Realty Income vs Welltower
O 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 O and WELL compare
Welltower is the larger company, worth 3.2 times as much as Realty Income ($180B against $56.4B).
On earnings, Realty Income is cheaper: it trades at 41.1× trailing earnings, against 106× for Welltower.
Welltower grew revenue faster over the last twelve months (39.2% versus 10.8% for Realty Income).
Both pay dividends: Realty Income yields 5.0% and Welltower 0.95%.
Realty Income scores higher on the StockData Score (11 against 10 for Welltower), 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 | O | WELL |
|---|---|---|
| Size and price | ||
| Market cap | $56.4B | $180B |
| Share price | $59.57 | $244.93 |
| Change, 1 year | 5.7% | 27.4% |
| Change, 5 years | −16.0% | 191% |
| Beta (5Y) | 0.40 | 0.58 |
| Employees | 395 | 712 |
| StockData Score | ||
| Total score | 11 (better) | 10 |
| Valuation score | 2 (better) | 1 |
| Growth score | 2 | 3 (better) |
| Performance score | 1 (better) | 0 |
| Health score | 2 | 5 (better) |
| Dividend score | 4 (better) | 1 |
| Valuation | ||
| P/E | 41.1× (better) | 106× |
| P/S | 9.1× (better) | 13.0× |
| P/B | 1.4× (better) | 3.7× |
| EV/EBITDA | 14.9× | – |
| PEG | – | 1.59 |
| Fair value | $53.85 | $90.76 |
| Margin of safety | −10.6% (better) | −170% |
| Growth | ||
| Revenue growth (TTM) | 10.8% | 39.2% (better) |
| Revenue growth, 5Y average | 28.4% (better) | 18.7% |
| EPS growth (TTM) | 34.3% | 59.3% (better) |
| EPS growth, 5Y average | 0.52% (better) | −9.8% |
| Profitability | ||
| Gross margin | – | 39.2% |
| Financial health | ||
| Debt / equity | 0.04 (better) | 0.00 |
| Net debt / EBITDA | 0.28 | – |
| Altman Z-score | 1.04 | 4.95 (better) |
| Piotroski F-score | 5 | – |
| Dividends and buybacks | ||
| Dividend yield | 5.0% (better) | 0.95% |
| Years of dividend growth | 8 (better) | 2 |
| Dividend growth, 5Y average | 2.9% (better) | 0.87% |
| Buyback yield | −3.7% | – |
| Shareholder yield | 1.3% (better) | 0.95% |
| Ownership | ||
| Held by institutions | 78.7% | 96.6% |
| Held by insiders | 0.15% | 0.04% |
| Insider net buying, 12 months | −$874K | $2.4M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 4.5% | 2.4% |
Go deeper
- O stock overview
- O income statement
- O 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.