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2 / 10Stock Comparison
BEKE vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Healthcare Facilities
BEKE vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Real Estate - Services | REIT - Healthcare Facilities |
| Market Cap | $60.54B | $150.14B |
| Revenue (TTM) | $103.52B | $11.63B |
| Net Income (TTM) | $3.48B | $1.43B |
| Gross Margin | 21.9% | 39.1% |
| Operating Margin | 3.2% | 4.4% |
| Forward P/E | 3.2x | 78.9x |
| Total Debt | $22.65B | $21.38B |
| Cash & Equiv. | $11.44B | $5.03B |
BEKE vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Aug 20 | May 26 | Return |
|---|---|---|---|
| KE Holdings Inc. (BEKE) | 100 | 35.4 | -64.6% |
| Welltower Inc. (WELL) | 100 | 372.6 | +272.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BEKE vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BEKE is the clearest fit if your priority is income & stability.
- Dividend streak 2 yrs, beta 0.83, yield 1.9%
- Lower P/E (3.2x vs 78.9x)
- 1.9% yield, 2-year raise streak, vs WELL's 1.3%
WELL carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 35.8%, EPS growth -11.5%, 3Y rev CAGR 22.7%
- 230.2% 10Y total return vs BEKE's -48.6%
- Lower volatility, beta 0.13, Low D/E 49.5%, current ratio 5.34x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 35.8% FFO/revenue growth vs BEKE's 20.2% | |
| Value | Lower P/E (3.2x vs 78.9x) | |
| Quality / Margins | 12.3% margin vs BEKE's 3.4% | |
| Stability / Safety | Beta 0.13 vs BEKE's 0.83 | |
| Dividends | 1.9% yield, 2-year raise streak, vs WELL's 1.3% | |
| Momentum (1Y) | +43.9% vs BEKE's -11.8% | |
| Efficiency (ROA) | 2.7% ROA vs WELL's 2.3%, ROIC 3.7% vs 0.5% |
BEKE vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BEKE vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
WELL leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BEKE is the larger business by revenue, generating $103.5B annually — 8.9x WELL's $11.6B. WELL is the more profitable business, keeping 12.3% of every revenue dollar as net income compared to BEKE's 3.4%. On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $103.5B | $11.6B |
| EBITDAEarnings before interest/tax | $4.3B | $2.8B |
| Net IncomeAfter-tax profit | $3.5B | $1.4B |
| Free Cash FlowCash after capex | $2.4B | $2.5B |
| Gross MarginGross profit ÷ Revenue | +21.9% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +3.2% | +4.4% |
| Net MarginNet income ÷ Revenue | +3.4% | +12.3% |
| FCF MarginFCF ÷ Revenue | +2.3% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.1% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -32.7% | +22.5% |
Valuation Metrics
BEKE leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 35.9x trailing earnings, BEKE trades at a 77% valuation discount to WELL's 154.2x P/E. On an enterprise value basis, WELL's 66.8x EV/EBITDA is more attractive than BEKE's 88.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $60.5B | $150.1B |
| Enterprise ValueMkt cap + debt − cash | $62.2B | $166.5B |
| Trailing P/EPrice ÷ TTM EPS | 35.90x | 154.17x |
| Forward P/EPrice ÷ next-FY EPS est. | 3.22x | 78.89x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 88.86x | 66.76x |
| Price / SalesMarket cap ÷ Revenue | 4.42x | 14.08x |
| Price / BookPrice ÷ Book value/share | 2.04x | 3.37x |
| Price / FCFMarket cap ÷ FCF | 49.15x | 52.72x |
Profitability & Efficiency
BEKE leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
BEKE delivers a 5.0% return on equity — every $100 of shareholder capital generates $5 in annual profit, vs $3 for WELL. BEKE carries lower financial leverage with a 0.32x debt-to-equity ratio, signaling a more conservative balance sheet compared to WELL's 0.49x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs BEKE's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +5.0% | +3.5% |
| ROA (TTM)Return on assets | +2.7% | +2.3% |
| ROICReturn on invested capital | +3.7% | +0.5% |
| ROCEReturn on capital employed | +4.7% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 0.32x | 0.49x |
| Net DebtTotal debt minus cash | $11.2B | $16.3B |
| Cash & Equiv.Liquid assets | $11.4B | $5.0B |
| Total DebtShort + long-term debt | $22.7B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 131.87x | 0.26x |
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 $31,264 today (with dividends reinvested), compared to $3,889 for BEKE. Over the past 12 months, WELL leads with a +43.9% total return vs BEKE's -11.8%. The 3-year compound annual growth rate (CAGR) favors WELL at 41.3% vs BEKE's 6.3% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +14.4% | +15.0% |
| 1-Year ReturnPast 12 months | -11.8% | +43.9% |
| 3-Year ReturnCumulative with dividends | +20.1% | +182.2% |
| 5-Year ReturnCumulative with dividends | -61.1% | +212.6% |
| 10-Year ReturnCumulative with dividends | -48.6% | +230.2% |
| CAGR (3Y)Annualised 3-year return | +6.3% | +41.3% |
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 BEKE's 0.83 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WELL currently trades 97.6% from its 52-week high vs BEKE's 86.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.83x | 0.13x |
| 52-Week HighHighest price in past year | $20.98 | $219.59 |
| 52-Week LowLowest price in past year | $14.40 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +86.5% | +97.6% |
| RSI (14)Momentum oscillator 0–100 | 66.3 | 62.6 |
| Avg Volume (50D)Average daily shares traded | 4.0M | 2.6M |
Analyst Outlook
BEKE leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates BEKE as "Buy" and WELL as "Buy". Consensus price targets imply 22.0% upside for BEKE (target: $22) vs 5.7% for WELL (target: $227). For income investors, BEKE offers the higher dividend yield at 1.94% vs WELL's 1.29%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $22.13 | $226.50 |
| # AnalystsCovering analysts | 12 | 34 |
| Dividend YieldAnnual dividend ÷ price | +1.9% | +1.3% |
| Dividend StreakConsecutive years of raises | 2 | 2 |
| Dividend / ShareAnnual DPS | $2.40 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.2% | 0.0% |
WELL leads in 3 of 6 categories (Income & Cash Flow, Total Returns). BEKE leads in 3 (Valuation Metrics, Profitability & Efficiency).
BEKE vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BEKE 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 20. 2% for KE Holdings Inc. (BEKE). KE Holdings Inc. (BEKE) offers the better valuation at 35. 9x trailing P/E (3. 2x forward), making it the more compelling value choice. Analysts rate KE Holdings Inc. (BEKE) a "Buy" — based on 12 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 — BEKE or WELL?
On trailing P/E, KE Holdings Inc.
(BEKE) is the cheapest at 35. 9x versus Welltower Inc. at 154. 2x. On forward P/E, KE Holdings Inc. is actually cheaper at 3. 2x.
03Which is the better long-term investment — BEKE or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +212. 6%, compared to -61. 1% for KE Holdings Inc. (BEKE). Over 10 years, the gap is even starker: WELL returned +230. 2% versus BEKE's -48. 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 — BEKE or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus KE Holdings Inc. 's 0. 83β — meaning BEKE is approximately 522% more volatile than WELL relative to the S&P 500. On balance sheet safety, KE Holdings Inc. (BEKE) carries a lower debt/equity ratio of 32% versus 49% for Welltower Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — BEKE or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus 20. 2% for KE Holdings Inc. (BEKE). On earnings-per-share growth, the picture is similar: Welltower Inc. grew EPS -11. 5% year-over-year, compared to -29. 4% for KE Holdings 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 — BEKE or WELL?
Welltower Inc.
(WELL) is the more profitable company, earning 8. 8% net margin versus 4. 3% for KE Holdings Inc. — meaning it keeps 8. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BEKE leads at 4. 0% versus 3. 3% for WELL. At the gross margin level — before operating expenses — WELL leads at 39. 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 BEKE or WELL more undervalued right now?
On forward earnings alone, KE Holdings Inc.
(BEKE) trades at 3. 2x forward P/E versus 78. 9x for Welltower Inc. — 75. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BEKE: 22. 0% to $22. 13.
08Which pays a better dividend — BEKE or WELL?
All stocks in this comparison pay dividends.
KE Holdings Inc. (BEKE) offers the highest yield at 1. 9%, versus 1. 3% for Welltower Inc. (WELL).
09Is BEKE 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, +230. 2% 10Y return). Both have compounded well over 10 years (WELL: +230. 2%, BEKE: -48. 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 BEKE 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.
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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