Comprehensive Stock Comparison
Compare LXP Industrial Trust (LXP) vs Welltower Inc. (WELL) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | WELL | 38.0% revenue growth vs LXP's -2.3% |
| Value | WELL | Lower P/E (73.3x vs 1380.5x) |
| Quality / Margins | LXP | 30.4% net margin vs WELL's 8.6% |
| Stability / Safety | WELL | Beta 0.29 vs LXP's 0.62 |
| Dividends | LXP | 0.6% yield; WELL pays no meaningful dividend |
| Momentum (1Y) | WELL | +36.8% vs LXP's +16.7% |
| Efficiency (ROA) | LXP | 3.0% ROA vs WELL's 1.4%, ROIC 0.1% vs 0.9% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
LXP Industrial Trust is a real estate investment trust that owns and operates a portfolio of single-tenant industrial properties across the United States. It generates revenue primarily through long-term net leases — where tenants pay base rent plus property expenses — with industrial properties contributing nearly 100% of its income. The company's competitive advantage lies in its focus on mission-critical industrial facilities in strategic logistics markets and its disciplined approach to sale-leaseback transactions with creditworthy tenants.
Welltower is a healthcare-focused real estate investment trust that owns and invests in seniors housing communities, post-acute care facilities, and outpatient medical properties. It generates revenue primarily through rental income from its healthcare real estate portfolio — with seniors housing contributing roughly 60% of net operating income, outpatient medical properties about 25%, and post-acute care facilities the remainder. The company's competitive advantage lies in its scale and strategic partnerships with leading healthcare operators, creating a diversified portfolio concentrated in high-growth markets across the U.S., Canada, and the U.K.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
LXP leads in 3 of 6 categories (Financial Metrics, Valuation Metrics). WELL leads in 3 (Total Returns, Risk & Volatility).
Financial Metrics (TTM)
WELL is the larger business by revenue, generating $10.8B annually — 30.9x LXP's $350M. LXP is the more profitable business, keeping 30.4% of every revenue dollar as net income compared to WELL's 8.6%. On growth, WELL holds the edge at +46.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | LXPLXP Industrial Tr… | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $350M | $10.8B |
| EBITDAEarnings before interest/tax | -$194M | $2.6B |
| Net IncomeAfter-tax profit | $106M | $934M |
| Free Cash FlowCash after capex | $164M | $2.1B |
| Gross MarginGross profit ÷ Revenue | +81.6% | +20.9% |
| Operating MarginEBIT ÷ Revenue | +0.8% | +4.9% |
| Net MarginNet income ÷ Revenue | +30.4% | +8.6% |
| FCF MarginFCF ÷ Revenue | +46.8% | +19.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | -14.0% | +46.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -16.4% | -26.3% |
Valuation Metrics
At 27.2x trailing earnings, LXP trades at a 82% valuation discount to WELL's 149.0x P/E.
| Metric | LXPLXP Industrial Tr… | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $2.9B | $144.3B |
| Enterprise ValueMkt cap + debt − cash | $2.8B | $142.0B |
| Trailing P/EPrice ÷ TTM EPS | 27.23x | 149.01x |
| Forward P/EPrice ÷ next-FY EPS est. | 1380.50x | 73.28x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 54.40x |
| Price / SalesMarket cap ÷ Revenue | 8.36x | 13.31x |
| Price / BookPrice ÷ Book value/share | 14.17x | 3.26x |
| Price / FCFMarket cap ÷ FCF | 17.87x | 50.06x |
Profitability & Efficiency
LXP delivers a 5.2% return on equity — every $100 of shareholder capital generates $5 in annual profit, vs $2 for WELL. On the Piotroski fundamental quality scale (0–9), LXP scores 7/9 vs WELL's 5/9, reflecting strong financial health.
| Metric | LXPLXP Industrial Tr… | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +5.2% | +2.2% |
| ROA (TTM)Return on assets | +3.0% | +1.4% |
| ROICReturn on invested capital | +0.1% | +0.9% |
| ROCEReturn on capital employed | +0.1% | +0.9% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | — | 0.07x |
| Net DebtTotal debt minus cash | -$170M | -$2.2B |
| Cash & Equiv.Liquid assets | $170M | $5.0B |
| Total DebtShort + long-term debt | $0 | $2.8B |
| Interest CoverageEBIT ÷ Interest expense | — | 0.81x |
Total Returns (with DRIP)
A $10,000 investment in WELL five years ago would be worth $32,119 today (with dividends reinvested), compared to $11,484 for LXP. Over the past 12 months, WELL leads with a +36.8% total return vs LXP's +16.7%. The 3-year compound annual growth rate (CAGR) favors WELL at 42.6% vs LXP's 3.3% — a key indicator of consistent wealth creation.
