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VTR compared with WELL: revenue, margins and what each company keeps, and the suppliers and customers both name
VTR
Ventas, Inc.
Change
Mkt cap
Revenue
Revenue
WELL
Welltower Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
VTR
Ventas, Inc.
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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Co-movers
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Co-movers
daily closes · 500d
Method
›
Moved together
VTR
with
WELL
×0.80
co-movement · WELL on VTR · 500d
r 0.80
scale to r 0.75
Shared co-movers
8
with VTR
with WELL
NHI
National Health Investors Inc
r 0.66
r 0.66
AHR
American Healthcare REIT, Inc.
r 0.63
r 0.68
CTRE
CareTrust REIT, Inc.
r 0.62
r 0.66
LTC
LTC Properties Inc
r 0.62
r 0.65
SBRA
Sabra Health Care REIT, Inc.
r 0.63
r 0.61
O
Realty Income Corp
r 0.54
r 0.56
VTR, solid
WELL, hatched
× = co-movement · β
r = correlation
Bar = r to r 0.75
Order: weaker of A and B
Source: daily closes
VTR
Ventas, Inc.
Change
84.72
▲
+1.21%
· post 84.72
Mkt cap
$44.8B
Revenue
$1.8B
Q3 FY26
Revenue
$5.8B
FY25
WELL
Welltower Inc.
Change
234.81
▲
+0.70%
· post 234.90
Closed
Oct 30 '26
Mkt cap
$172.1B
Revenue
$3.5B
Q3 FY26
Revenue
$10.7B
FY25
vs
Compare
Closed
Oct 30 '26
VTR
Ventas, Inc.
vs
WELL
Welltower Inc.
84.72
▲
+1.21%
post 84.72
Price
234.81
▲
+0.70%
post 234.90
$44.8B
Mkt cap
$172.1B
Q3 FY26
$1.8B
Revenue
$3.5B
Q3 FY26
FY25
$5.8B
Revenue
$10.7B
FY25
Change
Change
VTR
84.72
▲
+1.21%
vs
WELL
234.81
▲
+0.70%
Closed
Oct 30 '26