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ACRE compared with WELL: revenue, margins and what each company keeps, and the suppliers and customers both name
ACRE
Ares Commercial Real Estate Corp
Change
Mkt cap
Revenue
Revenue
WELL
Welltower Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
ACRE
Ares Commercial Real Estate Corp
vs
WELL
Welltower Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Earnings history
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Earnings history
last 4 reports each · paired by recency
Method
›
ACRE
1 of 3
at or beyond implied
Report
implied
realized
× implied
Nov 6 '26
—
▲
+7.35%
—
Q2 FY26
±16.2%
▲
+8.94%
×0.55
Q1 FY26
±6.5%
▼
−3.26%
×0.51
Feb 10 '26
±7.0%
▲
+11.74%
×1.67
WELL
1 of 4
at or beyond implied
Report
implied
realized
× implied
Q3 FY26
±5.3%
▼
−5.77%
×1.09
Q2 FY26
±5.5%
▼
−1.92%
×0.35
= implied
ACRE realized, solid
WELL realized, hatched
One scale, both sides: full bar = 17%
× = |realized| ÷ implied
Source: market data
Q1 FY26
±5.1%
▼
−1.00%
×0.20
Feb 11 '26
±4.4%
▲
+3.51%
×0.80
ACRE
Ares Commercial Real Estate Corp
Change
3.69
▲
+8.39%
· post 3.64
Mkt cap
$202.5M
Revenue
$13M
Q2 FY26
Revenue
—
WELL
Welltower Inc.
Change
246.31
▲
+0.36%
· post 245.01
Closed
Nov 6 '26
Mkt cap
$179.7B
Revenue
$3.5B
Q3 FY26
Revenue
$10.7B
FY25
vs
Compare
Closed
Nov 6 '26
ACRE
Ares Commercial Real Estate Corp
vs
WELL
Welltower Inc.
3.69
▲
+8.39%
post 3.64
Price
246.31
▲
+0.36%
post 245.01
$202.5M
Mkt cap
$179.7B
Q2 FY26
$13M
Revenue
$3.5B
Q3 FY26
—
Revenue
$10.7B
FY25
Change
Change
ACRE
3.69
▲
+8.39%
vs
WELL
246.31
▲
+0.36%
Closed
Nov 6 '26