Correlation
The correlation between PEB and WELL is 0.42, 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.
PEB vs. WELL
Compare and contrast key facts about Pebblebrook Hotel Trust (PEB) and Welltower Inc. (WELL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEB or WELL.
Performance
PEB vs. WELL - Performance Comparison
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Key characteristics
PEB:
-0.83
WELL:
2.47
PEB:
-1.32
WELL:
3.11
PEB:
0.84
WELL:
1.40
PEB:
-0.50
WELL:
3.89
PEB:
-2.05
WELL:
11.44
PEB:
19.67%
WELL:
4.41%
PEB:
45.30%
WELL:
21.44%
PEB:
-84.37%
WELL:
-63.33%
PEB:
-77.33%
WELL:
-4.46%
Fundamentals
PEB:
$1.05B
WELL:
$97.55B
PEB:
-$0.44
WELL:
$1.76
PEB:
0.48
WELL:
3.38
PEB:
0.72
WELL:
11.40
PEB:
0.40
WELL:
2.87
PEB:
$1.46B
WELL:
$8.48B
PEB:
$303.00M
WELL:
$2.42B
PEB:
$308.70M
WELL:
$2.98B
Returns By Period
In the year-to-date period, PEB achieves a -34.47% return, which is significantly lower than WELL's 19.44% return. Over the past 10 years, PEB has underperformed WELL with an annualized return of -12.24%, while WELL has yielded a comparatively higher 12.15% annualized return.
PEB
-34.47%
-3.17%
-34.23%
-37.29%
-24.08%
-7.40%
-12.24%
WELL
19.44%
1.97%
9.15%
50.83%
22.24%
29.30%
12.15%
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Risk-Adjusted Performance
PEB vs. WELL — Risk-Adjusted Performance Rank
PEB
WELL
PEB vs. WELL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pebblebrook Hotel Trust (PEB) 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.
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Dividends
PEB vs. WELL - Dividend Comparison
PEB's dividend yield for the trailing twelve months is around 0.45%, less than WELL's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEB Pebblebrook Hotel Trust | 0.45% | 0.30% | 0.25% | 0.30% | 0.18% | 0.21% | 5.67% | 5.37% | 4.09% | 5.11% | 4.43% | 2.02% |
WELL Welltower Inc. | 1.80% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% |
Drawdowns
PEB vs. WELL - Drawdown Comparison
The maximum PEB drawdown since its inception was -84.37%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for PEB and WELL.
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Volatility
PEB vs. WELL - Volatility Comparison
Pebblebrook Hotel Trust (PEB) has a higher volatility of 13.68% compared to Welltower Inc. (WELL) at 6.10%. This indicates that PEB's price experiences larger fluctuations and is considered to be riskier than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PEB vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Pebblebrook Hotel Trust 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
PEB vs. WELL - Profitability Comparison
PEB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Pebblebrook Hotel Trust reported a gross profit of 59.78M and revenue of 320.27M. Therefore, the gross margin over that period was 18.7%.
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Welltower Inc. reported a gross profit of 474.83M and revenue of 2.42B. Therefore, the gross margin over that period was 19.6%.
PEB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Pebblebrook Hotel Trust reported an operating income of -7.24M and revenue of 320.27M, resulting in an operating margin of -2.3%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Welltower Inc. reported an operating income of 257.27M and revenue of 2.42B, resulting in an operating margin of 10.6%.
PEB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Pebblebrook Hotel Trust reported a net income of -32.95M and revenue of 320.27M, resulting in a net margin of -10.3%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Welltower Inc. reported a net income of 257.96M and revenue of 2.42B, resulting in a net margin of 10.7%.