NHI vs. STAG
Compare and contrast key facts about National Health Investors, Inc. (NHI) and STAG Industrial, Inc. (STAG).
Performance
NHI vs. STAG - Performance Comparison
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NHI vs. STAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NHI National Health Investors, Inc. | 8.25% | 15.69% | 30.71% | 14.57% | -3.26% | -11.74% | -8.67% | 13.67% | 5.93% | 6.88% |
STAG STAG Industrial, Inc. | -0.43% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
Fundamentals
NHI:
$3.85B
STAG:
$6.81B
NHI:
$3.01K
STAG:
$1.46
NHI:
0.03
STAG:
24.81
NHI:
0.00
STAG:
3.15
NHI:
0.10
STAG:
8.02
NHI:
2.53
STAG:
1.89
NHI:
$37.32B
STAG:
$845.18M
NHI:
$347.80M
STAG:
$498.04M
NHI:
$80.94B
STAG:
$595.40M
Returns By Period
In the year-to-date period, NHI achieves a 8.25% return, which is significantly higher than STAG's -0.43% return. Over the past 10 years, NHI has underperformed STAG with an annualized return of 8.11%, while STAG has yielded a comparatively higher 11.05% annualized return.
NHI
- 1D
- 1.10%
- 1M
- -5.60%
- YTD
- 8.25%
- 6M
- 4.82%
- 1Y
- 15.45%
- 3Y*
- 23.09%
- 5Y*
- 7.83%
- 10Y*
- 8.11%
STAG
- 1D
- 0.42%
- 1M
- -7.87%
- YTD
- -0.43%
- 6M
- 3.36%
- 1Y
- 4.20%
- 3Y*
- 6.61%
- 5Y*
- 5.15%
- 10Y*
- 11.05%
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Return for Risk
NHI vs. STAG — Risk / Return Rank
NHI
STAG
NHI vs. STAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for National Health Investors, Inc. (NHI) and STAG Industrial, Inc. (STAG). 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.
| NHI | STAG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.18 | +0.59 |
Sortino ratioReturn per unit of downside risk | 1.21 | 0.41 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.05 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 0.27 | +1.32 |
Martin ratioReturn relative to average drawdown | 3.48 | 0.96 | +2.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NHI | STAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.18 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.22 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.42 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.51 | -0.10 |
Correlation
The correlation between NHI and STAG is 0.57, 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.
Dividends
NHI vs. STAG - Dividend Comparison
NHI's dividend yield for the trailing twelve months is around 4.48%, more than STAG's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NHI National Health Investors, Inc. | 4.48% | 4.77% | 5.19% | 6.45% | 6.89% | 6.62% | 6.38% | 5.15% | 5.30% | 5.04% | 4.85% | 5.59% |
STAG STAG Industrial, Inc. | 4.16% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
Drawdowns
NHI vs. STAG - Drawdown Comparison
The maximum NHI drawdown since its inception was -82.88%, which is greater than STAG's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for NHI and STAG.
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Drawdown Indicators
| NHI | STAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.88% | -45.08% | -37.80% |
Max Drawdown (1Y)Largest decline over 1 year | -10.16% | -16.84% | +6.68% |
Max Drawdown (5Y)Largest decline over 5 years | -29.86% | -42.22% | +12.36% |
Max Drawdown (10Y)Largest decline over 10 years | -63.04% | -45.08% | -17.96% |
Current DrawdownCurrent decline from peak | -9.17% | -9.83% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -15.01% | -10.58% | -4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 4.69% | -0.07% |
Volatility
NHI vs. STAG - Volatility Comparison
National Health Investors, Inc. (NHI) has a higher volatility of 5.37% compared to STAG Industrial, Inc. (STAG) at 4.99%. This indicates that NHI's price experiences larger fluctuations and is considered to be riskier than STAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NHI | STAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 4.99% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 14.91% | 12.70% | +2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.06% | 22.99% | -2.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.36% | 23.40% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.81% | 26.15% | +4.66% |
Financials
NHI vs. STAG - Financials Comparison
This section allows you to compare key financial metrics between National Health Investors, Inc. and STAG Industrial, 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