SDHC
Smith Douglas Homes Corp.
Real Estate - Development
Market Cap$108M
5Y Perf.-49.9%
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Stock Comparison
SDHC vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$149.25B
5Y Perf.+146.2%
SDHC vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | SDHC | WELL |
|---|---|---|
| Industry | Real Estate - Development | REIT - Healthcare Facilities |
| Market Cap | $108M | $149.25B |
| Revenue (TTM) | $953M | $11.63B |
| Net Income (TTM) | $9M | $1.43B |
| Gross Margin | 20.9% | 39.1% |
| Operating Margin | 5.9% | 4.4% |
| Forward P/E | 26.0x | 78.4x |
| Total Debt | $44M | $21.38B |
| Cash & Equiv. | $13M | $5.03B |
SDHC vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
SDHC
WELL
| Stock | Jan 24 | May 26 | Return |
|---|---|---|---|
| Smith Douglas Homes… (SDHC) | 100 | 50.1 | -49.9% |
| Welltower Inc. (WELL) | 100 | 246.2 | +146.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SDHC 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. Smith Douglas Homes Corp. is the stronger pick specifically for valuation and capital efficiency and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
SDHC
Smith Douglas Homes Corp.
The Real Estate Income Play
SDHC is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 1.49, Low D/E 9.9%, current ratio 160.67x
- Beta 1.49, yield 23.9%, current ratio 160.67x
- Lower P/E (26.0x vs 78.4x)
Best for: sleep-well-at-night and defensive
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%
- 223.1% 10Y total return vs SDHC's -46.3%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WELL | 35.8% FFO/revenue growth vs SDHC's -0.4% |
| Value | SDHC | Lower P/E (26.0x vs 78.4x) |
| Quality / Margins | WELL | 12.3% margin vs SDHC's 0.9% |
| Stability / Safety | WELL | Beta 0.13 vs SDHC's 1.49 |
| Dividends | SDHC | 23.9% yield, vs WELL's 1.3% |
| Momentum (1Y) | WELL | +42.7% vs SDHC's -31.9% |
| Efficiency (ROA) | WELL | 2.3% ROA vs SDHC's 1.5%, ROIC 0.5% vs 12.5% |
SDHC vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
SDHC vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLWELLLAGGINGSDHC
SDHCSmith Douglas Homes C…
2leads
WELLWelltower Inc.
3leads
6 Total Categories
CATEGORYLEADERvs SDHCMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
WELL5/6
Valuation MetricsMultiples, price ratios, and targets
SDHC5/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
SDHC6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL6/6
Risk & VolatilityBeta, volatility, and downside exposure
WELL2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
WELL leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 12.2x SDHC's $953M. WELL is the more profitable business, keeping 12.3% of every revenue dollar as net income compared to SDHC's 0.9%. On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | SDHCSmith Douglas Hom… | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $953M | $11.6B |
| EBITDAEarnings before interest/tax | $58M | $2.8B |
| Net IncomeAfter-tax profit | $9M | $1.4B |
| Free Cash FlowCash after capex | -$1M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +20.9% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +5.9% | +4.4% |
| Net MarginNet income ÷ Revenue | +0.9% | +12.3% |
| FCF MarginFCF ÷ Revenue | -0.1% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.1% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -80.0% | +22.5% |
WELL leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
SDHC leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 11.1x trailing earnings, SDHC trades at a 93% valuation discount to WELL's 153.3x P/E. On an enterprise value basis, SDHC's 1.9x EV/EBITDA is more attractive than WELL's 66.4x.
| Metric | SDHCSmith Douglas Hom… | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $108M | $149.2B |
| Enterprise ValueMkt cap + debt − cash | $139M | $165.6B |
| Trailing P/EPrice ÷ TTM EPS | 11.10x | 153.25x |
| Forward P/EPrice ÷ next-FY EPS est. | 25.99x | 78.42x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 1.85x | 66.40x |
| Price / SalesMarket cap ÷ Revenue | 0.11x | 13.99x |
| Price / BookPrice ÷ Book value/share | 0.27x | 3.35x |
| Price / FCFMarket cap ÷ FCF | — | 52.41x |
SDHC leads this category, winning 5 of 5 comparable metrics.
