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

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.

-10.00%0.00%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
10.81%
38.14%
DMLP
WELL

Returns By Period

In the year-to-date period, DMLP achieves a 16.48% return, which is significantly lower than WELL's 56.86% return. Over the past 10 years, DMLP has outperformed WELL with an annualized return of 12.18%, while WELL has yielded a comparatively lower 11.13% annualized return.


DMLP

YTD

16.48%

1M

4.34%

6M

10.81%

1Y

29.96%

5Y (annualized)

27.65%

10Y (annualized)

12.18%

WELL

YTD

56.86%

1M

5.01%

6M

38.14%

1Y

59.73%

5Y (annualized)

14.31%

10Y (annualized)

11.13%

Fundamentals


DMLPWELL
Market Cap$1.58B$84.66B
EPS$2.80$1.57
PE Ratio11.8986.60
PEG Ratio0.002.34
Total Revenue (TTM)$172.23M$7.44B
Gross Profit (TTM)$136.64M$1.00B
EBITDA (TTM)$146.13M$2.79B

Key characteristics


DMLPWELL
Sharpe Ratio1.423.39
Sortino Ratio1.954.90
Omega Ratio1.251.60
Calmar Ratio2.098.66
Martin Ratio4.4328.37
Ulcer Index6.94%2.17%
Daily Std Dev21.67%18.18%
Max Drawdown-72.35%-63.33%
Current Drawdown-1.27%0.00%

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Correlation

-0.50.00.51.00.1

The correlation between DMLP and WELL is 0.15, 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.

Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for DMLP, currently valued at 1.42, compared to the broader market-4.00-2.000.002.004.001.423.39
The chart of Sortino ratio for DMLP, currently valued at 1.95, compared to the broader market-4.00-2.000.002.004.001.954.90
The chart of Omega ratio for DMLP, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.60
The chart of Calmar ratio for DMLP, currently valued at 2.09, compared to the broader market0.002.004.006.002.098.66
The chart of Martin ratio for DMLP, currently valued at 4.43, compared to the broader market-10.000.0010.0020.0030.004.4328.37
DMLP
WELL

The current DMLP Sharpe Ratio is 1.42, which is lower than the WELL Sharpe Ratio of 3.39. 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.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.42
3.39
DMLP
WELL

Dividends

DMLP vs. WELL - Dividend Comparison

DMLP's dividend yield for the trailing twelve months is around 10.47%, more than WELL's 1.85% yield.


TTM20232022202120202019201820172016201520142013
DMLP
Dorchester Minerals, L.P.
10.47%10.67%11.68%7.75%12.75%10.32%11.86%7.61%4.88%11.67%7.46%6.67%
WELL
Welltower Inc.
1.85%2.71%3.72%2.84%4.18%4.26%5.01%5.46%5.14%4.85%4.20%5.71%

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. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.27%
0
DMLP
WELL

Volatility

DMLP vs. WELL - Volatility Comparison

The current volatility for Dorchester Minerals, L.P. (DMLP) is 6.37%, while Welltower Inc. (WELL) has a volatility of 7.21%. This indicates that DMLP 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.


4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
6.37%
7.21%
DMLP
WELL

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


Values in USD except per share items