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VTMX vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Healthcare Facilities
VTMX vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Real Estate - Development | REIT - Healthcare Facilities |
| Market Cap | $3.06B | $149.25B |
| Revenue (TTM) | $288M | $11.63B |
| Net Income (TTM) | $242M | $1.43B |
| Gross Margin | 93.5% | 39.1% |
| Operating Margin | 81.4% | 4.4% |
| Forward P/E | 18.1x | 78.4x |
| Total Debt | $1.28B | $21.38B |
| Cash & Equiv. | $337M | $5.03B |
VTMX vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 23 | May 26 | Return |
|---|---|---|---|
| Corporación Inmobil… (VTMX) | 100 | 110.8 | +10.8% |
| Welltower Inc. (WELL) | 100 | 263.3 | +163.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: VTMX vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
VTMX carries the broadest edge in this set and is the clearest fit for sleep-well-at-night and defensive.
- Lower volatility, beta 0.60, Low D/E 46.5%, current ratio 162.93x
- Beta 0.60, yield 2.2%, current ratio 162.93x
- Lower P/E (18.1x vs 78.4x)
WELL is the clearest fit if your priority is 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 VTMX's 17.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 35.8% FFO/revenue growth vs VTMX's 15.8% | |
| Value | Lower P/E (18.1x vs 78.4x) | |
| Quality / Margins | 84.1% margin vs WELL's 12.3% | |
| Stability / Safety | Beta 0.13 vs VTMX's 0.60 | |
| Dividends | 2.2% yield, 1-year raise streak, vs WELL's 1.3% | |
| Momentum (1Y) | +42.7% vs VTMX's +30.9% | |
| Efficiency (ROA) | 5.7% ROA vs WELL's 2.3%, ROIC 4.8% vs 0.5% |
VTMX vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
VTMX vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
VTMX 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 — 40.4x VTMX's $288M. VTMX is the more profitable business, keeping 84.1% 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 | ||
|---|---|---|
| RevenueTrailing 12 months | $288M | $11.6B |
| EBITDAEarnings before interest/tax | $235M | $2.8B |
| Net IncomeAfter-tax profit | $242M | $1.4B |
| Free Cash FlowCash after capex | $161M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +93.5% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +81.4% | +4.4% |
| Net MarginNet income ÷ Revenue | +84.1% | +12.3% |
| FCF MarginFCF ÷ Revenue | +56.0% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +22.6% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +3.8% | +22.5% |
Valuation Metrics
VTMX leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 12.7x trailing earnings, VTMX trades at a 92% valuation discount to WELL's 153.3x P/E. On an enterprise value basis, VTMX's 17.8x EV/EBITDA is more attractive than WELL's 66.4x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $3.1B | $149.2B |
| Enterprise ValueMkt cap + debt − cash | $4.0B | $165.6B |
| Trailing P/EPrice ÷ TTM EPS | 12.74x | 153.25x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.13x | 78.42x |
| PEG RatioP/E ÷ EPS growth rate | 0.69x | — |
| EV / EBITDAEnterprise value multiple | 17.78x | 66.40x |
| Price / SalesMarket cap ÷ Revenue | 10.53x | 13.99x |
| Price / BookPrice ÷ Book value/share | 1.12x | 3.35x |
| Price / FCFMarket cap ÷ FCF | 19.02x | 52.41x |
Profitability & Efficiency
VTMX leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
VTMX delivers a 9.3% return on equity — every $100 of shareholder capital generates $9 in annual profit, vs $3 for WELL. VTMX carries lower financial leverage with a 0.46x 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 VTMX's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +9.3% | +3.5% |
| ROA (TTM)Return on assets | +5.7% | +2.3% |
| ROICReturn on invested capital | +4.8% | +0.5% |
| ROCEReturn on capital employed | +5.3% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 0.46x | 0.49x |
| Net DebtTotal debt minus cash | $941M | $16.3B |
| Cash & Equiv.Liquid assets | $337M | $5.0B |
| Total DebtShort + long-term debt | $1.3B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 5.16x | 0.26x |
Total Returns (Dividends Reinvested)
WELL leads this category, winning 5 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 $11,781 for VTMX. Over the past 12 months, WELL leads with a +42.7% total return vs VTMX's +30.9%. The 3-year compound annual growth rate (CAGR) favors WELL at 42.5% vs VTMX's 5.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +18.0% | +14.3% |
