Sabra Healthcare REIT, Inc. (SBRA) vs Welltower Inc. (WELL)

Sabra Healthcare REIT, Inc. and Welltower Inc. are both Reit Healthcare Facilities companies. Welltower Inc. is the larger, with a market value of $160.8B against $4.8B — 33.4× the size. Sabra Healthcare REIT, Inc. trades at the lower P/E: 72.9× against 102×. Welltower Inc. grew revenue faster over the last twelve months: 37.6% against 17.3%. Welltower Inc. has the higher net margin (12.2% vs 7.61%) and the lower return on invested capital (0.54% vs 1.91%). Both pay a dividend; Sabra Healthcare REIT, Inc. yields more (6.33% vs 1.36%). Across the 22 metrics below, Sabra Healthcare REIT, Inc. leads on 13 and Welltower Inc. on 9.

Valuation

Metric SBRA WELL Reit Healthcare Facilities median
P/E 72.92 101.50 22.66
P/S 5.56 12.59 5.18
P/B 1.74 3.39 1.80
Price to free cash flow n/m 17.36 17.10
EV/EBITDA 19.58 57.76 15.38
EV/Sales 8.34 13.81 8.25
Earnings yield 1.37% 0.99% 2.78%
Free cash flow yield (5.80%) 5.76% 3.52%

Profitability

Metric SBRA WELL Reit Healthcare Facilities median
Gross margin 100.00% 39.56% 92.10%
Operating margin 18.24% 4.24% 21.06%
Net margin 7.61% 12.15% 10.19%
Free cash flow margin (32.25%) 72.52% 7.91%
Return on equity 2.40% 3.71% 4.06%
Return on assets 1.21% 2.47% 2.10%
Return on invested capital 1.91% 0.54% 1.96%

Growth

Metric SBRA WELL Reit Healthcare Facilities median
Revenue growth (TTM) 17.26% 37.57% 15.71%
EPS growth (last fiscal year) 18.52% (11.46%) 23.38%
Revenue growth, 5-year CAGR 5.29% 18.67% 9.60%
Net income growth, 5-year CAGR 2.37% (0.87%) 0.00%

Health

Metric SBRA WELL Reit Healthcare Facilities median
Debt to equity 0.95 0.37 0.84
Current ratio 3.07 3.16 3.05
Net debt to EBITDA 5.53 5.68 5.50

Dividend

Metric SBRA WELL Reit Healthcare Facilities median
Dividend yield 6.33% 1.36% 5.71%
Payout ratio 4.62 1.41 1.41

Size

Metric SBRA WELL Reit Healthcare Facilities median
Market cap 4.81b 160.75b 3.99b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack