FRPH
FRP Holdings, Inc.
Real Estate - Services
Market Cap$403M
5Y Perf.+6.7%
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Stock Comparison
FRPH vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$151.66B
5Y Perf.+327.2%
FRPH vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | FRPH | WELL |
|---|---|---|
| Industry | Real Estate - Services | REIT - Healthcare Facilities |
| Market Cap | $403M | $151.66B |
| Revenue (TTM) | $42M | $11.63B |
| Net Income (TTM) | $5M | $1.43B |
| Gross Margin | 64.1% | 39.1% |
| Operating Margin | 19.5% | 4.4% |
| Forward P/E | 17.4x | 79.7x |
| Total Debt | $179M | $21.38B |
| Cash & Equiv. | $149M | $5.03B |
FRPH vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
FRPH
WELL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| FRP Holdings, Inc. (FRPH) | 100 | 106.7 | +6.7% |
| Welltower Inc. (WELL) | 100 | 427.2 | +327.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FRPH vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WELL leads in 6 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. FRP Holdings, Inc. is the stronger pick specifically for valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
FRPH
FRP Holdings, Inc.
The Real Estate Income Play
FRPH is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 0.66, Low D/E 38.1%, current ratio 15.45x
- Lower P/E (17.4x vs 79.7x)
Best for: sleep-well-at-night
WELL
Welltower Inc.
The Real Estate Income Play
WELL carries the broadest edge in this set and is the clearest fit for 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%
- 233.9% 10Y total return vs FRPH's 24.2%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WELL | 35.8% FFO/revenue growth vs FRPH's 0.6% |
| Value | FRPH | Lower P/E (17.4x vs 79.7x) |
| Quality / Margins | WELL | 12.3% margin vs FRPH's 10.9% |
| Stability / Safety | WELL | Beta 0.13 vs FRPH's 0.66 |
| Dividends | WELL | 1.3% yield; 2-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | WELL | +45.8% vs FRPH's -24.1% |
| Efficiency (ROA) | WELL | 2.3% ROA vs FRPH's 0.6%, ROIC 0.5% vs 1.8% |
FRPH vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
FRPH vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLFRPHLAGGINGWELL
WELLWelltower Inc.
2leads
FRPHFRP Holdings, Inc.
2leads
6 Total Categories
CATEGORYLEADERvs WELLMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
FRPH6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
FRPH6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL6/6
Risk & VolatilityBeta, volatility, and downside exposure
WELL2/2
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
Evenly matched — FRPH and WELL each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 273.9x FRPH's $42M. Profitability is closely matched — net margins range from 12.3% (WELL) to 10.9% (FRPH). On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | FRPHFRP Holdings, Inc. | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $42M | $11.6B |
| EBITDAEarnings before interest/tax | $19M | $2.8B |
| Net IncomeAfter-tax profit | $5M | $1.4B |
| Free Cash FlowCash after capex | $29M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +64.1% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +19.5% | +4.4% |
| Net MarginNet income ÷ Revenue | +10.9% | +12.3% |
| FCF MarginFCF ÷ Revenue | +67.9% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +1.3% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -51.5% | +22.5% |
Evenly matched — FRPH and WELL each lead in 3 of 6 comparable metrics.
Valuation Metrics
FRPH leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 62.1x trailing earnings, FRPH trades at a 60% valuation discount to WELL's 155.7x P/E. On an enterprise value basis, FRPH's 19.6x EV/EBITDA is more attractive than WELL's 67.4x.
| Metric | FRPHFRP Holdings, Inc. | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $403M | $151.7B |
| Enterprise ValueMkt cap + debt − cash | $433M | $168.0B |
| Trailing P/EPrice ÷ TTM EPS | 62.06x | 155.73x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.44x | 79.69x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 19.62x | 67.37x |
| Price / SalesMarket cap ÷ Revenue | 9.65x | 14.22x |
| Price / BookPrice ÷ Book value/share | 0.85x | 3.40x |
| Price / FCFMarket cap ÷ FCF | 13.91x | 53.25x |
FRPH leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
FRPH leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
WELL delivers a 3.5% return on equity — every $100 of shareholder capital generates $3 in annual profit, vs $1 for FRPH. FRPH carries lower financial leverage with a 0.38x 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 FRPH's 6/9, reflecting strong financial health.
