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4 / 10Stock Comparison
AOMR vs WELL vs VTR vs MITT
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Healthcare Facilities
REIT - Healthcare Facilities
REIT - Mortgage
AOMR vs WELL vs VTR vs MITT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | REIT - Mortgage | REIT - Healthcare Facilities | REIT - Healthcare Facilities | REIT - Mortgage |
| Market Cap | $220M | $149.25B | $41.15B | $249M |
| Revenue (TTM) | $104M | $11.63B | $6.13B | $493M |
| Net Income (TTM) | $16M | $1.43B | $260M | $34M |
| Gross Margin | 67.7% | 39.1% | -4.3% | 94.2% |
| Operating Margin | 43.7% | 4.4% | 13.4% | 93.3% |
| Forward P/E | 6.8x | 78.4x | 118.0x | 7.2x |
| Total Debt | $308M | $21.38B | $13.22B | $8.10B |
| Cash & Equiv. | $42M | $5.03B | $741M | $76M |
AOMR vs WELL vs VTR vs MITT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 21 | May 26 | Return |
|---|---|---|---|
| Angel Oak Mortgage,… (AOMR) | 100 | 49.4 | -50.6% |
| Welltower Inc. (WELL) | 100 | 256.3 | +156.3% |
| Ventas, Inc. (VTR) | 100 | 151.6 | +51.6% |
| TPG Mortgage Invest… (MITT) | 100 | 61.2 | -38.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AOMR vs WELL vs VTR vs MITT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AOMR carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 158.1%, EPS growth 53.8%
- 158.1% FFO/revenue growth vs MITT's 14.4%
- Lower P/E (6.8x vs 118.0x)
- 15.6% margin vs VTR's 4.2%
WELL is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.
- 223.1% 10Y total return vs VTR's 65.0%
- Lower volatility, beta 0.13, Low D/E 49.5%, current ratio 5.34x
- +42.7% vs AOMR's +3.9%
- 2.3% ROA vs MITT's 0.4%, ROIC 0.5% vs 4.5%
VTR is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 1 yrs, beta 0.01, yield 2.1%
- Beta 0.01, yield 2.1%, current ratio 0.96x
- Beta 0.01 vs MITT's 0.90, lower leverage
MITT lags the leaders in this set but could rank higher in a more targeted comparison.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 158.1% FFO/revenue growth vs MITT's 14.4% | |
| Value | Lower P/E (6.8x vs 118.0x) | |
| Quality / Margins | 15.6% margin vs VTR's 4.2% | |
| Stability / Safety | Beta 0.01 vs MITT's 0.90, lower leverage | |
| Dividends | 14.4% yield, vs WELL's 1.3% | |
| Momentum (1Y) | +42.7% vs AOMR's +3.9% | |
| Efficiency (ROA) | 2.3% ROA vs MITT's 0.4%, ROIC 0.5% vs 4.5% |
AOMR vs WELL vs VTR vs MITT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
AOMR vs WELL vs VTR vs MITT — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
AOMR leads in 1 of 6 categories
WELL leads 1 • VTR leads 1 • MITT leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — WELL and MITT each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 112.3x AOMR's $104M. AOMR is the more profitable business, keeping 15.6% 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 | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $104M | $11.6B | $6.1B | $493M |
| EBITDAEarnings before interest/tax | $45M | $2.8B | $2.3B | $457M |
| Net IncomeAfter-tax profit | $16M | $1.4B | $260M | $34M |
| Free Cash FlowCash after capex | -$136M | $2.5B | $1.4B | $68M |
| Gross MarginGross profit ÷ Revenue | +67.7% | +39.1% | -4.3% | +94.2% |
| Operating MarginEBIT ÷ Revenue | +43.7% | +4.4% | +13.4% | +93.3% |
| Net MarginNet income ÷ Revenue | +15.6% | +12.3% | +4.2% | +6.8% |
| FCF MarginFCF ÷ Revenue | -131.8% | +21.9% | +22.4% | +13.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -18.0% | +40.3% | +22.0% | +20.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -134.5% | +22.5% | 0.0% | -2.3% |
Valuation Metrics
Evenly matched — AOMR and MITT each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 4.9x trailing earnings, AOMR trades at a 97% valuation discount to VTR's 160.3x P/E. On an enterprise value basis, AOMR's 3.3x EV/EBITDA is more attractive than WELL's 66.4x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $220M | $149.2B | $41.1B | $249M |
