BROOKFIELD CORPORATION vs WELLTOWER INC., two REIT stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Welltower and Brookfield are both real-estate-linked growth stories the GAAP earnings hide: Welltower's senior-housing recovery under a 113 P/E, Brookfield's diversified asset compounding under 84. Welltower is a focused healthcare REIT riding improving senior-housing occupancy, its funds-from-operations climbing; Brookfield a diversified owner-manager deploying capital across infrastructure and real estate. Welltower pays a 1.24% dividend (reset to fund growth) and carries 0.4 turns of debt; Brookfield none listed with none shown. The pair prices a recovering healthcare REIT against a diversified compounder; Welltower offers demographic-driven FFO growth in a single asset class, Brookfield broader capital appreciation, and both are total-return rather than income plays whose reported earnings say little about the underlying trajectory.
Comparison updated 2026-07-11.
| Metric | BN | WELL |
|---|---|---|
| Price | $42.87 | $227.28 |
| Market cap | $96.3B | $165.1B |
| Sector | REIT | REIT |
| Stage | Mature | Growth |
| P/E | 84.1 | 113.1 |
| P/B | 0.58 | 3.69 |
| P/S | 1.28 | 14.03 |
| EV/EBITDA | 7.7 | 80.3 |
| Revenue growth | +0.7% | +37.5% |
| Net margin | 4.3% | 12.4% |
| Return on equity | 1.9% | 3.3% |
| Return on assets | 0.6% | 2.2% |
| FCF yield | -3.9% | 1.8% |
| Dividend yield | — | 1.2% |
| Debt / equity | 0.00 | 0.40 |
| Altman Z (solvency) | 0.31 | 4.86 |
| Piotroski F (quality) | 8 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.