American Tower vs Welltower
AMT and WELL side by side, both in miscellaneous investing. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AMT and WELL compare
Welltower is the larger company, worth 1.9 times as much as American Tower ($169B against $87.5B).
On earnings, American Tower is cheaper: it trades at 25.8× trailing earnings, against 108× for Welltower.
Welltower grew revenue faster over the last twelve months (37.6% versus 6.6% for American Tower).
Both pay dividends: American Tower yields 3.8% and Welltower 1.3%.
Welltower scores higher on the StockData Score (10 against 7 for American Tower), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AMT | WELL |
|---|---|---|
| Size and price | ||
| Market cap | $87.5B | $169B |
| Share price | $187.78 | $234.60 |
| Change, 1 year | 4.9% | 32.6% |
| Change, 5 years | −32.4% | 177% |
| Beta (5Y) | 0.59 | 0.59 |
| Employees | 4,866 | 712 |
| StockData Score | ||
| Total score | 7 | 10 (better) |
| Valuation score | 2 (better) | 1 |
| Growth score | 2 | 3 (better) |
| Performance score | 1 (better) | 0 |
| Health score | 0 | 5 (better) |
| Dividend score | 2 (better) | 1 |
| Valuation | ||
| P/E | 25.8× (better) | 108× |
| P/S | 8.0× (better) | 13.2× |
| P/B | 23.5× | 3.6× (better) |
| EV/EBITDA | 18.6× | – |
| P/FCF | 22.1× | – |
| PEG | 2.11 | 1.61 (better) |
| FCF yield | 4.5% | – |
| Fair value | $184.63 | $86.63 |
| Margin of safety | −1.7% (better) | −171% |
| Growth | ||
| Revenue growth (TTM) | 6.6% | 37.6% (better) |
| Revenue growth, 5Y average | 5.8% | 18.7% (better) |
| EPS growth (TTM) | 164% (better) | 23.2% |
| EPS growth, 5Y average | 7.3% (better) | −9.8% |
| Profitability | ||
| Gross margin | – | 39.5% |
| Operating margin | 44.8% | – |
| FCF margin | 36.2% | – |
| Return on invested capital | 11.2% | – |
| Financial health | ||
| Debt / equity | 10.00 (better) | 0.00 |
| Net debt / EBITDA | 5.08 | – |
| Interest coverage | 3.5× | – |
| Current ratio | 0.35 | – |
| Altman Z-score | 1.20 | 4.99 (better) |
| Dividends and buybacks | ||
| Dividend yield | 3.8% (better) | 1.3% |
| Years of dividend growth | 3 (better) | 2 |
| Dividend growth, 5Y average | – | 0.87% |
| Shareholder yield | 3.8% (better) | 1.3% |
| Ownership | ||
| Held by institutions | 94.5% | 98.3% |
| Held by insiders | 0.09% | 0.04% |
| Insider net buying, 12 months | −$22.2M | $2.4M (better) |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 1.6% | 2.5% |
Go deeper
- AMT stock overview
- AMT income statement
- AMT valuation and score
- WELL stock overview
- WELL income statement
- WELL valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.