NHI vs. DLR
Compare and contrast key facts about National Health Investors, Inc. (NHI) and Digital Realty Trust, Inc. (DLR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NHI or DLR.
Key characteristics
| NHI | DLR | |
|---|---|---|
| YTD Return | 45.57% | 35.62% |
| 1Y Return | 53.72% | 37.13% |
| 3Y Return (Ann) | 18.66% | 8.48% |
| 5Y Return (Ann) | 6.11% | 12.40% |
| 10Y Return (Ann) | 7.83% | 14.35% |
| Sharpe Ratio | 2.88 | 1.67 |
| Sortino Ratio | 3.80 | 2.38 |
| Omega Ratio | 1.47 | 1.31 |
| Calmar Ratio | 2.36 | 2.24 |
| Martin Ratio | 16.67 | 8.80 |
| Ulcer Index | 3.67% | 5.03% |
| Daily Std Dev | 21.22% | 26.53% |
| Max Drawdown | -83.30% | -56.80% |
| Current Drawdown | -7.17% | -2.83% |
Fundamentals
| NHI | DLR | |
|---|---|---|
| Market Cap | $3.65B | $61.13B |
| EPS | $2.91 | $1.23 |
| PE Ratio | 27.58 | 146.98 |
| PEG Ratio | 1.99 | 9.71 |
| Total Revenue (TTM) | $316.57M | $5.49B |
| Gross Profit (TTM) | $248.18M | $1.71B |
| EBITDA (TTM) | $253.12M | $2.48B |
Correlation
The correlation between NHI and DLR is 0.47, 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
NHI vs. DLR - Performance Comparison
In the year-to-date period, NHI achieves a 45.57% return, which is significantly higher than DLR's 35.62% return. Over the past 10 years, NHI has underperformed DLR with an annualized return of 7.83%, while DLR has yielded a comparatively higher 14.35% 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
NHI vs. DLR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for National Health Investors, Inc. (NHI) and Digital Realty Trust, Inc. (DLR). 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
NHI vs. DLR - Dividend Comparison
NHI's dividend yield for the trailing twelve months is around 4.60%, more than DLR's 2.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NHI National Health Investors, Inc. | 4.60% | 6.45% | 6.89% | 6.62% | 6.38% | 5.15% | 5.30% | 5.04% | 4.85% | 5.59% | 4.40% | 5.56% |
DLR Digital Realty Trust, Inc. | 2.74% | 3.63% | 4.87% | 2.62% | 3.21% | 3.61% | 3.79% | 3.27% | 3.58% | 5.62% | 5.01% | 6.35% |
Drawdowns
NHI vs. DLR - Drawdown Comparison
The maximum NHI drawdown since its inception was -83.30%, which is greater than DLR's maximum drawdown of -56.80%. Use the drawdown chart below to compare losses from any high point for NHI and DLR. For additional features, visit the drawdowns tool.
Volatility
NHI vs. DLR - Volatility Comparison
The current volatility for National Health Investors, Inc. (NHI) is 7.68%, while Digital Realty Trust, Inc. (DLR) has a volatility of 11.58%. This indicates that NHI experiences smaller price fluctuations and is considered to be less risky than DLR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NHI vs. DLR - Financials Comparison
This section allows you to compare key financial metrics between National Health Investors, Inc. and Digital Realty Trust, 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