WELL vs VTR vs PLD
161 measures in 16 categories, one definition each, computed from filings and market data.
WELL66.4
Welltower Inc.
Real Estate · REIT - Healthcare Facilities
$234.85 +0.12%$169.2B mkt cap
Score DNA
VTR53.3
Ventas, Inc.
Real Estate · REIT - Healthcare Facilities
$85.86 +1.17%$44.0B mkt cap
Score DNA
Price, rebased to 100 three years ago
WELL VTR PLD · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry (these stocks sit in different industries). n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| Insider open-market buys, 180d | 4 | 1 | 0 |
| Insider $ bought, 180d | $2.41M | $0.20M | — |
| Congress purchases, 180d | 2 | 1 | 0 |
| Last Congress purchase | 2026-03-30 | 2026-03-27 | — |
| 13F net change in holders | +108 | +23 | +62 |
| ETFs adding shares, 30d | 1,416 | 1,317 | 1,347 |
| ETFs trimming, 30d | 1,066 | 897 | 1,052 |
| Net ETF funds, 30d | +350 | +420 | +295 |
Valuation
16 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| P/E (TTM) | 125.7x
92nd
|
165.4x
100th
|
28.4x
60th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 1.28
57th
|
3.99
86th
|
3.07
50th
|
| Price / sales | 13.4x
94th
|
6.8x
75th
|
13.0x
86th
|
| Price / book | 3.6x
94th
|
3.0x
81st
|
2.2x
64th
|
| Price / tangible book | 3.8x
93rd
|
3.7x
86th
|
2.4x
57th
|
| Price / free cash flow | 63.6x
100th
|
27.4x
55th
|
22.8x
69th
|
| Price / operating cash flow | 50.0x
100th
|
24.0x
77th
|
22.8x
93rd
|
| Enterprise value | $187.0B
100th
|
$57.5B
94th
|
$154.2B
100th
|
| EV / sales | 14.8x
88th
|
8.9x
56th
|
16.8x
93rd
|
| EV / EBITDA | 62.0x
100th
|
23.0x
81st
|
18.5x
69th
|
| EV / EBIT | 362.3x
100th
|
56.9x
77th
|
27.5x
58th
|
| EV / free cash flow | 70.2x
73rd
|
35.8x
55th
|
29.4x
62nd
|
| Earnings yield | 0.8%
31st
|
0.6%
25th
|
3.5%
57th
|
| FCF yield | 1.6%
31st
|
3.6%
62nd
|
4.4%
36th
|
| Operating cash flow yield | 2.0%
19th
|
4.2%
38th
|
4.4%
7th
|
| Graham number (per share) | $51.21
92nd
|
$19.03
50th
|
$74.46
60th
|
Profitability (TTM)
12 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| Gross margin | 38.8%
50th
|
-2.6%
19th
|
21.7%
43rd
|
| EBITDA margin | 23.9%
29th
|
38.9%
36th
|
90.9%
85th
|
| Operating margin | 5.4%
19th
|
12.9%
31st
|
38.4%
43rd
|
| EBIT margin | 4.1%
20th
|
15.7%
40th
|
61.1%
71st
|
| Net margin | 10.7%
56th
|
4.1%
25th
|
45.8%
79th
|
| NOPAT margin | 5.1%
20th
|
15.7%
40th
|
36.1%
50th
|
| FCF margin | 21.1%
56th
|
24.9%
62nd
|
57.0%
79th
|
| Operating cash flow margin | 26.8%
31st
|
28.5%
38th
|
57.0%
64th
|
| R&D / revenue | 0.0%
0th
|
0.0%
0th
|
0.0%
0th
|
| SG&A / revenue | 13.9%
87th
|
3.0%
13th
|
2.8%
0th
|
| Stock comp / revenue | 12.4%
100th
|
0.5%
27th
|
2.2%
71st
|
| Effective tax rate | 4.8%
73rd
|
-21.5%
7th
|
6.2%
64th
|
Returns on capital
11 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| ROE (on average equity) | 3.3%
50th
|
2.0%
31st
|
7.9%
64th
|
| ROA | 2.1%
56th
|
0.9%
31st
|
4.2%
57th
|
| ROIC | 1.0%
19th
|
3.6%
50th
|
3.7%
43rd
|
| ROCE | 0.8%
19th
|
3.5%
56th
|
5.7%
43rd
|
| Return on tangible assets | 0.8%
19th
|
3.6%
56th
|
5.7%
50th
|
| Cash ROIC (OCF / invested capital) | 5.3%
38th
|
6.5%
50th
|
5.9%
36th
|
| Gross profitability (GP / assets) | 7.0%
62nd
|
-0.6%
19th
|
2.6%
29th
|
| ROIC, 3-yr average | 1.5%
50th
|
1.2%
36th
|
3.8%
42nd
|
| ROIC, 5-yr average | 1.3%
