REIT - Residential
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Side-by-side financial analysisStock Comparison
MRP vs WELL vs JPM vs BAC vs VTR vs KO
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Healthcare Facilities
Banks - Diversified
Banks - Diversified
REIT - Healthcare Facilities
Beverages - Non-Alcoholic
MRP vs WELL vs JPM vs BAC vs VTR vs KO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||||
|---|---|---|---|---|---|---|
| Industry | REIT - Residential | REIT - Healthcare Facilities | Banks - Diversified | Banks - Diversified | REIT - Healthcare Facilities | Beverages - Non-Alcoholic |
| Market Cap | $4.49B | $150.09B | $896.00B | $422.78B | $40.22B | $355.61B |
| Revenue (TTM) | $713M | $11.63B | $280.33B | $191.57B | $6.13B | $49.28B |
| Net Income (TTM) | $463M | $1.43B | $57.05B | $30.51B | $260M | $13.70B |
| Gross Margin | 96.9% | 39.1% | 60.0% | 56.1% | -4.3% | 61.7% |
| Operating Margin | 85.1% | 4.4% | 25.9% | 19.7% | 13.4% | 29.3% |
| Forward P/E | 9.4x | 74.0x | 14.4x | 12.6x | 135.6x | 25.3x |
| Total Debt | $2.11B | $21.38B | $942.38B | $365.90B | $13.22B | $45.49B |
| Cash & Equiv. | $35M | $5.03B | $343.34B | $231.84B | $741M | $10.27B |
MRP vs WELL vs JPM vs BAC vs VTR vs KO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Feb 25 | Jun 26 | Return |
|---|---|---|---|
| Millrose Properties… (MRP) | 100 | 127.4 | +27.4% |
| Welltower Inc. (WELL) | 100 | 139.6 | +39.6% |
| JPMorgan Chase & Co. (JPM) | 100 | 121.2 | +21.2% |
| Bank of America Cor… (BAC) | 100 | 121.5 | +21.5% |
| Ventas, Inc. (VTR) | 100 | 122.3 | +22.3% |
| The Coca-Cola Compa… (KO) | 100 | 116.0 | +16.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MRP vs WELL vs JPM vs BAC vs VTR vs KO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MRP carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 0.82, yield 6.2%
- Rev growth 7.6%, EPS growth 264.9%
- 7.6% FFO/revenue growth vs BAC's -0.5%
- Lower P/E (9.4x vs 25.3x)
WELL is the #2 pick in this set and the best alternative if sleep-well-at-night and defensive is your priority.
- Lower volatility, beta 0.04, Low D/E 49.5%, current ratio 5.34x
- Beta 0.04, yield 1.3%, current ratio 5.34x
- Beta 0.04 vs JPM's 0.94, lower leverage
- +43.0% vs KO's +17.2%
JPM is the clearest fit if your priority is long-term compounding and valuation efficiency.
- 465.8% 10Y total return vs WELL's 234.6%
- PEG 0.81 vs KO's 2.26
- NIM 2.2% vs BAC's 1.8%
Among these 6 stocks, BAC doesn't own a clear edge in any measured category.
VTR doesn't hold a clear category lead here; it's more of a secondary option in this specific comparison.
KO ranks third and is worth considering specifically for efficiency.
- 13.1% ROA vs BAC's 0.9%, ROIC 15.8% vs 3.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.6% FFO/revenue growth vs BAC's -0.5% | |
| Value | Lower P/E (9.4x vs 25.3x) | |
| Quality / Margins | 65.0% margin vs VTR's 4.2% | |
| Stability / Safety | Beta 0.04 vs JPM's 0.94, lower leverage | |
| Dividends | 6.2% yield, 1-year raise streak, vs KO's 2.5% | |
| Momentum (1Y) | +43.0% vs KO's +17.2% | |
| Efficiency (ROA) | 13.1% ROA vs BAC's 0.9%, ROIC 15.8% vs 3.5% |
MRP vs WELL vs JPM vs BAC vs VTR vs KO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
MRP vs WELL vs JPM vs BAC vs VTR vs KO — Financial Metrics
Side-by-side numbers across 6 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
MRP leads in 2 of 6 categories
KO leads 2 • WELL leads 1 • JPM leads 0 • BAC leads 0 • VTR leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
MRP leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM is the larger business by revenue, generating $280.3B annually — 393.3x MRP's $713M. MRP is the more profitable business, keeping 65.0% of every revenue dollar as net income compared to VTR's 4.2%. On growth, MRP holds the edge at +135.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||||
