LRE
Lead Real Estate Co., Ltd American Depositary Shares
Real Estate - Development
Market Cap$18M
5Y Perf.-73.3%
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Stock Comparison
LRE vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$150.14B
5Y Perf.+161.6%
LRE vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | LRE | WELL |
|---|---|---|
| Industry | Real Estate - Development | REIT - Healthcare Facilities |
| Market Cap | $18M | $150.14B |
| Revenue (TTM) | $36.91B | $11.63B |
| Net Income (TTM) | $1.12B | $1.43B |
| Gross Margin | 16.4% | 39.1% |
| Operating Margin | 5.0% | 4.4% |
| Forward P/E | 4.4x | 78.9x |
| Total Debt | $11.60B | $21.38B |
| Cash & Equiv. | $1.30B | $5.03B |
LRE vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
LRE
WELL
| Stock | Sep 23 | May 26 | Return |
|---|---|---|---|
| Lead Real Estate Co… (LRE) | 100 | 26.7 | -73.3% |
| Welltower Inc. (WELL) | 100 | 261.6 | +161.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LRE vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WELL leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Lead Real Estate Co., Ltd American Depositary Shares is the stronger pick specifically for valuation and capital efficiency and operational efficiency and capital deployment. As sector peers, any of these can serve as alternatives in the same allocation.
LRE
Lead Real Estate Co., Ltd American Depositary Shares
The Real Estate Income Play
LRE is the clearest fit if your priority is value and efficiency.
- Lower P/E (4.4x vs 78.9x)
- 6.5% ROA vs WELL's 2.3%, ROIC 4.8% vs 0.5%
Best for: value and efficiency
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%
- 230.2% 10Y total return vs LRE's -77.9%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WELL | 35.8% FFO/revenue growth vs LRE's 8.6% |
| Value | LRE | Lower P/E (4.4x vs 78.9x) |
| Quality / Margins | WELL | 12.3% margin vs LRE's 3.0% |
| Stability / Safety | WELL | Beta 0.13 vs LRE's 0.84, lower leverage |
| Dividends | WELL | 1.3% yield, 2-year raise streak, vs LRE's 0.9% |
| Momentum (1Y) | WELL | +43.9% vs LRE's +10.1% |
| Efficiency (ROA) | LRE | 6.5% ROA vs WELL's 2.3%, ROIC 4.8% vs 0.5% |
LRE vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
LRE vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLWELLLAGGINGLRE
LRELead Real Estate Co.,…
2leads
WELLWelltower Inc.
4leads
6 Total Categories
CATEGORYLEADERvs LREMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
WELL4/6
Valuation MetricsMultiples, price ratios, and targets
LRE4/4
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
LRE7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL6/6
Risk & VolatilityBeta, volatility, and downside exposure
WELL2/2
Analyst OutlookRatings, price targets, and dividends
WELL2/2
Income & Cash Flow (Last 12 Months)
WELL leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LRE is the larger business by revenue, generating $36.9B annually — 3.2x WELL's $11.6B. WELL is the more profitable business, keeping 12.3% of every revenue dollar as net income compared to LRE's 3.0%. On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | LRELead Real Estate … | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $36.9B | $11.6B |
| EBITDAEarnings before interest/tax | $2.0B | $2.8B |
| Net IncomeAfter-tax profit | $1.1B | $1.4B |
| Free Cash FlowCash after capex | -$2.8B | $2.5B |
| Gross MarginGross profit ÷ Revenue | +16.4% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +5.0% | +4.4% |
| Net MarginNet income ÷ Revenue | +3.0% | +12.3% |
| FCF MarginFCF ÷ Revenue | -7.5% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +19.9% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +44.9% | +22.5% |
WELL leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
LRE leads this category, winning 4 of 4 comparable metrics.
Valuation Metrics
At 4.4x trailing earnings, LRE trades at a 97% valuation discount to WELL's 154.2x P/E. On an enterprise value basis, LRE's 13.1x EV/EBITDA is more attractive than WELL's 66.8x.
| Metric | LRELead Real Estate … | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $18M | $150.1B |
| Enterprise ValueMkt cap + debt − cash | $83M | $166.5B |
| Trailing P/EPrice ÷ TTM EPS | 4.39x | 154.17x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 78.89x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 13.09x | 66.76x |
| Price / SalesMarket cap ÷ Revenue | 0.15x | 14.08x |
| Price / BookPrice ÷ Book value/share | 0.65x | 3.37x |
| Price / FCFMarket cap ÷ FCF | — | 52.72x |
LRE leads this category, winning 4 of 4 comparable metrics.
