Comprehensive Stock Comparison

Compare Tanger Inc. (SKT) 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

CategoryWinnerWhy
GrowthWELL38.0% revenue growth vs SKT's 13.3%
ValueSKTLower P/E (33.2x vs 73.3x)
Quality / MarginsSKT19.2% net margin vs WELL's 8.6%
Stability / SafetyWELLBeta 0.29 vs SKT's 0.78, lower leverage
DividendsSKT2.9% yield; 3-year raise streak; WELL pays no meaningful dividend
Momentum (1Y)WELL+36.8% vs SKT's +7.8%
Efficiency (ROA)SKT4.1% ROA vs WELL's 1.4%, ROIC 5.3% vs 0.9%
Bottom line: SKT leads in 4 of 7 categories, making it the stronger pick for investors who prioritize valuation and capital efficiency and profitability and margin quality. Welltower Inc. is the better choice for growth and revenue expansion and capital preservation and lower volatility. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

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

SKTTanger Inc.
Real Estate

Tanger Inc. is a real estate investment trust that owns and operates outlet shopping centers across the United States and Canada. It generates revenue primarily through tenant leases—collecting rent from retailers—with additional income from property management and development services. The company's competitive advantage lies in its specialized focus on the outlet shopping segment and its established portfolio of well-located properties in tourist destinations and high-traffic markets.

WELLWelltower Inc.
Real Estate

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

SKTTanger Inc.

Segment breakdown not available.

WELLWelltower Inc.
FY 2025
Senior Housing - Operating
81.1%$8.5B
Triple Net
11.4%$1.2B
Outpatient Medical
7.5%$782M

Financial Metrics Comparison

Side-by-side fundamentals across 2 stocks. BestLagging

Financial Scorecard

SKT 4WELL 1
Financial MetricsSKT5/6 metrics
Valuation MetricsSKT5/6 metrics
Profitability & EfficiencySKT7/9 metrics
Total ReturnsWELL5/6 metrics
Risk & VolatilityTie1/2 metrics
Analyst OutlookSKT1/1 metrics

SKT leads in 4 of 6 categories (Financial Metrics, Valuation Metrics). WELL leads in 1 (Total Returns). 1 tied.

Financial Metrics (TTM)

WELL is the larger business by revenue, generating $10.8B annually — 19.3x SKT's $562M. SKT is the more profitable business, keeping 19.2% 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.

MetricSKTTanger Inc.WELLWelltower Inc.
RevenueTrailing 12 months$562M$10.8B
EBITDAEarnings before interest/tax$250M$2.6B
Net IncomeAfter-tax profit$108M$934M
Free Cash FlowCash after capex$248M$2.1B
Gross MarginGross profit ÷ Revenue+69.5%+20.9%
Operating MarginEBIT ÷ Revenue+18.5%+4.9%
Net MarginNet income ÷ Revenue+19.2%+8.6%
FCF MarginFCF ÷ Revenue+44.2%+19.4%
Rev. Growth (YoY)Latest quarter vs prior year+9.2%+46.3%
EPS Growth (YoY)Latest quarter vs prior year+27.3%-26.3%
SKT leads this category, winning 5 of 6 comparable metrics.

Valuation Metrics

At 42.1x trailing earnings, SKT trades at a 72% valuation discount to WELL's 149.0x P/E. On an enterprise value basis, SKT's 19.8x EV/EBITDA is more attractive than WELL's 54.4x.

MetricSKTTanger Inc.WELLWelltower Inc.
Market CapShares × price$4.3B$144.3B
Enterprise ValueMkt cap + debt − cash$5.7B$142.0B
Trailing P/EPrice ÷ TTM EPS42.11x149.01x
Forward P/EPrice ÷ next-FY EPS est.33.24x73.28x
PEG RatioP/E ÷ EPS growth rate1.37x
EV / EBITDAEnterprise value multiple19.80x54.40x
Price / SalesMarket cap ÷ Revenue8.11x13.31x
Price / BookPrice ÷ Book value/share6.06x3.26x
Price / FCFMarket cap ÷ FCF27.28x50.06x
SKT leads this category, winning 5 of 6 comparable metrics.

Profitability & Efficiency

SKT delivers a 14.7% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $2 for WELL. WELL carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to SKT's 2.22x. On the Piotroski fundamental quality scale (0–9), SKT scores 7/9 vs WELL's 5/9, reflecting strong financial health.

MetricSKTTanger Inc.WELLWelltower Inc.
ROE (TTM)Return on equity+14.7%+2.2%
ROA (TTM)Return on assets+4.1%+1.4%
ROICReturn on invested capital+5.3%+0.9%
ROCEReturn on capital employed+6.7%+0.9%
Piotroski ScoreFundamental quality 0–975
Debt / EquityFinancial leverage2.22x0.07x
Net DebtTotal debt minus cash$1.5B-$2.2B
Cash & Equiv.Liquid assets$47M$5.0B
Total DebtShort + long-term debt$1.5B$2.8B
Interest CoverageEBIT ÷ Interest expense2.48x0.81x
SKT leads this category, winning 7 of 9 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in WELL five years ago would be worth $32,119 today (with dividends reinvested), compared to $26,009 for SKT. Over the past 12 months, WELL leads with a +36.8% total return vs SKT's +7.8%. The 3-year compound annual growth rate (CAGR) favors WELL at 42.6% vs SKT's 28.8% — a key indicator of consistent wealth creation.

MetricSKTTanger Inc.WELLWelltower Inc.
YTD ReturnYear-to-date+12.8%+11.2%
1-Year ReturnPast 12 months+7.8%+36.8%
3-Year ReturnCumulative with dividends+113.6%+190.2%
5-Year ReturnCumulative with dividends+160.1%+221.2%
10-Year ReturnCumulative with dividends+49.4%+270.5%
CAGR (3Y)Annualised 3-year return+28.8%+42.6%
WELL leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

WELL is the less volatile stock with a 0.29 beta — it tends to amplify market swings less than SKT's 0.78 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.

