ESRT vs. WELL
Compare and contrast key facts about Empire State Realty Trust, Inc. (ESRT) and Welltower Inc. (WELL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESRT or WELL.
Key characteristics
| ESRT | WELL | |
|---|---|---|
| YTD Return | 9.93% | 52.59% |
| 1Y Return | 20.39% | 59.47% |
| 3Y Return (Ann) | 1.70% | 20.26% |
| 5Y Return (Ann) | -4.29% | 13.54% |
| 10Y Return (Ann) | -2.26% | 10.90% |
| Sharpe Ratio | 0.71 | 3.21 |
| Sortino Ratio | 1.16 | 4.68 |
| Omega Ratio | 1.14 | 1.57 |
| Calmar Ratio | 0.36 | 7.91 |
| Martin Ratio | 3.29 | 26.82 |
| Ulcer Index | 5.95% | 2.17% |
| Daily Std Dev | 27.42% | 18.17% |
| Max Drawdown | -72.91% | -63.33% |
| Current Drawdown | -43.89% | -2.43% |
Fundamentals
| ESRT | WELL | |
|---|---|---|
| Market Cap | $3.05B | $84.66B |
| EPS | $0.27 | $1.57 |
| PE Ratio | 39.30 | 86.60 |
| PEG Ratio | 7.63 | 2.34 |
| Total Revenue (TTM) | $763.20M | $7.44B |
| Gross Profit (TTM) | $272.52M | $1.00B |
| EBITDA (TTM) | $339.85M | $2.79B |
Correlation
The correlation between ESRT and WELL is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ESRT vs. WELL - Performance Comparison
In the year-to-date period, ESRT achieves a 9.93% return, which is significantly lower than WELL's 52.59% return. Over the past 10 years, ESRT has underperformed WELL with an annualized return of -2.26%, while WELL has yielded a comparatively higher 10.90% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ESRT vs. WELL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Empire State Realty Trust, Inc. (ESRT) 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.
Dividends
ESRT vs. WELL - Dividend Comparison
ESRT's dividend yield for the trailing twelve months is around 1.33%, less than WELL's 1.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESRT Empire State Realty Trust, Inc. | 1.33% | 1.44% | 2.08% | 1.18% | 2.25% | 3.01% | 2.95% | 2.05% | 1.98% | 1.88% | 1.93% | 0.52% |
WELL Welltower Inc. | 1.90% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% | 5.71% |
Drawdowns
ESRT vs. WELL - Drawdown Comparison
The maximum ESRT drawdown since its inception was -72.91%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for ESRT and WELL. For additional features, visit the drawdowns tool.
Volatility
ESRT vs. WELL - Volatility Comparison
The current volatility for Empire State Realty Trust, Inc. (ESRT) is 5.60%, while Welltower Inc. (WELL) has a volatility of 7.42%. This indicates that ESRT 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.
Financials
ESRT vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Empire State Realty Trust, 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