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Stock Comparison

AIV vs WELL

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
AIV
Apartment Investment and Management Company

REIT - Residential

Real EstateNYSE • US
Market Cap$604M
5Y Perf.-12.2%
WELL
Welltower Inc.

REIT - Healthcare Facilities

Real EstateNYSE • US
Market Cap$149.25B
5Y Perf.+320.4%

AIV vs WELL — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
AIV logoAIV
WELL logoWELL
IndustryREIT - ResidentialREIT - Healthcare Facilities
Market Cap$604M$149.25B
Revenue (TTM)$193M$11.63B
Net Income (TTM)$554M$1.43B
Gross Margin55.2%39.1%
Operating Margin66.3%4.4%
Forward P/E1.1x78.4x
Total Debt$0.00$21.38B
Cash & Equiv.$395M$5.03B

AIV vs WELLLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

AIV
WELL
StockMay 20May 26Return
Apartment Investmen… (AIV)10087.8-12.2%
Welltower Inc. (WELL)100420.4+320.4%

Price return only. Dividends and distributions are not included.

Quick Verdict: AIV vs WELL

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: AIV leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Welltower Inc. is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
AIV
Apartment Investment and Management Company
The Real Estate Income Play

AIV carries the broadest edge in this set and is the clearest fit for value and quality.

  • Lower P/E (1.1x vs 78.4x)
  • 287.7% margin vs WELL's 12.3%
  • 68.4% yield, 1-year raise streak, vs WELL's 1.3%
Best for: value and quality
WELL
Welltower Inc.
The Real Estate Income Play

WELL is the clearest fit if your priority is 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%
  • 223.1% 10Y total return vs AIV's 85.0%
Best for: income & stability and growth exposure
See the full category breakdown
CategoryWinnerWhy
GrowthWELL logoWELL35.8% FFO/revenue growth vs AIV's -100.0%
ValueAIV logoAIVLower P/E (1.1x vs 78.4x)
Quality / MarginsAIV logoAIV287.7% margin vs WELL's 12.3%
Stability / SafetyWELL logoWELLBeta 0.13 vs AIV's 0.69
DividendsAIV logoAIV68.4% yield, 1-year raise streak, vs WELL's 1.3%
Momentum (1Y)WELL logoWELL+42.7% vs AIV's -1.4%
Efficiency (ROA)AIV logoAIV29.6% ROA vs WELL's 2.3%, ROIC 4.2% vs 0.5%

AIV vs WELL — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

AIVApartment Investment and Management Company
FY 2025
Operating Portfolio Segment
90.6%$73M
Other Real Estate
9.4%$8M
WELLWelltower Inc.
FY 2025
Senior Housing - Operating
81.1%$8.5B
Triple Net
11.4%$1.2B
Outpatient Medical
7.5%$782M

AIV vs WELL — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLAIVLAGGINGWELL

Income & Cash Flow (Last 12 Months)

AIV leads this category, winning 4 of 6 comparable metrics.

WELL is the larger business by revenue, generating $11.6B annually — 60.4x AIV's $193M. Profitability is closely matched — net margins range from 2.9% (AIV) to 12.3% (WELL). On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.

MetricAIV logoAIVApartment Investm…WELL logoWELLWelltower Inc.
RevenueTrailing 12 months$193M$11.6B
EBITDAEarnings before interest/tax$186M$2.8B
Net IncomeAfter-tax profit$554M$1.4B
Free Cash FlowCash after capex-$230M$2.5B
Gross MarginGross profit ÷ Revenue+55.2%+39.1%
Operating MarginEBIT ÷ Revenue+66.3%+4.4%
Net MarginNet income ÷ Revenue+2.9%+12.3%
FCF MarginFCF ÷ Revenue-119.5%+21.9%
Rev. Growth (YoY)Latest quarter vs prior year-3.4%+40.3%
EPS Growth (YoY)Latest quarter vs prior year+25.9%+22.5%
AIV leads this category, winning 4 of 6 comparable metrics.

