IVT
InvenTrust Properties Corp.
REIT - Retail
Market Cap$2.49B
5Y Perf.-73.4%
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Stock Comparison
IVT 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.+218.8%
IVT vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | IVT | WELL |
|---|---|---|
| Industry | REIT - Retail | REIT - Healthcare Facilities |
| Market Cap | $2.49B | $151.66B |
| Revenue (TTM) | $307M | $11.63B |
| Net Income (TTM) | $110M | $1.43B |
| Gross Margin | 49.5% | 39.1% |
| Operating Margin | 16.6% | 4.4% |
| Forward P/E | 166.0x | 79.7x |
| Total Debt | $826M | $21.38B |
| Cash & Equiv. | $41M | $5.03B |
IVT vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
IVT
WELL
| Stock | Feb 21 | May 26 | Return |
|---|---|---|---|
| InvenTrust Properti… (IVT) | 100 | 26.6 | -73.4% |
| Welltower Inc. (WELL) | 100 | 318.8 | +218.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IVT vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WELL leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. InvenTrust Properties Corp. is the stronger pick specifically for profitability and margin quality and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
IVT
InvenTrust Properties Corp.
The Real Estate Income Play
IVT is the clearest fit if your priority is income & stability.
- Dividend streak 8 yrs, beta 0.33, yield 2.9%
- 35.8% margin vs WELL's 12.3%
- 2.9% yield, 8-year raise streak, vs WELL's 1.3%
Best for: income & stability
WELL
Welltower Inc.
The Real Estate Income Play
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%
- 233.9% 10Y total return vs IVT's -68.2%
- Lower volatility, beta 0.13, Low D/E 49.5%, current ratio 5.34x
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WELL | 35.8% FFO/revenue growth vs IVT's 9.2% |
| Value | WELL | Lower P/E (79.7x vs 166.0x) |
| Quality / Margins | IVT | 35.8% margin vs WELL's 12.3% |
| Stability / Safety | WELL | Beta 0.13 vs IVT's 0.33 |
| Dividends | IVT | 2.9% yield, 8-year raise streak, vs WELL's 1.3% |
| Momentum (1Y) | WELL | +45.8% vs IVT's +17.7% |
| Efficiency (ROA) | IVT | 4.0% ROA vs WELL's 2.3%, ROIC 1.5% vs 0.5% |
IVT vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
IVT vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLIVTLAGGINGWELL
WELLWelltower Inc.
2leads
IVTInvenTrust Properties…
4leads
6 Total Categories
CATEGORYLEADERvs WELLMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
IVT4/6
Valuation MetricsMultiples, price ratios, and targets
IVT5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
IVT8/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL6/6
Risk & VolatilityBeta, volatility, and downside exposure
WELL2/2
Analyst OutlookRatings, price targets, and dividends
IVT2/2
Income & Cash Flow (Last 12 Months)
IVT 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 — 37.9x IVT's $307M. IVT is the more profitable business, keeping 35.8% of every revenue dollar as net income compared to WELL's 12.3%. On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | IVTInvenTrust Proper… | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $307M | $11.6B |
| EBITDAEarnings before interest/tax | $185M | $2.8B |
| Net IncomeAfter-tax profit | $110M | $1.4B |
| Free Cash FlowCash after capex | $118M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +49.5% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +16.6% | +4.4% |
| Net MarginNet income ÷ Revenue | +35.8% | +12.3% |
| FCF MarginFCF ÷ Revenue | +38.5% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.3% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -23.9% | +22.5% |
IVT leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
IVT leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 22.5x trailing earnings, IVT trades at a 86% valuation discount to WELL's 155.7x P/E. On an enterprise value basis, IVT's 18.2x EV/EBITDA is more attractive than WELL's 67.4x.
| Metric | IVTInvenTrust Proper… | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $2.5B | $151.7B |
| Enterprise ValueMkt cap + debt − cash | $3.3B | $168.0B |
| Trailing P/EPrice ÷ TTM EPS | 22.51x | 155.73x |
| Forward P/EPrice ÷ next-FY EPS est. | 166.03x | 79.69x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 18.21x | 67.37x |
| Price / SalesMarket cap ÷ Revenue | 8.33x | 14.22x |
| Price / BookPrice ÷ Book value/share | 1.40x | 3.40x |
| Price / FCFMarket cap ÷ FCF | 22.46x | 53.25x |
IVT leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
IVT leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
IVT delivers a 6.1% return on equity — every $100 of shareholder capital generates $6 in annual profit, vs $3 for WELL. IVT carries lower financial leverage with a 0.46x 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 IVT's 5/9, reflecting strong financial health.
