J vs. WELL
J (Jacobs Engineering Group Inc.) and WELL (Welltower Inc.) are both stocks. J operates in Engineering & Construction (Industrials), while WELL operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, J returned 12.69%/yr vs 15.50%/yr for WELL. At a 0.31 correlation, their price movements are largely independent.
Performance
J vs. WELL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, J achieves a -3.57% return, which is significantly lower than WELL's 16.22% return. Over the past 10 years, J has underperformed WELL with an annualized return of 12.69%, while WELL has yielded a comparatively higher 15.50% annualized return.
J
- 1D
- 0.55%
- 1M
- 12.99%
- YTD
- -3.57%
- 6M
- -5.89%
- 1Y
- 1.93%
- 3Y*
- 10.99%
- 5Y*
- 2.92%
- 10Y*
- 12.69%
WELL
- 1D
- 1.69%
- 1M
- -1.62%
- YTD
- 16.22%
- 6M
- 15.53%
- 1Y
- 42.73%
- 3Y*
- 40.64%
- 5Y*
- 24.91%
- 10Y*
- 15.50%
J vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
J Jacobs Engineering Group Inc. | -3.57% | 2.13% | 24.23% | 9.02% | -13.12% | 28.60% | 22.36% | 54.99% | -10.58% | 16.98% |
WELL Welltower Inc. | 16.22% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Correlation
The correlation between J and WELL is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.31 |
The correlation between J and WELL shifts across timeframes, from -0.01 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
Fundamentals
J:
$2.83
WELL:
$2.02
J:
44.87
WELL:
106.16
J:
8.07
WELL:
2.35
J:
0.87
WELL:
12.85
J:
$13.17B
WELL:
$11.63B
J:
$3.08B
WELL:
$3.25B
J:
$845.72M
WELL:
$3.00B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
J vs. WELL — Risk / Return Rank
J
WELL
J vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jacobs Engineering Group Inc. (J) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| J | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.42 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.34 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.02 | 3.44 | -3.42 |
| Martin ratioReturn relative to average drawdown | 0.04 | 8.47 | -8.43 |
Loading charts...
Drawdowns
J vs. WELL - Drawdown Comparison
The maximum J drawdown since its inception was -74.14%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for J and WELL.
Loading charts...
Drawdown Indicators
| J | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.14% | -63.33% | -10.81% |
Max Drawdown (1Y)Largest decline over 1 year | -34.44% | -12.61% | -21.83% |
Max Drawdown (3Y)Largest decline over 3 years | -34.44% | -12.99% | -21.45% |
Max Drawdown (5Y)Largest decline over 5 years | -34.44% | -40.78% | +6.34% |
Max Drawdown (10Y)Largest decline over 10 years | -39.33% | -63.33% | +24.00% |
Current DrawdownCurrent decline from peak | -22.14% | -2.68% | -19.46% |
Average DrawdownAverage peak-to-trough decline | -26.17% | -10.31% | -15.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.50% | 5.11% | +10.39% |
Volatility
J vs. WELL - Volatility Comparison
Jacobs Engineering Group Inc. (J) and Welltower Inc. (WELL) have volatilities of 9.83% and 9.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| J | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.83% | 9.54% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 25.51% | 17.14% | +8.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.96% | 21.65% | +10.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.20% | 23.82% | +2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.84% | 31.90% | -4.06% |
Dividends
J vs. WELL - Dividend Comparison
J's dividend yield for the trailing twelve months is around 1.07%, less than WELL's 1.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
J Jacobs Engineering Group Inc. | 1.07% | 1.96% | 0.76% | 0.80% | 0.77% | 0.60% | 0.70% | 0.76% | 1.03% | 0.91% | 0.00% | 0.00% |
WELL Welltower Inc. | 1.38% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
J vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Jacobs Engineering Group 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
J vs. WELL - Profitability Comparison
J - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jacobs Engineering Group Inc. reported a gross profit of 794.89M and revenue of 3.69B. Therefore, the gross margin over that period was 21.5%.
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported a gross profit of 0.00 and revenue of 3.35B. Therefore, the gross margin over that period was 0.0%.
J - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jacobs Engineering Group Inc. reported an operating income of -81.18M and revenue of 3.69B, resulting in an operating margin of -2.2%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported an operating income of 752.32M and revenue of 3.35B, resulting in an operating margin of 22.4%.
J - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jacobs Engineering Group Inc. reported a net income of -175.69M and revenue of 3.69B, resulting in a net margin of -4.8%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported a net income of 728.67M and revenue of 3.35B, resulting in a net margin of 21.7%.
Frequently Asked Questions
J and WELL have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
J has higher volatility (9.83%) compared to WELL (9.54%). In terms of maximum drawdown, J dropped -74.14% vs WELL's -63.33%.
WELL currently has the higher Sharpe Ratio (2.01 vs 0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for J and WELL
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer