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4 / 10Stock Comparison
HOUS vs WELL vs VTR vs DOUG
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Healthcare Facilities
REIT - Healthcare Facilities
Real Estate - Services
HOUS vs WELL vs VTR vs DOUG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Real Estate - Services | REIT - Healthcare Facilities | REIT - Healthcare Facilities | Real Estate - Services |
| Market Cap | $1.98B | $149.25B | $41.15B | $183M |
| Revenue (TTM) | $5.87B | $11.63B | $6.13B | $1.03B |
| Net Income (TTM) | $-128M | $1.43B | $260M | $15M |
| Gross Margin | 47.3% | 39.1% | -4.3% | 16.8% |
| Operating Margin | 20.3% | 4.4% | 13.4% | -5.9% |
| Forward P/E | — | 78.4x | 118.0x | 20.7x |
| Total Debt | $3.06B | $21.38B | $13.22B | $103M |
| Cash & Equiv. | $118M | $5.03B | $741M | $120M |
HOUS vs WELL vs VTR vs DOUG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Dec 21 | Jan 26 | Return |
|---|---|---|---|
| Anywhere Real Estat… (HOUS) | 100 | 104.9 | +4.9% |
| Welltower Inc. (WELL) | 100 | 216.4 | +116.4% |
| Ventas, Inc. (VTR) | 100 | 151.4 | +51.4% |
| Douglas Elliman Inc. (DOUG) | 100 | 21.6 | -78.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HOUS vs WELL vs VTR vs DOUG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HOUS is the clearest fit if your priority is momentum.
- +375.5% vs DOUG's +13.7%
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%
- 223.1% 10Y total return vs VTR's 65.0%
- Lower volatility, beta 0.13, Low D/E 49.5%, current ratio 5.34x
- 35.8% FFO/revenue growth vs HOUS's 1.0%
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 HOUS's 1.86, lower leverage
DOUG is the #2 pick in this set and the best alternative if value and efficiency is your priority.
- Lower P/E (20.7x vs 78.4x)
- 3.2% ROA vs HOUS's -2.2%, ROIC -26.1% vs 1.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 35.8% FFO/revenue growth vs HOUS's 1.0% | |
| Value | Lower P/E (20.7x vs 78.4x) | |
| Quality / Margins | 12.3% margin vs HOUS's -2.2% | |
| Stability / Safety | Beta 0.01 vs HOUS's 1.86, lower leverage | |
| Dividends | 1.3% yield, 2-year raise streak, vs VTR's 2.1%, (1 stock pays no dividend) | |
| Momentum (1Y) | +375.5% vs DOUG's +13.7% | |
| Efficiency (ROA) | 3.2% ROA vs HOUS's -2.2%, ROIC -26.1% vs 1.0% |
HOUS vs WELL vs VTR vs DOUG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
HOUS vs WELL vs VTR vs DOUG — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
DOUG leads in 2 of 6 categories
HOUS leads 1 • WELL leads 0 • VTR leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — HOUS and WELL 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 — 11.3x DOUG's $1.0B. WELL is the more profitable business, keeping 12.3% of every revenue dollar as net income compared to HOUS's -2.2%. On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $5.9B | $11.6B | $6.1B | $1.0B |
| EBITDAEarnings before interest/tax | $1.4B | $2.8B | $2.3B | -$52M |
| Net IncomeAfter-tax profit | -$128M | $1.4B | $260M | $15M |
| Free Cash FlowCash after capex | -$41M | $2.5B | $1.4B | -$17M |
| Gross MarginGross profit ÷ Revenue | +47.3% | +39.1% | -4.3% | +16.8% |
| Operating MarginEBIT ÷ Revenue | +20.3% | +4.4% | +13.4% | -5.9% |
| Net MarginNet income ÷ Revenue | -2.2% | +12.3% | +4.2% | +1.5% |
| FCF MarginFCF ÷ Revenue | -0.7% | +21.9% | +22.4% | -1.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +5.9% | +40.3% | +22.0% | +0.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -2.9% | +22.5% | 0.0% | +10.7% |
Valuation Metrics
DOUG leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 12.2x trailing earnings, DOUG trades at a 92% valuation discount to VTR's 160.3x P/E. On an enterprise value basis, HOUS's 18.8x EV/EBITDA is more attractive than WELL's 66.4x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $2.0B | $149.2B | $41.1B | $183M |