| Metric | IVTInvenTrust Proper… | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +6.1% | +3.5% |
| ROA (TTM)Return on assets | +4.0% | +2.3% |
| ROICReturn on invested capital | +1.5% | +0.5% |
| ROCEReturn on capital employed | +1.9% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 0.46x | 0.49x |
| Net DebtTotal debt minus cash | $785M | $16.3B |
| Cash & Equiv.Liquid assets | $41M | $5.0B |
| Total DebtShort + long-term debt | $826M | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 4.23x | 0.26x |
IVT leads this category, winning 8 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 $2,839 for IVT. Over the past 12 months, WELL leads with a +45.8% total return vs IVT's +17.7%. The 3-year compound annual growth rate (CAGR) favors WELL at 43.3% vs IVT's 15.4% — a key indicator of consistent wealth creation.
| Metric | IVTInvenTrust Proper… | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +15.5% | +16.2% |
| 1-Year ReturnPast 12 months | +17.7% | +45.8% |
| 3-Year ReturnCumulative with dividends | +53.9% | +194.0% |
| 5-Year ReturnCumulative with dividends | -71.6% | +211.9% |
| 10-Year ReturnCumulative with dividends | -68.2% | +233.9% |
| CAGR (3Y)Annualised 3-year return | +15.4% | +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 IVT's 0.33 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | IVTInvenTrust Proper… | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.33x | 0.13x |
| 52-Week HighHighest price in past year | $33.19 | $219.59 |
| 52-Week LowLowest price in past year | $26.52 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +96.3% | +98.6% |
| RSI (14)Momentum oscillator 0–100 | 53.3 | 57.6 |
| Avg Volume (50D)Average daily shares traded | 444K | 2.6M |
WELL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
IVT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates IVT as "Buy" and WELL as "Buy". Consensus price targets imply 4.6% upside for WELL (target: $227) vs 3.3% for IVT (target: $33). For income investors, IVT offers the higher dividend yield at 2.91% vs WELL's 1.28%.
| Metric | IVTInvenTrust Proper… | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $33.00 | $226.50 |
| # AnalystsCovering analysts | 4 | 34 |
| Dividend YieldAnnual dividend ÷ price | +2.9% | +1.3% |
| Dividend StreakConsecutive years of raises | 8 | 2 |
| Dividend / ShareAnnual DPS | $0.93 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
IVT leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
IVT leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). WELL leads in 2 (Total Returns, Risk & Volatility).
Best OverallInvenTrust Properties Corp. (IVT)Leads 4 of 6 categories
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IVT vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is IVT 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 9. 2% for InvenTrust Properties Corp. (IVT). InvenTrust Properties Corp. (IVT) offers the better valuation at 22. 5x trailing P/E (166. 0x forward), making it the more compelling value choice. Analysts rate InvenTrust Properties Corp. (IVT) a "Buy" — based on 4 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 — IVT or WELL?
On trailing P/E, InvenTrust Properties Corp.
(IVT) is the cheapest at 22. 5x versus Welltower Inc. at 155. 7x. On forward P/E, Welltower Inc. is actually cheaper at 79. 7x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — IVT or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +211. 9%, compared to -71. 6% for InvenTrust Properties Corp. (IVT). Over 10 years, the gap is even starker: WELL returned +233. 9% versus IVT's -68. 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 — IVT or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus InvenTrust Properties Corp. 's 0. 33β — meaning IVT is approximately 151% more volatile than WELL relative to the S&P 500. On balance sheet safety, InvenTrust Properties Corp. (IVT) carries a lower debt/equity ratio of 46% versus 49% for Welltower Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — IVT or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus 9. 2% for InvenTrust Properties Corp. (IVT). On earnings-per-share growth, the picture is similar: InvenTrust Properties Corp. grew EPS 647. 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 — IVT or WELL?
InvenTrust Properties Corp.
(IVT) is the more profitable company, earning 37. 2% net margin versus 8. 8% for Welltower Inc. — meaning it keeps 37. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IVT leads at 17. 2% 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 IVT or WELL more undervalued right now?
On forward earnings alone, Welltower Inc.
(WELL) trades at 79. 7x forward P/E versus 166. 0x for InvenTrust Properties Corp. — 86. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WELL: 4. 6% to $226. 50.
08Which pays a better dividend — IVT or WELL?
All stocks in this comparison pay dividends.
InvenTrust Properties Corp. (IVT) offers the highest yield at 2. 9%, versus 1. 3% for Welltower Inc. (WELL).
09Is IVT 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%, IVT: -68. 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 IVT 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: IVT is a small-cap quality compounder 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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Revenue Growth>
%
(IVT: 11.3% · WELL: 40.3%)Net Margin>
%
(IVT: 35.8% · WELL: 12.3%)P/E Ratio<
x
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