DBRG vs. WELL
DBRG (DigitalBridge Group, Inc.) and WELL (Welltower Inc.) are both stocks. Both are in the Real Estate sector — DBRG in REIT - Diversified, WELL in REIT - Healthcare Facilities. Over the past 10 years, DBRG returned -6.54%/yr vs 15.79%/yr for WELL. Their 0.31 correlation means their historical movements had little consistent relationship.
Performance
DBRG vs. WELL - Performance Comparison
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Returns By Period
In the year-to-date period, DBRG achieves a 3.59% return, which is significantly lower than WELL's 27.19% return. Over the past 10 years, DBRG has underperformed WELL with an annualized return of -6.54%, while WELL has yielded a comparatively higher 15.79% annualized return.
DBRG
- 1D
- 0.13%
- 1M
- 0.57%
- 6M
- 3.25%
- YTD
- 3.59%
- 1Y
- 52.73%
- 3Y*
- 0.21%
- 5Y*
- -10.41%
- 10Y*
- -6.54%
- ALL TIME*
- -8.33%
WELL
- 1D
- -0.51%
- 1M
- -0.69%
- 6M
- 25.33%
- YTD
- 27.19%
- 1Y
- 43.19%
- 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) |
|---|---|---|---|
| $49.07M | $47.59M | $44.87M | |
WELL Welltower Inc. | $732.91M | $699.76M | $765.75M |
DBRG vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DBRG DigitalBridge Group, Inc. | 3.59% | 36.48% | -35.51% | 60.77% | -67.11% | 73.18% | 6.54% | 10.47% | -55.58% | -10.36% |
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 DBRG and WELL is 0.03, 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. | 0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2014 | 0.31 |
Over the past year, the correlation between DBRG and WELL has dropped to 0.03 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.
Fundamentals
DBRG:
$2.89B
WELL:
$168.93B
DBRG:
$0.75
WELL:
$2.17
DBRG:
21.20
WELL:
107.87
DBRG:
0.22
WELL:
2.39
DBRG:
6.40
WELL:
13.21
DBRG:
2.18
WELL:
3.70
DBRG:
$441.46M
WELL:
$12.66B
DBRG:
$324.77M
WELL:
$2.25B
DBRG:
$127.00M
WELL:
$3.08B
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Return for Risk
DBRG vs. WELL — Risk / Return Rank
DBRG
WELL
DBRG vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DigitalBridge Group, Inc. (DBRG) 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.
| DBRG | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.33 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 3.52 | -2.09 |
| Martin ratioReturn relative to average drawdown | 5.29 | 8.52 | -3.23 |
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Drawdowns
DBRG vs. WELL - Drawdown Comparison
The maximum DBRG drawdown since its inception was -91.72%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for DBRG and WELL.
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Drawdown Indicators
| DBRG | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.72% | -63.33% | -28.39% |
Max Drawdown (1Y)Largest decline over 1 year | -33.69% | -12.61% | -21.08% |
Max Drawdown (3Y)Largest decline over 3 years | -67.03% | -12.99% | -54.04% |
Max Drawdown (5Y)Largest decline over 5 years | -79.44% | -40.78% | -38.66% |
Max Drawdown (10Y)Largest decline over 10 years | -88.18% | -63.33% | -24.85% |
Current DrawdownCurrent decline from peak | -75.20% | -6.99% | -68.21% |
Average DrawdownAverage peak-to-trough decline | -60.85% | -10.27% | -50.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.15% | 5.20% | +3.95% |
Volatility
DBRG vs. WELL - Volatility Comparison
The current volatility for DigitalBridge Group, Inc. (DBRG) is 0.92%, while Welltower Inc. (WELL) has a volatility of 7.23%. This indicates that DBRG experiences smaller price fluctuations and is considered to be less risky 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
| DBRG | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.92% | 7.23% | -6.31% |
Volatility (6M)Calculated over the trailing 6-month period | 2.04% | 18.35% | -16.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 56.80% | 22.30% | +34.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.29% | 23.79% | +28.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 53.24% | 31.99% | +21.25% |
Dividends
DBRG vs. WELL - Dividend Comparison
DBRG's dividend yield for the trailing twelve months is around 0.25%, less than WELL's 1.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBRG DigitalBridge Group, Inc. | 0.25% | 0.26% | 0.35% | 0.23% | 0.18% | 0.00% | 2.29% | 9.26% | 9.40% | 19.40% | 2.68% | 3.29% |
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
DBRG vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between DigitalBridge Group, 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
DBRG vs. WELL - Profitability Comparison
DBRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, DigitalBridge Group, Inc. reported a gross profit of 0.00 and revenue of 72.24M. Therefore, the gross margin over that period was 0.0%.
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%.
DBRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, DigitalBridge Group, Inc. reported an operating income of 7.52M and revenue of 72.24M, resulting in an operating margin of 10.4%.
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%.
DBRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, DigitalBridge Group, Inc. reported a net income of 5.31M and revenue of 72.24M, resulting in a net margin of 7.3%.
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
DBRG and WELL have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WELL has higher volatility (7.23%) compared to DBRG (0.92%). In terms of maximum drawdown, DBRG dropped -91.72% vs WELL's -63.33%.
WELL currently has the higher Sharpe Ratio (1.99 vs 0.85), 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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