46th
|
0.8%
31st
|
4.8%
42nd
|
| ROE, 5-yr average | 2.2%
54th
|
0.6%
31st
|
7.3%
50th
|
| Incremental ROIC | -3.3%
50th
|
22.3%
86th
|
2.8%
57th
|
Growth
17 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| Revenue growth (TTM YoY) | 38.1%
79th
|
21.5%
64th
|
7.3%
64th
|
| Revenue growth (QoQ) | 7.2%
94th
|
4.4%
69th
|
5.6%
100th
|
| Revenue CAGR, 3 yr | 27.3%
92nd
|
14.7%
54th
|
6.0%
50th
|
| Revenue CAGR, 5 yr | 23.8%
92nd
|
11.9%
46th
|
15.4%
75th
|
| Gross profit CAGR, 3 yr | 27.8%
89th
|
— | -23.0%
20th
|
| Operating income CAGR, 3 yr | -4.8%
20th
|
17.4%
50th
|
-1.7%
50th
|
| Net income growth (TTM YoY) | 19.1%
38th
|
39.3%
50th
|
22.0%
67th
|
| Net income CAGR, 3 yr | 125.0%
100th
|
51.1%
62nd
|
8.6%
78th
|
| EPS growth (TTM YoY) | 8.7%
25th
|
29.9%
50th
|
21.8%
67th
|
| EPS CAGR, 3 yr | 98.4%
100th
|
41.5%
75th
|
9.3%
78th
|
| EPS CAGR, 5 yr | 5.6%
50th
|
6.1%
62nd
|
16.7%
89th
|
| FCF growth (TTM YoY) | 3.0%
40th
|
49.6%
80th
|
1.3%
46th
|
| FCF CAGR, 3 yr | 25.1%
78th
|
38.8%
89th
|
5.8%
44th
|
| Operating cash flow CAGR, 3 yr | 34.1%
90th
|
17.8%
80th
|
2.9%
33rd
|
| Book value CAGR, 3 yr | 14.5%
92nd
|
6.5%
77th
|
0.7%
67th
|
| Dividend CAGR, 3 yr | -6.1%
15th
|
-1.2%
54th
|
2.8%
67th
|
| Sustainable growth rate | -1.7%
58th
|
-5.1%
33rd
|
0.6%
80th
|
Margin history & stability
7 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| Gross margin, 3-yr average | 38.9%
36th
|
27.4%
29th
|
59.4%
33rd
|
| Operating margin, 3-yr average | 12.0%
36th
|
12.1%
43rd
|
45.0%
67th
|
| Net margin, 3-yr average | 10.5%
57th
|
1.5%
36th
|
40.8%
67th
|
| FCF margin, 3-yr average | 24.3%
43rd
|
20.0%
36th
|
58.0%
83rd
|
| Revenue stability (0-1) | 0.89
64th
|
0.91
71st
|
0.91
58th
|
| Earnings stability (0-1) | 0.57
71st
|
0.09
0th
|
0.48
42nd
|
| Margin stability (0-1) | 0.96
100th
|
0.40
21st
|
0.69
42nd
|
Liquidity (latest quarter)
7 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| Cash & short-term investments | $2.0B
100th
|
$199.0M
75th
|
$1.8B
100th
|
| Net cash (− = net debt) | −$17.8B
0th
|
−$13.5B
6th
|
−$34.7B
0th
|
| Working capital | −$393.6M
19th
|
−$532.1M
12th
|
−$764.6M
14th
|
| Current ratio | 0.84
55th
|
0.27
18th
|
0.70
57th
|
| Quick ratio | 0.84
55th
|
0.27
18th
|
0.70
57th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.79
67th
|
0.27
50th
|
0.70
71st
|
| Defensive interval (days) | 170 days
0th
|
— | — |
Leverage & solvency (latest quarter)
13 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| Total debt | $19.7B
100th
|
$13.7B
94th
|
$36.4B
100th
|
| Debt / equity | 0.42
12th
|
0.93
38th
|
0.68
29th
|
| Net debt / equity | 0.38
12th
|
0.92
44th
|
0.65
29th
|
| Debt / assets | 28.2%
12th
|
46.0%
38th
|
36.1%
29th
|
| Debt / capital | 29.8%
12th
|
48.2%
38th
|
40.4%
29th
|
| Debt / EBITDA | 6.54
69th
|
5.45
38th
|
4.36
38th
|
| Net debt / EBITDA | 5.89
56th
|
5.37
44th
|
4.15
38th
|
| Interest coverage (EBIT / interest) | 0.7x
19th
|
1.3x
38th
|
5.4x
71st
|
| Cash interest coverage | 4.6x
81st
|
2.4x
44th
|
5.0x
64th
|
| Debt payback (years of OCF) | 5.8 yrs
38th
|
7.4 yrs
54th
|
7.0 yrs
50th
|
| Liabilities / assets | 32.1%
6th
|
48.7%
38th
|
42.5%
29th
|
| IS credit model rating | BBB+ | B+ | BBB- |
| Implied credit spread (bps) | 225
12th
|
650
62nd
|
350
36th
|
Efficiency
