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WELL compared with ARI: revenue, margins and what each company keeps, and the suppliers and customers both name
WELL
Welltower Inc.
Change
Mkt cap
Revenue
Revenue
ARI
Apollo Commercial Real Estate Finance, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
WELL
Welltower Inc.
vs
ARI
Apollo Commercial Real Estate Finance, 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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WELL
Welltower Inc.
Change
240.66
· pre 242.04
· delayed
Mkt cap
$176.9B
Revenue
$3.5B
Q3 FY26
Revenue
$10.7B
FY25
ARI
Apollo Commercial Real Estate Finance, Inc.
Change
2.45
· pre 2.44
· delayed
Pre-market
Nov 4 '26
delayed
Mkt cap
$296.2M
Revenue
$59M
Q1 FY26
Revenue
$293M
FY25
vs
Compare
Pre-market
Nov 4 '26
delayed
WELL
Welltower Inc.
vs
ARI
Apollo Commercial Real Estate Finance, Inc.
240.66
pre 242.04
delayed
Price
2.45
pre 2.44
delayed
$176.9B
Mkt cap
$296.2M
Q3 FY26
$3.5B
Revenue
$59M
Q1 FY26
FY25
$10.7B
Revenue
$293M
FY25
Change
Change
WELL
240.66
vs
ARI
2.45
Pre-market
Nov 4 '26
delayed
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
WELL, solid
ARI, dashed
Supply-chain overlap
Revenue flow
WELL: latest quarter not drawable. ARI: latest quarter not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only WELL
11
BKD
Brookdale Senior Living
customer
—
Revera
unlisted
supplier
—
Cogir Management
unlisted
supplier
—
Oakmont Management
unlisted
supplier
7 more · WELL chain
›
Shared
0
No shared counterparties.
Only ARI
2
APO
Apollo Global Management
supplier
—
Athene
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR