BKD vs. WELL
Compare and contrast key facts about Brookdale Senior Living Inc. (BKD) and Welltower Inc. (WELL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKD or WELL.
Key characteristics
| BKD | WELL | |
|---|---|---|
| YTD Return | -6.19% | 53.58% |
| 1Y Return | 33.50% | 62.03% |
| 3Y Return (Ann) | -8.71% | 20.18% |
| 5Y Return (Ann) | -4.81% | 13.79% |
| 10Y Return (Ann) | -16.58% | 11.13% |
| Sharpe Ratio | 0.67 | 3.40 |
| Sortino Ratio | 1.28 | 4.91 |
| Omega Ratio | 1.16 | 1.60 |
| Calmar Ratio | 0.34 | 8.42 |
| Martin Ratio | 2.68 | 28.63 |
| Ulcer Index | 11.43% | 2.17% |
| Daily Std Dev | 45.60% | 18.22% |
| Max Drawdown | -96.29% | -63.33% |
| Current Drawdown | -88.37% | -1.80% |
Fundamentals
| BKD | WELL | |
|---|---|---|
| Market Cap | $1.14B | $84.66B |
| EPS | -$0.89 | $1.57 |
| PEG Ratio | -0.75 | 2.34 |
| Total Revenue (TTM) | $3.10B | $7.44B |
| Gross Profit (TTM) | $2.38B | $1.00B |
| EBITDA (TTM) | $246.43M | $2.79B |
Correlation
The correlation between BKD and WELL is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BKD vs. WELL - Performance Comparison
In the year-to-date period, BKD achieves a -6.19% return, which is significantly lower than WELL's 53.58% return. Over the past 10 years, BKD has underperformed WELL with an annualized return of -16.58%, while WELL has yielded a comparatively higher 11.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
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 1.88%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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. | 1.88% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% | 5.71% |
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.
Volatility
BKD vs. WELL - Volatility Comparison
Brookdale Senior Living Inc. (BKD) has a higher volatility of 19.08% compared to Welltower Inc. (WELL) at 7.41%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities