Ventas, Inc. vs WELLTOWER INC., two REIT stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Ventas and Welltower are the two big healthcare REITs, both leveraged to senior-housing occupancy and an aging population, and the market prices Welltower richer: 113 times earnings against Ventas's 161.9, both figures gutted by REIT depreciation and better read through funds from operations. Welltower is nearly four times the size at $165B against $43B, yields less at 1.24% against 2.16%, and generates less free cash, 1.79% against 3.97%. Ventas trades cheaper on book, 3.29 against 3.69, and pays the bigger dividend. Welltower runs 0.40 turns of debt. The two are the closest peers on this page, differing mainly in scale and yield: Welltower the larger, growth-favored name the market pays up for, Ventas the smaller, higher-yielding way into the same demographic bet.
Comparison updated 2026-07-11.
| Metric | VTR | WELL |
|---|---|---|
| Price | $89.03 | $227.28 |
| Market cap | $43.3B | $165.1B |
| Sector | REIT | REIT |
| Stage | Growth | Growth |
| P/E | 161.9 | 113.1 |
| P/B | 3.29 | 3.69 |
| P/S | 7.07 | 14.03 |
| EV/EBITDA | 30.0 | 80.3 |
| Revenue growth | +20.6% | +37.5% |
| Net margin | 4.4% | 12.4% |
| Return on equity | 2.1% | 3.3% |
| Return on assets | 1.0% | 2.2% |
| FCF yield | 4.0% | 1.8% |
| Dividend yield | 2.2% | 1.2% |
| Debt / equity | 0.00 | 0.40 |
| Altman Z (solvency) | 1.67 | 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.