LOW vs. WELL

Last updated Jun 9, 2026

LOW (Lowe's Companies, Inc.) and WELL (Welltower Inc.) are both stocks. LOW operates in Home Improvement Retail (Consumer Cyclical), while WELL operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, LOW returned 12.33%/yr vs 14.83%/yr for WELL. At a 0.32 correlation, their price movements are largely independent.

Performance

LOW vs. WELL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lowe's Companies, Inc. (LOW) and Welltower Inc. (WELL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LOW achieves a -12.96% return, which is significantly lower than WELL's 8.50% return. Over the past 10 years, LOW has underperformed WELL with an annualized return of 12.33%, while WELL has yielded a comparatively higher 14.83% annualized return.

LOW

• 1D: -1.31%
• 1M: -9.26%
• YTD: -12.96%
• 6M: -14.26%
• 1Y: -5.86%
• 3Y*: 1.78%
• 5Y*: 3.71%
• 10Y*: 12.33%

WELL

• 1D: -3.35%
• 1M: -6.50%
• YTD: 8.50%
• 6M: 0.26%
• 1Y: 31.48%
• 3Y*: 37.93%
• 5Y*: 23.47%
• 10Y*: 14.83%

*Multi-year figures are annualized to reflect compound growth (CAGR)

LOW vs. WELL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LOW Lowe's Companies, Inc.	-12.96%	-0.33%	13.01%	14.03%	-21.49%	63.34%	36.40%	32.23%	1.22%	33.29%
WELL Welltower Inc.	8.50%	49.86%	43.07%	41.79%	-21.18%	36.98%	-17.19%	23.04%	15.31%	0.22%

Correlation

The correlation between LOW and WELL is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.12
Correlation (3Y) Calculated over the trailing 3-year period	0.26
Correlation (5Y) Calculated over the trailing 5-year period	0.27
Correlation (10Y) Calculated over the trailing 10-year period	0.23
Correlation (All Time) Calculated using the full available price history since Jan 3, 2001	0.32

Over the past year, the correlation between LOW and WELL has dropped to 0.12 - well below their long-term average of 0.32, suggesting their price drivers have been diverging.

Fundamentals

Market Cap LOW : $116.46B WELL : $145.25B
EPS LOW : $11.86 WELL : $2.02
PE Ratio LOW : 17.54 WELL : 99.11
PEG Ratio LOW : 19.16 WELL : 2.19
PS Ratio LOW : 1.32 WELL : 11.99
Total Revenue (TTM) LOW : $88.43B WELL : $11.63B
Gross Profit (TTM) LOW : $29.89B WELL : $3.25B
EBITDA (TTM) LOW : $11.50B WELL : $3.00B

Return for Risk

LOW vs. WELL — Risk / Return Rank

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

LOW

LOW Risk / Return Rank: 31
LOW Sharpe Ratio Rank: 32
LOW Sortino Ratio Rank: 28
LOW Omega Ratio Rank: 28
LOW Calmar Ratio Rank: 35
LOW Martin Ratio Rank: 33

WELL

WELL Risk / Return Rank: 79
WELL Sharpe Ratio Rank: 82
WELL Sortino Ratio Rank: 76
WELL Omega Ratio Rank: 76
WELL Calmar Ratio Rank: 80
WELL Martin Ratio Rank: 80

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.

LOW vs. WELL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lowe's Companies, Inc. (LOW) 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.

	LOW	WELL	Difference
Sharpe ratio: Return per unit of total volatility	-0.23	1.48	-1.70
Sortino ratio: Return per unit of downside risk	-0.16	2.03	-2.19
Omega ratio: Gain probability vs. loss probability	0.98	1.26	-0.28
Calmar ratio: Return relative to maximum drawdown	-0.21	2.51	-2.72
Martin ratio: Return relative to average drawdown	-0.49	6.21	-6.70
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LOW vs. WELL - Sharpe Ratio Comparison

The current LOW Sharpe Ratio is -0.23, which is lower than the WELL Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of LOW and WELL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	LOW	WELL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.23	1.48	-1.70
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.14	0.99	-0.85
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.42	0.47	-0.04
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	0.56	-0.09

Drawdowns

LOW vs. WELL - Drawdown Comparison

The maximum LOW drawdown since its inception was -62.52%, roughly equal to the maximum WELL drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for LOW and WELL.

Drawdown Indicators

	LOW	WELL	Difference
Max Drawdown Largest peak-to-trough decline	-62.52%	-63.33%	+0.81%
Max Drawdown (1Y) Largest decline over 1 year	-27.75%	-12.61%	-15.14%
Max Drawdown (3Y) Largest decline over 3 years	-27.75%	-12.99%	-14.76%
Max Drawdown (5Y) Largest decline over 5 years	-33.86%	-40.78%	+6.92%
Max Drawdown (10Y) Largest decline over 10 years	-48.63%	-63.33%	+14.70%
Current Drawdown Current decline from peak	-27.29%	-9.15%	-18.14%
Average Drawdown Average peak-to-trough decline	-16.60%	-10.32%	-6.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.96%	5.10%	+6.86%

Volatility

LOW vs. WELL - Volatility Comparison

The current volatility for Lowe's Companies, Inc. (LOW) is 6.36%, while Welltower Inc. (WELL) has a volatility of 8.63%. This indicates that LOW 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.

Volatility by Period

	LOW	WELL	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.36%	8.63%	-2.27%
Volatility (6M) Calculated over the trailing 6-month period	19.88%	17.08%	+2.80%
Volatility (1Y) Calculated over the trailing 1-year period	25.77%	21.48%	+4.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.15%	23.76%	+2.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.14%	31.88%	-2.74%

Dividends

LOW vs. WELL - Dividend Comparison

LOW's dividend yield for the trailing twelve months is around 2.31%, more than WELL's 1.48% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LOW Lowe's Companies, Inc.	2.31%	1.95%	1.82%	1.93%	1.86%	1.08%	1.40%	1.72%	1.93%	1.64%	1.77%	1.34%
WELL Welltower Inc.	1.48%	1.52%	2.03%	2.71%	3.72%	2.84%	4.18%	4.26%	5.01%	5.46%	5.14%	4.85%

Financials

LOW vs. WELL - Profitability Comparison

The chart below illustrates the profitability comparison between Lowe's Companies, Inc. and Welltower Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

LOW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lowe's Companies, Inc. reported a gross profit of 7.54B and revenue of 23.08B. Therefore, the gross margin over that period was 32.7%.

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%.

LOW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lowe's Companies, Inc. reported an operating income of 2.55B and revenue of 23.08B, resulting in an operating margin of 11.1%.

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%.

LOW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lowe's Companies, Inc. reported a net income of 1.63B and revenue of 23.08B, resulting in a net margin of 7.1%.

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

Can I hold both LOW and WELL in my portfolio?

LOW and WELL have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LOW or WELL?

WELL has higher volatility (8.63%) compared to LOW (6.36%). In terms of maximum drawdown, LOW dropped -62.52% vs WELL's -63.33%.

Which has better risk-adjusted returns?

WELL currently has the higher Sharpe Ratio (1.48 vs -0.23), 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.