$5.42
Value $311M
KKR Real Estate Finance TrustvsWelltower
KREF and WELL stock compared: price, dividend, valuation and results, from SEC filings.
+1.12%
$244.46
Value $179B
KKR Real Estate Finance Trust (KREF) has a market value of $311M and Welltower (WELL) $179B. Over the last year, with dividends, KREF moved -27.2% and WELL +29.4%. Dividend yield: KREF 12.92%, WELL 1.30%.
At a glance
The main figures of both. A bar only shows which number is larger, not which is better.
Market value
KREF$311M
WELL$179B
WELL is 577 times KREF
Revenue, 12 months
KREF$85M
WELL$13.8B
WELL is 163 times KREF
Net income, 12 months
KREF-$200M
WELL$1.7B
Operating margin
KREF–
WELL–
ROIC
KREF-15.0%
WELL–
P/E
KREF–
WELL107.6
Dividend yield
KREF12.9%
WELL1.3%
11.6 points apart
5-year return
KREF-57.1%
WELL+223.2%
280.3 points apart
A fainter bar means a negative number. The 5-year return includes dividends.
The price over time
Both start at 100 at the beginning of the period, so the lines show how much each changed. With dividends means each dividend buys more shares.
KREF-57.1%
WELL+223.2%
| Period | KREFWith dividends | WELLWith dividends |
|---|---|---|
| 1 year since November 12, 2025 | -27.2%Price -34.1% | +29.4%Price +27.6% |
| 3 years since November 13, 2023 | -35.3%-13.5% a yearPrice -52.4% | +202.1%+44.6% a yearPrice +186.0% |
| 5 years since November 12, 2021 | -57.1%-15.6% a yearPrice -74.9% | +223.2%+26.4% a yearPrice +185.8% |
Each cell: the total return with dividends, its yearly rate, and the price change alone. Before taxes and costs. Past returns do not predict future ones.
Every figure
As on each company's page. A description, not a recommendation: no one figure says which is better.
KREFKKR Real Estate Finance TrustWELLWelltower
Valuation
KREFWELL| Price | $5.42 | $244.46 |
|---|---|---|
| Market value | $311M | $179B |
| Enterprise value (EV) | $2.5B | – |
| P/E | – | 107.6 |
| P/E, 5-year median | – | – |
| P/B | 0.3 | 3.7 |
| EV/EBIT | – | – |
| Free cash flow yield | – | 1.2% |
Results and growth
KREFWELL| Revenue, 12 months | $85M | $13.8B |
|---|---|---|
| Net income, 12 months | -$200M | $1.7B |
| Free cash flow, 12 months | – | $2.1B |
| Earnings per share, 12 months | -$3.51 | $2.30 |
| Revenue growth, year on year | -1.8% | 35.6% |
| Revenue growth a year, past | +21.6%over 3 years | +18.7%over 5 years |
| EPS growth a year, past | – | -9.8%over 5 years |
Margins and returns on capital
KREFWELL| Gross margin | – | 39.2% |
|---|---|---|
| Operating margin | – | – |
| Net margin | -235.6% | 12.1% |
| ROIC | -15.0% | – |
| ROE | -18.7% | 3.8% |
Balance sheet
KREFWELL| Cash | $166M | $2.3B |
|---|---|---|
| Total debt | $2.4B | $20.1B |
| Net debt / EBITDA | – | – |
| Interest cover | – | – |
Dividends and buybacks
KREFWELL| Dividend yield | 12.9% | 1.3% |
|---|---|---|
| Dividend per share, 12 months | $0.70 | $3.18 |
| Dividend growth a year, past | – | +0.9%over 5 years |
| Buyback yield | 14.0% | – |
| Shareholder yield | 26.9% | 1.3% |
Last 12 months from the latest 10-Q and 10-K. Value, P/E and yields at today's price. A dash means the figure does not exist or did not pass our checks.
Which is bigger, KKR Real Estate Finance Trust or Welltower?
By market value, Welltower ($179B) is about 577.4 times KKR Real Estate Finance Trust ($311M), at today's prices.
How did KREF and WELL stock do over the last 5 years?
Since November 12, 2021, KREF's price moved -74.9% and WELL's +185.8%. With dividends: KREF -57.1% (-15.6% a year), WELL +223.2% (+26.4% a year). Past returns do not predict future ones.
Which pays the higher dividend, KREF or WELL?
The dividend yield at today's price is 12.92% for KKR Real Estate Finance Trust and 1.30% for Welltower. Over the last twelve months they paid $0.70 and $3.18 per share.
Which has the higher profit margins, KKR Real Estate Finance Trust or Welltower?
Over the last twelve months, the net margin was -235.6% for KKR Real Estate Finance Trust and 12.1% for Welltower, and the operating margin – and –. Revenue was $85M and $13.8B.
Which is the better investment, KKR Real Estate Finance Trust or Welltower?
The page does not answer that and does not suggest buying or selling. It puts the two companies' numbers side by side, from their SEC filings, for you to read and form your own view. The decision depends on your goals and situation.
Other comparisons
With each of the two, and with the largest in its sector.
Related pages
The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.
US stocksThe market today, the sectors, the largest companies and the week's results.The market's sectorsThe 11 sectors side by side: returns, share of the market, median P/E and dividend.Compare stocksTwo companies side by side: price over up to ten years, with and without dividends, and every figure.US dividend stocksEach dividend's yield next to whether the company's cash covers it and whether it was ever cut.
Descriptive data from SEC filings and market prices.