11 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| Asset turnover | 0.20
62nd
|
0.23
69th
|
0.09
21st
|
| Fixed asset turnover | 0.21
25th
|
11.76
88th
|
0.11
17th
|
| Inventory turnover | — | — | — |
| Receivables turnover | 12.8
43rd
|
27.0
64th
|
— |
| Days sales outstanding | 28 days
62nd
|
13 days
44th
|
0 days
0th
|
| Days inventory outstanding | — | — | — |
| Days payables outstanding | 0 days
0th
|
69 days
81st
|
71 days
50th
|
| Cash conversion cycle (days) | 28 days
75th
|
−55 days
19th
|
−71 days
29th
|
| Capex / revenue | 5.7%
73rd
|
3.6%
40th
|
0.0%
0th
|
| Capex / depreciation | 0.29
47th
|
0.15
33rd
|
0.00
0th
|
| Operating expense ratio | 22.7%
25th
|
27.3%
38th
|
— |
Cash flow & earnings quality
7 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| Operating cash flow / net income | 2.51
58th
|
6.89
100th
|
1.25
10th
|
| FCF / net income | 1.98
58th
|
6.03
100th
|
1.25
30th
|
| FCF / operating cash flow | 78.7%
42nd
|
87.5%
50th
|
100.0%
85th
|
| Capex / operating cash flow | 21.3%
58th
|
12.5%
50th
|
0.0%
0th
|
| Accruals ratio | -3.2%
62nd
|
-5.6%
6th
|
-1.0%
93rd
|
| Sloan accruals ratio | -14.6%
12th
|
-7.0%
31st
|
-2.7%
57th
|
| Earnings quality score (0-1) | 1.00
33rd
|
0.75
8th
|
1.00
20th
|
Scores & forensic checks
15 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| IS score | 66
88th
|
53
62nd
|
64
71st
|
| IS profitability | 32
38th
|
25
31st
|
56
43rd
|
| IS growth | 71
79th
|
72
86th
|
60
57th
|
| IS value | 42
12th
|
42
19th
|
49
43rd
|
| IS momentum | 96
86th
|
98
93rd
|
87
79th
|
| IS risk (safety) | 100
94th
|
30
62nd
|
50
71st
|
| IS quality | 70
69th
|
64
50th
|
75
64th
|
| IS balance sheet | 44
56th
|
33
44th
|
49
71st
|
| IS earnings quality | 94
94th
|
78
69th
|
98
100th
|
| IS cash flow | 65
50th
|
78
81st
|
74
71st
|
| Piotroski F-score (0-9) | 6
50th
|
6
50th
|
6
64th
|
| Altman Z-score | 4.5
100th
|
1.7
75th
|
2.1
71st
|
| Beneish M-score | −3.41
31st
|
−2.09
85th
|
−0.83
79th
|
| Ohlson O-score | −9.82
6th
|
−8.23
25th
|
−9.33
7th
|
| IS credit score | 63
81st
|
31
38th
|
55
64th
|
Size (TTM)
8 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| Market cap | $169.2B
100th
|
$44.0B
94th
|
$119.5B
100th
|
| Revenue | $12.6B
100th
|
$6.4B
94th
|
$9.2B
100th
|
| EBITDA | $3.0B
100th
|
$2.5B
94th
|
$8.4B
100th
|
| Net income | $1.3B
100th
|
$266.3M
81st
|
$4.2B
100th
|
| Free cash flow | $2.7B
100th
|
$1.6B
94th
|
$5.2B
100th
|
| Total assets | $69.9B
100th
|
$29.7B
94th
|
$101.0B
100th
|
| Shareholders' equity | $46.4B
100th
|
$14.6B
94th
|
$53.7B
100th
|
| Employees | 712
100th
|
542
73rd
|
2,802
62nd
|
Price performance
9 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| 1 day | +0.1% | +1.2% | −1.0% |
| 1 week | +4.2% | +4.6% | −2.9% |
| 1 month | +1.1% | −1.5% | −7.0% |
| 3 months | −4.0% | −10.8% | −14.8% |
| 6 months | +11.6% | +0.9% | −13.4% |
| Year to date | +26.1% | +11.0% | −2.6% |
| 1 year | +36.8% | +24.6% | +3.2% |
| 3 years, cumulative | +187.2% | +112.3% | +20.4% |
| 5 years, cumulative | +216.8% | +81.1% | +10.7% |
Technicals
4 measures| Measure | WELL | VTR | PLD |
|---|---|---|---|
| RSI 14 | 57.2 | 51.9 | 34.1 |
| From 52-week high | −7.6% | −15.5% | −18.0% |
| From 52-week low | +37.7% | +26.0% | +5.4% |
| Beta | 0.75 | 0.74 | 1.32 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17