|---|---|---|---|---|---|---|
| RevenueTrailing 12 months | $713M | $11.6B | $280.3B | $191.6B | $6.1B | $49.3B |
| EBITDAEarnings before interest/tax | $610M | $2.8B | $81.4B | $40.0B | $2.3B | $15.5B |
| Net IncomeAfter-tax profit | $463M | $1.4B | $57.0B | $30.5B | $260M | $13.7B |
| Free Cash FlowCash after capex | $4.4B | $2.5B | $100.9B | $12.6B | $1.4B | $12.6B |
| Gross MarginGross profit ÷ Revenue | +96.9% | +39.1% | +60.0% | +56.1% | -4.3% | +61.7% |
| Operating MarginEBIT ÷ Revenue | +85.1% | +4.4% | +25.9% | +19.7% | +13.4% | +29.3% |
| Net MarginNet income ÷ Revenue | +65.0% | +12.3% | +20.4% | +15.9% | +4.2% | +27.8% |
| FCF MarginFCF ÷ Revenue | +6.2% | +21.9% | +36.0% | +6.6% | +22.4% | +25.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +135.7% | +40.3% | — | — | +22.0% | +12.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +89.7% | +22.5% | +16.0% | +18.3% | 0.0% | +18.2% |
Valuation Metrics
MRP leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 11.9x trailing earnings, MRP trades at a 92% valuation discount to VTR's 156.7x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.90x vs KO's 2.43x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Market CapShares × price | $4.5B | $150.1B | $896.0B | $422.8B | $40.2B | $355.6B |
| Enterprise ValueMkt cap + debt − cash | $6.6B | $166.4B | $1.50T | $556.8B | $52.7B | $390.8B |
| Trailing P/EPrice ÷ TTM EPS | 11.94x | 154.12x | 16.00x | 14.66x | 156.67x | 27.18x |
| Forward P/EPrice ÷ next-FY EPS est. | 9.41x | 73.96x | 14.40x | 12.56x | 135.58x | 25.27x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 0.90x | 0.95x | — | 2.43x |
| EV / EBITDAEnterprise value multiple | 13.35x | 66.74x | 18.36x | 13.92x | 23.89x | 26.39x |
| Price / SalesMarket cap ÷ Revenue | 7.48x | 14.07x | 3.20x | 2.21x | 6.89x | 7.42x |
| Price / BookPrice ÷ Book value/share | 0.83x | 3.37x | 2.47x | 1.39x | 3.11x | 10.40x |
| Price / FCFMarket cap ÷ FCF | 1.22x | 52.70x | 8.88x | 33.52x | 30.55x | 67.15x |
Profitability & Efficiency
KO leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $2 for VTR. MRP carries lower financial leverage with a 0.36x debt-to-equity ratio, signaling a more conservative balance sheet compared to JPM's 2.60x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs JPM's 5/9, reflecting strong financial health.
| Metric | ||||||
|---|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +7.9% | +3.5% | +15.9% | +10.1% | +2.1% | +41.1% |
| ROA (TTM)Return on assets | +5.2% | +2.3% | +1.3% | +0.9% | +1.0% | +13.1% |
| ROICReturn on invested capital | +5.6% | +0.5% | +4.5% | +3.5% | +2.5% | +15.8% |
| ROCEReturn on capital employed | +6.6% | +0.6% | +8.9% | +4.5% | +3.2% | +17.3% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 | 5 | 7 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.36x | 0.49x | 2.60x | 1.21x | 1.05x | 1.33x |
| Net DebtTotal debt minus cash | $2.1B | $16.3B | $599.0B | $134.1B | $12.5B | $35.2B |
| Cash & Equiv.Liquid assets | $35M | $5.0B | $343.3B | $231.8B | $741M | $10.3B |
| Total DebtShort + long-term debt | $2.1B | $21.4B | $942.4B | $365.9B | $13.2B | $45.5B |
| Interest CoverageEBIT ÷ Interest expense | 5.36x | 0.26x | 0.74x | 0.48x | 1.40x | 10.70x |
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 $27,976 today (with dividends reinvested), compared to $14,715 for BAC. Over the past 12 months, WELL leads with a +43.0% total return vs KO's +17.2%. The 3-year compound annual growth rate (CAGR) favors WELL at 39.5% vs KO's 13.7% — a key indicator of consistent wealth creation.