| Enterprise ValueMkt cap + debt − cash | $486M | $165.6B | $53.6B | $8.3B |
| Trailing P/EPrice ÷ TTM EPS | 4.91x | 153.25x | 160.26x | 8.71x |
| Forward P/EPrice ÷ next-FY EPS est. | 6.76x | 78.42x | 118.01x | 7.20x |
| PEG RatioP/E ÷ EPS growth rate | 0.04x | — | — | — |
| EV / EBITDAEnterprise value multiple | 3.30x | 66.40x | 24.31x | 18.25x |
| Price / SalesMarket cap ÷ Revenue | 1.66x | 13.99x | 7.05x | 0.53x |
| Price / BookPrice ÷ Book value/share | 0.80x | 3.35x | 3.18x | 0.43x |
| Price / FCFMarket cap ÷ FCF | 11.84x | 52.41x | 31.25x | 4.18x |
Profitability & Efficiency
AOMR leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
AOMR delivers a 6.2% return on equity — every $100 of shareholder capital generates $6 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 MITT's 14.45x. On the Piotroski fundamental quality scale (0–9), AOMR scores 7/9 vs MITT's 3/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +6.2% | +3.5% | +2.1% | +6.1% |
| ROA (TTM)Return on assets | +0.6% | +2.3% | +1.0% | +0.4% |
| ROICReturn on invested capital | +8.8% | +0.5% | +2.5% | +4.5% |
| ROCEReturn on capital employed | +6.7% | +0.6% | +3.2% | +6.5% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 7 | 6 | 3 |
| Debt / EquityFinancial leverage | 1.15x | 0.49x | 1.05x | 14.45x |
| Net DebtTotal debt minus cash | $266M | $16.3B | $12.5B | $8.0B |
| Cash & Equiv.Liquid assets | $42M | $5.0B | $741M | $76M |
| Total DebtShort + long-term debt | $308M | $21.4B | $13.2B | $8.1B |
| Interest CoverageEBIT ÷ Interest expense | 1.43x | 0.26x | 1.40x | 1.12x |
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 $30,234 today (with dividends reinvested), compared to $8,118 for AOMR. Over the past 12 months, WELL leads with a +42.7% total return vs AOMR's +3.9%. The 3-year compound annual growth rate (CAGR) favors WELL at 42.5% vs AOMR's 17.1% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +6.5% | +14.3% | +12.6% | -5.6% |
| 1-Year ReturnPast 12 months | +3.9% | +42.7% | +33.9% | +29.0% |
| 3-Year ReturnCumulative with dividends | +60.6% | +189.5% | +94.2% | +87.9% |
| 5-Year ReturnCumulative with dividends | -18.8% | +202.3% | +74.8% | -3.5% |
| 10-Year ReturnCumulative with dividends | -18.8% | +223.1% | +65.0% | -16.9% |
| CAGR (3Y)Annualised 3-year return | +17.1% | +42.5% | +24.8% | +23.4% |
Risk & Volatility
VTR leads this category, winning 2 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 MITT's 0.90 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. VTR currently trades 97.8% from its 52-week high vs MITT's 84.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.67x | 0.13x | 0.01x | 0.90x |
| 52-Week HighHighest price in past year | $10.34 | $219.59 | $88.50 | $9.27 |
| 52-Week LowLowest price in past year | $7.96 | $142.65 | $61.76 | $6.52 |
| % of 52W HighCurrent price vs 52-week peak | +85.4% | +97.0% | +97.8% | +84.6% |
| RSI (14)Momentum oscillator 0–100 | 50.6 | 60.2 | 56.2 | 50.5 |
| Avg Volume (50D)Average daily shares traded | 71K | 2.6M | 3.4M | 277K |
Analyst Outlook
Evenly matched — AOMR and WELL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: AOMR as "Buy", WELL as "Buy", VTR as "Buy", MITT as "Buy". Consensus price targets imply 22.8% upside for MITT (target: $10) vs 4.9% for VTR (target: $91). For income investors, AOMR offers the higher dividend yield at 14.41% vs WELL's 1.30%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $9.75 | $226.50 | $90.80 | $9.63 |
| # AnalystsCovering analysts | 7 | 34 | 32 | 18 |
| Dividend YieldAnnual dividend ÷ price | +14.4% | +1.3% | +2.1% | +10.0% |
| Dividend StreakConsecutive years of raises | 0 | 2 | 1 | 1 |
| Dividend / ShareAnnual DPS | $1.27 | $2.76 | $1.86 | $0.79 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
AOMR leads in 1 of 6 categories (Profitability & Efficiency). WELL leads in 1 (Total Returns). 3 tied.
AOMR vs WELL vs VTR vs MITT: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AOMR or WELL or VTR or MITT a better buy right now?
For growth investors, Angel Oak Mortgage, Inc.
(AOMR) is the stronger pick with 158. 1% revenue growth year-over-year, versus 14. 4% for TPG Mortgage Investment Trust Inc (MITT). Angel Oak Mortgage, Inc. (AOMR) offers the better valuation at 4. 9x trailing P/E (6. 8x forward), making it the more compelling value choice. Analysts rate Angel Oak Mortgage, Inc. (AOMR) a "Buy" — based on 7 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 — AOMR or WELL or VTR or MITT?
On trailing P/E, Angel Oak Mortgage, Inc.
(AOMR) is the cheapest at 4. 9x versus Ventas, Inc. at 160. 3x. On forward P/E, Angel Oak Mortgage, Inc. is actually cheaper at 6. 8x.
03Which is the better long-term investment — AOMR or WELL or VTR or MITT?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +202. 3%, compared to -18. 8% for Angel Oak Mortgage, Inc. (AOMR). Over 10 years, the gap is even starker: WELL returned +223. 1% versus AOMR's -18. 8%. 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 — AOMR or WELL or VTR or MITT?
By beta (market sensitivity over 5 years), Ventas, Inc.
(VTR) is the lower-risk stock at 0. 01β versus TPG Mortgage Investment Trust Inc's 0. 90β — meaning MITT is approximately 9371% 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 14% for TPG Mortgage Investment Trust Inc — giving it more financial flexibility in a downturn.
05Which is growing faster — AOMR or WELL or VTR or MITT?
By revenue growth (latest reported year), Angel Oak Mortgage, Inc.
(AOMR) is pulling ahead at 158. 1% versus 14. 4% for TPG Mortgage Investment Trust Inc (MITT). On earnings-per-share growth, the picture is similar: Ventas, Inc. grew EPS 184. 2% year-over-year, compared to -26. 8% for TPG Mortgage Investment Trust 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 — AOMR or WELL or VTR or MITT?
Angel Oak Mortgage, Inc.
(AOMR) is the more profitable company, earning 33. 2% net margin versus 4. 3% for Ventas, Inc. — meaning it keeps 33. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AOMR leads at 110. 8% versus 3. 3% for WELL. At the gross margin level — before operating expenses — MITT leads at 94. 7%, 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 AOMR or WELL or VTR or MITT more undervalued right now?
On forward earnings alone, Angel Oak Mortgage, Inc.
(AOMR) trades at 6. 8x forward P/E versus 118. 0x for Ventas, Inc. — 111. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MITT: 22. 8% to $9. 63.
08Which pays a better dividend — AOMR or WELL or VTR or MITT?
All stocks in this comparison pay dividends.
Angel Oak Mortgage, Inc. (AOMR) offers the highest yield at 14. 4%, versus 1. 3% for Welltower Inc. (WELL).
09Is AOMR or WELL or VTR or MITT 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: +65. 0%, MITT: -16. 9%), 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 AOMR and WELL and VTR and MITT?
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: AOMR is a small-cap high-growth stock; WELL is a mid-cap high-growth stock; VTR is a mid-cap high-growth stock; MITT is a small-cap deep-value 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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