WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$150.14B
5Y Perf.+322.9%
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Stock Comparison
WELL vs VTR vs OHI vs HR vs SBRA
Revenue, margins, valuation, and 5-year total return — side by side.
VTR
Ventas, Inc.
REIT - Healthcare Facilities
Market Cap$41.26B
5Y Perf.+148.3%
OHI
Omega Healthcare Investors, Inc.
REIT - Healthcare Facilities
Market Cap$13.73B
5Y Perf.+48.1%
HR
Healthcare Realty Trust Incorporated
REIT - Healthcare Facilities
Market Cap$6.95B
5Y Perf.-35.1%
SBRA
Sabra Health Care REIT, Inc.
REIT - Healthcare Facilities
Market Cap$5.14B
5Y Perf.+51.4%
WELL vs VTR vs OHI vs HR vs SBRA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WELL | VTR | OHI | HR | SBRA |
|---|---|---|---|---|---|
| Industry | REIT - Healthcare Facilities | REIT - Healthcare Facilities | REIT - Healthcare Facilities | REIT - Healthcare Facilities | REIT - Healthcare Facilities |
| Market Cap | $150.14B | $41.26B | $13.73B | $6.95B | $5.14B |
| Revenue (TTM) | $11.63B | $6.13B | $1.24B | $1.15B | $813M |
| Net Income (TTM) | $1.43B | $260M | $632M | $-201M | $156M |
| Gross Margin | 39.1% | -4.3% | 85.5% | -9.7% | 63.5% |
| Operating Margin | 4.4% | 13.4% | 64.3% | 19.5% | 29.0% |
| Forward P/E | 78.9x | 118.3x | 23.4x | — | 29.5x |
| Total Debt | $21.38B | $13.22B | $4.26B | $4.15B | $2.55B |
| Cash & Equiv. | $5.03B | $741M | $27M | $26M | $72M |
WELL vs VTR vs OHI vs HR vs SBRA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WELL
VTR
OHI
HR
SBRA
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Welltower Inc. (WELL) | 100 | 422.9 | +322.9% |
| Ventas, Inc. (VTR) | 100 | 248.3 | +148.3% |
| Omega Healthcare In… (OHI) | 100 | 148.1 | +48.1% |
| Healthcare Realty T… (HR) | 100 | 64.9 | -35.1% |
| Sabra Health Care R… (SBRA) | 100 | 151.4 | +51.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WELL vs VTR vs OHI vs HR vs SBRA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: OHI leads in 3 of 7 categories (5-stock set), making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Welltower Inc. is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. VTR and SBRA also each lead in at least one category. As sector peers, any of these can serve as alternatives in the same allocation.
WELL
Welltower Inc.
The Real Estate Income Play
WELL is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.
- 230.2% 10Y total return vs OHI's 114.3%
- Lower volatility, beta 0.13, Low D/E 49.5%, current ratio 5.34x
- Beta 0.13, yield 1.3%, current ratio 5.34x
- 35.8% FFO/revenue growth vs HR's -6.9%
Best for: long-term compounding and sleep-well-at-night
VTR
Ventas, Inc.
The Real Estate Income Play
VTR ranks third and is worth considering specifically for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 0.01, yield 2.1%
- Rev growth 18.5%, EPS growth 184.2%, 3Y rev CAGR 12.2%
- Beta 0.01 vs HR's 0.13
Best for: income & stability and growth exposure
OHI
Omega Healthcare Investors, Inc.
The Real Estate Income Play
OHI carries the broadest edge in this set and is the clearest fit for value and quality.
- Better valuation composite
- 51.0% margin vs HR's -17.5%
- 6.1% ROA vs HR's -2.1%, ROIC 6.0% vs 0.7%
Best for: value and quality
HR
Healthcare Realty Trust Incorporated
The REIT Holding
Among these 5 stocks, HR doesn't own a clear edge in any measured category.
Best for: real estate exposure
SBRA
Sabra Health Care REIT, Inc.
The Real Estate Income Play
SBRA is the clearest fit if your priority is dividends.
