Welltower (NYSE:WELL) versus BRT Apartments (NYSE:BRT) Financial Survey

BRT Apartments (NYSE:BRT) and Welltower (NYSE:WELL) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, dividends, profitability, earnings, analyst recommendations, risk and valuation.

Dividends

BRT Apartments pays an annual dividend of $1.00 per share and has a dividend yield of 6.0%. Welltower pays an annual dividend of $2.44 per share and has a dividend yield of 2.7%. BRT Apartments pays out 555.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Welltower pays out 381.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Analyst Recommendations

This is a summary of current recommendations and price targets for BRT Apartments and Welltower, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
BRT Apartments	0	0	2	0	3.00
Welltower	0	4	9	1	2.79

BRT Apartments presently has a consensus target price of $21.75, suggesting a potential upside of 30.40%. Welltower has a consensus target price of $95.57, suggesting a potential upside of 5.21%. Given BRT Apartments’ stronger consensus rating and higher probable upside, research analysts clearly believe BRT Apartments is more favorable than Welltower.

Profitability

This table compares BRT Apartments and Welltower’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
BRT Apartments	4.14%	1.62%	0.54%
Welltower	5.12%	1.47%	0.83%

Volatility and Risk

BRT Apartments has a beta of 1.15, indicating that its stock price is 15% more volatile than the S&P 500. Comparatively, Welltower has a beta of 1.08, indicating that its stock price is 8% more volatile than the S&P 500.

Valuation & Earnings

This table compares BRT Apartments and Welltower’s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
BRT Apartments	$93.62 million	3.31	$3.87 million	$0.18	92.67
Welltower	$6.64 billion	8.09	$340.09 million	$0.64	141.94

Welltower has higher revenue and earnings than BRT Apartments. BRT Apartments is trading at a lower price-to-earnings ratio than Welltower, indicating that it is currently the more affordable of the two stocks.

Insider & Institutional Ownership

29.1% of BRT Apartments shares are owned by institutional investors. Comparatively, 94.8% of Welltower shares are owned by institutional investors. 38.3% of BRT Apartments shares are owned by insiders. Comparatively, 0.1% of Welltower shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

Welltower beats BRT Apartments on 11 of the 17 factors compared between the two stocks.

About BRT Apartments

BRT is a real estate investment trust that owns, operates and, to a lesser extent, holds interests in joint ventures that own multi-family properties. As of December 31, 2023, BRT owns or has interests in 28 multi-family properties with 7,707 units in 11 states.

About Welltower

Welltower Inc. (NYSE:WELL), a REIT and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate and infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties.