POWL vs. WELL
POWL (Powell Industries, Inc.) and WELL (Welltower Inc.) are both stocks. POWL operates in Electrical Equipment & Parts (Industrials), while WELL operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, POWL returned 40.56%/yr vs 15.50%/yr for WELL. At a 0.24 correlation, their price movements are largely independent.
Performance
POWL vs. WELL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, POWL achieves a 177.61% return, which is significantly higher than WELL's 16.22% return. Over the past 10 years, POWL has outperformed WELL with an annualized return of 40.56%, while WELL has yielded a comparatively lower 15.50% annualized return.
POWL
- 1D
- 1.46%
- 1M
- 0.75%
- YTD
- 177.61%
- 6M
- 162.55%
- 1Y
- 372.00%
- 3Y*
- 146.47%
- 5Y*
- 94.19%
- 10Y*
- 40.56%
WELL
- 1D
- 1.69%
- 1M
- 0.23%
- YTD
- 16.22%
- 6M
- 15.53%
- 1Y
- 42.73%
- 3Y*
- 40.64%
- 5Y*
- 24.91%
- 10Y*
- 15.50%
POWL vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POWL Powell Industries, Inc. | 177.61% | 44.49% | 152.21% | 155.62% | 24.34% | 3.60% | -37.60% | 101.58% | -9.92% | -24.00% |
WELL Welltower Inc. | 16.22% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Correlation
The correlation between POWL and WELL is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.24 |
Over the past year, the correlation between POWL and WELL has dropped to 0.03 - well below their long-term average of 0.24, suggesting their price drivers have been diverging.
Fundamentals
POWL:
$10.77B
WELL:
$155.59B
POWL:
$5.12
WELL:
$2.02
POWL:
57.59
WELL:
106.16
POWL:
0.09
WELL:
2.35
POWL:
9.51
WELL:
12.85
POWL:
15.19
WELL:
3.55
POWL:
$1.13B
WELL:
$11.63B
POWL:
$340.78M
WELL:
$3.25B
POWL:
$236.11M
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
POWL vs. WELL — Risk / Return Rank
POWL
WELL
POWL vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Powell Industries, Inc. (POWL) 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.
| POWL | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +4.03 | ||
| Sortino ratioReturn per unit of downside risk | +2.19 | ||
| Omega ratioGain probability vs. loss probability | 1.60 | 1.34 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 11.71 | 3.44 | +8.26 |
| Martin ratioReturn relative to average drawdown | 36.97 | 8.47 | +28.50 |
Loading charts...
Drawdowns
POWL vs. WELL - Drawdown Comparison
The maximum POWL drawdown since its inception was -73.10%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for POWL and WELL.
Loading charts...
Drawdown Indicators
| POWL | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.10% | -63.33% | -9.77% |
Max Drawdown (1Y)Largest decline over 1 year | -30.88% | -12.61% | -18.27% |
Max Drawdown (3Y)Largest decline over 3 years | -55.76% | -12.99% | -42.77% |
Max Drawdown (5Y)Largest decline over 5 years | -55.76% | -40.78% | -14.98% |
Max Drawdown (10Y)Largest decline over 10 years | -68.85% | -63.33% | -5.52% |
Current DrawdownCurrent decline from peak | -8.45% | -2.68% | -5.77% |
Average DrawdownAverage peak-to-trough decline | -36.09% | -10.31% | -25.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.76% | 5.11% | +4.65% |
Volatility
POWL vs. WELL - Volatility Comparison
Powell Industries, Inc. (POWL) has a higher volatility of 19.86% compared to Welltower Inc. (WELL) at 9.54%. This indicates that POWL'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
| POWL | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.86% | 9.54% | +10.32% |
Volatility (6M)Calculated over the trailing 6-month period | 44.83% | 17.14% | +27.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 59.91% | 21.65% | +38.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 64.36% | 23.82% | +40.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.84% | 31.90% | +22.94% |
Dividends
POWL vs. WELL - Dividend Comparison
POWL's dividend yield for the trailing twelve months is around 0.12%, less than WELL's 1.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POWL Powell Industries, Inc. | 0.12% | 0.34% | 0.48% | 1.19% | 2.96% | 3.53% | 3.53% | 2.12% | 4.16% | 3.63% | 2.67% | 4.00% |
WELL Welltower Inc. | 1.38% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
POWL vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Powell Industries, Inc. 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
POWL vs. WELL - Profitability Comparison
POWL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Powell Industries, Inc. reported a gross profit of 87.94M and revenue of 296.62M. Therefore, the gross margin over that period was 29.7%.
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%.
POWL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Powell Industries, Inc. reported an operating income of 57.58M and revenue of 296.62M, resulting in an operating margin of 19.4%.
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%.
POWL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Powell Industries, Inc. reported a net income of 45.89M and revenue of 296.62M, resulting in a net margin of 15.5%.
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
POWL and WELL have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POWL has higher volatility (19.86%) compared to WELL (9.54%). In terms of maximum drawdown, POWL dropped -73.10% vs WELL's -63.33%.
POWL currently has the higher Sharpe Ratio (6.03 vs 2.01), 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 POWL 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