| Enterprise ValueMkt cap + debt − cash | $4.9B | $165.6B | $53.6B | $165M |
| Trailing P/EPrice ÷ TTM EPS | -15.34x | 153.25x | 160.26x | 12.18x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 78.42x | 118.01x | 20.70x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 18.77x | 66.40x | 24.31x | — |
| Price / SalesMarket cap ÷ Revenue | 0.35x | 13.99x | 7.05x | 0.18x |
| Price / BookPrice ÷ Book value/share | 1.25x | 3.35x | 3.18x | 1.01x |
| Price / FCFMarket cap ÷ FCF | 76.08x | 52.41x | 31.25x | — |
Profitability & Efficiency
DOUG leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
DOUG delivers a 10.3% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $-8 for HOUS. WELL carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to HOUS's 1.95x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs HOUS's 3/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -8.4% | +3.5% | +2.1% | +10.3% |
| ROA (TTM)Return on assets | -2.2% | +2.3% | +1.0% | +3.2% |
| ROICReturn on invested capital | +1.0% | +0.5% | +2.5% | -26.1% |
| ROCEReturn on capital employed | +1.4% | +0.6% | +3.2% | -16.3% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 7 | 6 | 4 |
| Debt / EquityFinancial leverage | 1.95x | 0.49x | 1.05x | 0.56x |
| Net DebtTotal debt minus cash | $2.9B | $16.3B | $12.5B | -$17M |
| Cash & Equiv.Liquid assets | $118M | $5.0B | $741M | $120M |
| Total DebtShort + long-term debt | $3.1B | $21.4B | $13.2B | $103M |
| Interest CoverageEBIT ÷ Interest expense | 0.42x | 0.26x | 1.40x | 4.53x |
Total Returns (Dividends Reinvested)
HOUS leads this category, winning 4 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 $1,998 for DOUG. Over the past 12 months, HOUS leads with a +375.5% total return vs DOUG's +13.7%. The 3-year compound annual growth rate (CAGR) favors HOUS at 48.6% vs DOUG's -8.5% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +26.4% | +14.3% | +12.6% | -9.2% |
| 1-Year ReturnPast 12 months | +375.5% | +42.7% | +33.9% | +13.7% |
| 3-Year ReturnCumulative with dividends | +227.9% | +189.5% | +94.2% | -23.3% |
| 5-Year ReturnCumulative with dividends | -1.7% | +202.3% | +74.8% | -80.0% |
| 10-Year ReturnCumulative with dividends | -33.9% | +223.1% | +65.0% | -80.0% |
| CAGR (3Y)Annualised 3-year return | +48.6% | +42.5% | +24.8% | -8.5% |
Risk & Volatility
Evenly matched — HOUS 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 HOUS's 1.86 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. HOUS currently trades 97.8% from its 52-week high vs DOUG's 64.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.86x | 0.13x | 0.01x | 1.82x |
| 52-Week HighHighest price in past year | $18.03 | $219.59 | $88.50 | $3.20 |
| 52-Week LowLowest price in past year | $3.10 | $142.65 | $61.76 | $1.53 |
| % of 52W HighCurrent price vs 52-week peak | +97.8% | +97.0% | +97.8% | +64.7% |
| RSI (14)Momentum oscillator 0–100 | 77.6 | 60.2 | 56.2 | 62.1 |
| Avg Volume (50D)Average daily shares traded | 11.5M | 2.6M | 3.4M | 734K |
Analyst Outlook
Evenly matched — WELL and VTR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: HOUS as "Hold", WELL as "Buy", VTR as "Buy", DOUG as "Buy". Consensus price targets imply 7.7% upside for HOUS (target: $19) vs 4.9% for VTR (target: $91). For income investors, VTR offers the higher dividend yield at 2.15% vs HOUS's 0.15%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $19.00 | $226.50 | $90.80 | — |
| # AnalystsCovering analysts | 16 | 34 | 32 | 1 |
| Dividend YieldAnnual dividend ÷ price | +0.2% | +1.3% | +2.1% | — |
| Dividend StreakConsecutive years of raises | 0 | 2 | 1 | 0 |
| Dividend / ShareAnnual DPS | $0.03 | $2.76 | $1.86 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | 0.0% | 0.0% | 0.0% |
DOUG leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). HOUS leads in 1 (Total Returns). 3 tied.