Profitability & Efficiency
SDHC leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
WELL delivers a 3.5% return on equity — every $100 of shareholder capital generates $3 in annual profit, vs $2 for SDHC. SDHC carries lower financial leverage with a 0.10x debt-to-equity ratio, signaling a more conservative balance sheet compared to WELL's 0.49x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs SDHC's 2/9, reflecting strong financial health.
| Metric | SDHCSmith Douglas Hom… | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +2.0% | +3.5% |
| ROA (TTM)Return on assets | +1.5% | +2.3% |
| ROICReturn on invested capital | +12.5% | +0.5% |
| ROCEReturn on capital employed | +14.7% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 2 | 7 |
| Debt / EquityFinancial leverage | 0.10x | 0.49x |
| Net DebtTotal debt minus cash | $31M | $16.3B |
| Cash & Equiv.Liquid assets | $13M | $5.0B |
| Total DebtShort + long-term debt | $44M | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 22.66x | 0.26x |
SDHC leads this category, winning 6 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 $30,234 today (with dividends reinvested), compared to $5,367 for SDHC. Over the past 12 months, WELL leads with a +42.7% total return vs SDHC's -31.9%. The 3-year compound annual growth rate (CAGR) favors WELL at 42.5% vs SDHC's -18.7% — a key indicator of consistent wealth creation.
| Metric | SDHCSmith Douglas Hom… | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -23.6% | +14.3% |
| 1-Year ReturnPast 12 months | -31.9% | +42.7% |
| 3-Year ReturnCumulative with dividends | -46.3% | +189.5% |
| 5-Year ReturnCumulative with dividends | -46.3% | +202.3% |
| 10-Year ReturnCumulative with dividends | -46.3% | +223.1% |
| CAGR (3Y)Annualised 3-year return | -18.7% | +42.5% |
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 SDHC's 1.49 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WELL currently trades 97.0% from its 52-week high vs SDHC's 54.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | SDHCSmith Douglas Hom… | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.49x | 0.13x |
| 52-Week HighHighest price in past year | $23.50 | $219.59 |
| 52-Week LowLowest price in past year | $11.13 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +54.8% | +97.0% |
| RSI (14)Momentum oscillator 0–100 | 42.7 | 60.2 |
| Avg Volume (50D)Average daily shares traded | 167K | 2.6M |
WELL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — SDHC and WELL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates SDHC as "Hold" and WELL as "Buy". Consensus price targets imply 8.7% upside for SDHC (target: $14) vs 6.3% for WELL (target: $227). For income investors, SDHC offers the higher dividend yield at 23.93% vs WELL's 1.30%.
| Metric | SDHCSmith Douglas Hom… | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $14.00 | $226.50 |
| # AnalystsCovering analysts | 5 | 34 |
| Dividend YieldAnnual dividend ÷ price | +23.9% | +1.3% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $3.08 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Evenly matched — SDHC and WELL each lead in 1 of 2 comparable metrics.
Key Takeaway
WELL leads in 3 of 6 categories (Income & Cash Flow, Total Returns). SDHC leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
Best OverallWelltower Inc. (WELL)Leads 3 of 6 categories
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SDHC vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SDHC 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 -0. 4% for Smith Douglas Homes Corp. (SDHC). Smith Douglas Homes Corp. (SDHC) offers the better valuation at 11. 1x trailing P/E (26. 0x forward), 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 — SDHC or WELL?
On trailing P/E, Smith Douglas Homes Corp.
(SDHC) is the cheapest at 11. 1x versus Welltower Inc. at 153. 3x. On forward P/E, Smith Douglas Homes Corp. is actually cheaper at 26. 0x.
03Which is the better long-term investment — SDHC or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +202. 3%, compared to -46. 3% for Smith Douglas Homes Corp. (SDHC). Over 10 years, the gap is even starker: WELL returned +223. 1% versus SDHC's -46. 3%. 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 — SDHC or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus Smith Douglas Homes Corp. 's 1. 49β — meaning SDHC is approximately 1022% more volatile than WELL relative to the S&P 500. On balance sheet safety, Smith Douglas Homes Corp. (SDHC) carries a lower debt/equity ratio of 10% versus 49% for Welltower Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SDHC or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus -0. 4% for Smith Douglas Homes Corp. (SDHC). On earnings-per-share growth, the picture is similar: Welltower Inc. grew EPS -11. 5% year-over-year, compared to -35. 9% for Smith Douglas Homes Corp.. 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 — SDHC or WELL?
Welltower Inc.
(WELL) is the more profitable company, earning 8. 8% net margin versus 1. 1% for Smith Douglas Homes Corp. — meaning it keeps 8. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SDHC leads at 7. 5% 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 SDHC or WELL more undervalued right now?
On forward earnings alone, Smith Douglas Homes Corp.
(SDHC) trades at 26. 0x forward P/E versus 78. 4x for Welltower Inc. — 52. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SDHC: 8. 7% to $14. 00.
08Which pays a better dividend — SDHC or WELL?
All stocks in this comparison pay dividends.
Smith Douglas Homes Corp. (SDHC) offers the highest yield at 23. 9%, versus 1. 3% for Welltower Inc. (WELL).
09Is SDHC 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, +223. 1% 10Y return). Both have compounded well over 10 years (WELL: +223. 1%, SDHC: -46. 3%), 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 SDHC 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: SDHC 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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