PEB vs. WELL
PEB (Pebblebrook Hotel Trust) and WELL (Welltower Inc.) are both stocks. Both are in the Real Estate sector — PEB in REIT - Hotel & Motel, WELL in REIT - Healthcare Facilities. Over the past 10 years, PEB returned -1.25%/yr vs 15.75%/yr for WELL. At a 0.39 correlation, their price movements are largely independent.
Performance
PEB vs. WELL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PEB achieves a 62.32% return, which is significantly higher than WELL's 18.09% return. Over the past 10 years, PEB has underperformed WELL with an annualized return of -1.25%, while WELL has yielded a comparatively higher 15.75% annualized return.
PEB
- 1D
- -1.92%
- 1M
- 24.22%
- YTD
- 62.32%
- 6M
- 62.75%
- 1Y
- 92.93%
- 3Y*
- 12.81%
- 5Y*
- -4.89%
- 10Y*
- -1.25%
WELL
- 1D
- 2.94%
- 1M
- 0.69%
- YTD
- 18.09%
- 6M
- 17.30%
- 1Y
- 43.41%
- 3Y*
- 44.80%
- 5Y*
- 24.16%
- 10Y*
- 15.75%
PEB vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEB Pebblebrook Hotel Trust | 62.32% | -16.15% | -14.96% | 19.68% | -40.00% | 19.19% | -29.66% | -0.01% | -20.47% | 30.78% |
WELL Welltower Inc. | 18.09% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Correlation
The correlation between PEB and WELL is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2009 | 0.39 |
Over the past year, the correlation between PEB and WELL has dropped to 0.11 - well below their long-term average of 0.39, suggesting their price drivers have been diverging.
Fundamentals
PEB:
$2.08B
WELL:
$158.08B
PEB:
-$0.54
WELL:
$2.02
PEB:
1.43
WELL:
13.05
PEB:
0.85
WELL:
3.61
PEB:
$1.50B
WELL:
$11.63B
PEB:
$187.07M
WELL:
$3.25B
PEB:
$221.67M
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
PEB vs. WELL — Risk / Return Rank
PEB
WELL
PEB vs. WELL - Risk-Adjusted Trends 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.
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.
| PEB | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.74 | ||
| Sortino ratioReturn per unit of downside risk | +1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.34 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 5.70 | 3.46 | +2.24 |
| Martin ratioReturn relative to average drawdown | 14.03 | 8.44 | +5.59 |
Loading charts...
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.
Loading charts...
Drawdown Indicators
| PEB | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.37% | -63.33% | -21.04% |
Max Drawdown (1Y)Largest decline over 1 year | -16.39% | -12.61% | -3.78% |
Max Drawdown (3Y)Largest decline over 3 years | -53.43% | -12.99% | -40.44% |
Max Drawdown (5Y)Largest decline over 5 years | -70.13% | -40.78% | -29.35% |
Max Drawdown (10Y)Largest decline over 10 years | -83.70% | -63.33% | -20.37% |
Current DrawdownCurrent decline from peak | -52.90% | -1.12% | -51.78% |
Average DrawdownAverage peak-to-trough decline | -33.59% | -10.31% | -23.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 5.16% | +1.49% |
Volatility
PEB vs. WELL - Volatility Comparison
Pebblebrook Hotel Trust (PEB) has a higher volatility of 11.39% compared to Welltower Inc. (WELL) at 10.22%. 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.
Loading charts...
Volatility by Period
| PEB | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.39% | 10.22% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 24.22% | 17.37% | +6.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.36% | 22.08% | +12.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.05% | 23.85% | +15.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.76% | 31.94% | +10.82% |
Dividends
PEB vs. WELL - Dividend Comparison
PEB's dividend yield for the trailing twelve months is around 0.22%, less than WELL's 1.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEB Pebblebrook Hotel Trust | 0.22% | 0.35% | 0.30% | 0.25% | 0.30% | 0.18% | 0.21% | 5.67% | 5.37% | 4.09% | 5.11% | 4.43% |
WELL Welltower Inc. | 1.36% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
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 Jun 2026, Pebblebrook Hotel Trust reported a gross profit of 0.00 and revenue of 345.66M. Therefore, the gross margin over that period was 0.0%.
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%.
PEB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pebblebrook Hotel Trust reported an operating income of 8.05M and revenue of 345.66M, 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 Jun 2026, Welltower Inc. reported an operating income of 752.32M and revenue of 3.35B, resulting in an operating margin of 22.4%.
PEB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pebblebrook Hotel Trust reported a net income of -29.70M and revenue of 345.66M, resulting in a net margin of -8.6%.
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
PEB and WELL have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PEB has higher volatility (11.39%) compared to WELL (10.22%). In terms of maximum drawdown, PEB dropped -84.37% vs WELL's -63.33%.
PEB currently has the higher Sharpe Ratio (2.72 vs 1.98), 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 PEB 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