ALEX
Alexander & Baldwin, Inc.
REIT - Retail
Market Cap$1.52B
5Y Perf.+82.6%
Compare Stocks
4 / 10Try these comparisons:
Stock Comparison
ALEX vs WELL vs VTR vs UE
Revenue, margins, valuation, and 5-year total return — side by side.
WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$150.37B
5Y Perf.+308.8%
VTR
Ventas, Inc.
REIT - Healthcare Facilities
Market Cap$41.50B
5Y Perf.+146.5%
UE
Urban Edge Properties
REIT - Diversified
Market Cap$2.72B
5Y Perf.+117.9%
ALEX vs WELL vs VTR vs UE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ALEX | WELL | VTR | UE |
|---|---|---|---|---|
| Industry | REIT - Retail | REIT - Healthcare Facilities | REIT - Healthcare Facilities | REIT - Diversified |
| Market Cap | $1.52B | $150.37B | $41.50B | $2.72B |
| Revenue (TTM) | $207M | $11.63B | $6.13B | $486M |
| Net Income (TTM) | $65M | $1.43B | $260M | $108M |
| Gross Margin | 46.5% | 39.1% | -4.3% | 25.3% |
| Operating Margin | 41.8% | 4.4% | 13.4% | 29.0% |
| Forward P/E | 31.1x | 79.6x | 119.0x | 44.0x |
| Total Debt | $506M | $21.38B | $13.22B | $1.67B |
| Cash & Equiv. | $11M | $5.03B | $741M | $49M |
ALEX vs WELL vs VTR vs UE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ALEX
WELL
VTR
UE
| Stock | May 20 | Mar 26 | Return |
|---|---|---|---|
| Alexander & Baldwin… (ALEX) | 100 | 182.6 | +82.6% |
| Welltower Inc. (WELL) | 100 | 408.8 | +308.8% |
| Ventas, Inc. (VTR) | 100 | 246.5 | +146.5% |
| Urban Edge Properti… (UE) | 100 | 217.9 | +117.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ALEX vs WELL vs VTR vs UE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: ALEX 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.
ALEX
Alexander & Baldwin, Inc.
The Real Estate Income Play
ALEX carries the broadest edge in this set and is the clearest fit for income & stability.
- Dividend streak 5 yrs, beta 0.28, yield 4.3%
- Lower P/E (31.1x vs 119.0x)
- 31.3% margin vs VTR's 4.2%
- 4.3% yield, 5-year raise streak, vs WELL's 1.3%
Best for: income & stability
WELL
Welltower Inc.
The Real Estate Income Play
WELL is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.
- 225.2% 10Y total return vs ALEX's 75.5%
- Lower volatility, beta 0.15, Low D/E 49.5%, current ratio 5.34x
- Beta 0.15, yield 1.3%, current ratio 5.34x
- 35.8% FFO/revenue growth vs ALEX's -12.7%
Best for: long-term compounding and sleep-well-at-night
VTR
Ventas, Inc.
The Real Estate Income Play
VTR is the clearest fit if your priority is growth exposure.
- Rev growth 18.5%, EPS growth 184.2%, 3Y rev CAGR 12.2%
Best for: growth exposure
UE
Urban Edge Properties
The REIT Holding
UE lags the leaders in this set but could rank higher in a more targeted comparison.
Best for: real estate exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WELL | 35.8% FFO/revenue growth vs ALEX's -12.7% |
| Value | ALEX | Lower P/E (31.1x vs 119.0x) |
| Quality / Margins | ALEX | 31.3% margin vs VTR's 4.2% |
| Stability / Safety | WELL | Beta 0.15 vs UE's 0.47, lower leverage |
| Dividends | ALEX | 4.3% yield, 5-year raise streak, vs WELL's 1.3% |
| Momentum (1Y) | WELL | +46.7% vs UE's +21.6% |
| Efficiency (ROA) | ALEX | 3.9% ROA vs VTR's 1.0%, ROIC 3.5% vs 2.5% |
ALEX vs WELL vs VTR vs UE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
FY 2025
FY 2025
ALEX vs WELL vs VTR vs UE — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLALEXLAGGINGUE
Who Leads Where
ALEX leads in 3 of 6 categories
WELL leads 1 • VTR leads 0 • UE leads 0 • 2 tied
Explore the data ↓UEUrban Edge Properties
0leads
VTRVentas, Inc.
