REIT - Hotel & Motel
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HST vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Healthcare Facilities
HST vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Hotel & Motel | REIT - Healthcare Facilities |
| Market Cap | $14.65B | $150.14B |
| Revenue (TTM) | $5.94B | $11.63B |
| Net Income (TTM) | $738M | $1.43B |
| Gross Margin | 53.3% | 39.1% |
| Operating Margin | 13.8% | 4.4% |
| Forward P/E | 19.8x | 78.9x |
| Total Debt | $5.64B | $21.38B |
| Cash & Equiv. | $554M | $5.03B |
HST vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Host Hotels & Resor… (HST) | 100 | 181.6 | +81.6% |
| Welltower Inc. (WELL) | 100 | 428.9 | +328.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HST vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HST carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 1.04, yield 4.9%
- Rev growth 7.0%, EPS growth -4.8%, 3Y rev CAGR 25.3%
- Lower P/E (19.8x vs 78.9x)
WELL is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 230.2% 10Y total return vs HST's 74.8%
- Lower volatility, beta 0.13, Low D/E 49.5%, current ratio 5.34x
- Beta 0.13, yield 1.3%, current ratio 5.34x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 35.8% FFO/revenue growth vs HST's 7.0% | |
| Value | Lower P/E (19.8x vs 78.9x) | |
| Quality / Margins | 12.4% margin vs WELL's 12.3% | |
| Stability / Safety | Beta 0.13 vs HST's 1.04, lower leverage | |
| Dividends | 4.9% yield, 2-year raise streak, vs WELL's 1.3% | |
| Momentum (1Y) | +50.9% vs WELL's +43.9% | |
| Efficiency (ROA) | 5.7% ROA vs WELL's 2.3%, ROIC 5.9% vs 0.5% |
HST vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
HST 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)
HST 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 — 2.0x HST's $5.9B. Profitability is closely matched — net margins range from 12.4% (HST) to 12.3% (WELL). 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 |
| EBITDAEarnings before interest/tax | $1.6B | $2.8B |
| Net IncomeAfter-tax profit | $738M | $1.4B |
| Free Cash FlowCash after capex | $671M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +53.3% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +13.8% | +4.4% |
| Net MarginNet income ÷ Revenue | +12.4% | +12.3% |
| FCF MarginFCF ÷ Revenue | +11.3% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.9% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +91.7% | +22.5% |
Valuation Metrics
HST leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 21.5x trailing earnings, HST trades at a 86% valuation discount to WELL's 154.2x P/E. On an enterprise value basis, HST's 12.1x EV/EBITDA is more attractive than WELL's 66.8x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $14.7B | $150.1B |
| Enterprise ValueMkt cap + debt − cash | $19.7B | $166.5B |
| Trailing P/EPrice ÷ TTM EPS | 21.53x | 154.17x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.77x | 78.89x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 12.06x | 66.76x |
| Price / SalesMarket cap ÷ Revenue | 2.58x | 14.08x |
| Price / BookPrice ÷ Book value/share | 2.22x | 3.37x |
| Price / FCFMarket cap ÷ FCF | 15.43x | 52.72x |
Profitability & Efficiency
HST leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
HST delivers a 10.8% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $3 for WELL. WELL carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to HST's 0.83x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs HST's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +10.8% | +3.5% |
| ROA (TTM)Return on assets | +5.7% | +2.3% |
| ROICReturn on invested capital | +5.9% | +0.5% |
| ROCEReturn on capital employed | +7.8% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 0.83x | 0.49x |
| Net DebtTotal debt minus cash | $5.1B | $16.3B |
| Cash & Equiv.Liquid assets | $554M | $5.0B |
| Total DebtShort + long-term debt | $5.6B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 4.07x | 0.26x |
Total Returns (Dividends Reinvested)
WELL 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 $31,264 today (with dividends reinvested), compared to $14,199 for HST. Over the past 12 months, HST leads with a +50.9% total return vs WELL's +43.9%. The 3-year compound annual growth rate (CAGR) favors WELL at 41.3% vs HST's 10.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +18.4% | +15.0% |
