Ventas vs Weyerhaeuser
Weyerhaeuser is the larger business, with $6.91bn of revenue in fiscal 2025 against $5.83bn for Ventas (1.2 times as much). Ventas grew faster (18.5% against -3.1%). Weyerhaeuser kept more of each dollar of sales as profit: a net margin of 4.7% against 4.3%. Weyerhaeuser carries less debt relative to equity (59.5% against 104.6%).
| Latest fiscal year | VentasVTR, 2025 | WeyerhaeuserWY, 2025 |
|---|---|---|
| Revenue | $5.83bn | $6.91bn |
| Revenue growth | 18.5% | -3.1% |
| Net income | $251m | $324m |
| Operating margin | — | 10.6% |
| Net margin | 4.3% | 4.7% |
| Return on equity | 2.2% | 3.4% |
| Free cash flow | −$1.28bn | $511m |
| Cash | $741m | $464m |
| Total debt | $13.10bn | $5.61bn |
| Debt to equity | 104.6% | 59.5% |
| Dividend per share | $1.92 | $0.84 |
| Dividend yield | 2.1% | 4.0% |
| Share buybacks | — | $160m |
| Employees | 542 | 9,517 |
| Market value | $45.93bn | $14.87bn |
| Price vs our value range | — | — |
| Moat score | 26 (Weak) | 52 (Moderate) |
| Insider trades, 12 months | 1 buys, 20 sales | 3 buys, 2 sales |