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BKD vs. WELL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BKD and WELL is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

BKD vs. WELL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookdale Senior Living Inc. (BKD) and Welltower Inc. (WELL). The values are adjusted to include any dividend payments, if applicable.

0.00%200.00%400.00%600.00%800.00%1,000.00%NovemberDecember2025FebruaryMarchApril
-71.78%
984.55%
BKD
WELL

Key characteristics

Sharpe Ratio

BKD:

-0.21

WELL:

2.94

Sortino Ratio

BKD:

-0.01

WELL:

3.77

Omega Ratio

BKD:

1.00

WELL:

1.50

Calmar Ratio

BKD:

-0.10

WELL:

4.74

Martin Ratio

BKD:

-0.38

WELL:

14.72

Ulcer Index

BKD:

24.02%

WELL:

4.18%

Daily Std Dev

BKD:

43.46%

WELL:

20.95%

Max Drawdown

BKD:

-96.29%

WELL:

-63.33%

Current Drawdown

BKD:

-86.58%

WELL:

-6.31%

Fundamentals

Market Cap

BKD:

$1.25B

WELL:

$96.26B

EPS

BKD:

-$0.89

WELL:

$1.59

PEG Ratio

BKD:

-0.75

WELL:

3.34

PS Ratio

BKD:

0.42

WELL:

12.05

PB Ratio

BKD:

5.85

WELL:

3.01

Total Revenue (TTM)

BKD:

$2.34B

WELL:

$6.05B

Gross Profit (TTM)

BKD:

$990.12M

WELL:

$1.95B

EBITDA (TTM)

BKD:

$291.16M

WELL:

$2.15B

Returns By Period

In the year-to-date period, BKD achieves a 25.25% return, which is significantly higher than WELL's 17.13% return. Over the past 10 years, BKD has underperformed WELL with an annualized return of -16.23%, while WELL has yielded a comparatively higher 11.32% annualized return.


BKD

YTD

25.25%

1M

6.96%

6M

2.94%

1Y

-8.16%

5Y*

14.19%

10Y*

-16.23%

WELL

YTD

17.13%

1M

-1.93%

6M

13.94%

1Y

59.70%

5Y*

31.40%

10Y*

11.32%

*Annualized

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Risk-Adjusted Performance

BKD vs. WELL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BKD
The Risk-Adjusted Performance Rank of BKD is 4141
Overall Rank
The Sharpe Ratio Rank of BKD is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of BKD is 3737
Sortino Ratio Rank
The Omega Ratio Rank of BKD is 3737
Omega Ratio Rank
The Calmar Ratio Rank of BKD is 4646
Calmar Ratio Rank
The Martin Ratio Rank of BKD is 4444
Martin Ratio Rank

WELL
The Risk-Adjusted Performance Rank of WELL is 9898
Overall Rank
The Sharpe Ratio Rank of WELL is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of WELL is 9797
Sortino Ratio Rank
The Omega Ratio Rank of WELL is 9696
Omega Ratio Rank
The Calmar Ratio Rank of WELL is 9999
Calmar Ratio Rank
The Martin Ratio Rank of WELL is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BKD vs. WELL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookdale Senior Living Inc. (BKD) and Welltower Inc. (WELL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for BKD, currently valued at -0.21, compared to the broader market-2.00-1.000.001.002.003.00
BKD: -0.21
WELL: 2.94
The chart of Sortino ratio for BKD, currently valued at -0.01, compared to the broader market-6.00-4.00-2.000.002.004.00
BKD: -0.01
WELL: 3.77
The chart of Omega ratio for BKD, currently valued at 1.00, compared to the broader market0.501.001.502.00
BKD: 1.00
WELL: 1.50
The chart of Calmar ratio for BKD, currently valued at -0.10, compared to the broader market0.001.002.003.004.005.00
BKD: -0.10
WELL: 4.74
The chart of Martin ratio for BKD, currently valued at -0.38, compared to the broader market-5.000.005.0010.0015.0020.00
BKD: -0.38
WELL: 14.72

The current BKD Sharpe Ratio is -0.21, which is lower than the WELL Sharpe Ratio of 2.94. The chart below compares the historical Sharpe Ratios of BKD and WELL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
-0.21
2.94
BKD
WELL

Dividends

BKD vs. WELL - Dividend Comparison

BKD has not paid dividends to shareholders, while WELL's dividend yield for the trailing twelve months is around 1.78%.


TTM20242023202220212020201920182017201620152014
BKD
Brookdale Senior Living Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WELL
Welltower Inc.
1.78%2.03%2.71%3.72%2.84%4.18%4.26%5.01%5.46%5.14%4.85%4.20%

Drawdowns

BKD vs. WELL - Drawdown Comparison

The maximum BKD drawdown since its inception was -96.29%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for BKD and WELL. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-86.58%
-6.31%
BKD
WELL

Volatility

BKD vs. WELL - Volatility Comparison

Brookdale Senior Living Inc. (BKD) has a higher volatility of 23.24% compared to Welltower Inc. (WELL) at 9.70%. This indicates that BKD's price experiences larger fluctuations and is considered to be riskier than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
23.24%
9.70%
BKD
WELL

Financials

BKD vs. WELL - Financials Comparison

This section allows you to compare key financial metrics between Brookdale Senior Living Inc. and Welltower Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items