf.+327.2%
ACRE vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ACRE | WELL |
|---|---|---|
| Industry | REIT - Mortgage | REIT - Healthcare Facilities |
| Market Cap | $287M | $151.66B |
| Revenue (TTM) | $56M | $11.63B |
| Net Income (TTM) | $-902K | $1.43B |
| Gross Margin | 75.1% | 39.1% |
| Operating Margin | 60.4% | 4.4% |
| Forward P/E | 16.9x | 79.7x |
| Total Debt | $1.05B | $21.38B |
| Cash & Equiv. | $29M | $5.03B |
ACRE vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ACRE
WELL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Ares Commercial Rea… (ACRE) | 100 | 70.1 | -29.9% |
| Welltower Inc. (WELL) | 100 | 427.2 | +327.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ACRE vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WELL leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Ares Commercial Real Estate Corporation is the stronger pick specifically for valuation and capital efficiency and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
ACRE
Ares Commercial Real Estate Corporation
The Real Estate Income Play
ACRE is the clearest fit if your priority is value and dividends.
- Lower P/E (16.9x vs 79.7x)
- 13.6% yield, vs WELL's 1.3%
Best for: value and dividends
WELL
Welltower Inc.
The Real Estate Income Play
WELL carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 0.13, yield 1.3%
- Rev growth 35.8%, EPS growth -11.5%, 3Y rev CAGR 22.7%
- 233.9% 10Y total return vs ACRE's 45.0%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WELL | 35.8% FFO/revenue growth vs ACRE's -2.8% |
| Value | ACRE | Lower P/E (16.9x vs 79.7x) |
| Quality / Margins | WELL | 12.3% margin vs ACRE's -1.6% |
| Stability / Safety | WELL | Beta 0.13 vs ACRE's 0.99, lower leverage |
| Dividends | ACRE | 13.6% yield, vs WELL's 1.3% |
| Momentum (1Y) | WELL | +45.8% vs ACRE's +41.3% |
| Efficiency (ROA) | WELL | 2.3% ROA vs ACRE's -0.1%, ROIC 0.5% vs 2.9% |
ACRE vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
ACRE vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLACRELAGGINGWELL
WELLWelltower Inc.
2leads
ACREAres Commercial Real …
3leads
6 Total Categories
CATEGORYLEADERvs WELLMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
ACRE5/6
Valuation MetricsMultiples, price ratios, and targets
ACRE6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
ACRE5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL6/6
Risk & VolatilityBeta, volatility, and downside exposure
WELL2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
ACRE leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 206.9x ACRE's $56M. WELL is the more profitable business, keeping 12.3% of every revenue dollar as net income compared to ACRE's -1.6%. On growth, ACRE holds the edge at +60.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ACREAres Commercial R… | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $56M | $11.6B |
| EBITDAEarnings before interest/tax | $40M | $2.8B |
| Net IncomeAfter-tax profit | -$902,000 | $1.4B |
| Free Cash FlowCash after capex | $21M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +75.1% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +60.4% | +4.4% |
| Net MarginNet income ÷ Revenue | -1.6% | +12.3% |
| FCF MarginFCF ÷ Revenue | +37.5% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +60.8% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +65.0% | +22.5% |
ACRE leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
ACRE leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, ACRE's 18.6x EV/EBITDA is more attractive than WELL's 67.4x.
| Metric | ACREAres Commercial R… | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $287M | $151.7B |
| Enterprise ValueMkt cap + debt − cash | $1.3B | $168.0B |
| Trailing P/EPrice ÷ TTM EPS | -318.29x | 155.73x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.89x | 79.69x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 18.60x | 67.37x |
| Price / SalesMarket cap ÷ Revenue | 3.37x | 14.22x |
| Price / BookPrice ÷ Book value/share | 0.56x | 3.40x |
| Price / FCFMarket cap ÷ FCF | 13.45x | 53.25x |
ACRE leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
ACRE leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
WELL delivers a 3.5% return on equity — every $100 of shareholder capital generates $3 in annual profit, vs $-0 for ACRE. WELL carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to ACRE's 2.06x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs ACRE's 5/9, reflecting strong financial health.
| Metric | ACREAres Commercial R… | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | -0.2% | +3.5% |
| ROA (TTM)Return on assets | -0.1% | +2.3% |
| ROICReturn on invested capital | +2.9% | +0.5% |
| ROCEReturn on capital employed | +5.2% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 2.06x | 0.49x |
| Net DebtTotal debt minus cash | -$29M | $16.3B |
| Cash & Equiv.Liquid assets | $29M | $5.0B |
| Total DebtShort + long-term debt | $1.0B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 0.95x | 0.26x |
ACRE leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
WELL leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WELL five years ago would be worth $31,193 today (with dividends reinvested), compared to $7,177 for ACRE. Over the past 12 months, WELL leads with a +45.8% total return vs ACRE's +41.3%. The 3-year compound annual growth rate (CAGR) favors WELL at 43.3% vs ACRE's -0.8% — a key indicator of consistent wealth creation.