HOUS vs WELL vs VTR vs DOUG: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is HOUS or WELL or VTR or DOUG a better buy right now?
For growth investors, Welltower Inc.
(WELL) is the stronger pick with 35. 8% revenue growth year-over-year, versus 1. 0% for Anywhere Real Estate Inc. (HOUS). Douglas Elliman Inc. (DOUG) offers the better valuation at 12. 2x trailing P/E (20. 7x 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 — HOUS or WELL or VTR or DOUG?
On trailing P/E, Douglas Elliman Inc.
(DOUG) is the cheapest at 12. 2x versus Ventas, Inc. at 160. 3x. On forward P/E, Douglas Elliman Inc. is actually cheaper at 20. 7x.
03Which is the better long-term investment — HOUS or WELL or VTR or DOUG?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +202. 3%, compared to -80. 0% for Douglas Elliman Inc. (DOUG). Over 10 years, the gap is even starker: WELL returned +223. 1% versus DOUG's -80. 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 — HOUS or WELL or VTR or DOUG?
By beta (market sensitivity over 5 years), Ventas, Inc.
(VTR) is the lower-risk stock at 0. 01β versus Anywhere Real Estate Inc. 's 1. 86β — meaning HOUS is approximately 19515% 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 195% for Anywhere Real Estate Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — HOUS or WELL or VTR or DOUG?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus 1. 0% for Anywhere Real Estate Inc. (HOUS). On earnings-per-share growth, the picture is similar: Ventas, Inc. grew EPS 184. 2% year-over-year, compared to -30. 7% for Anywhere Real Estate 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 — HOUS or WELL or VTR or DOUG?
Welltower Inc.
(WELL) is the more profitable company, earning 8. 8% net margin versus -2. 2% for Anywhere Real Estate Inc. — meaning it keeps 8. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VTR leads at 14. 2% versus -5. 9% for DOUG. 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 HOUS or WELL or VTR or DOUG more undervalued right now?
On forward earnings alone, Douglas Elliman Inc.
(DOUG) trades at 20. 7x forward P/E versus 118. 0x for Ventas, Inc. — 97. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HOUS: 7. 7% to $19. 00.
08Which pays a better dividend — HOUS or WELL or VTR or DOUG?
In this comparison, VTR (2.
1% yield), WELL (1. 3% yield), HOUS (0. 2% yield) pay a dividend. DOUG does not pay a meaningful dividend and should not be held primarily for income.
09Is HOUS or WELL or VTR or DOUG 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). Anywhere Real Estate Inc. (HOUS) carries a higher beta of 1. 86 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (VTR: +65. 0%, HOUS: -33. 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 HOUS and WELL and VTR and DOUG?
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: HOUS is a small-cap quality compounder stock; WELL is a mid-cap high-growth stock; VTR is a mid-cap high-growth stock; DOUG is a small-cap deep-value stock. WELL, VTR pay a dividend while HOUS, DOUG do 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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