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Ventas, Inc. (VTR) vs Welltower Inc. (WELL)

Ventas, Inc. and Welltower Inc. are both Reit Healthcare Facilities companies. Welltower Inc. is the larger, with a market value of $160.8B against $42.9B — 3.7× the size. Welltower Inc. trades at the lower P/E: 102× against 149×. Welltower Inc. grew revenue faster over the last twelve months: 37.6% against 21.5%. Welltower Inc. has the higher net margin (12.2% vs 4.08%) and the lower return on invested capital (0.54% vs 2.06%). Both pay a dividend; Ventas, Inc. yields more (2.49% vs 1.36%). Across the 23 metrics below, Welltower Inc. leads on 13 and Ventas, Inc. on 10.

Valuation

Metric VTR WELL Reit Healthcare Facilities median
P/E 149.16 101.50 22.66
P/S 6.23 12.59 5.18
P/B 2.73 3.39 1.80
Price to free cash flow 28.74 17.36 17.10
EV/EBITDA 21.89 57.76 15.38
EV/Sales 8.17 13.81 8.25
Earnings yield 0.67% 0.99% 2.78%
Free cash flow yield 3.48% 5.76% 3.52%

Profitability

Metric VTR WELL Reit Healthcare Facilities median
Gross margin 94.82% 39.56% 92.10%
Operating margin 13.93% 4.24% 21.06%
Net margin 4.08% 12.15% 10.19%
Free cash flow margin 21.68% 72.52% 7.91%
Return on equity 2.00% 3.71% 4.06%
Return on assets 0.94% 2.47% 2.10%
Return on invested capital 2.06% 0.54% 1.96%

Growth

Metric VTR WELL Reit Healthcare Facilities median
Revenue growth (TTM) 21.49% 37.57% 15.71%
EPS growth (last fiscal year) 184.21% (11.46%) 23.38%
Revenue growth, 5-year CAGR 8.98% 18.67% 9.60%
Net income growth, 5-year CAGR (10.56%) (0.87%) 0.00%

Health

Metric VTR WELL Reit Healthcare Facilities median
Debt to equity 0.86 0.37 0.84
Current ratio 0.44 3.16 3.05
Net debt to EBITDA 5.48 5.68 5.50

Dividend

Metric VTR WELL Reit Healthcare Facilities median
Dividend yield 2.49% 1.36% 5.71%
Payout ratio 3.78 1.41 1.41

Size

Metric VTR WELL Reit Healthcare Facilities median
Market cap 42.87b 160.75b 3.99b

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