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Side-by-side financial comparison of OLD REPUBLIC INTERNATIONAL CORP (ORI) 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 $2.4B, roughly 1.4× OLD REPUBLIC INTERNATIONAL CORP). Welltower runs the higher net margin — 22.4% vs 13.8%, a 8.7% gap on every dollar of revenue. On growth, Welltower posted the faster year-over-year revenue change (38.3% vs 6.7%). Over the past eight quarters, Welltower's revenue compounded faster (55.1% CAGR vs 13.2%).
Old Republic International Corporation is an American property insurance and title insurance company. The company is headquartered in Chicago, Illinois.
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.
ORI vs WELL — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.4B | $3.4B |
| Net Profit | $330.0M | $752.3M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 13.8% | 22.4% |
| Revenue YoY | 6.7% | 38.3% |
| Net Profit YoY | -145.5% | 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 | $2.4B | $3.4B | ||
| Q4 25 | $2.4B | $2.6B | ||
| Q3 25 | $2.4B | $2.1B | ||
| Q2 25 | $2.2B | $2.0B | ||
| Q1 25 | $2.1B | $1.9B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.3B | $1.5B | ||
| Q2 24 | $1.9B | $1.4B |
| Q1 26 | $330.0M | $752.3M | ||
| Q4 25 | $206.5M | $117.8M | ||
| Q3 25 | $279.5M | $282.2M | ||
| Q2 25 | $204.4M | $304.6M | ||
| Q1 25 | $245.0M | $257.3M | ||
| Q4 24 | $105.3M | $123.8M | ||
| Q3 24 | $338.9M | $456.8M | ||
| Q2 24 | $91.8M | $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 | — | — | ||
| Q3 25 | 14.6% | 14.2% | ||
| Q2 25 | 11.8% | 15.1% | ||
| Q1 25 | 14.6% | 10.7% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | 18.2% | 12.2% | ||
| Q2 24 | 6.1% | 6.5% |
| Q1 26 | 13.8% | 22.4% | ||
| Q4 25 | 8.6% | 4.6% | ||
| Q3 25 | 11.5% | 13.7% | ||
| Q2 25 | 9.3% | 15.5% | ||
| Q1 25 | 11.6% | 13.8% | ||
| Q4 24 | 5.3% | 7.0% | ||
| Q3 24 | 14.5% | 30.2% | ||
| Q2 24 | 4.9% | 18.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.82 | $0.13 | ||
| Q3 25 | $1.11 | $0.41 | ||
| Q2 25 | $0.81 | $0.45 | ||
| Q1 25 | $0.98 | $0.40 | ||
| Q4 24 | $0.42 | $0.20 | ||
| Q3 24 | $1.32 | $0.73 | ||
| Q2 24 | $0.35 | $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 | — | $4.7B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.9M | $44.7B |
| Total Assets | $29.6M | $67.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $5.0B | ||
| Q3 25 | — | $6.8B | ||
| Q2 25 | — | $4.4B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.5B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | $19.2B | ||
| Q3 25 | — | $16.9B | ||
| Q2 25 | — | $16.0B | ||
| Q1 25 | — | $15.7B | ||
| Q4 24 | — | $15.5B | ||
| Q3 24 | — | $15.8B | ||
| Q2 24 | — | $13.9B |
| Q1 26 | $5.9M | $44.7B | ||
| Q4 25 | $5.9B | $42.1B | ||
| Q3 25 | $6.4B | $38.8B | ||
| Q2 25 | $6.2B | $35.9B | ||
| Q1 25 | $5.9B | $34.0B | ||
| Q4 24 | $5.6B | $32.0B | ||
| Q3 24 | $6.4B | $30.3B | ||
| Q2 24 | $6.0B | $29.0B |
| Q1 26 | $29.6M | $67.2B | ||
| Q4 25 | $29.9B | $67.3B | ||
| Q3 25 | $30.3B | $59.5B | ||
| Q2 25 | $29.3B | $55.8B | ||
| Q1 25 | $28.0B | $53.3B | ||
| Q4 24 | $27.8B | $51.0B | ||
| Q3 24 | $28.8B | $49.0B | ||
| Q2 24 | $27.5B | $45.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | 0.49× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ORI
| operating | $2.2B | 92% |
| net investment gains | $201.8M | 8% |
WELL
| Resident fees and services | $2.8B | 83% |
| Rental income | $453.8M | 14% |
| Other | $117.2M | 3% |