| Metric | ||||||
|---|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +2.7% | +15.4% | -0.5% | +1.1% | +10.1% | +20.3% |
| 1-Year ReturnPast 12 months | +17.3% | +43.0% | +21.8% | +28.1% | +35.8% | +17.2% |
| 3-Year ReturnCumulative with dividends | +47.9% | +171.7% | +138.2% | +103.0% | +95.8% | +47.0% |
| 5-Year ReturnCumulative with dividends | +47.9% | +179.8% | +118.2% | +47.1% | +59.1% | +65.6% |
| 10-Year ReturnCumulative with dividends | +47.9% | +234.6% | +465.8% | +368.2% | +54.8% | +121.1% |
| CAGR (3Y)Annualised 3-year return | +13.9% | +39.5% | +33.6% | +26.6% | +25.1% | +13.7% |
Risk & Volatility
KO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
KO is the less volatile stock with a -0.20 beta — it tends to amplify market swings less than JPM's 0.94 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KO currently trades 98.3% from its 52-week high vs MRP's 80.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.82x | 0.04x | 0.94x | 0.86x | -0.11x | -0.20x |
| 52-Week HighHighest price in past year | $36.00 | $221.68 | $337.25 | $57.55 | $91.06 | $84.04 |
| 52-Week LowLowest price in past year | $26.30 | $148.97 | $262.71 | $43.66 | $61.76 | $65.35 |
| % of 52W HighCurrent price vs 52-week peak | +80.9% | +96.6% | +95.1% | +97.3% | +92.9% | +98.3% |
| RSI (14)Momentum oscillator 0–100 | 58.3 | 52.1 | 59.1 | 68.3 | 48.6 | 60.6 |
| Avg Volume (50D)Average daily shares traded | 1.3M | 2.5M | 7.0M | 31.7M | 3.7M | 12.7M |
Analyst Outlook
Evenly matched — MRP and KO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: MRP as "Buy", WELL as "Buy", JPM as "Buy", BAC as "Buy", VTR as "Buy", KO as "Buy". Consensus price targets imply 13.8% upside for VTR (target: $96) vs 4.2% for KO (target: $86). For income investors, MRP offers the higher dividend yield at 6.18% vs WELL's 1.29%.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $239.11 | $339.75 | $61.13 | $96.25 | $86.13 |
| # AnalystsCovering analysts | 3 | 34 | 61 | 54 | 32 | 48 |
| Dividend YieldAnnual dividend ÷ price | +6.2% | +1.3% | +1.9% | +2.3% | +2.2% | +2.5% |
| Dividend StreakConsecutive years of raises | 1 | 2 | 15 | 12 | 1 | 56 |
| Dividend / ShareAnnual DPS | $1.80 | $2.76 | $5.95 | $1.27 | $1.86 | $2.04 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +3.9% | +5.1% | 0.0% | +0.2% |
MRP leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). KO leads in 2 (Profitability & Efficiency, Risk & Volatility). 1 tied.
MRP vs WELL vs JPM vs BAC vs VTR vs KO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is MRP or WELL or JPM or BAC or VTR or KO a better buy right now?
For growth investors, Welltower Inc.
(WELL) is the stronger pick with 35. 8% revenue growth year-over-year, versus -0. 5% for Bank of America Corporation (BAC). Millrose Properties, Inc. (MRP) offers the better valuation at 11. 9x trailing P/E (9. 4x forward), making it the more compelling value choice. Analysts rate Millrose Properties, Inc. (MRP) a "Buy" — based on 3 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 — MRP or WELL or JPM or BAC or VTR or KO?
On trailing P/E, Millrose Properties, Inc.
(MRP) is the cheapest at 11. 9x versus Ventas, Inc. at 156. 7x. On forward P/E, Millrose Properties, Inc. is actually cheaper at 9. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: JPMorgan Chase & Co. wins at 0. 81x versus The Coca-Cola Company's 2. 26x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — MRP or WELL or JPM or BAC or VTR or KO?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +179. 8%, compared to +47. 1% for Bank of America Corporation (BAC). Over 10 years, the gap is even starker: JPM returned +465. 8% versus MRP's +47. 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 — MRP or WELL or JPM or BAC or VTR or KO?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
20β versus JPMorgan Chase & Co. 's 0. 94β — meaning JPM is approximately -571% more volatile than KO relative to the S&P 500. On balance sheet safety, Millrose Properties, Inc. (MRP) carries a lower debt/equity ratio of 36% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.
05Which is growing faster — MRP or WELL or JPM or BAC or VTR or KO?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus -0. 5% for Bank of America Corporation (BAC). On earnings-per-share growth, the picture is similar: Millrose Properties, Inc. grew EPS 264. 9% 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 — MRP or WELL or JPM or BAC or VTR or KO?
Millrose Properties, Inc.
(MRP) is the more profitable company, earning 63. 3% net margin versus 4. 3% for Ventas, Inc. — meaning it keeps 63. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MRP leads at 80. 9% versus 3. 3% for WELL. At the gross margin level — before operating expenses — MRP leads at 85. 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 MRP or WELL or JPM or BAC or VTR or KO more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, JPMorgan Chase & Co. (JPM) is the more undervalued stock at a PEG of 0. 81x versus The Coca-Cola Company's 2. 26x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Millrose Properties, Inc. (MRP) trades at 9. 4x forward P/E versus 135. 6x for Ventas, Inc. — 126. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VTR: 13. 8% to $96. 25.
08Which pays a better dividend — MRP or WELL or JPM or BAC or VTR or KO?
All stocks in this comparison pay dividends.
Millrose Properties, Inc. (MRP) offers the highest yield at 6. 2%, versus 1. 3% for Welltower Inc. (WELL).
09Is MRP or WELL or JPM or BAC or VTR or KO better for a retirement portfolio?
For long-horizon retirement investors, The Coca-Cola Company (KO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
20), 2. 5% yield, +121. 1% 10Y return). Both have compounded well over 10 years (KO: +121. 1%, MRP: +47. 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.
10What are the main differences between MRP and WELL and JPM and BAC and VTR and KO?
These companies operate in different sectors (MRP (Real Estate) and WELL (Real Estate) and JPM (Financial Services) and BAC (Financial Services) and VTR (Real Estate) and KO (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: MRP is a small-cap deep-value stock; WELL is a mid-cap high-growth stock; JPM is a large-cap deep-value stock; BAC is a large-cap deep-value stock; VTR is a mid-cap high-growth stock; KO is a large-cap quality compounder 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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