Comprehensive Stock Comparison
Compare NETSTREIT Corp. (NTST) 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 NTST's 30.0% |
| Value | NTST | Lower P/E (63.6x vs 73.3x) |
| Quality / Margins | WELL | 8.6% net margin vs NTST's 0.1% |
| Stability / Safety | NTST | Beta 0.16 vs WELL's 0.29 |
| Dividends | NTST | 4.0% yield; WELL pays no meaningful dividend |
| Momentum (1Y) | NTST | +44.5% vs WELL's +36.8% |
| Efficiency (ROA) | WELL | 1.4% ROA vs NTST's 0.0%, ROIC 0.9% vs 2.1% |
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
NETSTREIT is a real estate investment trust that acquires and manages single-tenant net lease retail properties across the United States. It generates revenue primarily through rental income from long-term leases—typically 10+ years—with national retailers in e-commerce resistant sectors like grocery stores, pharmacies, and convenience stores. The company's competitive advantage lies in its disciplined acquisition strategy focused on essential retail tenants with strong credit profiles and its internal management structure that aligns interests with shareholders.
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
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
NTST leads in 4 of 6 categories (Financial Metrics, Valuation Metrics). WELL leads in 2 (Total Returns, Analyst Outlook).
Financial Metrics (TTM)
WELL is the larger business by revenue, generating $10.8B annually — 61.4x NTST's $176M. WELL is the more profitable business, keeping 8.6% of every revenue dollar as net income compared to NTST's 0.1%. On growth, WELL holds the edge at +46.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | NTSTNETSTREIT Corp. | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $176M | $10.8B |
| EBITDAEarnings before interest/tax | $133M | $2.6B |
| Net IncomeAfter-tax profit | $185,000 | $934M |
| Free Cash FlowCash after capex | $106M | $2.1B |
| Gross MarginGross profit ÷ Revenue | +92.4% | +20.9% |
| Operating MarginEBIT ÷ Revenue | +27.7% | +4.9% |
| Net MarginNet income ÷ Revenue | +0.1% | +8.6% |
| FCF MarginFCF ÷ Revenue | +59.9% | +19.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +27.7% | +46.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +110.6% | -26.3% |
Valuation Metrics
At 149.0x trailing earnings, WELL trades at a 43% valuation discount to NTST's 259.6x P/E. On an enterprise value basis, NTST's 12.6x EV/EBITDA is more attractive than WELL's 54.4x.
| Metric | NTSTNETSTREIT Corp. | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $1.7B | $144.3B |
| Enterprise ValueMkt cap + debt − cash | $1.7B | $142.0B |
| Trailing P/EPrice ÷ TTM EPS | 259.63x | 149.01x |
| Forward P/EPrice ÷ next-FY EPS est. | 63.58x | 73.28x |
| PEG RatioP/E ÷ EPS growth rate | 4.44x | — |
| EV / EBITDAEnterprise value multiple | 12.59x | 54.40x |
| Price / SalesMarket cap ÷ Revenue | 8.89x | 13.31x |
| Price / BookPrice ÷ Book value/share | 1.20x | 3.26x |
| Price / FCFMarket cap ÷ FCF | 15.83x | 50.06x |
Profitability & Efficiency
WELL delivers a 2.2% return on equity — every $100 of shareholder capital generates $2 in annual profit, vs $0 for NTST. On the Piotroski fundamental quality scale (0–9), NTST scores 6/9 vs WELL's 5/9, reflecting solid financial health.
| Metric | NTSTNETSTREIT Corp. | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +0.0% | +2.2% |
| ROA (TTM)Return on assets | +0.0% | +1.4% |
| ROICReturn on invested capital | +2.1% | +0.9% |
| ROCEReturn on capital employed | +2.1% | +0.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | — | 0.07x |
| Net DebtTotal debt minus cash | -$14M | -$2.2B |
| Cash & Equiv.Liquid assets | $14M | $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 $13,826 for NTST. Over the past 12 months, NTST leads with a +44.5% total return vs WELL's +36.8%. The 3-year compound annual growth rate (CAGR) favors WELL at 42.6% vs NTST's 4.8% — a key indicator of consistent wealth creation.
