HST vs WELL
Host Hotels & Resorts, Inc. and Welltower Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | HST | WELL |
|---|---|---|
| Revenue | $6.1B | $10.8B |
| Net income | $765.0M | $961.8M |
| Gross margin | 97.5% | 40.1% |
| Net margin | 12.7% | 8.9% |
| Return on equity | 11.6% | 2.6% |
| Diluted EPS | $1.10 | $1.39 |
| Dividend / share | $0.95 | $2.82 |
| Payout ratio | 81.4% | 195.2% |
| Free cash flow | · | · |
| Equity | $6.6B | $42.1B |
| Net debt / equity | 0.08× | 0.34× |
| Current ratio | · | · |
| Revenue CAGR 5y | 30.4% | 18.7% |
| Profit CAGR 5y | · | −1.5% |
WELL bills 1.8× the revenue of HST, and HST keeps more of each dollar of revenue as profit (12.7% against 8.9%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | HST | WELL |
|---|---|---|
| FY2025 | $6.1B | $10.8B |
| FY2024 | $5.7B | $8.0B |
| FY2023 | $5.3B | $6.6B |
| FY2022 | $4.9B | $5.9B |
| FY2021 | $2.9B | $4.7B |
| FY2020 | $1.6B | $4.6B |
| FY2019 | $5.5B | $5.1B |
| FY2018 | $5.5B | $4.7B |
| FY2017 | $5.4B | $4.3B |
| FY2016 | $5.4B | $4.3B |
Bottom line
| Fiscal year | HST | WELL |
|---|---|---|
| FY2025 | $765.0M | $961.8M |
| FY2024 | $697.0M | $972.9M |
| FY2023 | $740.0M | $358.1M |
| FY2022 | $633.0M | $160.6M |
| FY2021 | $-11.0M | $374.5M |
| FY2020 | $-732.0M | $1.0B |
| FY2019 | $920.0M | $1.3B |
| FY2018 | $1.1B | $829.8M |
| FY2017 | $564.0M | $540.6M |
| FY2016 | $762.0M | $1.1B |
18 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$4,724,034,000 | WELL |
| FY2024 | −$2,307,118,000 | WELL |
| FY2023 | −$1,326,995,000 | WELL |
| FY2022 | −$953,615,000 | WELL |
| FY2021 | −$1,852,115,000 | WELL |
| FY2020 | −$2,985,967,000 | WELL |
| FY2019 | +$347,694,000 | HST |
| FY2018 | +$823,501,000 | HST |
| FY2017 | +$1,070,359,000 | HST |
| FY2016 | +$1,148,840,000 | HST |
| FY2015 | +$1,490,174,000 | HST |
| FY2014 | +$1,977,454,000 | HST |
| FY2013 | +$2,285,392,000 | HST |
| FY2012 | +$3,253,956,000 | HST |
| FY2011 | +$3,400,818,000 | HST |
| FY2010 | +$3,782,429,000 | HST |
| FY2009 | +$3,611,712,000 | HST |
| FY2008 | +$4,614,475,000 | HST |
The higher-revenue side has changed between HST and WELL over this period. The gap has widened since the earliest year compared.
18 of 19 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +3.8 pp | HST |
| FY2024 | +0.3 pp | HST |
| FY2023 | +8.8 pp | HST |
| FY2022 | +10.4 pp | HST |
| FY2021 | −8.3 pp | WELL |
| FY2020 | −68.3 pp | WELL |
| FY2019 | −8.9 pp | WELL |
| FY2018 | +3.2 pp | HST |
| FY2017 | −1.9 pp | WELL |
| FY2016 | −11.1 pp | WELL |
| FY2015 | −12.5 pp | WELL |
| FY2014 | −1.4 pp | WELL |
| FY2013 | +1.5 pp | HST |
| FY2012 | −15.1 pp | WELL |
| FY2011 | −16.5 pp | WELL |
| FY2009 | −43.1 pp | WELL |
| FY2008 | −48.1 pp | WELL |
The higher net margin has changed hands between HST and WELL over this period.
17 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
HST's net margin has been more volatile than WELL's over the 17 comparable fiscal years — 14.7 percentage points of standard deviation against 12.8.
17 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between HST and WELL over these 17 fiscal years — HST led in 6 and WELL in 11.
17 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
HST's return on equity has been more volatile than WELL's over the 16 comparable fiscal years — 6.7 percentage points of standard deviation against 2.5.
16 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between HST and WELL over these 16 fiscal years — HST led in 11 and WELL in 5.
16 of 18 comparable fiscal years — a year missing data on either side is not counted.