0leads
WELLWelltower Inc.
1leads
ALEXAlexander & Baldwin, …
3leads
6 Total Categories
CATEGORYLEADERvs WELLvs VTRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
ALEX3/6
Valuation MetricsMultiples, price ratios, and targets
Tied
—
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
ALEX6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
ALEX2/2
Income & Cash Flow (Last 12 Months)
ALEX leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 56.3x ALEX's $207M. ALEX is the more profitable business, keeping 31.3% of every revenue dollar as net income compared to VTR's 4.2%. On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ALEXAlexander & Baldw… | WELLWelltower Inc. | VTRVentas, Inc. | UEUrban Edge Proper… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $207M | $11.6B | $6.1B | $486M |
| EBITDAEarnings before interest/tax | $110M | $2.8B | $2.3B | $276M |
| Net IncomeAfter-tax profit | $65M | $1.4B | $260M | $108M |
| Free Cash FlowCash after capex | $27M | $2.5B | $1.4B | $189M |
| Gross MarginGross profit ÷ Revenue | +46.5% | +39.1% | -4.3% | +25.3% |
| Operating MarginEBIT ÷ Revenue | +41.8% | +4.4% | +13.4% | +29.0% |
| Net MarginNet income ÷ Revenue | +31.3% | +12.3% | +4.2% | +22.2% |
| FCF MarginFCF ÷ Revenue | +13.2% | +21.9% | +22.4% | +38.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -18.4% | +40.3% | +22.0% | +12.2% |
| EPS Growth (YoY)Latest quarter vs prior year | -69.5% | +22.5% | 0.0% | +157.1% |
ALEX leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
Evenly matched — ALEX and UE each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 23.4x trailing earnings, ALEX trades at a 86% valuation discount to VTR's 161.6x P/E. On an enterprise value basis, UE's 16.3x EV/EBITDA is more attractive than WELL's 66.9x.
| Metric | ALEXAlexander & Baldw… | WELLWelltower Inc. | VTRVentas, Inc. | UEUrban Edge Proper… |
|---|---|---|---|---|
| Market CapShares × price | $1.5B | $150.4B | $41.5B | $2.7B |
| Enterprise ValueMkt cap + debt − cash | $2.0B | $166.7B | $54.0B | $4.3B |
| Trailing P/EPrice ÷ TTM EPS | 23.42x | 154.41x | 161.64x | 29.20x |
| Forward P/EPrice ÷ next-FY EPS est. | 31.10x | 79.65x | 119.03x | 44.00x |
| PEG RatioP/E ÷ EPS growth rate | 0.37x | — | — | — |
| EV / EBITDAEnterprise value multiple | 23.32x | 66.86x | 24.47x | 16.34x |
| Price / SalesMarket cap ÷ Revenue | 7.34x | 14.10x | 7.11x | 5.77x |
| Price / BookPrice ÷ Book value/share | 1.54x | 3.38x | 3.21x | 1.98x |
| Price / FCFMarket cap ÷ FCF | 55.58x | 52.80x | 31.52x | 14.90x |
Evenly matched — ALEX and UE each lead in 3 of 6 comparable metrics.
