LXP
LXP Industrial Trust
REIT - Industrial
Market Cap$3.08B
5Y Perf.+7.5%
Compare Stocks
2 / 10Try these comparisons:
Stock Comparison
LXP 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.+327.2%
LXP vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | LXP | WELL |
|---|---|---|
| Industry | REIT - Industrial | REIT - Healthcare Facilities |
| Market Cap | $3.08B | $151.66B |
| Revenue (TTM) | $347M | $11.63B |
| Net Income (TTM) | $94M | $1.43B |
| Gross Margin | -17.1% | 39.1% |
| Operating Margin | 14.5% | 4.4% |
| Forward P/E | 749.6x | 79.7x |
| Total Debt | $1.37B | $21.38B |
| Cash & Equiv. | $170M | $5.03B |
LXP vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
LXP
WELL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| LXP Industrial Trust (LXP) | 100 | 107.5 | +7.5% |
| Welltower Inc. (WELL) | 100 | 427.2 | +327.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LXP 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. LXP Industrial Trust 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.
LXP
LXP Industrial Trust
The Real Estate Income Play
LXP is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 5 yrs, beta 0.54, yield 5.4%
- Beta 0.54, yield 5.4%, current ratio 85.31x
- 27.0% margin vs WELL's 12.3%
Best for: income & stability and defensive
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 LXP's 73.6%
- 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 LXP's -2.3% |
| Value | WELL | Lower P/E (79.7x vs 749.6x) |
| Quality / Margins | LXP | 27.0% margin vs WELL's 12.3% |
| Stability / Safety | WELL | Beta 0.13 vs LXP's 0.54, lower leverage |
| Dividends | LXP | 5.4% yield, 5-year raise streak, vs WELL's 1.3% |
| Momentum (1Y) | WELL | +45.8% vs LXP's +38.0% |
| Efficiency (ROA) | LXP | 2.6% ROA vs WELL's 2.3%, ROIC 1.1% vs 0.5% |
LXP vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
LXP vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLLXPLAGGINGWELL
WELLWelltower Inc.
1leads
LXPLXP Industrial Trust
3leads
6 Total Categories
CATEGORYLEADERvs WELLMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
LXP5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
LXP7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
LXP2/2
Income & Cash Flow (Last 12 Months)
Evenly matched — LXP and WELL each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 33.5x LXP's $347M. LXP is the more profitable business, keeping 27.0% 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 | LXPLXP Industrial Tr… | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $347M | $11.6B |
| EBITDAEarnings before interest/tax | $241M | $2.8B |
| Net IncomeAfter-tax profit | $94M | $1.4B |
| Free Cash FlowCash after capex | $162M | $2.5B |
| Gross MarginGross profit ÷ Revenue | -17.1% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +14.5% | +4.4% |
| Net MarginNet income ÷ Revenue | +27.0% | +12.3% |
| FCF MarginFCF ÷ Revenue | +46.6% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -3.3% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -110.2% | +22.5% |
Evenly matched — LXP and WELL each lead in 3 of 6 comparable metrics.
Valuation Metrics
LXP leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 28.7x trailing earnings, LXP trades at a 82% valuation discount to WELL's 155.7x P/E. On an enterprise value basis, LXP's 17.4x EV/EBITDA is more attractive than WELL's 67.4x.
| Metric | LXPLXP Industrial Tr… | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $3.1B | $151.7B |
| Enterprise ValueMkt cap + debt − cash | $4.3B | $168.0B |
| Trailing P/EPrice ÷ TTM EPS | 28.71x | 155.73x |
| Forward P/EPrice ÷ next-FY EPS est. | 749.64x | 79.69x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 17.41x | 67.37x |
| Price / SalesMarket cap ÷ Revenue | 8.79x | 14.22x |
| Price / BookPrice ÷ Book value/share | 1.49x | 3.40x |
| Price / FCFMarket cap ÷ FCF | 18.80x | 53.25x |
LXP leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
LXP leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
LXP delivers a 4.6% return on equity — every $100 of shareholder capital generates $5 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 LXP's 0.67x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs LXP's 6/9, reflecting strong financial health.