| Metric | LXPLXP Industrial Tr… | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -0.0% | +11.2% |
| 1-Year ReturnPast 12 months | +16.7% | +36.8% |
| 3-Year ReturnCumulative with dividends | +10.1% | +190.2% |
| 5-Year ReturnCumulative with dividends | +14.8% | +221.2% |
| 10-Year ReturnCumulative with dividends | +98.4% | +270.5% |
| CAGR (3Y)Annualised 3-year return | +3.3% | +42.6% |
Risk & Volatility
WELL is the less volatile stock with a 0.29 beta — it tends to amplify market swings less than LXP's 0.62 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | LXPLXP Industrial Tr… | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.62x | 0.29x |
| 52-Week HighHighest price in past year | $52.52 | $215.56 |
| 52-Week LowLowest price in past year | $34.25 | $130.29 |
| % of 52W HighCurrent price vs 52-week peak | +94.4% | +96.1% |
| RSI (14)Momentum oscillator 0–100 | 54.2 | 69.0 |
| Avg Volume (50D)Average daily shares traded | 452K | 2.5M |
Analyst Outlook
Wall Street rates LXP as "Buy" and WELL as "Buy". Consensus price targets imply 6.9% upside for WELL (target: $221) vs -36.9% for LXP (target: $31). LXP is the only dividend payer here at 0.57% yield — a key consideration for income-focused portfolios.
| Metric | LXPLXP Industrial Tr… | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $31.25 | $221.45 |
| # AnalystsCovering analysts | 15 | 34 |
| Dividend YieldAnnual dividend ÷ price | +0.6% | — |
| Dividend StreakConsecutive years of raises | 0 | 1 |
| Dividend / ShareAnnual DPS | $0.28 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| LXP Industrial Trust (LXP) | 100 | 92.71 | -7.3% |
| Welltower Inc. (WELL) | 100 | 249.04 | +149.0% |
Welltower Inc. (WELL) returned +221% over 5 years vs LXP Industrial Trust (LXP)'s +15%. A $10,000 investment in WELL 5 years ago would be worth $32,119 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| LXP Industrial Trust (LXP) | $429M | $350M | -18.5% |
| Welltower Inc. (WELL) | $4.3B | $10.8B | +154.9% |
LXP Industrial Trust's revenue grew from $429M (2016) to $350M (2025) — a -2.2% CAGR. Welltower Inc.'s revenue grew from $4.3B (2016) to $10.8B (2025) — a 11.0% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| LXP Industrial Trust (LXP) | 22.3% | 30.4% | +36.5% |
| Welltower Inc. (WELL) | 25.4% | 8.6% | -65.9% |
LXP Industrial Trust's net margin went from 22% (2016) to 30% (2025). Welltower Inc.'s net margin went from 25% (2016) to 9% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| LXP Industrial Trust (LXP) | 29.2 | 27.2 | -6.8% |
| Welltower Inc. (WELL) | 50.6 | 133.5 | +163.8% |
LXP Industrial Trust has traded in a 9x–121x P/E range over 9 years; current trailing P/E is ~27x. Welltower Inc. has traded in a 27x–219x P/E range over 9 years; current trailing P/E is ~149x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| LXP Industrial Trust (LXP) | 1.85 | 1.82 | -1.6% |
| Welltower Inc. (WELL) | 2.81 | 1.39 | -50.5% |
LXP Industrial Trust's EPS grew from $1.85 (2016) to $1.82 (2025) — a -0% CAGR. Welltower Inc.'s EPS grew from $2.81 (2016) to $1.39 (2025) — a -8% CAGR.
Chart 6Free Cash Flow — 5 Years
LXP Industrial Trust generated $164M FCF in 2025 (-20% vs 2021). Welltower Inc. generated $3B FCF in 2025 (+129% vs 2021).
LXP vs WELL: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is LXP or WELL a better buy right now?
LXP Industrial Trust (LXP) offers the better valuation at 27.2x trailing P/E (1380.5x forward), making it the more compelling value choice. Analysts rate LXP Industrial Trust (LXP) a "Buy" — based on 15 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 — LXP or WELL?
On trailing P/E, LXP Industrial Trust (LXP) is the cheapest at 27.2x versus Welltower Inc. at 149.0x. On forward P/E, Welltower Inc. is actually cheaper at 73.3x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — LXP or WELL?
Over the past 5 years, Welltower Inc. (WELL) delivered a total return of +221.2%, compared to +14.8% for LXP Industrial Trust (LXP). A $10,000 investment in WELL five years ago would be worth approximately $32K today (assuming dividends reinvested). Over 10 years, the gap is even starker: WELL returned +270.5% versus LXP's +98.4%. 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 — LXP or WELL?
By beta (market sensitivity over 5 years), Welltower Inc. (WELL) is the lower-risk stock at 0.29β versus LXP Industrial Trust's 0.62β — meaning LXP is approximately 115% more volatile than WELL relative to the S&P 500.
05Which has better profit margins — LXP or WELL?
LXP Industrial Trust (LXP) is the more profitable company, earning 30.4% net margin versus 8.6% for Welltower Inc. — meaning it keeps 30.4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WELL leads at 4.9% versus 0.8% for LXP. At the gross margin level — before operating expenses — LXP leads at 81.6%, 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.
06Is LXP or WELL more undervalued right now?
On forward earnings alone, Welltower Inc. (WELL) trades at 73.3x forward P/E versus 1380.5x for LXP Industrial Trust — 1307.2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WELL: 6.9% to $221.45.
07Which pays a better dividend — LXP or WELL?
In this comparison, LXP (0.6% yield) pays a dividend. WELL does not pay a meaningful dividend and should not be held primarily for income.
08Is LXP or WELL better for a retirement portfolio?
For long-horizon retirement investors, LXP Industrial Trust (LXP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.62), 0.6% yield). Both have compounded well over 10 years (LXP: +98.4%, WELL: +270.5%), 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 LXP 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. LXP pays a dividend while WELL 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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