REIT - Diversified
Compare Stocks
2 / 10Stock Comparison
WPC vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Healthcare Facilities
WPC vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Diversified | REIT - Healthcare Facilities |
| Market Cap | $16.05B | $150.14B |
| Revenue (TTM) | $1.99B | $11.63B |
| Net Income (TTM) | $517M | $1.43B |
| Gross Margin | 68.2% | 39.1% |
| Operating Margin | 43.3% | 4.4% |
| Forward P/E | 29.0x | 78.9x |
| Total Debt | $8.72B | $21.38B |
| Cash & Equiv. | $155M | $5.03B |
WPC vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| W. P. Carey Inc. (WPC) | 100 | 124.8 | +24.8% |
| Welltower Inc. (WELL) | 100 | 422.9 | +322.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WPC vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WPC carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.02, yield 4.9%
- Lower volatility, beta 0.02, current ratio 0.18x
- Beta 0.02, yield 4.9%, current ratio 0.18x
WELL is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 35.8%, EPS growth -11.5%, 3Y rev CAGR 22.7%
- 230.2% 10Y total return vs WPC's 85.7%
- 35.8% FFO/revenue growth vs WPC's 8.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 35.8% FFO/revenue growth vs WPC's 8.9% | |
| Value | Lower P/E (29.0x vs 78.9x) | |
| Quality / Margins | 26.0% margin vs WELL's 12.3% | |
| Stability / Safety | Beta 0.02 vs WELL's 0.13 | |
| Dividends | 4.9% yield, 1-year raise streak, vs WELL's 1.3% | |
| Momentum (1Y) | +43.9% vs WPC's +24.9% | |
| Efficiency (ROA) | 2.9% ROA vs WELL's 2.3%, ROIC 3.5% vs 0.5% |
WPC vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WPC 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)
WPC 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 — 5.9x WPC's $2.0B. WPC is the more profitable business, keeping 26.0% 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 | $2.0B | $11.6B |
| EBITDAEarnings before interest/tax | $1.4B | $2.8B |
| Net IncomeAfter-tax profit | $517M | $1.4B |
| Free Cash FlowCash after capex | $1.1B | $2.5B |
| Gross MarginGross profit ÷ Revenue | +68.2% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +43.3% | +4.4% |
| Net MarginNet income ÷ Revenue | +26.0% | +12.3% |
| FCF MarginFCF ÷ Revenue | +56.8% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +10.6% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +40.4% | +22.5% |
Valuation Metrics
WPC leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 34.7x trailing earnings, WPC trades at a 78% valuation discount to WELL's 154.2x P/E. On an enterprise value basis, WPC's 19.2x EV/EBITDA is more attractive than WELL's 66.8x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $16.0B | $150.1B |
| Enterprise ValueMkt cap + debt − cash | $24.6B | $166.5B |
| Trailing P/EPrice ÷ TTM EPS | 34.68x | 154.17x |
| Forward P/EPrice ÷ next-FY EPS est. | 28.99x | 78.89x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 19.17x | 66.76x |
| Price / SalesMarket cap ÷ Revenue | 9.35x | 14.08x |
| Price / BookPrice ÷ Book value/share | 1.99x | 3.37x |
| Price / FCFMarket cap ÷ FCF | 14.71x | 52.72x |
Profitability & Efficiency
WPC leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
WPC delivers a 6.3% return on equity — every $100 of shareholder capital generates $6 in annual profit, vs $3 for WELL. WELL carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to WPC's 1.07x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs WPC's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +6.3% | +3.5% |
| ROA (TTM)Return on assets | +2.9% | +2.3% |
| ROICReturn on invested capital | +3.5% | +0.5% |
| ROCEReturn on capital employed | +4.6% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 1.07x | 0.49x |
| Net DebtTotal debt minus cash | $8.6B | $16.3B |
| Cash & Equiv.Liquid assets | $155M | $5.0B |
| Total DebtShort + long-term debt | $8.7B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 2.73x | 0.26x |
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 $31,264 today (with dividends reinvested), compared to $12,731 for WPC. Over the past 12 months, WELL leads with a +43.9% total return vs WPC's +24.9%. The 3-year compound annual growth rate (CAGR) favors WELL at 41.3% vs WPC's 5.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +14.3% | +15.0% |
| 1-Year ReturnPast 12 months | +24.9% | +43.9% |
| 3-Year ReturnCumulative with dividends | +17.4% | +182.2% |
| 5-Year ReturnCumulative with dividends | +27.3% | +212.6% |
| 10-Year ReturnCumulative with dividends | +85.7% | +230.2% |
| CAGR (3Y)Annualised 3-year return | +5.5% | +41.3% |
Risk & Volatility
Evenly matched — WPC and WELL each lead in 1 of 2 comparable metrics.
Risk & Volatility
WPC is the less volatile stock with a 0.02 beta — it tends to amplify market swings less than WELL's 0.13 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 | 0.02x | 0.13x |
| 52-Week HighHighest price in past year | $75.69 | $219.59 |
| 52-Week LowLowest price in past year | $59.34 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +96.7% | +97.6% |
| RSI (14)Momentum oscillator 0–100 | 53.3 | 62.6 |
| Avg Volume (50D)Average daily shares traded | 1.1M | 2.6M |
Analyst Outlook
Evenly matched — WPC and WELL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WPC as "Hold" and WELL as "Buy". Consensus price targets imply 5.7% upside for WELL (target: $227) vs 0.0% for WPC (target: $73). For income investors, WPC offers the higher dividend yield at 4.88% vs WELL's 1.29%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $73.20 | $226.50 |
| # AnalystsCovering analysts | 20 | 34 |
| Dividend YieldAnnual dividend ÷ price | +4.9% | +1.3% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | $3.57 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
WPC leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). WELL leads in 1 (Total Returns). 2 tied.
WPC vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is WPC 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 8. 9% for W. P. Carey Inc. (WPC). W. P. Carey Inc. (WPC) offers the better valuation at 34. 7x trailing P/E (29. 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 — WPC or WELL?
On trailing P/E, W.
P. Carey Inc. (WPC) is the cheapest at 34. 7x versus Welltower Inc. at 154. 2x. On forward P/E, W. P. Carey Inc. is actually cheaper at 29. 0x.
03Which is the better long-term investment — WPC or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +212. 6%, compared to +27. 3% for W. P. Carey Inc. (WPC). Over 10 years, the gap is even starker: WELL returned +230. 2% versus WPC's +85. 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 — WPC or WELL?
By beta (market sensitivity over 5 years), W.
P. Carey Inc. (WPC) is the lower-risk stock at 0. 02β versus Welltower Inc. 's 0. 13β — meaning WELL is approximately 473% more volatile than WPC relative to the S&P 500. On balance sheet safety, Welltower Inc. (WELL) carries a lower debt/equity ratio of 49% versus 107% for W. P. Carey Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — WPC or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus 8. 9% for W. P. Carey Inc. (WPC). On earnings-per-share growth, the picture is similar: W. P. Carey Inc. grew EPS 1. 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 — WPC or WELL?
W.
P. Carey Inc. (WPC) is the more profitable company, earning 27. 2% net margin versus 8. 8% for Welltower Inc. — meaning it keeps 27. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WPC leads at 44. 4% 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 WPC or WELL more undervalued right now?
On forward earnings alone, W.
P. Carey Inc. (WPC) trades at 29. 0x forward P/E versus 78. 9x for Welltower Inc. — 49. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WELL: 5. 7% to $226. 50.
08Which pays a better dividend — WPC or WELL?
All stocks in this comparison pay dividends.
W. P. Carey Inc. (WPC) offers the highest yield at 4. 9%, versus 1. 3% for Welltower Inc. (WELL).
09Is WPC or WELL better for a retirement portfolio?
For long-horizon retirement investors, W.
P. Carey Inc. (WPC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 02), 4. 9% yield). Both have compounded well over 10 years (WPC: +85. 7%, WELL: +230. 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 WPC 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: WPC is a mid-cap income-oriented 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.