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Side-by-side financial comparison of Cincinnati Financial (CINF) and Welltower (WELL). Click either name above to swap in a different company.
Welltower is the larger business by last-quarter revenue ($3.4B vs $2.8B, roughly 1.2× Cincinnati Financial). Welltower runs the higher net margin — 22.4% vs 9.6%, a 12.9% gap on every dollar of revenue. On growth, Welltower posted the faster year-over-year revenue change (38.3% vs -1.7%). Over the past eight quarters, Welltower's revenue compounded faster (55.1% CAGR vs 5.2%).
Cincinnati Financial Corporation offers property and casualty insurance, its main business, through The Cincinnati Insurance Company, The Cincinnati Indemnity Company and The Cincinnati Casualty Company. The company has 1.01% of the domestic property and casualty insurance premiums, which ranks it as the 20th largest insurance company by market share in the U.S.
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure. As of December 31, 2022, the company had investments in approximately 3,000 properties, all of which were in the United States, Canada, and the United Kingdom.
CINF vs WELL — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $3.4B |
| Net Profit | $274.0M | $752.3M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 9.6% | 22.4% |
| Revenue YoY | -1.7% | 38.3% |
| Net Profit YoY | 404.4% | 192.4% |
| EPS (diluted) | — | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.8B | $3.4B | ||
| Q4 25 | $3.1B | $2.6B | ||
| Q3 25 | $3.7B | $2.1B | ||
| Q2 25 | $3.2B | $2.0B | ||
| Q1 25 | $2.6B | $1.9B | ||
| Q4 24 | $2.5B | $1.8B | ||
| Q3 24 | $3.3B | $1.5B | ||
| Q2 24 | $2.5B | $1.4B |
| Q1 26 | $274.0M | $752.3M | ||
| Q4 25 | $676.0M | $117.8M | ||
| Q3 25 | $1.1B | $282.2M | ||
| Q2 25 | $685.0M | $304.6M | ||
| Q1 25 | $-90.0M | $257.3M | ||
| Q4 24 | $405.0M | $123.8M | ||
| Q3 24 | $820.0M | $456.8M | ||
| Q2 24 | $312.0M | $260.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 24.3% | ||
| Q3 25 | — | 23.5% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 21.6% | ||
| Q4 24 | — | 20.0% | ||
| Q3 24 | — | 19.8% | ||
| Q2 24 | — | 20.2% |
| Q1 26 | — | — | ||
| Q4 25 | 27.2% | — | ||
| Q3 25 | 37.9% | 14.2% | ||
| Q2 25 | 26.3% | 15.1% | ||
| Q1 25 | -5.0% | 10.7% | ||
| Q4 24 | 18.9% | 6.2% | ||
| Q3 24 | 31.3% | 12.2% | ||
| Q2 24 | 15.2% | 6.5% |
| Q1 26 | 9.6% | 22.4% | ||
| Q4 25 | 21.9% | 4.6% | ||
| Q3 25 | 30.1% | 13.7% | ||
| Q2 25 | 21.1% | 15.5% | ||
| Q1 25 | -3.5% | 13.8% | ||
| Q4 24 | 16.0% | 7.0% | ||
| Q3 24 | 24.7% | 30.2% | ||
| Q2 24 | 12.3% | 18.7% |
| Q1 26 | — | — | ||
| Q4 25 | $4.29 | $0.13 | ||
| Q3 25 | $7.11 | $0.41 | ||
| Q2 25 | $4.34 | $0.45 | ||
| Q1 25 | $-0.57 | $0.40 | ||
| Q4 24 | $2.57 | $0.20 | ||
| Q3 24 | $5.20 | $0.73 | ||
| Q2 24 | $1.98 | $0.42 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $4.7B |
| Total DebtLower is stronger | $816.0M | — |
| Stockholders' EquityBook value | $15.7B | $44.7B |
| Total Assets | $41.2B | $67.2B |
| Debt / EquityLower = less leverage | 0.05× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | $4.7B | ||
| Q4 25 | $148.0M | $5.0B | ||
| Q3 25 | $1.6B | $6.8B | ||
| Q2 25 | $1.1B | $4.4B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $1.3B | $3.5B | ||
| Q3 24 | $1.8B | $3.6B | ||
| Q2 24 | $771.0M | $2.8B |
| Q1 26 | $816.0M | — | ||
| Q4 25 | $861.0M | $19.2B | ||
| Q3 25 | $858.0M | $16.9B | ||
| Q2 25 | $859.0M | $16.0B | ||
| Q1 25 | $853.0M | $15.7B | ||
| Q4 24 | $850.0M | $15.5B | ||
| Q3 24 | $849.0M | $15.8B | ||
| Q2 24 | $849.0M | $13.9B |
| Q1 26 | $15.7B | $44.7B | ||
| Q4 25 | $15.9B | $42.1B | ||
| Q3 25 | $15.4B | $38.8B | ||
| Q2 25 | $14.3B | $35.9B | ||
| Q1 25 | $13.7B | $34.0B | ||
| Q4 24 | $13.9B | $32.0B | ||
| Q3 24 | $13.8B | $30.3B | ||
| Q2 24 | $12.8B | $29.0B |
| Q1 26 | $41.2B | $67.2B | ||
| Q4 25 | $41.0B | $67.3B | ||
| Q3 25 | $40.6B | $59.5B | ||
| Q2 25 | $38.8B | $55.8B | ||
| Q1 25 | $37.3B | $53.3B | ||
| Q4 24 | $36.5B | $51.0B | ||
| Q3 24 | $37.0B | $49.0B | ||
| Q2 24 | $34.8B | $45.5B |
| Q1 26 | 0.05× | — | ||
| Q4 25 | 0.05× | 0.46× | ||
| Q3 25 | 0.06× | 0.43× | ||
| Q2 25 | 0.06× | 0.44× | ||
| Q1 25 | 0.06× | 0.46× | ||
| Q4 24 | 0.06× | 0.49× | ||
| Q3 24 | 0.06× | 0.52× | ||
| Q2 24 | 0.07× | 0.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CINF
| Property casualty | $2.6B | 93% |
| Life | $105.0M | 4% |
| Other | $92.0M | 3% |
| Fee revenues | $1.0M | 0% |
WELL
| Resident fees and services | $2.8B | 83% |
| Rental income | $453.8M | 14% |
| Other | $117.2M | 3% |
