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.
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
Key characteristics
BKD:
-0.36
WELL:
3.55
BKD:
-0.25
WELL:
4.84
BKD:
0.97
WELL:
1.59
BKD:
-0.16
WELL:
5.86
BKD:
-0.67
WELL:
18.62
BKD:
21.34%
WELL:
3.51%
BKD:
40.48%
WELL:
18.47%
BKD:
-96.29%
WELL:
-63.33%
BKD:
-88.71%
WELL:
-0.42%
Fundamentals
BKD:
$1.06B
WELL:
$97.12B
BKD:
-$0.93
WELL:
$1.59
BKD:
-0.75
WELL:
2.75
BKD:
$2.34B
WELL:
$7.94B
BKD:
$1.00B
WELL:
$3.78B
BKD:
$319.09M
WELL:
$2.86B
Returns By Period
In the year-to-date period, BKD achieves a 5.37% return, which is significantly lower than WELL's 19.65% return. Over the past 10 years, BKD has underperformed WELL with an annualized return of -17.64%, while WELL has yielded a comparatively higher 11.21% annualized return.
BKD
5.37%
6.85%
-20.06%
-14.10%
-8.59%
-17.64%
WELL
19.65%
16.59%
30.16%
65.75%
15.13%
11.21%
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Risk-Adjusted Performance
BKD vs. WELL — Risk-Adjusted Performance Rank
BKD
WELL
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 1.70%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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. | 1.70% | 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.
Volatility
BKD vs. WELL - Volatility Comparison
Brookdale Senior Living Inc. (BKD) has a higher volatility of 13.41% compared to Welltower Inc. (WELL) at 7.57%. 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