REIT - Specialty
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WY vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Healthcare Facilities
WY vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Specialty | REIT - Healthcare Facilities |
| Market Cap | $17.09B | $150.14B |
| Revenue (TTM) | $6.92B | $11.63B |
| Net Income (TTM) | $397M | $1.43B |
| Gross Margin | 13.4% | 39.1% |
| Operating Margin | 7.7% | 4.4% |
| Forward P/E | 83.6x | 78.9x |
| Total Debt | $5.57B | $21.38B |
| Cash & Equiv. | $464M | $5.03B |
WY vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Weyerhaeuser Company (WY) | 100 | 117.4 | +17.4% |
| Welltower Inc. (WELL) | 100 | 422.9 | +322.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WY vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WY is the clearest fit if your priority is dividends and efficiency.
- 3.5% yield, vs WELL's 1.3%
- 2.4% ROA vs WELL's 2.3%, ROIC 2.4% vs 0.5%
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%
- 230.2% 10Y total return vs WY's 14.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 35.8% FFO/revenue growth vs WY's -3.1% | |
| Value | Lower P/E (78.9x vs 83.6x) | |
| Quality / Margins | 12.3% margin vs WY's 5.7% | |
| Stability / Safety | Beta 0.13 vs WY's 0.51, lower leverage | |
| Dividends | 3.5% yield, vs WELL's 1.3% | |
| Momentum (1Y) | +43.9% vs WY's -5.0% | |
| Efficiency (ROA) | 2.4% ROA vs WELL's 2.3%, ROIC 2.4% vs 0.5% |
WY vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WY 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)
WELL 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 — 1.7x WY's $6.9B. WELL is the more profitable business, keeping 12.3% of every revenue dollar as net income compared to WY's 5.7%. On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $6.9B | $11.6B |
| EBITDAEarnings before interest/tax | $1.0B | $2.8B |
| Net IncomeAfter-tax profit | $397M | $1.4B |
| Free Cash FlowCash after capex | $516M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +13.4% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +7.7% | +4.4% |
| Net MarginNet income ÷ Revenue | +5.7% | +12.3% |
| FCF MarginFCF ÷ Revenue | +7.5% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -2.0% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +100.0% | +22.5% |
Valuation Metrics
WY leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 52.7x trailing earnings, WY trades at a 66% valuation discount to WELL's 154.2x P/E. On an enterprise value basis, WY's 22.8x EV/EBITDA is more attractive than WELL's 66.8x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $17.1B | $150.1B |
| Enterprise ValueMkt cap + debt − cash | $22.2B | $166.5B |
| Trailing P/EPrice ÷ TTM EPS | 52.67x | 154.17x |
| Forward P/EPrice ÷ next-FY EPS est. | 83.63x | 78.89x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 22.79x | 66.76x |
| Price / SalesMarket cap ÷ Revenue | 2.47x | 14.08x |
| Price / BookPrice ÷ Book value/share | 1.81x | 3.37x |
| Price / FCFMarket cap ÷ FCF | 194.19x | 52.72x |
Profitability & Efficiency
WY leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
WY delivers a 4.2% return on equity — every $100 of shareholder capital generates $4 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 WY's 0.59x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs WY's 4/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +4.2% | +3.5% |
| ROA (TTM)Return on assets | +2.4% | +2.3% |
| ROICReturn on invested capital | +2.4% | +0.5% |
| ROCEReturn on capital employed | +3.0% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 7 |
| Debt / EquityFinancial leverage | 0.59x | 0.49x |
| Net DebtTotal debt minus cash | $5.1B | $16.3B |
| Cash & Equiv.Liquid assets | $464M | $5.0B |
| Total DebtShort + long-term debt | $5.6B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 1.95x | 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 $7,918 for WY. Over the past 12 months, WELL leads with a +43.9% total return vs WY's -5.0%. The 3-year compound annual growth rate (CAGR) favors WELL at 41.3% vs WY's -4.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +0.5% | +15.0% |
| 1-Year ReturnPast 12 months | -5.0% | +43.9% |
| 3-Year ReturnCumulative with dividends | -11.5% | +182.2% |
| 5-Year ReturnCumulative with dividends | -20.8% | +212.6% |
| 10-Year ReturnCumulative with dividends | +14.4% | +230.2% |
| CAGR (3Y)Annualised 3-year return | -4.0% | +41.3% |
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 WY's 0.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WELL currently trades 97.6% from its 52-week high vs WY's 85.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.51x | 0.13x |
| 52-Week HighHighest price in past year | $27.86 | $219.59 |
| 52-Week LowLowest price in past year | $21.16 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +85.1% | +97.6% |
| RSI (14)Momentum oscillator 0–100 | 38.4 | 62.6 |
| Avg Volume (50D)Average daily shares traded | 5.1M | 2.6M |
Analyst Outlook
Evenly matched — WY and WELL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WY as "Buy" and WELL as "Buy". Consensus price targets imply 25.9% upside for WY (target: $30) vs 5.7% for WELL (target: $227). For income investors, WY offers the higher dividend yield at 3.54% vs WELL's 1.29%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $29.83 | $226.50 |
| # AnalystsCovering analysts | 25 | 34 |
| Dividend YieldAnnual dividend ÷ price | +3.5% | +1.3% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $0.84 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.9% | 0.0% |
WELL leads in 3 of 6 categories (Income & Cash Flow, Total Returns). WY leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
WY vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is WY 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 -3. 1% for Weyerhaeuser Company (WY). Weyerhaeuser Company (WY) offers the better valuation at 52. 7x trailing P/E (83. 6x forward), making it the more compelling value choice. Analysts rate Weyerhaeuser Company (WY) a "Buy" — based on 25 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 — WY or WELL?
On trailing P/E, Weyerhaeuser Company (WY) is the cheapest at 52.
7x versus Welltower Inc. at 154. 2x. On forward P/E, Welltower Inc. is actually cheaper at 78. 9x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — WY or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +212. 6%, compared to -20. 8% for Weyerhaeuser Company (WY). Over 10 years, the gap is even starker: WELL returned +230. 2% versus WY's +14. 4%. 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 — WY or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus Weyerhaeuser Company's 0. 51β — meaning WY is approximately 287% more volatile than WELL relative to the S&P 500. On balance sheet safety, Welltower Inc. (WELL) carries a lower debt/equity ratio of 49% versus 59% for Weyerhaeuser Company — giving it more financial flexibility in a downturn.
05Which is growing faster — WY or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus -3. 1% for Weyerhaeuser Company (WY). On earnings-per-share growth, the picture is similar: Welltower Inc. grew EPS -11. 5% year-over-year, compared to -16. 7% for Weyerhaeuser Company. 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 — WY or WELL?
Welltower Inc.
(WELL) is the more profitable company, earning 8. 8% net margin versus 4. 7% for Weyerhaeuser Company — meaning it keeps 8. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WY leads at 6. 7% 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 WY or WELL more undervalued right now?
On forward earnings alone, Welltower Inc.
(WELL) trades at 78. 9x forward P/E versus 83. 6x for Weyerhaeuser Company — 4. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WY: 25. 9% to $29. 83.
08Which pays a better dividend — WY or WELL?
All stocks in this comparison pay dividends.
Weyerhaeuser Company (WY) offers the highest yield at 3. 5%, versus 1. 3% for Welltower Inc. (WELL).
09Is WY 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, +230. 2% 10Y return). Both have compounded well over 10 years (WELL: +230. 2%, WY: +14. 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.
10What are the main differences between WY 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: WY 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.
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