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FRT vs. WST
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

FRT vs. WST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Federal Realty Investment Trust (FRT) and West Pharmaceutical Services, Inc. (WST). The values are adjusted to include any dividend payments, if applicable.

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FRT vs. WST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FRT
Federal Realty Investment Trust
7.56%-5.91%12.07%6.55%-22.66%65.97%-30.66%12.51%-8.10%-3.59%
WST
West Pharmaceutical Services, Inc.
-8.06%-15.73%-6.75%49.97%-49.70%65.88%89.05%54.13%-0.08%17.02%

Fundamentals

Market Cap

FRT:

$9.12B

WST:

$18.37B

EPS

FRT:

$4.77

WST:

$6.79

PE Ratio

FRT:

22.24

WST:

37.23

PS Ratio

FRT:

7.14

WST:

5.98

PB Ratio

FRT:

2.81

WST:

5.79

Total Revenue (TTM)

FRT:

$1.28B

WST:

$3.07B

Gross Profit (TTM)

FRT:

$860.70M

WST:

$1.10B

EBITDA (TTM)

FRT:

$970.04M

WST:

$723.60M

Returns By Period

In the year-to-date period, FRT achieves a 7.56% return, which is significantly higher than WST's -8.06% return. Over the past 10 years, FRT has underperformed WST with an annualized return of -0.11%, while WST has yielded a comparatively higher 14.04% annualized return.


FRT

1D
0.93%
1M
-2.85%
YTD
7.56%
6M
8.81%
1Y
14.37%
3Y*
6.93%
5Y*
4.70%
10Y*
-0.11%

WST

1D
0.84%
1M
0.59%
YTD
-8.06%
6M
-6.72%
1Y
15.20%
3Y*
-9.74%
5Y*
-2.11%
10Y*
14.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

FRT vs. WST — Risk / Return Rank

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

FRT
FRT Risk / Return Rank: 6262
Overall Rank
FRT Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
FRT Sortino Ratio Rank: 5757
Sortino Ratio Rank
FRT Omega Ratio Rank: 5555
Omega Ratio Rank
FRT Calmar Ratio Rank: 6262
Calmar Ratio Rank
FRT Martin Ratio Rank: 7070
Martin Ratio Rank

WST
WST Risk / Return Rank: 5353
Overall Rank
WST Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
WST Sortino Ratio Rank: 5353
Sortino Ratio Rank
WST Omega Ratio Rank: 5151
Omega Ratio Rank
WST Calmar Ratio Rank: 5454
Calmar Ratio Rank
WST Martin Ratio Rank: 5353
Martin Ratio Rank
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.

FRT vs. WST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Federal Realty Investment Trust (FRT) and West Pharmaceutical Services, Inc. (WST). 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.


FRTWSTDifference

Sharpe ratio

Return per unit of total volatility

0.66

0.37

+0.29

Sortino ratio

Return per unit of downside risk

1.09

0.94

+0.15

Omega ratio

Gain probability vs. loss probability

1.14

1.11

+0.02

Calmar ratio

Return relative to maximum drawdown

0.94

0.54

+0.40

Martin ratio

Return relative to average drawdown

3.71

1.11

+2.60

FRT vs. WST - Sharpe Ratio Comparison

The current FRT Sharpe Ratio is 0.66, which is higher than the WST Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of FRT and WST, 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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Sharpe Ratios by Period


FRTWSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.66

0.37

+0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

-0.05

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.00

0.41

-0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.37

+0.03

Correlation

The correlation between FRT and WST is 0.23, 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.


Dividends

FRT vs. WST - Dividend Comparison

FRT's dividend yield for the trailing twelve months is around 4.23%, more than WST's 0.34% yield.


TTM20252024202320222021202020192018201720162015
FRT
Federal Realty Investment Trust
4.23%4.39%2.93%4.21%4.26%3.12%4.96%3.22%3.42%2.98%2.70%2.48%
WST
West Pharmaceutical Services, Inc.
0.34%0.31%0.25%0.22%0.31%0.15%0.23%0.41%0.58%0.54%0.58%0.75%

Drawdowns

FRT vs. WST - Drawdown Comparison

The maximum FRT drawdown since its inception was -57.42%, roughly equal to the maximum WST drawdown of -59.29%. Use the drawdown chart below to compare losses from any high point for FRT and WST.


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Drawdown Indicators


FRTWSTDifference

Max Drawdown

Largest peak-to-trough decline

-57.42%

-59.29%

+1.87%

Max Drawdown (1Y)

Largest decline over 1 year

-15.66%

-24.70%

+9.04%

Max Drawdown (5Y)

Largest decline over 5 years

-34.99%

-59.29%

+24.30%

Max Drawdown (10Y)

Largest decline over 10 years

-56.47%

-59.29%

+2.82%

Current Drawdown

Current decline from peak

-9.34%

-45.77%

+36.43%

Average Drawdown

Average peak-to-trough decline

-11.81%

-16.79%

+4.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.96%

12.02%

-8.06%

Volatility

FRT vs. WST - Volatility Comparison

The current volatility for Federal Realty Investment Trust (FRT) is 5.47%, while West Pharmaceutical Services, Inc. (WST) has a volatility of 9.15%. This indicates that FRT experiences smaller price fluctuations and is considered to be less risky than WST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FRTWSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.47%

9.15%

-3.68%

Volatility (6M)

Calculated over the trailing 6-month period

11.85%

24.91%

-13.06%

Volatility (1Y)

Calculated over the trailing 1-year period

21.90%

41.43%

-19.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.43%

40.04%

-16.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.41%

34.27%

-4.86%

Financials

FRT vs. WST - Financials Comparison

This section allows you to compare key financial metrics between Federal Realty Investment Trust and West Pharmaceutical Services, 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


200.00M300.00M400.00M500.00M600.00M700.00M800.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
336.05M
805.00M
(FRT) Total Revenue
(WST) Total Revenue
Values in USD except per share items

FRT vs. WST - Profitability Comparison

The chart below illustrates the profitability comparison between Federal Realty Investment Trust and West Pharmaceutical Services, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
67.1%
37.8%
Portfolio components
FRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Federal Realty Investment Trust reported a gross profit of 225.48M and revenue of 336.05M. Therefore, the gross margin over that period was 67.1%.

WST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, West Pharmaceutical Services, Inc. reported a gross profit of 303.90M and revenue of 805.00M. Therefore, the gross margin over that period was 37.8%.

FRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Federal Realty Investment Trust reported an operating income of 180.65M and revenue of 336.05M, resulting in an operating margin of 53.8%.

WST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, West Pharmaceutical Services, Inc. reported an operating income of 157.10M and revenue of 805.00M, resulting in an operating margin of 19.5%.

FRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Federal Realty Investment Trust reported a net income of 129.74M and revenue of 336.05M, resulting in a net margin of 38.6%.

WST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, West Pharmaceutical Services, Inc. reported a net income of 132.10M and revenue of 805.00M, resulting in a net margin of 16.4%.