Valuation Metrics

AIV leads this category, winning 3 of 3 comparable metrics.

At 1.1x trailing earnings, AIV trades at a 99% valuation discount to WELL's 153.3x P/E. On an enterprise value basis, AIV's 2.1x EV/EBITDA is more attractive than WELL's 66.4x.

MetricAIV logoAIVApartment Investm…WELL logoWELLWelltower Inc.
Market CapShares × price$604M$149.2B
Enterprise ValueMkt cap + debt − cash$209M$165.6B
Trailing P/EPrice ÷ TTM EPS1.11x153.25x
Forward P/EPrice ÷ next-FY EPS est.78.42x
PEG RatioP/E ÷ EPS growth rate
EV / EBITDAEnterprise value multiple2.09x66.40x
Price / SalesMarket cap ÷ Revenue13.99x
Price / BookPrice ÷ Book value/share1.17x3.35x
Price / FCFMarket cap ÷ FCF52.41x
AIV leads this category, winning 3 of 3 comparable metrics.

Profitability & Efficiency

AIV leads this category, winning 7 of 8 comparable metrics.

AIV delivers a 162.9% return on equity — every $100 of shareholder capital generates $163 in annual profit, vs $3 for WELL. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs AIV's 3/9, reflecting strong financial health.

MetricAIV logoAIVApartment Investm…WELL logoWELLWelltower Inc.
ROE (TTM)Return on equity+162.9%+3.5%
ROA (TTM)Return on assets+29.6%+2.3%
ROICReturn on invested capital+4.2%+0.5%
ROCEReturn on capital employed+2.3%+0.6%
Piotroski ScoreFundamental quality 0–937
Debt / EquityFinancial leverage0.49x
Net DebtTotal debt minus cash-$395M$16.3B
Cash & Equiv.Liquid assets$395M$5.0B
Total DebtShort + long-term debt$0$21.4B
Interest CoverageEBIT ÷ Interest expense0.70x0.26x
AIV leads this category, winning 7 of 8 comparable metrics.

Total Returns (Dividends Reinvested)

WELL leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in WELL five years ago would be worth $30,234 today (with dividends reinvested), compared to $12,353 for AIV. Over the past 12 months, WELL leads with a +42.7% total return vs AIV's -1.4%. The 3-year compound annual growth rate (CAGR) favors WELL at 42.5% vs AIV's 1.7% — a key indicator of consistent wealth creation.

MetricAIV logoAIVApartment Investm…WELL logoWELLWelltower Inc.
YTD ReturnYear-to-date-2.4%+14.3%
1-Year ReturnPast 12 months-1.4%+42.7%
3-Year ReturnCumulative with dividends+5.1%+189.5%
5-Year ReturnCumulative with dividends+23.5%+202.3%
10-Year ReturnCumulative with dividends+85.0%+223.1%
CAGR (3Y)Annualised 3-year return+1.7%+42.5%
WELL leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

WELL leads this category, winning 2 of 2 comparable metrics.

WELL is the less volatile stock with a 0.13 beta — it tends to amplify market swings less than AIV's 0.69 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WELL currently trades 97.0% from its 52-week high vs AIV's 48.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricAIV logoAIVApartment Investm…WELL logoWELLWelltower Inc.
Beta (5Y)Sensitivity to S&P 5000.69x0.13x
52-Week HighHighest price in past year$8.87$219.59
52-Week LowLowest price in past year$3.94$142.65
% of 52W HighCurrent price vs 52-week peak+48.6%+97.0%
RSI (14)Momentum oscillator 0–10050.160.2
Avg Volume (50D)Average daily shares traded2.9M2.6M
WELL leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Evenly matched — AIV and WELL each lead in 1 of 2 comparable metrics.