| Metric | LXPLXP Industrial Tr… | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +4.6% | +3.5% |
| ROA (TTM)Return on assets | +2.6% | +2.3% |
| ROICReturn on invested capital | +1.1% | +0.5% |
| ROCEReturn on capital employed | +1.4% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.67x | 0.49x |
| Net DebtTotal debt minus cash | $1.2B | $16.3B |
| Cash & Equiv.Liquid assets | $170M | $5.0B |
| Total DebtShort + long-term debt | $1.4B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 3.00x | 0.26x |
LXP 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 $31,193 today (with dividends reinvested), compared to $10,643 for LXP. Over the past 12 months, WELL leads with a +45.8% total return vs LXP's +38.0%. The 3-year compound annual growth rate (CAGR) favors WELL at 43.3% vs LXP's 7.6% — a key indicator of consistent wealth creation.
| Metric | LXPLXP Industrial Tr… | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +6.8% | +16.2% |
| 1-Year ReturnPast 12 months | +38.0% | +45.8% |
| 3-Year ReturnCumulative with dividends | +24.5% | +194.0% |
| 5-Year ReturnCumulative with dividends | +6.4% | +211.9% |
| 10-Year ReturnCumulative with dividends | +73.6% | +233.9% |
| CAGR (3Y)Annualised 3-year return | +7.6% | +43.3% |
WELL leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — LXP 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 LXP's 0.54 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 | 0.54x | 0.13x |
| 52-Week HighHighest price in past year | $52.52 | $219.59 |
| 52-Week LowLowest price in past year | $38.20 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +99.5% | +98.6% |
| RSI (14)Momentum oscillator 0–100 | 59.6 | 57.6 |
| Avg Volume (50D)Average daily shares traded | 537K | 2.6M |
Evenly matched — LXP and WELL each lead in 1 of 2 comparable metrics.
Analyst Outlook
LXP leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates LXP as "Buy" and WELL as "Buy". Consensus price targets imply 4.6% upside for WELL (target: $227) vs -2.4% for LXP (target: $51). For income investors, LXP offers the higher dividend yield at 5.37% vs WELL's 1.28%.
| Metric | LXPLXP Industrial Tr… | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $51.00 | $226.50 |
| # AnalystsCovering analysts | 15 | 34 |
| Dividend YieldAnnual dividend ÷ price | +5.4% | +1.3% |
| Dividend StreakConsecutive years of raises | 5 | 2 |
| Dividend / ShareAnnual DPS | $2.80 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% |
LXP leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
LXP leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). WELL leads in 1 (Total Returns). 2 tied.
Best OverallLXP Industrial Trust (LXP)Leads 3 of 6 categories
Loading custom metrics...
LXP vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is LXP 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 -2. 3% for LXP Industrial Trust (LXP). LXP Industrial Trust (LXP) offers the better valuation at 28. 7x trailing P/E (749. 6x 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 28.
7x 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 — LXP or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +211. 9%, compared to +6. 4% for LXP Industrial Trust (LXP). Over 10 years, the gap is even starker: WELL returned +233. 9% versus LXP's +73. 6%. 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. 13β versus LXP Industrial Trust's 0. 54β — meaning LXP is approximately 307% 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 67% for LXP Industrial Trust — giving it more financial flexibility in a downturn.
05Which is growing faster — LXP or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus -2. 3% for LXP Industrial Trust (LXP). On earnings-per-share growth, the picture is similar: LXP Industrial Trust grew EPS 180. 0% 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 — LXP or WELL?
LXP Industrial Trust (LXP) is the more profitable company, earning 32.
3% net margin versus 8. 8% for Welltower Inc. — meaning it keeps 32. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LXP leads at 14. 0% 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 LXP or WELL more undervalued right now?
On forward earnings alone, Welltower Inc.
(WELL) trades at 79. 7x forward P/E versus 749. 6x for LXP Industrial Trust — 669. 9x 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 — LXP or WELL?
All stocks in this comparison pay dividends.
LXP Industrial Trust (LXP) offers the highest yield at 5. 4%, versus 1. 3% for Welltower Inc. (WELL).
09Is LXP 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%, LXP: +73. 6%), 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 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.
In terms of investment character: LXP is a small-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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
Revenue Growth>
%
(LXP: -3.3% · WELL: 40.3%)Net Margin>
%
(LXP: 27.0% · WELL: 12.3%)P/E Ratio<
x
(LXP: 28.7x · WELL: 155.7x)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.