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 2.0 times as much as American Tower ($179B against $88.9B).
On earnings, American Tower is cheaper: it trades at 27.0× trailing earnings, against 106× for Welltower.
Welltower grew revenue faster over the last twelve months (39.2% versus 5.3% for American Tower).
Both pay dividends: American Tower yields 3.7% and Welltower 0.95%.
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 | $88.9B | $179B |
| Share price | $191.64 | $244.46 |
| Change, 1 year | 4.5% | 27.6% |
| Change, 5 years | −26.6% | 190% |
| Beta (5Y) | 0.59 | 0.58 |
| 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 | 27.0× (better) | 106× |
| P/S | 8.1× (better) | 13.0× |
| P/B | 25.3× | 3.7× (better) |
| EV/EBITDA | 18.7× | – |
| P/FCF | 22.4× | – |
| PEG | 2.21 | 1.59 (better) |
| FCF yield | 4.5% | – |
| Fair value | $180.30 | $90.61 |
| Margin of safety | −6.3% (better) | −170% |
| Growth | ||
| Revenue growth (TTM) | 5.3% | 39.2% (better) |
| Revenue growth, 5Y average | 5.8% | 18.7% (better) |
| EPS growth (TTM) | 13.3% | 59.3% (better) |
| EPS growth, 5Y average | 7.3% (better) | −9.8% |
| Profitability | ||
| Gross margin | – | 39.2% |
| Operating margin | 44.8% | – |
| FCF margin | 36.0% | – |
| Return on invested capital | 10.9% | – |
| Financial health | ||
| Debt / equity | 10.69 (better) | 0.00 |
| Net debt / EBITDA | 5.10 | – |
| Interest coverage | 3.5× | – |
| Current ratio | 0.35 | – |
| Altman Z-score | 1.21 | 4.94 (better) |
| Dividends and buybacks | ||
| Dividend yield | 3.7% (better) | 0.95% |
| Years of dividend growth | 3 (better) | 2 |
| Dividend growth, 5Y average | – | 0.87% |
| Buyback yield | 0.98% | – |
| Shareholder yield | 4.7% (better) | 0.95% |
| Ownership | ||
| Held by institutions | 94.9% | 96.6% |
| Held by insiders | 0.09% | 0.04% |
| Insider net buying, 12 months | −$22.6M | $2.4M (better) |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 1.4% | 2.4% |
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.