CHMI
Cherry Hill Mortgage Investment Corporation
REIT - Mortgage
Market Cap$94M
5Y Perf.-70.2%
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Stock Comparison
CHMI vs WELL vs VTR vs AGNC
Revenue, margins, valuation, and 5-year total return — side by side.
WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$149.25B
5Y Perf.+320.4%
VTR
Ventas, Inc.
REIT - Healthcare Facilities
Market Cap$41.15B
5Y Perf.+147.6%
AGNC
AGNC Investment Corp.
REIT - Mortgage
Market Cap$9.62B
5Y Perf.-17.2%
CHMI vs WELL vs VTR vs AGNC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | CHMI | WELL | VTR | AGNC |
|---|---|---|---|---|
| Industry | REIT - Mortgage | REIT - Healthcare Facilities | REIT - Healthcare Facilities | REIT - Mortgage |
| Market Cap | $94M | $149.25B | $41.15B | $9.62B |
| Revenue (TTM) | $43M | $11.63B | $6.13B | $3.46B |
| Net Income (TTM) | $22M | $1.43B | $260M | $838M |
| Gross Margin | 80.8% | 39.1% | -4.3% | 100.0% |
| Operating Margin | 65.9% | 4.4% | 13.4% | 107.1% |
| Forward P/E | — | 78.4x | 118.0x | 6.9x |
| Total Debt | $1.29B | $21.38B | $13.22B | $64M |
| Cash & Equiv. | $55M | $5.03B | $741M | $505M |
CHMI vs WELL vs VTR vs AGNC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
CHMI
WELL
VTR
AGNC
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Cherry Hill Mortgag… (CHMI) | 100 | 29.8 | -70.2% |
| Welltower Inc. (WELL) | 100 | 420.4 | +320.4% |
| Ventas, Inc. (VTR) | 100 | 247.6 | +147.6% |
| AGNC Investment Cor… (AGNC) | 100 | 82.8 | -17.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CHMI vs WELL vs VTR vs AGNC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WELL leads in 3 of 7 categories, making it the strongest pick for dividend income and shareholder returns and recent price momentum and sentiment. AGNC Investment Corp. is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. CHMI and VTR also each lead in at least one category. As sector peers, any of these can serve as alternatives in the same allocation.
CHMI
Cherry Hill Mortgage Investment Corporation
The Real Estate Income Play
CHMI is the clearest fit if your priority is quality.
- 49.8% margin vs VTR's 4.2%
Best for: quality
WELL
Welltower Inc.
The Real Estate Income Play
WELL carries the broadest edge in this set and is the clearest fit for long-term compounding and sleep-well-at-night.
- 223.1% 10Y total return vs VTR's 65.0%
- Lower volatility, beta 0.13, Low D/E 49.5%, current ratio 5.34x
- 1.3% yield, 2-year raise streak, vs AGNC's 14.7%, (1 stock pays no dividend)
- +42.7% vs CHMI's +2.4%
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 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 CHMI's 0.75, lower leverage
Best for: income & stability and defensive
AGNC
AGNC Investment Corp.
The Real Estate Income Play
AGNC is the #2 pick in this set and the best alternative if growth exposure is your priority.
- Rev growth 384.7%, EPS growth 17.6%, 3Y rev CAGR 26.4%
- 384.7% FFO/revenue growth vs VTR's 18.5%
- Lower P/E (6.9x vs 78.4x)
Best for: growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | AGNC | 384.7% FFO/revenue growth vs VTR's 18.5% |
| Value | AGNC | Lower P/E (6.9x vs 78.4x) |
| Quality / Margins | CHMI | 49.8% margin vs VTR's 4.2% |
| Stability / Safety | VTR | Beta 0.01 vs CHMI's 0.75, lower leverage |
| Dividends | WELL | 1.3% yield, 2-year raise streak, vs AGNC's 14.7%, (1 stock pays no dividend) |
| Momentum (1Y) | WELL | +42.7% vs CHMI's +2.4% |
| Efficiency (ROA) | WELL | 2.3% ROA vs AGNC's 0.8%, ROIC 0.5% vs 34.0% |
CHMI vs WELL vs VTR vs AGNC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2022
FY 2025
FY 2025
Segment breakdown not available.
CHMI vs WELL vs VTR vs AGNC — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLAGNCLAGGINGCHMI
Who Leads Where
AGNC leads in 3 of 6 categories
WELL leads 1 • VTR leads 1 • CHMI leads 0 • 1 tied
Explore the data ↓CHMICherry Hill Mortgage …
0leads
VTRVentas, Inc.
1leads
WELLWelltower Inc.
1leads
AGNCAGNC Investment Corp.
