Ventas (VTR) 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 Ventas (VTR) over the past year, gaining 27.8% versus a gain of 16.3%. Over five years, WELL leads with a +162.9% price change compared with +43.0% for VTR. Welltower is the larger company by market cap ($161.14 billion vs $42.00 billion), about 3.8 times the size.
On valuation, Welltower trades at a lower forward P/E (70.3x vs 103.6x for Ventas). Ventas offers the higher dividend yield (2.44% vs 1.37%). Welltower converts more of its revenue into profit, with a net margin of 8.9% versus 4.5%.
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 | VTR | WELL |
|---|---|---|
| Share price | $81.88 | $223.63 |
| Market cap | $42.00B | $161.14B |
| 1-day change | +2.29% | +1.14% |
| YTD return | +3.44% | +19.13% |
| 1-year return | +16.25% | +27.82% |
| 5-year return | +43.01% | +162.89% |
| P/E ratio (TTM) | 151.62 | 100.28 |
| Forward P/E | 103.64 | 70.32 |
| EPS (TTM) | $0.54 | $2.23 |
| Dividend yield | 2.44% | 1.37% |
| Annual dividend | $2.00 | $3.07 |
| Revenue (latest FY) | $5.83B | $10.84B |
| Revenue growth (YoY) | +18.47% | +35.63% |
| Net income (latest FY) | $261.52M | $961.84M |
| Gross margin | — | 40.14% |
| Net margin | 4.48% | 8.87% |
| 52-week high | $101.60 | $255.20 |
| 52-week low | $66.93 | $163.75 |
| Distance from 52-week high | -19.41% | -12.37% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +24.36% | +17.18% |
| Average volume | 3.44M | 2.78M |
| Shares outstanding | 512.95M | 720.57M |
| Employees | 542 | 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
- Welltower is about 3.8 times larger than Ventas by market value ($161.14B vs $42.00B).
- WELL has outperformed VTR by 11.6 percentage points over the past year.
- Ventas trades at a higher earnings multiple (151.6x vs 100.3x trailing P/E).
- Ventas offers a meaningfully higher dividend yield (2.44% vs 1.37%).
- Welltower grew revenue faster in its latest fiscal year (+35.63% vs +18.47%).
About Ventas
VTR stock →Ventas, Inc. is an S&P 500 company enabling exceptional environments that benefit a large and growing aging population.
Real Estate · Real Estate Investment Trusts · 542 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
VTR vs WELL FAQ
Which is bigger, Ventas or Welltower?
Welltower (WELL) is larger, with a market capitalization of $161.14B compared with $42.00B for Ventas (VTR).
Which stock has performed better over the past year, VTR or WELL?
WELL returned +27.82% over the past 12 months, compared with +16.25% for VTR (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, VTR or WELL?
WELL has the lower trailing P/E at 100.3, versus 151.6 for VTR. 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, Ventas or Welltower?
Ventas has the higher yield at 2.44%, compared with 1.37% for Welltower.
Are Ventas and Welltower in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.