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MAC compared with WELL: revenue, margins and what each company keeps, and the suppliers and customers both name
MAC
Macerich Co
Change
Mkt cap
Revenue
Revenue
WELL
Welltower Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
MAC
Macerich Co
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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Revenue flow
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MAC
Macerich Co
Change
24.82
· pre 24.85
· delayed
Mkt cap
$6.9B
Revenue
$184M
Q2 FY26
Revenue
$750M
FY25
WELL
Welltower Inc.
Change
238.59
· pre 235.01
· delayed
Pre-market
Nov 3 '26
delayed
Mkt cap
$175.3B
Revenue
$3.5B
Q3 FY26
Revenue
$10.7B
FY25
vs
Compare
Pre-market
Nov 3 '26
delayed
MAC
Macerich Co
vs
WELL
Welltower Inc.
24.82
pre 24.85
delayed
Price
238.59
pre 235.01
delayed
$6.9B
Mkt cap
$175.3B
Q2 FY26
$184M
Revenue
$3.5B
Q3 FY26
FY25
$750M
Revenue
$10.7B
FY25
Change
Change
MAC
24.82
vs
WELL
238.59
Pre-market
Nov 3 '26
delayed
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
MAC: latest quarter is a loss; flow not drawable. WELL: latest quarter not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
MAC, solid
WELL, dashed
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only MAC
27
DKS
Dick's Sporting Goods
customer
—
Signet Jewelers
unlisted
customer
ANF
Abercrombie & Fitch
customer
—
The Gap
unlisted
customer
23 more · MAC chain
›
Shared
0
No shared counterparties.
Only WELL
11
BKD
Brookdale Senior Living
customer
—
Revera
unlisted
supplier
—
Cogir Management
unlisted
supplier
—
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Oakmont Management
unlisted
supplier
7 more · WELL chain
›