CRS vs. WELL
CRS (Carpenter Technology Corporation) and WELL (Welltower Inc.) are both stocks. CRS operates in Metal Fabrication (Industrials), while WELL operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, CRS returned 32.06%/yr vs 15.79%/yr for WELL. Their 0.29 correlation means their historical movements had little consistent relationship.
Performance
CRS vs. WELL - Performance Comparison
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Returns By Period
In the year-to-date period, CRS achieves a 65.23% return, which is significantly higher than WELL's 27.19% return. Over the past 10 years, CRS has outperformed WELL with an annualized return of 32.06%, while WELL has yielded a comparatively lower 15.79% annualized return.
CRS
- 1D
- 3.17%
- 1M
- -14.83%
- 6M
- 63.58%
- YTD
- 65.23%
- 1Y
- 108.94%
- 3Y*
- 106.41%
- 5Y*
- 70.73%
- 10Y*
- 32.06%
- ALL TIME*
- 14.12%
WELL
- 1D
- -0.51%
- 1M
- 1.85%
- 6M
- 25.33%
- YTD
- 27.19%
- 1Y
- 44.21%
- 3Y*
- 43.40%
- 5Y*
- 25.01%
- 10Y*
- 15.79%
- ALL TIME*
- 17.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $455.19M | $399.26M | $397.99M | |
WELL Welltower Inc. | $732.91M | $699.76M | $765.75M |
CRS vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 65.23% | 86.23% | 141.72% | 94.48% | 29.50% | 2.66% | -39.44% | 42.12% | -29.16% | 43.40% |
WELL Welltower Inc. | 27.19% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Correlation
The correlation between CRS and WELL is 0.10, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.23 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.29 |
The correlation between CRS and WELL shifts across timeframes, from 0.10 (1 year) to 0.29 (all time), reflecting how their relationship changes across market environments.
Fundamentals
CRS:
$25.82B
WELL:
$168.93B
CRS:
$10.53
WELL:
$2.17
CRS:
49.34
WELL:
107.87
CRS:
0.04
WELL:
2.39
CRS:
8.37
WELL:
13.21
CRS:
11.71
WELL:
3.70
CRS:
$3.12B
WELL:
$12.66B
CRS:
$955.40M
WELL:
$2.25B
CRS:
$797.60M
WELL:
$3.08B
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Return for Risk
CRS vs. WELL — Risk / Return Rank
CRS
WELL
CRS vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carpenter Technology Corporation (CRS) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CRS | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.33 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 5.87 | 3.52 | +2.35 |
| Martin ratioReturn relative to average drawdown | 20.89 | 8.52 | +12.37 |
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Drawdowns
CRS vs. WELL - Drawdown Comparison
The maximum CRS drawdown since its inception was -84.68%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for CRS and WELL.
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Drawdown Indicators
| CRS | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.68% | -63.33% | -21.35% |
Max Drawdown (1Y)Largest decline over 1 year | -18.66% | -12.61% | -6.05% |
Max Drawdown (3Y)Largest decline over 3 years | -28.74% | -12.99% | -15.75% |
Max Drawdown (5Y)Largest decline over 5 years | -41.86% | -40.78% | -1.08% |
Max Drawdown (10Y)Largest decline over 10 years | -74.70% | -63.33% | -11.37% |
Current DrawdownCurrent decline from peak | -16.08% | -6.99% | -9.09% |
Average DrawdownAverage peak-to-trough decline | -27.16% | -10.27% | -16.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.23% | 5.20% | +0.03% |
Volatility
CRS vs. WELL - Volatility Comparison
Carpenter Technology Corporation (CRS) has a higher volatility of 14.21% compared to Welltower Inc. (WELL) at 7.23%. This indicates that CRS'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.
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Volatility by Period
| CRS | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.21% | 7.23% | +6.98% |
Volatility (6M)Calculated over the trailing 6-month period | 33.58% | 18.35% | +15.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.12% | 22.30% | +27.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.58% | 23.79% | +22.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.87% | 31.99% | +16.88% |
Dividends
CRS vs. WELL - Dividend Comparison
CRS's dividend yield for the trailing twelve months is around 0.15%, less than WELL's 1.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 0.15% | 0.25% | 0.47% | 1.13% | 2.17% | 2.74% | 2.75% | 1.61% | 2.13% | 1.41% | 1.99% | 2.38% |
WELL Welltower Inc. | 1.26% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
CRS vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Carpenter Technology Corporation 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
CRS vs. WELL - Profitability Comparison
CRS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Carpenter Technology Corporation reported a gross profit of 268.90M and revenue of 851.00M. Therefore, the gross margin over that period was 31.6%.
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Welltower Inc. reported a gross profit of -1.25B and revenue of 3.59B. Therefore, the gross margin over that period was -34.8%.
CRS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Carpenter Technology Corporation reported an operating income of 206.90M and revenue of 851.00M, resulting in an operating margin of 24.3%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Welltower Inc. reported an operating income of 656.88M and revenue of 3.59B, resulting in an operating margin of 18.3%.
CRS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Carpenter Technology Corporation reported a net income of 162.40M and revenue of 851.00M, resulting in a net margin of 19.1%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Welltower Inc. reported a net income of 445.00M and revenue of 3.59B, resulting in a net margin of 12.4%.
Frequently Asked Questions
CRS and WELL have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CRS has higher volatility (14.21%) compared to WELL (7.23%). In terms of maximum drawdown, CRS dropped -84.68% vs WELL's -63.33%.
CRS currently has the higher Sharpe Ratio (2.26 vs 1.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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