| 1-Year ReturnPast 12 months | +50.9% | +43.9% |
| 3-Year ReturnCumulative with dividends | +36.5% | +182.2% |
| 5-Year ReturnCumulative with dividends | +42.0% | +212.6% |
| 10-Year ReturnCumulative with dividends | +74.8% | +230.2% |
| CAGR (3Y)Annualised 3-year return | +10.9% | +41.3% |
Risk & Volatility
Evenly matched — HST and WELL each lead in 1 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 HST's 1.04 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.04x | 0.13x |
| 52-Week HighHighest price in past year | $21.54 | $219.59 |
| 52-Week LowLowest price in past year | $14.37 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +98.9% | +97.6% |
| RSI (14)Momentum oscillator 0–100 | 57.8 | 62.6 |
| Avg Volume (50D)Average daily shares traded | 8.1M | 2.6M |
Analyst Outlook
HST leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates HST as "Buy" and WELL as "Buy". Consensus price targets imply 5.7% upside for WELL (target: $227) vs -6.1% for HST (target: $20). For income investors, HST offers the higher dividend yield at 4.90% vs WELL's 1.29%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $20.00 | $226.50 |
| # AnalystsCovering analysts | 42 | 34 |
| Dividend YieldAnnual dividend ÷ price | +4.9% | +1.3% |
| Dividend StreakConsecutive years of raises | 2 | 2 |
| Dividend / ShareAnnual DPS | $1.04 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.7% | 0.0% |
HST leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). WELL leads in 1 (Total Returns). 1 tied.
HST vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is HST 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 7. 0% for Host Hotels & Resorts, Inc. (HST). Host Hotels & Resorts, Inc. (HST) offers the better valuation at 21. 5x trailing P/E (19. 8x forward), making it the more compelling value choice. Analysts rate Host Hotels & Resorts, Inc. (HST) a "Buy" — based on 42 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 — HST or WELL?
On trailing P/E, Host Hotels & Resorts, Inc.
(HST) is the cheapest at 21. 5x versus Welltower Inc. at 154. 2x. On forward P/E, Host Hotels & Resorts, Inc. is actually cheaper at 19. 8x.
03Which is the better long-term investment — HST or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +212. 6%, compared to +42. 0% for Host Hotels & Resorts, Inc. (HST). Over 10 years, the gap is even starker: WELL returned +230. 2% versus HST's +75. 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 — HST or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus Host Hotels & Resorts, Inc. 's 1. 04β — meaning HST is approximately 684% more volatile than WELL relative to the S&P 500. On balance sheet safety, Welltower Inc. (WELL) carries a lower debt/equity ratio of 49% versus 83% for Host Hotels & Resorts, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — HST or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus 7. 0% for Host Hotels & Resorts, Inc. (HST). On earnings-per-share growth, the picture is similar: Host Hotels & Resorts, Inc. grew EPS -4. 8% year-over-year, compared to -11. 5% for Welltower Inc.. Over a 3-year CAGR, HST leads at 25. 3% 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 — HST or WELL?
Host Hotels & Resorts, Inc.
(HST) is the more profitable company, earning 12. 3% net margin versus 8. 8% for Welltower Inc. — meaning it keeps 12. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HST leads at 15. 4% versus 3. 3% for WELL. At the gross margin level — before operating expenses — HST leads at 53. 4%, 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 HST or WELL more undervalued right now?
On forward earnings alone, Host Hotels & Resorts, Inc.
(HST) trades at 19. 8x forward P/E versus 78. 9x for Welltower Inc. — 59. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WELL: 5. 7% to $226. 50.
08Which pays a better dividend — HST or WELL?
All stocks in this comparison pay dividends.
Host Hotels & Resorts, Inc. (HST) offers the highest yield at 4. 9%, versus 1. 3% for Welltower Inc. (WELL).
09Is HST 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%, HST: +75. 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 HST 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: HST is a mid-cap income-oriented stock; WELL is a mid-cap high-growth 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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