| Metric | NTSTNETSTREIT Corp. | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +16.9% | +11.2% |
| 1-Year ReturnPast 12 months | +44.5% | +36.8% |
| 3-Year ReturnCumulative with dividends | +15.2% | +190.2% |
| 5-Year ReturnCumulative with dividends | +38.3% | +221.2% |
| 10-Year ReturnCumulative with dividends | +41.7% | +270.5% |
| CAGR (3Y)Annualised 3-year return | +4.8% | +42.6% |
Risk & Volatility
NTST is the less volatile stock with a 0.16 beta — it tends to amplify market swings less than WELL's 0.29 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | NTSTNETSTREIT Corp. | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.16x | 0.29x |
| 52-Week HighHighest price in past year | $21.13 | $215.56 |
| 52-Week LowLowest price in past year | $14.00 | $130.29 |
| % of 52W HighCurrent price vs 52-week peak | +98.3% | +96.1% |
| RSI (14)Momentum oscillator 0–100 | 71.2 | 69.0 |
| Avg Volume (50D)Average daily shares traded | 1.3M | 2.5M |
Analyst Outlook
Wall Street rates NTST as "Buy" and WELL as "Buy". Consensus price targets imply 6.9% upside for WELL (target: $221) vs 1.1% for NTST (target: $21). NTST is the only dividend payer here at 4.02% yield — a key consideration for income-focused portfolios.
| Metric | NTSTNETSTREIT Corp. | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $21.00 | $221.45 |
| # AnalystsCovering analysts | 18 | 34 |
| Dividend YieldAnnual dividend ÷ price | +4.0% | — |
| Dividend StreakConsecutive years of raises | 0 | 1 |
| Dividend / ShareAnnual DPS | $0.83 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Aug 20 | Feb 26 | Change |
|---|---|---|---|
| NETSTREIT Corp. (NTST) | 100 | 104.68 | +4.7% |
| Welltower Inc. (WELL) | 100 | 322.43 | +222.4% |
Welltower Inc. (WELL) returned +221% over 5 years vs NETSTREIT Corp. (NTST)'s +38%. 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 |
|---|---|---|---|
| NETSTREIT Corp. (NTST) | $24M | $195M | +718.4% |
| Welltower Inc. (WELL) | $4.3B | $10.8B | +154.9% |
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 |
|---|---|---|---|
| NETSTREIT Corp. (NTST) | -85.2% | 3.5% | +104.2% |
| Welltower Inc. (WELL) | 25.4% | 8.6% | -65.9% |
Welltower Inc.'s net margin went from 25% (2016) to 9% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| NETSTREIT Corp. (NTST) | 286.3 | 220.5 | -23.0% |
| Welltower Inc. (WELL) | 50.6 | 133.5 | +163.8% |
NETSTREIT Corp. has traded in a 115x–286x P/E range over 4 years; current trailing P/E is ~260x. 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 |
|---|---|---|---|
| NETSTREIT Corp. (NTST) | -0.84 | 0.08 | +109.5% |
| Welltower Inc. (WELL) | 2.81 | 1.39 | -50.5% |
Welltower Inc.'s EPS grew from $2.81 (2016) to $1.39 (2025) — a -8% CAGR.
Chart 6Free Cash Flow — 5 Years
NETSTREIT Corp. generated $110M FCF in 2025 (+256% vs 2021). Welltower Inc. generated $3B FCF in 2025 (+129% vs 2021).
NTST vs WELL: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is NTST or WELL a better buy right now?
Welltower Inc. (WELL) offers the better valuation at 149.0x trailing P/E (73.3x forward), making it the more compelling value choice. Analysts rate NETSTREIT Corp. (NTST) a "Buy" — based on 18 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 — NTST or WELL?
On trailing P/E, Welltower Inc. (WELL) is the cheapest at 149.0x versus NETSTREIT Corp. at 259.6x. On forward P/E, NETSTREIT Corp. is actually cheaper at 63.6x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — NTST or WELL?
Over the past 5 years, Welltower Inc. (WELL) delivered a total return of +221.2%, compared to +38.3% for NETSTREIT Corp. (NTST). 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 NTST's +41.7%. 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 — NTST or WELL?
By beta (market sensitivity over 5 years), NETSTREIT Corp. (NTST) is the lower-risk stock at 0.16β versus Welltower Inc.'s 0.29β — meaning WELL is approximately 77% more volatile than NTST relative to the S&P 500.
05Which has better profit margins — NTST or WELL?
Welltower Inc. (WELL) is the more profitable company, earning 8.6% net margin versus 3.5% for NETSTREIT Corp. — meaning it keeps 8.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NTST leads at 25.7% versus 4.9% for WELL. At the gross margin level — before operating expenses — NTST leads at 99.9%, 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 NTST or WELL more undervalued right now?
On forward earnings alone, NETSTREIT Corp. (NTST) trades at 63.6x forward P/E versus 73.3x for Welltower Inc. — 9.7x 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 — NTST or WELL?
In this comparison, NTST (4.0% yield) pays a dividend. WELL does not pay a meaningful dividend and should not be held primarily for income.
08Is NTST or WELL better for a retirement portfolio?
For long-horizon retirement investors, NETSTREIT Corp. (NTST) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.16), 4.0% yield). Both have compounded well over 10 years (NTST: +41.7%, 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 NTST 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: NTST is a small-cap income-oriented stock; WELL is a mid-cap quality compounder stock. NTST 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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