- 5.8% yield, vs WELL's 1.3%
Best for: dividends
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WELL | 35.8% FFO/revenue growth vs HR's -6.9% |
| Value | OHI | Better valuation composite |
| Quality / Margins | OHI | 51.0% margin vs HR's -17.5% |
| Stability / Safety | VTR | Beta 0.01 vs HR's 0.13 |
| Dividends | SBRA | 5.8% yield, vs WELL's 1.3% |
| Momentum (1Y) | WELL | +43.9% vs SBRA's +24.9% |
| Efficiency (ROA) | OHI | 6.1% ROA vs HR's -2.1%, ROIC 6.0% vs 0.7% |
WELL vs VTR vs OHI vs HR vs SBRA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
FY 2011
FY 2025
FY 2025
WELL vs VTR vs OHI vs HR vs SBRA — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLOHILAGGINGSBRA
Who Leads Where
OHI leads in 2 of 6 categories
HR leads 1 • WELL leads 1 • VTR leads 0 • SBRA leads 0 • 2 tied
Explore the data ↓SBRASabra Health Care REI…
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VTRVentas, Inc.
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HRHealthcare Realty Tru…
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WELLWelltower Inc.
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OHIOmega Healthcare Inve…
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6 Total Categories
CATEGORYLEADERvs WELLvs HRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
OHI4/6
Valuation MetricsMultiples, price ratios, and targets
HR3/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
OHI5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
OHI leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 14.3x SBRA's $813M. OHI is the more profitable business, keeping 51.0% of every revenue dollar as net income compared to HR's -17.5%. On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | WELLWelltower Inc. | VTRVentas, Inc. | OHIOmega Healthcare … | HRHealthcare Realty… | SBRASabra Health Care… |
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $11.6B | $6.1B | $1.2B | $1.1B | $813M |
| EBITDAEarnings before interest/tax | $2.8B | $2.3B | $1.1B | $767M | $432M |
| Net IncomeAfter-tax profit | $1.4B | $260M | $632M | -$201M | $156M |
| Free Cash FlowCash after capex | $2.5B | $1.4B | $912M | $201M | $367M |
| Gross MarginGross profit ÷ Revenue | +39.1% | -4.3% | +85.5% | -9.7% | +63.5% |
| Operating MarginEBIT ÷ Revenue | +4.4% | +13.4% | +64.3% | +19.5% | +29.0% |
| Net MarginNet income ÷ Revenue | +12.3% | +4.2% | +51.0% | -17.5% | +19.2% |
| FCF MarginFCF ÷ Revenue | +21.9% | +22.4% | +73.6% | +17.5% | +45.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +40.3% | +22.0% | +16.7% | -10.5% | +20.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +22.5% | 0.0% | +42.4% | +99.8% | -5.9% |
OHI leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
HR leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 23.8x trailing earnings, OHI trades at a 85% valuation discount to VTR's 160.7x P/E. On an enterprise value basis, OHI's 16.7x EV/EBITDA is more attractive than WELL's 66.8x.
| Metric | WELLWelltower Inc. | VTRVentas, Inc. | OHIOmega Healthcare … | HRHealthcare Realty… | SBRASabra Health Care… |
|---|---|---|---|---|---|
| Market CapShares × price | $150.1B | $41.3B | $13.7B | $6.9B | $5.1B |
| Enterprise ValueMkt cap + debt − cash | $166.5B | $53.7B | $18.0B | $11.1B | $7.6B |
| Trailing P/EPrice ÷ TTM EPS | 154.17x | 160.70x | 23.77x | -28.06x | 31.84x |
| Forward P/EPrice ÷ next-FY EPS est. | 78.89x | 118.34x | 23.39x | — | 29.54x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.02x | — | — |
| EV / EBITDAEnterprise value multiple | 66.76x | 24.36x | 16.72x | 16.80x | 16.90x |
| Price / SalesMarket cap ÷ Revenue | 14.08x | 7.07x | 11.46x | 5.89x | 6.63x |
| Price / BookPrice ÷ Book value/share | 3.37x | 3.19x | 2.63x | 1.49x | 1.76x |
| Price / FCFMarket cap ÷ FCF | 52.72x | 31.34x | 15.63x | 54.74x | 14.74x |
HR leads this category, winning 3 of 6 comparable metrics.
Profitability & Efficiency
OHI leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
OHI delivers a 11.9% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $-4 for HR. WELL carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to VTR's 1.05x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs SBRA's 5/9, reflecting strong financial health.
| Metric | WELLWelltower Inc. | VTRVentas, Inc. | OHIOmega Healthcare … | HRHealthcare Realty… | SBRASabra Health Care… |
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +3.5% | +2.1% | +11.9% | -4.3% | +5.6% |
| ROA (TTM)Return on assets | +2.3% | +1.0% | +6.1% | -2.1% | +2.8% |
| ROICReturn on invested capital | +0.5% | +2.5% | +6.0% | +0.7% | +3.8% |
| ROCEReturn on capital employed | +0.6% | +3.2% | +7.9% | +1.0% | +5.2% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 | 6 | 7 | 5 |
| Debt / EquityFinancial leverage | 0.49x | 1.05x | 0.78x | 0.89x | 0.90x |
| Net DebtTotal debt minus cash | $16.3B | $12.5B | $4.2B | $4.1B | $2.5B |
| Cash & Equiv.Liquid assets | $5.0B | $741M | $27M | $26M | $72M |
| Total DebtShort + long-term debt | $21.4B | $13.2B | $4.3B | $4.1B | $2.6B |
| Interest CoverageEBIT ÷ Interest expense | 0.26x | 1.40x | 3.83x | -0.21x | 2.40x |
OHI leads this category, winning 5 of 9 comparable metrics.
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 $31,264 today (with dividends reinvested), compared to $10,343 for HR. Over the past 12 months, WELL leads with a +43.9% total return vs SBRA's +24.9%. The 3-year compound annual growth rate (CAGR) favors WELL at 41.3% vs HR's 5.2% — a key indicator of consistent wealth creation.
| Metric | WELLWelltower Inc. | VTRVentas, Inc. | OHIOmega Healthcare … | HRHealthcare Realty… | SBRASabra Health Care… |
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +15.0% | +12.9% | +6.6% | +18.9% | +8.0% |
| 1-Year ReturnPast 12 months | +43.9% | +33.2% | +36.7% | +39.1% | +24.9% |
| 3-Year ReturnCumulative with dividends | +182.2% | +93.0% | +87.7% | +16.4% | +112.4% |
| 5-Year ReturnCumulative with dividends | +212.6% | +80.0% | +66.3% | +3.4% | +53.4% |
| 10-Year ReturnCumulative with dividends | +230.2% | +67.4% | +114.3% | +42.2% | +54.1% |
| CAGR (3Y)Annualised 3-year return | +41.3% | +24.5% | +23.3% | +5.2% | +28.5% |
WELL leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — OHI and HR each lead in 1 of 2 comparable metrics.
Risk & Volatility
OHI is the less volatile stock with a -0.13 beta — it tends to amplify market swings less than HR's 0.13 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. HR currently trades 99.5% from its 52-week high vs OHI's 93.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | WELLWelltower Inc. | VTRVentas, Inc. | OHIOmega Healthcare … | HRHealthcare Realty… | SBRASabra Health Care… |
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.13x | 0.01x | -0.13x | 0.13x | -0.06x |
| 52-Week HighHighest price in past year | $219.59 | $88.50 | $49.14 | $20.03 | $21.07 |
| 52-Week LowLowest price in past year | $142.65 | $61.76 | $35.09 | $14.09 | $17.04 |
| % of 52W HighCurrent price vs 52-week peak | +97.6% | +98.1% | +93.9% | +99.5% | +96.7% |
| RSI (14)Momentum oscillator 0–100 | 62.6 | 62.0 | 49.8 | 72.2 | 54.0 |
| Avg Volume (50D)Average daily shares traded | 2.6M | 3.3M | 1.9M | 3.4M | 2.1M |
Evenly matched — OHI and HR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — WELL and SBRA each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: WELL as "Buy", VTR as "Buy", OHI as "Hold", HR as "Hold", SBRA as "Hold". Consensus price targets imply 6.5% upside for OHI (target: $49) vs -3.0% for HR (target: $19). For income investors, SBRA offers the higher dividend yield at 5.81% vs WELL's 1.29%.
| Metric | WELLWelltower Inc. | VTRVentas, Inc. | OHIOmega Healthcare … | HRHealthcare Realty… | SBRASabra Health Care… |
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Hold | Hold |
| Price TargetConsensus 12-month target | $226.50 | $90.80 | $49.14 | $19.33 | $21.20 |
| # AnalystsCovering analysts | 34 | 32 | 28 | 29 | 29 |
| Dividend YieldAnnual dividend ÷ price | +1.3% | +2.1% | +5.4% | +5.6% | +5.8% |
| Dividend StreakConsecutive years of raises | 2 | 1 | 0 | 0 | 0 |
| Dividend / ShareAnnual DPS | $2.76 | $1.86 | $2.51 | $1.11 | $1.18 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | +0.1% | 0.0% |
Evenly matched — WELL and SBRA each lead in 1 of 2 comparable metrics.
Key Takeaway
OHI leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). HR leads in 1 (Valuation Metrics). 2 tied.
Best OverallOmega Healthcare Investors,… (OHI)Leads 2 of 6 categories
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WELL vs VTR vs OHI vs HR vs SBRA: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is WELL or VTR or OHI or HR or SBRA a better buy right now?
For growth investors, Welltower Inc.
(WELL) is the stronger pick with 35. 8% revenue growth year-over-year, versus -6. 9% for Healthcare Realty Trust Incorporated (HR). Omega Healthcare Investors, Inc. (OHI) offers the better valuation at 23. 8x trailing P/E (23. 4x 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 — WELL or VTR or OHI or HR or SBRA?
On trailing P/E, Omega Healthcare Investors, Inc.
(OHI) is the cheapest at 23. 8x versus Ventas, Inc. at 160. 7x. On forward P/E, Omega Healthcare Investors, Inc. is actually cheaper at 23. 4x.
03Which is the better long-term investment — WELL or VTR or OHI or HR or SBRA?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +212. 6%, compared to +3. 4% for Healthcare Realty Trust Incorporated (HR). Over 10 years, the gap is even starker: WELL returned +230. 2% versus HR's +42. 2%. 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 — WELL or VTR or OHI or HR or SBRA?
By beta (market sensitivity over 5 years), Omega Healthcare Investors, Inc.
(OHI) is the lower-risk stock at -0. 13β versus Healthcare Realty Trust Incorporated's 0. 13β — meaning HR is approximately -204% more volatile than OHI relative to the S&P 500. On balance sheet safety, Welltower Inc. (WELL) carries a lower debt/equity ratio of 49% versus 105% for Ventas, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — WELL or VTR or OHI or HR or SBRA?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus -6. 9% for Healthcare Realty Trust Incorporated (HR). On earnings-per-share growth, the picture is similar: Ventas, Inc. grew EPS 184. 2% 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 — WELL or VTR or OHI or HR or SBRA?
Omega Healthcare Investors, Inc.
(OHI) is the more profitable company, earning 49. 3% net margin versus -20. 8% for Healthcare Realty Trust Incorporated — meaning it keeps 49. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OHI leads at 62. 6% versus 3. 3% for WELL. At the gross margin level — before operating expenses — SBRA leads at 65. 0%, 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 WELL or VTR or OHI or HR or SBRA more undervalued right now?
On forward earnings alone, Omega Healthcare Investors, Inc.
(OHI) trades at 23. 4x forward P/E versus 118. 3x for Ventas, Inc. — 95. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OHI: 6. 5% to $49. 14.
08Which pays a better dividend — WELL or VTR or OHI or HR or SBRA?
All stocks in this comparison pay dividends.
Sabra Health Care REIT, Inc. (SBRA) offers the highest yield at 5. 8%, versus 1. 3% for Welltower Inc. (WELL).
09Is WELL or VTR or OHI or HR or SBRA better for a retirement portfolio?
For long-horizon retirement investors, Omega Healthcare Investors, Inc.
(OHI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 13), 5. 4% yield, +114. 3% 10Y return). Both have compounded well over 10 years (OHI: +114. 3%, HR: +42. 2%), 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 WELL and VTR and OHI and HR and SBRA?
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: WELL is a mid-cap high-growth stock; VTR is a mid-cap high-growth stock; OHI is a mid-cap income-oriented stock; HR is a small-cap income-oriented stock; SBRA is a small-cap income-oriented 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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Revenue Growth>
%
(WELL: 40.3% · VTR: 22.0%)Net Margin>
%
(WELL: 12.3% · VTR: 4.2%)P/E Ratio<
x
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