Profitability & Efficiency
ALEX leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
UE delivers a 7.8% return on equity — every $100 of shareholder capital generates $8 in annual profit, vs $2 for VTR. WELL carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to UE's 1.21x. On the Piotroski fundamental quality scale (0–9), UE scores 8/9 vs VTR's 6/9, reflecting strong financial health.
| Metric | ALEXAlexander & Baldw… | WELLWelltower Inc. | VTRVentas, Inc. | UEUrban Edge Proper… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +6.4% | +3.5% | +2.1% | +7.8% |
| ROA (TTM)Return on assets | +3.9% | +2.3% | +1.0% | +3.2% |
| ROICReturn on invested capital | +3.5% | +0.5% | +2.5% | +3.2% |
| ROCEReturn on capital employed | +4.5% | +0.6% | +3.2% | +3.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 | 6 | 8 |
| Debt / EquityFinancial leverage | 0.51x | 0.49x | 1.05x | 1.21x |
| Net DebtTotal debt minus cash | $495M | $16.3B | $12.5B | $1.6B |
| Cash & Equiv.Liquid assets | $11M | $5.0B | $741M | $49M |
| Total DebtShort + long-term debt | $506M | $21.4B | $13.2B | $1.7B |
| Interest CoverageEBIT ÷ Interest expense | 3.13x | 0.26x | 1.40x | 2.28x |
ALEX leads this category, winning 6 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 $30,610 today (with dividends reinvested), compared to $13,132 for UE. Over the past 12 months, WELL leads with a +46.7% total return vs UE's +21.6%. The 3-year compound annual growth rate (CAGR) favors WELL at 42.9% vs ALEX's 8.3% — a key indicator of consistent wealth creation.
| Metric | ALEXAlexander & Baldw… | WELLWelltower Inc. | VTRVentas, Inc. | UEUrban Edge Proper… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | +0.9% | +15.2% | +13.5% | +14.2% |
| 1-Year ReturnPast 12 months | +24.8% | +46.7% | +36.1% | +21.6% |
| 3-Year ReturnCumulative with dividends | +26.9% | +191.6% | +95.8% | +63.7% |
| 5-Year ReturnCumulative with dividends | +37.1% | +206.1% | +75.6% | +31.3% |
| 10-Year ReturnCumulative with dividends | +75.5% | +225.2% | +66.1% | +4.6% |
| CAGR (3Y)Annualised 3-year return | +8.3% | +42.9% | +25.1% | +17.9% |
WELL leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — ALEX and VTR each lead in 1 of 2 comparable metrics.
Risk & Volatility
VTR is the less volatile stock with a -0.01 beta — it tends to amplify market swings less than UE's 0.47 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ALEXAlexander & Baldw… | WELLWelltower Inc. | VTRVentas, Inc. | UEUrban Edge Proper… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.28x | 0.15x | -0.01x | 0.47x |
| 52-Week HighHighest price in past year | $21.02 | $219.59 | $88.50 | $22.26 |
| 52-Week LowLowest price in past year | $15.07 | $142.65 | $61.76 | $17.46 |
| % of 52W HighCurrent price vs 52-week peak | +99.1% | +97.7% | +98.6% | +97.1% |
| RSI (14)Momentum oscillator 0–100 | 65.1 | 54.5 | 55.8 | 61.3 |
| Avg Volume (50D)Average daily shares traded | 1.7M | 2.6M | 3.5M | 887K |
Evenly matched — ALEX and VTR each lead in 1 of 2 comparable metrics.
Analyst Outlook
ALEX leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: ALEX as "Buy", WELL as "Buy", VTR as "Buy", UE as "Hold". Consensus price targets imply 8.7% upside for WELL (target: $233) vs -2.8% for UE (target: $21). For income investors, ALEX offers the higher dividend yield at 4.32% vs WELL's 1.29%.
| Metric | ALEXAlexander & Baldw… | WELLWelltower Inc. | VTRVentas, Inc. | UEUrban Edge Proper… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $20.93 | $233.25 | $93.91 | $21.00 |
| # AnalystsCovering analysts | 8 | 34 | 32 | 7 |
| Dividend YieldAnnual dividend ÷ price | +4.3% | +1.3% | +2.1% | +3.5% |
| Dividend StreakConsecutive years of raises | 5 | 2 | 1 | 3 |
| Dividend / ShareAnnual DPS | $0.90 | $2.76 | $1.86 | $0.76 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | 0.0% | 0.0% | +0.0% |
ALEX leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
ALEX leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WELL leads in 1 (Total Returns). 2 tied.