| Metric | FRPHFRP Holdings, Inc. | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +1.0% | +3.5% |
| ROA (TTM)Return on assets | +0.6% | +2.3% |
| ROICReturn on invested capital | +1.8% | +0.5% |
| ROCEReturn on capital employed | +1.7% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.38x | 0.49x |
| Net DebtTotal debt minus cash | $30M | $16.3B |
| Cash & Equiv.Liquid assets | $149M | $5.0B |
| Total DebtShort + long-term debt | $179M | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 3.72x | 0.26x |
FRPH 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 $31,193 today (with dividends reinvested), compared to $7,673 for FRPH. Over the past 12 months, WELL leads with a +45.8% total return vs FRPH's -24.1%. The 3-year compound annual growth rate (CAGR) favors WELL at 43.3% vs FRPH's -8.9% — a key indicator of consistent wealth creation.
| Metric | FRPHFRP Holdings, Inc. | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -7.3% | +16.2% |
| 1-Year ReturnPast 12 months | -24.1% | +45.8% |
| 3-Year ReturnCumulative with dividends | -24.5% | +194.0% |
| 5-Year ReturnCumulative with dividends | -23.3% | +211.9% |
| 10-Year ReturnCumulative with dividends | +24.2% | +233.9% |
| CAGR (3Y)Annualised 3-year return | -8.9% | +43.3% |
WELL leads this category, winning 6 of 6 comparable metrics.
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 FRPH's 0.66 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WELL currently trades 98.6% from its 52-week high vs FRPH's 74.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | FRPHFRP Holdings, Inc. | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.66x | 0.13x |
| 52-Week HighHighest price in past year | $28.45 | $219.59 |
| 52-Week LowLowest price in past year | $20.54 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +74.2% | +98.6% |
| RSI (14)Momentum oscillator 0–100 | 42.8 | 57.6 |
| Avg Volume (50D)Average daily shares traded | 60K | 2.6M |
WELL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
WELL is the only dividend payer here at 1.28% yield — a key consideration for income-focused portfolios.
| Metric | FRPHFRP Holdings, Inc. | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $226.50 |
| # AnalystsCovering analysts | — | 34 |
| Dividend YieldAnnual dividend ÷ price | — | +1.3% |
| Dividend StreakConsecutive years of raises | — | 2 |
| Dividend / ShareAnnual DPS | — | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
FRPH leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). WELL leads in 2 (Total Returns, Risk & Volatility). 1 tied.
Best OverallFRP Holdings, Inc. (FRPH)Leads 2 of 6 categories
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FRPH vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is FRPH 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 0. 6% for FRP Holdings, Inc. (FRPH). FRP Holdings, Inc. (FRPH) offers the better valuation at 62. 1x trailing P/E (17. 4x 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 — FRPH or WELL?
On trailing P/E, FRP Holdings, Inc.
(FRPH) is the cheapest at 62. 1x versus Welltower Inc. at 155. 7x. On forward P/E, FRP Holdings, Inc. is actually cheaper at 17. 4x.
03Which is the better long-term investment — FRPH or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +211. 9%, compared to -23. 3% for FRP Holdings, Inc. (FRPH). Over 10 years, the gap is even starker: WELL returned +233. 9% versus FRPH's +24. 2%. 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 — FRPH or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus FRP Holdings, Inc. 's 0. 66β — meaning FRPH is approximately 397% more volatile than WELL relative to the S&P 500. On balance sheet safety, FRP Holdings, Inc. (FRPH) carries a lower debt/equity ratio of 38% versus 49% for Welltower Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — FRPH or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus 0. 6% for FRP Holdings, Inc. (FRPH). On earnings-per-share growth, the picture is similar: FRP Holdings, Inc. grew EPS 21. 4% 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 — FRPH or WELL?
FRP Holdings, Inc.
(FRPH) is the more profitable company, earning 15. 3% net margin versus 8. 8% for Welltower Inc. — meaning it keeps 15. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FRPH leads at 28. 0% versus 3. 3% for WELL. At the gross margin level — before operating expenses — FRPH leads at 91. 8%, 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 FRPH or WELL more undervalued right now?
On forward earnings alone, FRP Holdings, Inc.
(FRPH) trades at 17. 4x forward P/E versus 79. 7x for Welltower Inc. — 62. 3x cheaper on a one-year earnings basis.
08Which pays a better dividend — FRPH or WELL?
In this comparison, WELL (1.
3% yield) pays a dividend. FRPH does not pay a meaningful dividend and should not be held primarily for income.
09Is FRPH 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, +233. 9% 10Y return). Both have compounded well over 10 years (WELL: +233. 9%, FRPH: +24. 2%), 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 FRPH 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: FRPH is a small-cap quality compounder stock; WELL is a mid-cap high-growth stock. WELL pays a dividend while FRPH 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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Revenue Growth>
%
(FRPH: 1.3% · WELL: 40.3%)Net Margin>
%
(FRPH: 10.9% · WELL: 12.3%)P/E Ratio<
x
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