3leads
6 Total Categories
CATEGORYLEADERvs WELLvs VTRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
AGNC4/6
Valuation MetricsMultiples, price ratios, and targets
AGNC3/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
AGNC5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL6/6
Risk & VolatilityBeta, volatility, and downside exposure
VTR2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
AGNC leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 268.1x CHMI's $43M. CHMI is the more profitable business, keeping 49.8% of every revenue dollar as net income compared to VTR's 4.2%. On growth, AGNC holds the edge at +2.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | CHMICherry Hill Mortg… | WELLWelltower Inc. | VTRVentas, Inc. | AGNCAGNC Investment C… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $43M | $11.6B | $6.1B | $3.5B |
| EBITDAEarnings before interest/tax | $41M | $2.8B | $2.3B | $3.7B |
| Net IncomeAfter-tax profit | $22M | $1.4B | $260M | $838M |
| Free Cash FlowCash after capex | $31M | $2.5B | $1.4B | $604M |
| Gross MarginGross profit ÷ Revenue | +80.8% | +39.1% | -4.3% | +100.0% |
| Operating MarginEBIT ÷ Revenue | +65.9% | +4.4% | +13.4% | +107.1% |
| Net MarginNet income ÷ Revenue | +49.8% | +12.3% | +4.2% | +24.2% |
| FCF MarginFCF ÷ Revenue | +71.5% | +21.9% | +22.4% | +17.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +100.0% | +40.3% | +22.0% | +2.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +82.8% | +22.5% | 0.0% | +84.6% |
AGNC leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
AGNC leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 11.5x trailing earnings, AGNC trades at a 93% valuation discount to VTR's 160.3x P/E. On an enterprise value basis, AGNC's 2.4x EV/EBITDA is more attractive than WELL's 66.4x.
| Metric | CHMICherry Hill Mortg… | WELLWelltower Inc. | VTRVentas, Inc. | AGNCAGNC Investment C… |
|---|---|---|---|---|
| Market CapShares × price | $94M | $149.2B | $41.1B | $9.6B |
| Enterprise ValueMkt cap + debt − cash | $1.3B | $165.6B | $53.6B | $9.2B |
| Trailing P/EPrice ÷ TTM EPS | -25.70x | 153.25x | 160.26x | 11.53x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 78.42x | 118.01x | 6.87x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 22.51x | 66.40x | 24.31x | 2.42x |
| Price / SalesMarket cap ÷ Revenue | 0.90x | 13.99x | 7.05x | 1.97x |
| Price / BookPrice ÷ Book value/share | — | 3.35x | 3.18x | 0.86x |
| Price / FCFMarket cap ÷ FCF | — | 52.41x | 31.25x | 111.86x |
AGNC leads this category, winning 3 of 6 comparable metrics.
Profitability & Efficiency
AGNC leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
CHMI delivers a 9.2% return on equity — every $100 of shareholder capital generates $9 in annual profit, vs $2 for VTR. AGNC carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to CHMI's 5.39x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs CHMI's 4/9, reflecting strong financial health.
| Metric | CHMICherry Hill Mortg… | WELLWelltower Inc. | VTRVentas, Inc. | AGNCAGNC Investment C… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +9.2% | +3.5% | +2.1% | +7.3% |
| ROA (TTM)Return on assets | +1.4% | +2.3% | +1.0% | +0.8% |
| ROICReturn on invested capital | +4.9% | +0.5% | +2.5% | +34.0% |
| ROCEReturn on capital employed | +4.3% | +0.6% | +3.2% | +4.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 7 | 6 | 5 |
| Debt / EquityFinancial leverage | 5.39x | 0.49x | 1.05x | 0.01x |
| Net DebtTotal debt minus cash | $1.2B | $16.3B | $12.5B | -$441M |
| Cash & Equiv.Liquid assets | $55M | $5.0B | $741M | $505M |
| Total DebtShort + long-term debt | $1.3B | $21.4B | $13.2B | $64M |
| Interest CoverageEBIT ÷ Interest expense | 1.18x | 0.26x | 1.40x | 1.32x |
AGNC 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 $30,234 today (with dividends reinvested), compared to $6,286 for CHMI. Over the past 12 months, WELL leads with a +42.7% total return vs CHMI's +2.4%. The 3-year compound annual growth rate (CAGR) favors WELL at 42.5% vs CHMI's -7.4% — a key indicator of consistent wealth creation.
| Metric | CHMICherry Hill Mortg… | WELLWelltower Inc. | VTRVentas, Inc. | AGNCAGNC Investment C… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | +6.0% | +14.3% | +12.6% | +2.5% |
| 1-Year ReturnPast 12 months | +2.4% | +42.7% | +33.9% | +39.4% |
| 3-Year ReturnCumulative with dividends | -20.7% | +189.5% | +94.2% | +58.3% |
| 5-Year ReturnCumulative with dividends | -37.1% | +202.3% | +74.8% | -2.2% |
| 10-Year ReturnCumulative with dividends | +5.0% | +223.1% | +65.0% | +46.9% |
| CAGR (3Y)Annualised 3-year return | -7.4% | +42.5% | +24.8% | +16.5% |
WELL leads this category, winning 6 of 6 comparable metrics.