Wall Street rates AIV as "Hold" and WELL as "Buy". Consensus price targets imply 132.0% upside for AIV (target: $10) vs 6.3% for WELL (target: $227). For income investors, AIV offers the higher dividend yield at 68.35% vs WELL's 1.30%.

MetricAIV logoAIVApartment Investm…WELL logoWELLWelltower Inc.
Analyst RatingConsensus buy/hold/sellHoldBuy
Price TargetConsensus 12-month target$10.00$226.50
# AnalystsCovering analysts334
Dividend YieldAnnual dividend ÷ price+68.4%+1.3%
Dividend StreakConsecutive years of raises12
Dividend / ShareAnnual DPS$2.95$2.76
Buyback YieldShare repurchases ÷ mkt cap+0.0%0.0%
Evenly matched — AIV and WELL each lead in 1 of 2 comparable metrics.
Key Takeaway

AIV leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). WELL leads in 2 (Total Returns, Risk & Volatility). 1 tied.

Best OverallApartment Investment and Ma… (AIV)Leads 3 of 6 categories
Loading custom metrics...

AIV vs WELL: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is AIV 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 -100. 0% for Apartment Investment and Management Company (AIV). Apartment Investment and Management Company (AIV) offers the better valuation at 1. 1x trailing P/E, making it the more compelling value choice. Analysts rate Welltower Inc. (WELL) a "Buy" — based on 34 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.

02

Which has the better valuation — AIV or WELL?

On trailing P/E, Apartment Investment and Management Company (AIV) is the cheapest at 1.

1x versus Welltower Inc. at 153. 3x.

03

Which is the better long-term investment — AIV or WELL?

Over the past 5 years, Welltower Inc.

(WELL) delivered a total return of +202. 3%, compared to +23. 5% for Apartment Investment and Management Company (AIV). Over 10 years, the gap is even starker: WELL returned +223. 1% versus AIV's +85. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — AIV or WELL?

By beta (market sensitivity over 5 years), Welltower Inc.

(WELL) is the lower-risk stock at 0. 13β versus Apartment Investment and Management Company's 0. 69β — meaning AIV is approximately 416% more volatile than WELL relative to the S&P 500.

05

Which is growing faster — AIV or WELL?

By revenue growth (latest reported year), Welltower Inc.

(WELL) is pulling ahead at 35. 8% versus -100. 0% for Apartment Investment and Management Company (AIV). On earnings-per-share growth, the picture is similar: Apartment Investment and Management Company grew EPS 623. 0% year-over-year, compared to -11. 5% for Welltower Inc.. 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.

06

Which has better profit margins — AIV or WELL?

Apartment Investment and Management Company (AIV) is the more profitable company, earning 287.

7% net margin versus 8. 8% for Welltower Inc. — meaning it keeps 287. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AIV leads at 66. 3% versus 3. 3% for WELL. At the gross margin level — before operating expenses — AIV leads at 55. 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.

07

Is AIV or WELL more undervalued right now?

Analyst consensus price targets imply the most upside for AIV: 132.

0% to $10. 00.

08

Which pays a better dividend — AIV or WELL?

All stocks in this comparison pay dividends.

Apartment Investment and Management Company (AIV) offers the highest yield at 68. 4%, versus 1. 3% for Welltower Inc. (WELL).

09

Is AIV 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, +223. 1% 10Y return). Both have compounded well over 10 years (WELL: +223. 1%, AIV: +85. 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.

10

What are the main differences between AIV 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: AIV is a small-cap deep-value 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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  • Dividend Yield > 27.3%
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WELL

High-Growth Compounder

  • Sector: Real Estate
  • Market Cap > $100B
  • Revenue Growth > 20%
  • Net Margin > 7%
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Beat Both

Find stocks that outperform AIV and WELL on the metrics below

Revenue Growth>
%
(AIV: -3.4% · WELL: 40.3%)
Net Margin>
%
(AIV: 287.7% · WELL: 12.3%)
P/E Ratio<
x
(AIV: 1.1x · WELL: 153.3x)

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