DBRG vs. WELL

Last updated Jun 3, 2026

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 -6.85%/yr vs 14.69%/yr for WELL. At a 0.31 correlation, their price movements are largely independent.

Performance

DBRG vs. WELL - Performance Comparison

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

Returns By Period

In the year-to-date period, DBRG achieves a 2.22% return, which is significantly lower than WELL's 5.98% return. Over the past 10 years, DBRG has underperformed WELL with an annualized return of -6.85%, while WELL has yielded a comparatively higher 14.69% annualized return.

DBRG

• 1D: 0.00%
• 1M: 0.77%
• YTD: 2.22%
• 6M: 65.16%
• 1Y: 41.10%
• 3Y*: 7.19%
• 5Y*: -10.78%
• 10Y*: -6.85%

WELL

• 1D: -1.02%
• 1M: -9.63%
• YTD: 5.98%
• 6M: -3.19%
• 1Y: 27.79%
• 3Y*: 39.99%
• 5Y*: 23.56%
• 10Y*: 14.69%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DBRG vs. WELL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DBRG DigitalBridge Group, Inc.	2.22%	36.48%	-35.51%	60.77%	-67.11%	73.18%	6.54%	10.47%	-55.58%	-10.36%
WELL Welltower Inc.	5.98%	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 is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.03
Correlation (3Y) Calculated over the trailing 3-year period	0.18
Correlation (5Y) Calculated over the trailing 5-year period	0.28
Correlation (10Y) Calculated over the trailing 10-year period	0.33
Correlation (All Time) Calculated using the full available price history since Jun 30, 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

Market Cap DBRG : $2.82B WELL : $141.87B
EPS DBRG : $0.75 WELL : $2.02
PE Ratio DBRG : 20.78 WELL : 96.80
PEG Ratio DBRG : 0.22 WELL : 2.14
PS Ratio DBRG : 6.28 WELL : 11.72
PB Ratio DBRG : 2.15 WELL : 3.24
Total Revenue (TTM) DBRG : $441.46M WELL : $11.63B
Gross Profit (TTM) DBRG : $324.77M WELL : $3.25B
EBITDA (TTM) DBRG : $127.00M WELL : $3.00B

Return for Risk

DBRG vs. WELL — Risk / Return Rank

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

DBRG

DBRG Risk / Return Rank: 72
DBRG Sharpe Ratio Rank: 63
DBRG Sortino Ratio Rank: 78
DBRG Omega Ratio Rank: 81
DBRG Calmar Ratio Rank: 64
DBRG Martin Ratio Rank: 73

WELL

WELL Risk / Return Rank: 75
WELL Sharpe Ratio Rank: 78
WELL Sortino Ratio Rank: 72
WELL Omega Ratio Rank: 71
WELL Calmar Ratio Rank: 77
WELL Martin Ratio Rank: 77

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	DBRG	WELL	Difference
Sharpe ratio Return per unit of total volatility	0.72	1.33	-0.61
Sortino ratio Return per unit of downside risk	2.21	1.86	+0.35
Omega ratio Gain probability vs. loss probability	1.33	1.24	+0.09
Calmar ratio Return relative to maximum drawdown	1.25	2.27	-1.02
Martin ratio Return relative to average drawdown	4.45	5.71	-1.26
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DBRG vs. WELL - Sharpe Ratio Comparison

The current DBRG Sharpe Ratio is 0.72, which is lower than the WELL Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of DBRG and WELL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	DBRG	WELL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.72	1.33	-0.61
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.21	1.00	-1.21
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.13	0.46	-0.59
Sharpe Ratio (All Time) Calculated using the full available price history	-0.17	0.55	-0.73

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.

Drawdown Indicators

	DBRG	WELL	Difference
Max Drawdown Largest 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	-79.83%	-40.78%	-39.05%
Max Drawdown (10Y) Largest decline over 10 years	-88.18%	-63.33%	-24.85%
Current Drawdown Current decline from peak	-75.52%	-11.26%	-64.26%
Average Drawdown Average peak-to-trough decline	-60.67%	-10.32%	-50.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.46%	5.01%	+4.45%

Volatility

DBRG vs. WELL - Volatility Comparison

The current volatility for DigitalBridge Group, Inc. (DBRG) is 0.73%, while Welltower Inc. (WELL) has a volatility of 7.08%. 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.

Volatility by Period

	DBRG	WELL	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.73%	7.08%	-6.35%
Volatility (6M) Calculated over the trailing 6-month period	40.32%	16.48%	+23.84%
Volatility (1Y) Calculated over the trailing 1-year period	57.59%	20.97%	+36.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	52.71%	23.67%	+29.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	53.42%	31.86%	+21.56%

Dividends

DBRG vs. WELL - Dividend Comparison

DBRG's dividend yield for the trailing twelve months is around 0.26%, less than WELL's 1.52% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DBRG DigitalBridge Group, Inc.	0.26%	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.	1.52%	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 - Profitability Comparison

The chart below illustrates the profitability comparison between DigitalBridge Group, Inc. and Welltower Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

DBRG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 Jun 2026, Welltower Inc. reported a gross profit of 0.00 and revenue of 3.35B. Therefore, the gross margin over that period was 0.0%.

DBRG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2026, Welltower Inc. reported an operating income of 752.32M and revenue of 3.35B, resulting in an operating margin of 22.4%.

DBRG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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 Jun 2026, Welltower Inc. reported a net income of 728.67M and revenue of 3.35B, resulting in a net margin of 21.7%.

Frequently Asked Questions

Can I hold both DBRG and WELL in my portfolio?

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.

Which is riskier, DBRG or WELL?

WELL has higher volatility (7.08%) compared to DBRG (0.73%). In terms of maximum drawdown, DBRG dropped -91.72% vs WELL's -63.33%.

Which has better risk-adjusted returns?

WELL currently has the higher Sharpe Ratio (1.33 vs 0.72), 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.