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DMLP vs. WELL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between DMLP and WELL is 0.27, 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

DMLP vs. WELL - Performance Comparison

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

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Key characteristics

Sharpe Ratio

DMLP:

-0.45

WELL:

2.54

Sortino Ratio

DMLP:

-0.53

WELL:

3.41

Omega Ratio

DMLP:

0.94

WELL:

1.44

Calmar Ratio

DMLP:

-0.52

WELL:

4.32

Martin Ratio

DMLP:

-1.24

WELL:

12.69

Ulcer Index

DMLP:

8.83%

WELL:

4.42%

Daily Std Dev

DMLP:

23.12%

WELL:

21.45%

Max Drawdown

DMLP:

-72.35%

WELL:

-63.33%

Current Drawdown

DMLP:

-20.95%

WELL:

-1.19%

Fundamentals

Market Cap

DMLP:

$1.30B

WELL:

$100.10B

EPS

DMLP:

$2.05

WELL:

$1.78

PE Ratio

DMLP:

13.40

WELL:

85.99

PEG Ratio

DMLP:

0.00

WELL:

3.43

PS Ratio

DMLP:

8.41

WELL:

11.70

PB Ratio

DMLP:

3.79

WELL:

2.92

Total Revenue (TTM)

DMLP:

$173.71M

WELL:

$8.48B

Gross Profit (TTM)

DMLP:

$114.94M

WELL:

$2.42B

EBITDA (TTM)

DMLP:

$127.59M

WELL:

$2.98B

Returns By Period

In the year-to-date period, DMLP achieves a -17.75% return, which is significantly lower than WELL's 23.53% return. Over the past 10 years, DMLP has underperformed WELL with an annualized return of 11.67%, while WELL has yielded a comparatively higher 12.54% annualized return.


DMLP

YTD

-17.75%

1M

-4.26%

6M

-20.10%

1Y

-10.25%

3Y*

5.89%

5Y*

30.87%

10Y*

11.67%

WELL

YTD

23.53%

1M

1.58%

6M

12.67%

1Y

54.04%

3Y*

23.31%

5Y*

28.67%

10Y*

12.54%

*Annualized

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Dorchester Minerals, L.P.

Welltower Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

DMLP vs. WELL — Risk-Adjusted Performance Rank

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

DMLP
The Risk-Adjusted Performance Rank of DMLP is 2020
Overall Rank
The Sharpe Ratio Rank of DMLP is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of DMLP is 2121
Sortino Ratio Rank
The Omega Ratio Rank of DMLP is 2222
Omega Ratio Rank
The Calmar Ratio Rank of DMLP is 1717
Calmar Ratio Rank
The Martin Ratio Rank of DMLP is 1515
Martin Ratio Rank

WELL
The Risk-Adjusted Performance Rank of WELL is 9797
Overall Rank
The Sharpe Ratio Rank of WELL is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of WELL is 9696
Sortino Ratio Rank
The Omega Ratio Rank of WELL is 9595
Omega Ratio Rank
The Calmar Ratio Rank of WELL is 9898
Calmar Ratio Rank
The Martin Ratio Rank of WELL is 9696
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DMLP vs. WELL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dorchester Minerals, L.P. (DMLP) 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.


The current DMLP Sharpe Ratio is -0.45, which is lower than the WELL Sharpe Ratio of 2.54. The chart below compares the historical Sharpe Ratios of DMLP and WELL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

DMLP vs. WELL - Dividend Comparison

DMLP's dividend yield for the trailing twelve months is around 11.82%, more than WELL's 1.74% yield.


TTM20242023202220212020201920182017201620152014
DMLP
Dorchester Minerals, L.P.
11.82%10.46%10.67%11.68%7.75%12.75%10.32%11.87%7.60%4.88%11.67%7.46%
WELL
Welltower Inc.
1.74%2.03%2.71%3.72%2.84%4.18%4.26%5.01%5.46%5.14%4.85%4.20%

Drawdowns

DMLP vs. WELL - Drawdown Comparison

The maximum DMLP drawdown since its inception was -72.35%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for DMLP and WELL.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

DMLP vs. WELL - Volatility Comparison

Dorchester Minerals, L.P. (DMLP) has a higher volatility of 7.34% compared to Welltower Inc. (WELL) at 6.19%. This indicates that DMLP'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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Financials

DMLP vs. WELL - Financials Comparison

This section allows you to compare key financial metrics between Dorchester Minerals, L.P. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50B20212022202320242025
43.16M
2.42B
(DMLP) Total Revenue
(WELL) Total Revenue
Values in USD except per share items

DMLP vs. WELL - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
50.9%
19.6%
(DMLP) Gross Margin
(WELL) Gross Margin
DMLP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Dorchester Minerals, L.P. reported a gross profit of 21.96M and revenue of 43.16M. Therefore, the gross margin over that period was 50.9%.

WELL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Welltower Inc. reported a gross profit of 474.83M and revenue of 2.42B. Therefore, the gross margin over that period was 19.6%.

DMLP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Dorchester Minerals, L.P. reported an operating income of 17.64M and revenue of 43.16M, resulting in an operating margin of 40.9%.

WELL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Welltower Inc. reported an operating income of 257.27M and revenue of 2.42B, resulting in an operating margin of 10.6%.

DMLP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Dorchester Minerals, L.P. reported a net income of 17.64M and revenue of 43.16M, resulting in a net margin of 40.9%.

WELL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Welltower Inc. reported a net income of 257.96M and revenue of 2.42B, resulting in a net margin of 10.7%.