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 CHMI's 0.75 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 CHMI's 77.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CHMICherry Hill Mortg… | WELLWelltower Inc. | VTRVentas, Inc. | AGNCAGNC Investment C… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.75x | 0.13x | 0.01x | 0.74x |
| 52-Week HighHighest price in past year | $3.31 | $219.59 | $88.50 | $12.19 |
| 52-Week LowLowest price in past year | $2.17 | $142.65 | $61.76 | $8.65 |
| % of 52W HighCurrent price vs 52-week peak | +77.6% | +97.0% | +97.8% | +87.9% |
| RSI (14)Momentum oscillator 0–100 | 44.5 | 60.2 | 56.2 | 52.1 |
| Avg Volume (50D)Average daily shares traded | 194K | 2.6M | 3.4M | 18.2M |
VTR leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — WELL and AGNC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: WELL as "Buy", VTR as "Buy", AGNC as "Hold". Consensus price targets imply 6.3% upside for WELL (target: $227) vs 3.8% for AGNC (target: $11). For income investors, AGNC offers the higher dividend yield at 14.73% vs WELL's 1.30%.
| Metric | CHMICherry Hill Mortg… | WELLWelltower Inc. | VTRVentas, Inc. | AGNCAGNC Investment C… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | — | $226.50 | $90.80 | $11.13 |
| # AnalystsCovering analysts | — | 34 | 32 | 35 |
| Dividend YieldAnnual dividend ÷ price | — | +1.3% | +2.1% | +14.7% |
| Dividend StreakConsecutive years of raises | 0 | 2 | 1 | 0 |
| Dividend / ShareAnnual DPS | — | $2.76 | $1.86 | $1.58 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
Evenly matched — WELL and AGNC each lead in 1 of 2 comparable metrics.
Key Takeaway
AGNC leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). WELL leads in 1 (Total Returns). 1 tied.
Best OverallAGNC Investment Corp. (AGNC)Leads 3 of 6 categories
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CHMI vs WELL vs VTR vs AGNC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is CHMI or WELL or VTR or AGNC a better buy right now?
For growth investors, AGNC Investment Corp.
(AGNC) is the stronger pick with 384. 7% revenue growth year-over-year, versus 18. 5% for Ventas, Inc. (VTR). AGNC Investment Corp. (AGNC) offers the better valuation at 11. 5x trailing P/E (6. 9x forward), 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.
02Which has the better valuation — CHMI or WELL or VTR or AGNC?
On trailing P/E, AGNC Investment Corp.
(AGNC) is the cheapest at 11. 5x versus Ventas, Inc. at 160. 3x. On forward P/E, AGNC Investment Corp. is actually cheaper at 6. 9x.
03Which is the better long-term investment — CHMI or WELL or VTR or AGNC?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +202. 3%, compared to -37. 1% for Cherry Hill Mortgage Investment Corporation (CHMI). Over 10 years, the gap is even starker: WELL returned +223. 1% versus CHMI's +5. 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 — CHMI or WELL or VTR or AGNC?
By beta (market sensitivity over 5 years), Ventas, Inc.
(VTR) is the lower-risk stock at 0. 01β versus Cherry Hill Mortgage Investment Corporation's 0. 75β — meaning CHMI is approximately 7751% more volatile than VTR relative to the S&P 500. On balance sheet safety, AGNC Investment Corp. (AGNC) carries a lower debt/equity ratio of 1% versus 5% for Cherry Hill Mortgage Investment Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — CHMI or WELL or VTR or AGNC?
By revenue growth (latest reported year), AGNC Investment Corp.
(AGNC) is pulling ahead at 384. 7% versus 18. 5% for Ventas, Inc. (VTR). On earnings-per-share growth, the picture is similar: AGNC Investment Corp. grew EPS 1760% year-over-year, compared to -246. 4% for Cherry Hill Mortgage Investment Corporation. Over a 3-year CAGR, CHMI leads at 37. 9% 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 — CHMI or WELL or VTR or AGNC?
AGNC Investment Corp.
(AGNC) is the more profitable company, earning 17. 7% net margin versus 4. 3% for Ventas, Inc. — meaning it keeps 17. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AGNC leads at 79. 6% versus 3. 3% for WELL. At the gross margin level — before operating expenses — AGNC leads at 100. 0%, 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 CHMI or WELL or VTR or AGNC more undervalued right now?
On forward earnings alone, AGNC Investment Corp.
(AGNC) trades at 6. 9x forward P/E versus 118. 0x for Ventas, Inc. — 111. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WELL: 6. 3% to $226. 50.
08Which pays a better dividend — CHMI or WELL or VTR or AGNC?
In this comparison, AGNC (14.
7% yield), VTR (2. 1% yield), WELL (1. 3% yield) pay a dividend. CHMI does not pay a meaningful dividend and should not be held primarily for income.
09Is CHMI or WELL or VTR or AGNC 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%, CHMI: +5. 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 CHMI and WELL and VTR and AGNC?
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.
WELL, VTR, AGNC pay a dividend while CHMI does not, making them suitable for different income and tax situations. 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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(CHMI: 100.0% · WELL: 40.3%)Net Margin>
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