Kimco Realty Corporation vs Welltower Inc.
WELL wins the Tale of the Tape 5–4.
🏆 Tale of the Tape
Green = winner in each category. Higher is better except P/E (lower = cheaper).
Rolling Correlation
Moderately correlated — some diversification benefit from holding both.
Fundamentals
| Metric | KIM | WELL |
|---|---|---|
| Market Cap | $16.2B | $144.9B |
| P/E Ratio | 27.7x | 99.2x |
| Forward P/E | 27.9x | 61.1x |
| P/B | 1.56x | 3.39x |
| Dividend Yield | 4.32% | 1.44% |
| Beta | 0.99 | 0.82 |
Quantitative Metrics
| Metric | KIM | WELL |
|---|---|---|
| DCF Fair Value | — | $143.61 |
| DCF Upside | — | -30.6% |
| Piotroski F | 8/9 | 7/9 |
| Altman Z | 1.28 | 3.73 |
| Beneish M | -2.62 | -3.07 |
| FCF Yield | — | 1.79% |
| Net Debt/EBITDA | 5.6x | 6.1x |
| ROIC | 3.4% | 0.2% |
| WACC | 8.8% | 9.2% |
| ROIC – WACC | -5.4pp | -9.0pp |
| Gross Margin | 69.0% | 39.2% |
| Net Margin | 27.3% | 8.8% |
| Rev Growth YoY | 5.1% | 35.8% |
| Sharpe (1Y) | 0.81 | 1.86 |
| Max Drawdown 3Y | — | — |
| FCF Payout Ratio | — | 66% |
KIM Price
WELL Price
ETF Exposure
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Quant metrics computed from financial statements and 1,200+ trading days. Correlation is Pearson coefficient on daily log returns. Not investment advice.
KIM vs WELL: Head-to-Head Analysis
Kimco Realty Corporation (KIM) and Welltower Inc. (WELL) represent two companies in the Real Estate sector. In our quantitative Tale of the Tape scoring, WELL leads 5–4 across nine fundamental and risk metrics including profitability, valuation, capital efficiency, and financial health.
In terms of capital efficiency, KIM generates a return on invested capital (ROIC) of 3.4% compared to WELL's 0.2%. This suggests KIM is more effective at deploying capital to generate shareholder returns.
The 252-day rolling correlation between KIM and WELL is 0.301, indicating moderate co-movement, with some diversification value from holding both in a portfolio context.
KIM appears in 28 ETFs tracked by SecuritiesDB, while WELL appears in 30 ETFs. Investors holding broad-market ETFs may already have indirect exposure to both stocks.
Frequently Asked Questions
Which stock is the better investment, KIM or WELL?
Our quantitative analysis compares KIM and WELL across nine fundamental dimensions. WELL wins the Tale of the Tape 5–4. However, stock selection depends on your individual risk tolerance, time horizon, and portfolio context. These metrics are computed from SEC filings and market data — they are not investment recommendations.
Are KIM and WELL correlated?
The 252-day correlation between KIM and WELL is 0.301. They show moderate correlation — partially diversifying.
How is the Tale of the Tape scored?
The Tale of the Tape compares both stocks across nine categories: profitability (net margin), valuation (P/E), efficiency (ROIC), health (Piotroski F-Score), safety (Altman Z-Score), growth (revenue YoY), risk (Sharpe ratio), leverage (debt-to-equity), and cash generation (FCF yield). The stock that wins more categories takes the overall score. Lower P/E and lower debt-to-equity count as wins.