Prologis (PLD) vs Welltower (WELL)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Welltower (WELL) has outperformed Prologis (PLD) over the past year, gaining 27.8% versus a gain of 9.8%. Over five years, WELL leads with a +162.9% price change compared with -7.1% for PLD. Welltower is the larger company by market cap ($159.33 billion vs $123.75 billion), about 1.3 times the size.
On valuation, Prologis trades at a lower forward P/E (38.2x vs 69.5x for Welltower). Prologis offers the higher dividend yield (3.27% vs 1.39%). Prologis converts more of its revenue into profit, with a net margin of 37.9% versus 8.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | PLD | WELL |
|---|---|---|
| Share price | $127.30 | $221.12 |
| Market cap | $123.75B | $159.33B |
| 1-day change | -1.07% | -2.06% |
| YTD return | -0.28% | +19.13% |
| 1-year return | +9.77% | +27.82% |
| 5-year return | -7.07% | +162.89% |
| P/E ratio (TTM) | 28.29 | 99.16 |
| Forward P/E | 38.19 | 69.53 |
| EPS (TTM) | $4.50 | $2.23 |
| Dividend yield | 3.27% | 1.39% |
| Annual dividend | $4.16 | $3.07 |
| Revenue (latest FY) | $8.79B | $10.84B |
| Revenue growth (YoY) | +7.18% | +35.63% |
| Net income (latest FY) | $3.33B | $961.84M |
| Gross margin | — | 40.14% |
| Operating margin | 49.58% | — |
| Net margin | 37.86% | 8.87% |
| 52-week high | $153.35 | $255.20 |
| 52-week low | $111.03 | $163.75 |
| Distance from 52-week high | -16.99% | -13.35% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +24.30% | +18.51% |
| Average volume | 4.08M | 2.78M |
| Shares outstanding | 950.33M | 720.57M |
| Employees | 2,802 | 712 |
| Sector | Real Estate | Real Estate |
| Industry | Real Estate Investment Trusts | Real Estate Investment Trusts |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- WELL has outperformed PLD by 18.0 percentage points over the past year.
- Welltower trades at a higher earnings multiple (99.2x vs 28.3x trailing P/E).
- Prologis offers a meaningfully higher dividend yield (3.27% vs 1.39%).
- Prologis is more profitable, keeping 37.9 cents of every revenue dollar as net income versus 8.9 cents for Welltower.
- Welltower grew revenue faster in its latest fiscal year (+35.63% vs +7.18%).
About Prologis
PLD stock →Prologis, Inc. don't just lead the industry, they define it.
Real Estate · Real Estate Investment Trusts · 2,802 employees
About Welltower
WELL stock →Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults.
Real Estate · Real Estate Investment Trusts · 712 employees
PLD vs WELL FAQ
Which is bigger, Prologis or Welltower?
Welltower (WELL) is larger, with a market capitalization of $159.33B compared with $123.75B for Prologis (PLD).
Which stock has performed better over the past year, PLD or WELL?
WELL returned +27.82% over the past 12 months, compared with +9.77% for PLD (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, PLD or WELL?
PLD has the lower trailing P/E at 28.3, versus 99.2 for WELL. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Prologis or Welltower?
Prologis has the higher yield at 3.27%, compared with 1.39% for Welltower.
Are Prologis and Welltower in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.