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HST vs. NHI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


HSTNHI
YTD Return-4.58%49.41%
1Y Return15.94%65.34%
3Y Return (Ann)4.15%19.72%
5Y Return (Ann)4.06%6.68%
10Y Return (Ann)1.39%8.11%
Sharpe Ratio0.703.17
Sortino Ratio1.074.14
Omega Ratio1.131.52
Calmar Ratio0.682.42
Martin Ratio1.4018.34
Ulcer Index11.26%3.64%
Daily Std Dev22.45%21.05%
Max Drawdown-87.00%-83.30%
Current Drawdown-12.16%-4.72%

Fundamentals


HSTNHI
Market Cap$12.75B$3.65B
EPS$1.03$2.91
PE Ratio17.4727.58
PEG Ratio1.131.99
Total Revenue (TTM)$5.58B$316.57M
Gross Profit (TTM)$2.25B$248.18M
EBITDA (TTM)$1.34B$253.12M

Correlation

-0.50.00.51.00.3

The correlation between HST and NHI is 0.34, 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

HST vs. NHI - Performance Comparison

In the year-to-date period, HST achieves a -4.58% return, which is significantly lower than NHI's 49.41% return. Over the past 10 years, HST has underperformed NHI with an annualized return of 1.39%, while NHI has yielded a comparatively higher 8.11% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
-0.46%
23.37%
HST
NHI

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Risk-Adjusted Performance

HST vs. NHI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Host Hotels & Resorts, Inc. (HST) and National Health Investors, Inc. (NHI). 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.


HST
Sharpe ratio
The chart of Sharpe ratio for HST, currently valued at 0.70, compared to the broader market-4.00-2.000.002.004.000.70
Sortino ratio
The chart of Sortino ratio for HST, currently valued at 1.07, compared to the broader market-4.00-2.000.002.004.006.001.07
Omega ratio
The chart of Omega ratio for HST, currently valued at 1.13, compared to the broader market0.501.001.502.001.13
Calmar ratio
The chart of Calmar ratio for HST, currently valued at 0.68, compared to the broader market0.002.004.006.000.68
Martin ratio
The chart of Martin ratio for HST, currently valued at 1.40, compared to the broader market0.0010.0020.0030.001.40
NHI
Sharpe ratio
The chart of Sharpe ratio for NHI, currently valued at 3.17, compared to the broader market-4.00-2.000.002.004.003.17
Sortino ratio
The chart of Sortino ratio for NHI, currently valued at 4.14, compared to the broader market-4.00-2.000.002.004.006.004.14
Omega ratio
The chart of Omega ratio for NHI, currently valued at 1.52, compared to the broader market0.501.001.502.001.52
Calmar ratio
The chart of Calmar ratio for NHI, currently valued at 2.42, compared to the broader market0.002.004.006.002.42
Martin ratio
The chart of Martin ratio for NHI, currently valued at 18.34, compared to the broader market0.0010.0020.0030.0018.34

HST vs. NHI - Sharpe Ratio Comparison

The current HST Sharpe Ratio is 0.70, which is lower than the NHI Sharpe Ratio of 3.17. The chart below compares the historical Sharpe Ratios of HST and NHI, 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
0.70
3.17
HST
NHI

Dividends

HST vs. NHI - Dividend Comparison

HST's dividend yield for the trailing twelve months is around 5.84%, more than NHI's 4.49% yield.


TTM20232022202120202019201820172016201520142013
HST
Host Hotels & Resorts, Inc.
5.84%4.62%3.30%0.00%1.37%4.58%5.10%4.28%4.51%5.22%3.16%2.37%
NHI
National Health Investors, Inc.
4.49%6.45%6.89%6.62%6.38%5.15%5.30%5.04%4.85%5.59%4.40%5.56%

Drawdowns

HST vs. NHI - Drawdown Comparison

The maximum HST drawdown since its inception was -87.00%, roughly equal to the maximum NHI drawdown of -83.30%. Use the drawdown chart below to compare losses from any high point for HST and NHI. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-12.16%
-4.72%
HST
NHI

Volatility

HST vs. NHI - Volatility Comparison

The current volatility for Host Hotels & Resorts, Inc. (HST) is 4.99%, while National Health Investors, Inc. (NHI) has a volatility of 7.18%. This indicates that HST experiences smaller price fluctuations and is considered to be less risky than NHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%5.00%6.00%7.00%8.00%9.00%10.00%JuneJulyAugustSeptemberOctoberNovember
4.99%
7.18%
HST
NHI

Financials

HST vs. NHI - Financials Comparison

This section allows you to compare key financial metrics between Host Hotels & Resorts, Inc. and National Health Investors, 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