| 1-Year ReturnPast 12 months | +30.9% | +42.7% |
| 3-Year ReturnCumulative with dividends | +17.8% | +189.5% |
| 5-Year ReturnCumulative with dividends | +17.8% | +202.3% |
| 10-Year ReturnCumulative with dividends | +17.8% | +223.1% |
| CAGR (3Y)Annualised 3-year return | +5.6% | +42.5% |
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 VTMX's 0.60 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.60x | 0.13x |
| 52-Week HighHighest price in past year | $37.41 | $219.59 |
| 52-Week LowLowest price in past year | $24.99 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +95.4% | +97.0% |
| RSI (14)Momentum oscillator 0–100 | 60.5 | 60.2 |
| Avg Volume (50D)Average daily shares traded | 65K | 2.6M |
Analyst Outlook
Evenly matched — VTMX and WELL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates VTMX as "Buy" and WELL as "Buy". Consensus price targets imply 10.7% upside for VTMX (target: $40) vs 6.3% for WELL (target: $227). For income investors, VTMX offers the higher dividend yield at 2.23% vs WELL's 1.30%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $39.50 | $226.50 |
| # AnalystsCovering analysts | 4 | 34 |
| Dividend YieldAnnual dividend ÷ price | +2.2% | +1.3% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | $0.80 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.2% | 0.0% |
VTMX leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). WELL leads in 2 (Total Returns, Risk & Volatility). 1 tied.
VTMX vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is VTMX 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 15. 8% for Corporación Inmobiliaria Vesta, S. A. B. de C. V. (VTMX). Corporación Inmobiliaria Vesta, S. A. B. de C. V. (VTMX) offers the better valuation at 12. 7x trailing P/E (18. 1x forward), making it the more compelling value choice. Analysts rate Corporación Inmobiliaria Vesta, S. A. B. de C. V. (VTMX) a "Buy" — based on 4 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 — VTMX or WELL?
On trailing P/E, Corporación Inmobiliaria Vesta, S.
A. B. de C. V. (VTMX) is the cheapest at 12. 7x versus Welltower Inc. at 153. 3x. On forward P/E, Corporación Inmobiliaria Vesta, S. A. B. de C. V. is actually cheaper at 18. 1x.
03Which is the better long-term investment — VTMX or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +202. 3%, compared to +17. 8% for Corporación Inmobiliaria Vesta, S. A. B. de C. V. (VTMX). Over 10 years, the gap is even starker: WELL returned +223. 1% versus VTMX's +17. 8%. 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 — VTMX or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus Corporación Inmobiliaria Vesta, S. A. B. de C. V. 's 0. 60β — meaning VTMX is approximately 353% more volatile than WELL relative to the S&P 500. On balance sheet safety, Corporación Inmobiliaria Vesta, S. A. B. de C. V. (VTMX) carries a lower debt/equity ratio of 46% versus 49% for Welltower Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — VTMX or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus 15. 8% for Corporación Inmobiliaria Vesta, S. A. B. de C. V. (VTMX). On earnings-per-share growth, the picture is similar: Corporación Inmobiliaria Vesta, S. A. B. de C. V. grew EPS 12. 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 — VTMX or WELL?
Corporación Inmobiliaria Vesta, S.
A. B. de C. V. (VTMX) is the more profitable company, earning 83. 4% net margin versus 8. 8% for Welltower Inc. — meaning it keeps 83. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VTMX leads at 76. 8% versus 3. 3% for WELL. At the gross margin level — before operating expenses — VTMX leads at 89. 1%, 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 VTMX or WELL more undervalued right now?
On forward earnings alone, Corporación Inmobiliaria Vesta, S.
A. B. de C. V. (VTMX) trades at 18. 1x forward P/E versus 78. 4x for Welltower Inc. — 60. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VTMX: 10. 7% to $39. 50.
08Which pays a better dividend — VTMX or WELL?
All stocks in this comparison pay dividends.
Corporación Inmobiliaria Vesta, S. A. B. de C. V. (VTMX) offers the highest yield at 2. 2%, versus 1. 3% for Welltower Inc. (WELL).
09Is VTMX 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%, VTMX: +17. 8%), 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 VTMX 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.
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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