VTR vs WELL
Ventas and Welltower, both Real Estate
Welltower is the larger company at $146B against $40B. On trailing earnings WELL is the cheaper of the two at a P/E of 120.2 against 176.4, a gap that is only a bargain if the two are growing at similar rates. Over the past year WELL returned +45% against +39% for VTR. Ryufin's sector-relative Smart Score puts WELL ahead, 8/10 against 7/10.
| Figure | VTR | WELL |
|---|---|---|
| Last close | $93.49 | $242 |
| Market cap | $40B | $146B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 176.4 | 120.2 |
| Dividend yield | 2.1% | 1.2% |
| 1-year return | +39% | +45% |
| 5-year return | +84% | +215% |
| Ryufin Smart Scoresector-relative, 1–10 | 7/10 | 8/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Ventas
Revenue of $1.7B in Q2 2026, net income $72M. Its largest reported line is Senior Housing Operating Portfolio SHOP, 50% of the disclosed total.
Welltower
Revenue of $3.4B in Q1 2026, net income $752M. Its largest reported line is Management Service, 93% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.