Best OverallAlexander & Baldwin, Inc. (ALEX)Leads 3 of 6 categories
Loading custom metrics...
ALEX vs WELL vs VTR vs UE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ALEX or WELL or VTR or UE a better buy right now?
For growth investors, Welltower Inc.
(WELL) is the stronger pick with 35. 8% revenue growth year-over-year, versus -12. 7% for Alexander & Baldwin, Inc. (ALEX). Alexander & Baldwin, Inc. (ALEX) offers the better valuation at 23. 4x trailing P/E (31. 1x forward), making it the more compelling value choice. Analysts rate Alexander & Baldwin, Inc. (ALEX) a "Buy" — based on 8 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 — ALEX or WELL or VTR or UE?
On trailing P/E, Alexander & Baldwin, Inc.
(ALEX) is the cheapest at 23. 4x versus Ventas, Inc. at 161. 6x. On forward P/E, Alexander & Baldwin, Inc. is actually cheaper at 31. 1x.
03Which is the better long-term investment — ALEX or WELL or VTR or UE?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +206. 1%, compared to +31. 3% for Urban Edge Properties (UE). Over 10 years, the gap is even starker: WELL returned +225. 2% versus UE's +4. 6%. 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 — ALEX or WELL or VTR or UE?
By beta (market sensitivity over 5 years), Ventas, Inc.
(VTR) is the lower-risk stock at -0. 01β versus Urban Edge Properties's 0. 47β — meaning UE is approximately -4213% more volatile than VTR relative to the S&P 500. On balance sheet safety, Welltower Inc. (WELL) carries a lower debt/equity ratio of 49% versus 121% for Urban Edge Properties — giving it more financial flexibility in a downturn.
05Which is growing faster — ALEX or WELL or VTR or UE?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus -12. 7% for Alexander & Baldwin, Inc. (ALEX). On earnings-per-share growth, the picture is similar: Ventas, Inc. grew EPS 184. 2% 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 — ALEX or WELL or VTR or UE?
Alexander & Baldwin, Inc.
(ALEX) is the more profitable company, earning 31. 3% net margin versus 4. 3% for Ventas, Inc. — meaning it keeps 31. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ALEX leads at 32. 9% versus 3. 3% for WELL. At the gross margin level — before operating expenses — ALEX leads at 46. 5%, 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 ALEX or WELL or VTR or UE more undervalued right now?
On forward earnings alone, Alexander & Baldwin, Inc.
(ALEX) trades at 31. 1x forward P/E versus 119. 0x for Ventas, Inc. — 87. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WELL: 8. 7% to $233. 25.
08Which pays a better dividend — ALEX or WELL or VTR or UE?
All stocks in this comparison pay dividends.
Alexander & Baldwin, Inc. (ALEX) offers the highest yield at 4. 3%, versus 1. 3% for Welltower Inc. (WELL).
09Is ALEX or WELL or VTR or UE better for a retirement portfolio?
For long-horizon retirement investors, Ventas, Inc.
(VTR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 01), 2. 1% yield). Both have compounded well over 10 years (VTR: +66. 1%, UE: +4. 6%), 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 ALEX and WELL and VTR and UE?
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: ALEX is a small-cap income-oriented stock; WELL is a mid-cap high-growth stock; VTR is a mid-cap high-growth stock; UE is a small-cap income-oriented 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
Revenue Growth>
%
(ALEX: -18.4% · WELL: 40.3%)Net Margin>
%
(ALEX: 31.3% · WELL: 12.3%)P/E Ratio<
x
(ALEX: 23.4x · WELL: 154.4x)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.