Profitability & Efficiency
LRE leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
LRE delivers a 26.5% return on equity — every $100 of shareholder capital generates $27 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 LRE's 2.74x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs LRE's 5/9, reflecting strong financial health.
| Metric | LRELead Real Estate … | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +26.5% | +3.5% |
| ROA (TTM)Return on assets | +6.5% | +2.3% |
| ROICReturn on invested capital | +4.8% | +0.5% |
| ROCEReturn on capital employed | +10.1% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 2.74x | 0.49x |
| Net DebtTotal debt minus cash | $10.3B | $16.3B |
| Cash & Equiv.Liquid assets | $1.3B | $5.0B |
| Total DebtShort + long-term debt | $11.6B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 49.14x | 0.26x |
LRE leads this category, winning 7 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 $31,264 today (with dividends reinvested), compared to $2,211 for LRE. Over the past 12 months, WELL leads with a +43.9% total return vs LRE's +10.1%. The 3-year compound annual growth rate (CAGR) favors WELL at 41.3% vs LRE's -39.5% — a key indicator of consistent wealth creation.
| Metric | LRELead Real Estate … | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -25.1% | +15.0% |
| 1-Year ReturnPast 12 months | +10.1% | +43.9% |
| 3-Year ReturnCumulative with dividends | -77.9% | +182.2% |
| 5-Year ReturnCumulative with dividends | -77.9% | +212.6% |
| 10-Year ReturnCumulative with dividends | -77.9% | +230.2% |
| CAGR (3Y)Annualised 3-year return | -39.5% | +41.3% |
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 LRE's 0.84 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WELL currently trades 97.6% from its 52-week high vs LRE's 44.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | LRELead Real Estate … | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.84x | 0.13x |
| 52-Week HighHighest price in past year | $2.97 | $219.59 |
| 52-Week LowLowest price in past year | $1.00 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +44.1% | +97.6% |
| RSI (14)Momentum oscillator 0–100 | 50.1 | 62.6 |
| Avg Volume (50D)Average daily shares traded | 16K | 2.6M |
WELL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
WELL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, WELL offers the higher dividend yield at 1.29% vs LRE's 0.91%.
| Metric | LRELead Real Estate … | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $226.50 |
| # AnalystsCovering analysts | — | 34 |
| Dividend YieldAnnual dividend ÷ price | +0.9% | +1.3% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | $1.87 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
WELL leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
WELL leads in 4 of 6 categories (Income & Cash Flow, Total Returns). LRE leads in 2 (Valuation Metrics, Profitability & Efficiency).
Best OverallWelltower Inc. (WELL)Leads 4 of 6 categories
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LRE vs WELL: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is LRE 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 8. 6% for Lead Real Estate Co. , Ltd American Depositary Shares (LRE). Lead Real Estate Co. , Ltd American Depositary Shares (LRE) offers the better valuation at 4. 4x trailing P/E, 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 — LRE or WELL?
On trailing P/E, Lead Real Estate Co.
, Ltd American Depositary Shares (LRE) is the cheapest at 4. 4x versus Welltower Inc. at 154. 2x.
03Which is the better long-term investment — LRE or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +212. 6%, compared to -77. 9% for Lead Real Estate Co. , Ltd American Depositary Shares (LRE). Over 10 years, the gap is even starker: WELL returned +230. 2% versus LRE's -77. 9%. 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 — LRE or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus Lead Real Estate Co. , Ltd American Depositary Shares's 0. 84β — meaning LRE is approximately 532% 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 3% for Lead Real Estate Co. , Ltd American Depositary Shares — giving it more financial flexibility in a downturn.
05Which is growing faster — LRE or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus 8. 6% for Lead Real Estate Co. , Ltd American Depositary Shares (LRE). On earnings-per-share growth, the picture is similar: Lead Real Estate Co. , Ltd American Depositary Shares grew EPS 4. 6% 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 — LRE or WELL?
Welltower Inc.
(WELL) is the more profitable company, earning 8. 8% net margin versus 3. 3% for Lead Real Estate Co. , Ltd American Depositary Shares — meaning it keeps 8. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LRE leads at 4. 7% 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.
07Which pays a better dividend — LRE or WELL?
All stocks in this comparison pay dividends.
Welltower Inc. (WELL) offers the highest yield at 1. 3%, versus 0. 9% for Lead Real Estate Co. , Ltd American Depositary Shares (LRE).
08Is LRE 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%, LRE: -77. 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.
09What are the main differences between LRE 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: LRE is a small-cap deep-value 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>
%
(LRE: 19.9% · WELL: 40.3%)Net Margin>
%
(LRE: 3.0% · WELL: 12.3%)P/E Ratio<
x
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