MetricSKTTanger Inc.WELLWelltower Inc.
Beta (5Y)Sensitivity to S&P 5000.78x0.29x
52-Week HighHighest price in past year$37.95$215.56
52-Week LowLowest price in past year$28.69$130.29
% of 52W HighCurrent price vs 52-week peak+97.7%+96.1%
RSI (14)Momentum oscillator 0–10079.869.0
Avg Volume (50D)Average daily shares traded876K2.5M
Evenly matched — SKT and WELL each lead in 1 of 2 comparable metrics.

Analyst Outlook

Wall Street rates SKT as "Hold" and WELL as "Buy". Consensus price targets imply 6.9% upside for WELL (target: $221) vs -4.7% for SKT (target: $35). SKT is the only dividend payer here at 2.92% yield — a key consideration for income-focused portfolios.

MetricSKTTanger Inc.WELLWelltower Inc.
Analyst RatingConsensus buy/hold/sellHoldBuy
Price TargetConsensus 12-month target$35.33$221.45
# AnalystsCovering analysts1834
Dividend YieldAnnual dividend ÷ price+2.9%
Dividend StreakConsecutive years of raises31
Dividend / ShareAnnual DPS$1.08
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%
SKT leads this category, winning 1 of 1 comparable metric.

Historical Charts

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Chart 1Total Return — 5 Years (Rebased to 100)

StockMar 20Feb 26Change
Tanger Inc. (SKT)100261.84+161.8%
Welltower Inc. (WELL)100249.04+149.0%

Welltower Inc. (WELL) returned +221% over 5 years vs Tanger Inc. (SKT)'s +160%. A $10,000 investment in WELL 5 years ago would be worth $32,119 today (including dividends reinvested).

Chart 2Revenue Growth — 10 Years

Stock20162025Change
Tanger Inc. (SKT)$466M$526M+12.9%
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

Stock20162025Change
Tanger Inc. (SKT)41.6%18.7%-54.9%
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

Stock20172025Change
Tanger Inc. (SKT)37.338.8+4.0%
Welltower Inc. (WELL)50.6133.5+163.8%

Tanger Inc. has traded in a 23x–237x P/E range over 6 years; current trailing P/E is ~42x. 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

Stock20162025Change
Tanger Inc. (SKT)2.010.88-56.2%
Welltower Inc. (WELL)2.811.39-50.5%

Welltower Inc.'s EPS grew from $2.81 (2016) to $1.39 (2025) — a -8% CAGR.

Chart 6Free Cash Flow — 5 Years

2021
$172M
$1B
2022
$167M
$1B
2023
$230M
$2B
2024
$156M
$2B
2025
$3B
Tanger Inc. (SKT)Welltower Inc. (WELL)

Tanger Inc. generated $156M FCF in 2024 (-9% vs 2021). Welltower Inc. generated $3B FCF in 2025 (+129% vs 2021).

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SKT vs WELL: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is SKT or WELL a better buy right now?

Tanger Inc. (SKT) offers the better valuation at 42.1x trailing P/E (33.2x 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.

02

Which has the better valuation — SKT or WELL?

On trailing P/E, Tanger Inc. (SKT) is the cheapest at 42.1x versus Welltower Inc. at 149.0x. On forward P/E, Tanger Inc. is actually cheaper at 33.2x.

03

Which is the better long-term investment — SKT or WELL?

Over the past 5 years, Welltower Inc. (WELL) delivered a total return of +221.2%, compared to +160.1% for Tanger Inc. (SKT). 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 SKT's +49.4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — SKT or WELL?

By beta (market sensitivity over 5 years), Welltower Inc. (WELL) is the lower-risk stock at 0.29β versus Tanger Inc.'s 0.78β — meaning SKT is approximately 171% more volatile than WELL relative to the S&P 500. On balance sheet safety, Welltower Inc. (WELL) carries a lower debt/equity ratio of 7% versus 2% for Tanger Inc. — giving it more financial flexibility in a downturn.

05

Which has better profit margins — SKT or WELL?

Tanger Inc. (SKT) is the more profitable company, earning 18.7% net margin versus 8.6% for Welltower Inc. — meaning it keeps 18.7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SKT leads at 28.6% versus 4.9% for WELL. At the gross margin level — before operating expenses — SKT leads at 69.8%, 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.

06

Is SKT or WELL more undervalued right now?

On forward earnings alone, Tanger Inc. (SKT) trades at 33.2x forward P/E versus 73.3x for Welltower Inc. — 40.0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WELL: 6.9% to $221.45.

07

Which pays a better dividend — SKT or WELL?

In this comparison, SKT (2.9% yield) pays a dividend. WELL does not pay a meaningful dividend and should not be held primarily for income.

08

Is SKT 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 0.29), +270.5% 10Y return). Both have compounded well over 10 years (WELL: +270.5%, SKT: +49.4%), 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.

09

What are the main differences between SKT 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. SKT 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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SKT

Income & Dividend Stock

  • Sector: Real Estate
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 11%
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WELL

High-Growth Disruptor

  • Sector: Real Estate
  • Market Cap > $100B
  • Revenue Growth > 23%
  • Net Margin > 5%
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Better Than Both

Find stocks that beat SKT and WELL on the metrics you choose

Revenue Growth>
%
(SKT: 9.2% · WELL: 46.3%)
Net Margin>
%
(SKT: 19.2% · WELL: 8.6%)
P/E Ratio<
x
(SKT: 42.1x · WELL: 149.0x)