| Metric | ACREAres Commercial R… | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +13.5% | +16.2% |
| 1-Year ReturnPast 12 months | +41.3% | +45.8% |
| 3-Year ReturnCumulative with dividends | -2.3% | +194.0% |
| 5-Year ReturnCumulative with dividends | -28.2% | +211.9% |
| 10-Year ReturnCumulative with dividends | +45.0% | +233.9% |
| CAGR (3Y)Annualised 3-year return | -0.8% | +43.3% |
WELL leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
WELL leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WELL is the less volatile stock with a 0.13 beta — it tends to amplify market swings less than ACRE's 0.99 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WELL currently trades 98.6% from its 52-week high vs ACRE's 88.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ACREAres Commercial R… | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.99x | 0.13x |
| 52-Week HighHighest price in past year | $5.89 | $219.59 |
| 52-Week LowLowest price in past year | $4.05 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +88.6% | +98.6% |
| RSI (14)Momentum oscillator 0–100 | 52.4 | 57.6 |
| Avg Volume (50D)Average daily shares traded | 392K | 2.6M |
WELL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — ACRE and WELL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates ACRE as "Buy" and WELL as "Buy". Consensus price targets imply 4.6% upside for WELL (target: $227) vs -4.2% for ACRE (target: $5). For income investors, ACRE offers the higher dividend yield at 13.62% vs WELL's 1.28%.
| Metric | ACREAres Commercial R… | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $5.00 | $226.50 |
| # AnalystsCovering analysts | 13 | 34 |
| Dividend YieldAnnual dividend ÷ price | +13.6% | +1.3% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $0.71 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Evenly matched — ACRE and WELL each lead in 1 of 2 comparable metrics.
Key Takeaway
ACRE leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). WELL leads in 2 (Total Returns, Risk & Volatility). 1 tied.
Best OverallAres Commercial Real Estate… (ACRE)Leads 3 of 6 categories
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ACRE vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ACRE or WELL a better buy right now?
For growth investors, Welltower Inc.
(WELL) is the stronger pick with 35. 8% revenue growth year-over-year, versus -2. 8% for Ares Commercial Real Estate Corporation (ACRE). Welltower Inc. (WELL) offers the better valuation at 155. 7x trailing P/E (79. 7x forward), making it the more compelling value choice. Analysts rate Ares Commercial Real Estate Corporation (ACRE) a "Buy" — based on 13 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 — ACRE or WELL?
On forward P/E, Ares Commercial Real Estate Corporation is actually cheaper at 16.
9x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — ACRE or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +211. 9%, compared to -28. 2% for Ares Commercial Real Estate Corporation (ACRE). Over 10 years, the gap is even starker: WELL returned +233. 9% versus ACRE's +45. 0%. 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 — ACRE or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus Ares Commercial Real Estate Corporation's 0. 99β — meaning ACRE is approximately 647% more volatile than WELL relative to the S&P 500. On balance sheet safety, Welltower Inc. (WELL) carries a lower debt/equity ratio of 49% versus 2% for Ares Commercial Real Estate Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — ACRE or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus -2. 8% for Ares Commercial Real Estate Corporation (ACRE). On earnings-per-share growth, the picture is similar: Ares Commercial Real Estate Corporation grew EPS 97. 4% year-over-year, compared to -11. 5% for Welltower Inc.. Over a 3-year CAGR, WELL leads at 22. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ACRE or WELL?
Welltower Inc.
(WELL) is the more profitable company, earning 8. 8% net margin versus -1. 1% for Ares Commercial Real Estate Corporation — meaning it keeps 8. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ACRE leads at 72. 4% versus 3. 3% for WELL. At the gross margin level — before operating expenses — ACRE leads at 67. 2%, 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.
07Is ACRE or WELL more undervalued right now?
On forward earnings alone, Ares Commercial Real Estate Corporation (ACRE) trades at 16.
9x forward P/E versus 79. 7x for Welltower Inc. — 62. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WELL: 4. 6% to $226. 50.
08Which pays a better dividend — ACRE or WELL?
All stocks in this comparison pay dividends.
Ares Commercial Real Estate Corporation (ACRE) offers the highest yield at 13. 6%, versus 1. 3% for Welltower Inc. (WELL).
09Is ACRE or WELL better for a retirement portfolio?
For long-horizon retirement investors, Welltower Inc.
(WELL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 13), 1. 3% yield, +233. 9% 10Y return). Both have compounded well over 10 years (WELL: +233. 9%, ACRE: +45. 0%), 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.
10What are the main differences between ACRE and WELL?
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: ACRE is a small-cap income-oriented stock; WELL is a mid-cap high-growth stock. 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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