STRL vs. WELL
STRL (Sterling Infrastructure, Inc.) and WELL (Welltower Inc.) are both stocks. STRL operates in Engineering & Construction (Industrials), while WELL operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, STRL returned 66.93%/yr vs 15.02%/yr for WELL. At a 0.19 correlation, their price movements are largely independent.
Performance
STRL vs. WELL - Performance Comparison
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Returns By Period
In the year-to-date period, STRL achieves a 181.45% return, which is significantly higher than WELL's 12.11% return. Over the past 10 years, STRL has outperformed WELL with an annualized return of 66.93%, while WELL has yielded a comparatively lower 15.02% annualized return.
STRL
- 1D
- 2.82%
- 1M
- 17.59%
- YTD
- 181.45%
- 6M
- 179.31%
- 1Y
- 295.41%
- 3Y*
- 155.19%
- 5Y*
- 108.54%
- 10Y*
- 66.93%
WELL
- 1D
- 0.05%
- 1M
- -4.40%
- YTD
- 12.11%
- 6M
- 11.87%
- 1Y
- 38.74%
- 3Y*
- 39.84%
- 5Y*
- 24.38%
- 10Y*
- 15.02%
STRL vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STRL Sterling Infrastructure, Inc. | 181.45% | 81.79% | 91.57% | 168.08% | 24.71% | 41.32% | 32.17% | 29.29% | -33.11% | 92.43% |
WELL Welltower Inc. | 12.11% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Correlation
The correlation between STRL and WELL is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.19 |
The correlation between STRL and WELL shifts across timeframes, from 0.08 (1 year) to 0.20 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
STRL:
$26.75B
WELL:
$150.08B
STRL:
$11.19
WELL:
$2.02
STRL:
77.03
WELL:
102.40
STRL:
1.64
WELL:
2.27
STRL:
9.26
WELL:
12.39
STRL:
22.49
WELL:
3.43
STRL:
$2.88B
WELL:
$11.63B
STRL:
$664.66M
WELL:
$3.25B
STRL:
$429.99M
WELL:
$3.00B
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Return for Risk
STRL vs. WELL — Risk / Return Rank
STRL
WELL
STRL vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Infrastructure, Inc. (STRL) 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.
| STRL | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.79 | ||
| Sortino ratioReturn per unit of downside risk | +1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.30 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 9.25 | 2.95 | +6.30 |
| Martin ratioReturn relative to average drawdown | 25.05 | 7.20 | +17.85 |
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Drawdowns
STRL vs. WELL - Drawdown Comparison
The maximum STRL drawdown since its inception was -92.51%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for STRL and WELL.
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Drawdown Indicators
| STRL | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.51% | -63.33% | -29.18% |
Max Drawdown (1Y)Largest decline over 1 year | -31.02% | -12.61% | -18.41% |
Max Drawdown (3Y)Largest decline over 3 years | -47.67% | -12.99% | -34.68% |
Max Drawdown (5Y)Largest decline over 5 years | -47.67% | -40.78% | -6.89% |
Max Drawdown (10Y)Largest decline over 10 years | -59.60% | -63.33% | +3.73% |
Current DrawdownCurrent decline from peak | -13.27% | -6.13% | -7.14% |
Average DrawdownAverage peak-to-trough decline | -46.27% | -10.31% | -35.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.43% | 5.15% | +6.28% |
Volatility
STRL vs. WELL - Volatility Comparison
Sterling Infrastructure, Inc. (STRL) has a higher volatility of 24.34% compared to Welltower Inc. (WELL) at 9.50%. This indicates that STRL'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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Volatility by Period
| STRL | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.34% | 9.50% | +14.84% |
Volatility (6M)Calculated over the trailing 6-month period | 64.80% | 17.05% | +47.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 82.30% | 21.86% | +60.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 57.26% | 23.84% | +33.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 53.55% | 31.91% | +21.64% |
Dividends
STRL vs. WELL - Dividend Comparison
STRL has not paid dividends to shareholders, while WELL's dividend yield for the trailing twelve months is around 1.43%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STRL Sterling Infrastructure, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WELL Welltower Inc. | 1.43% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
STRL vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Sterling Infrastructure, 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
STRL vs. WELL - Profitability Comparison
STRL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sterling Infrastructure, Inc. reported a gross profit of 194.30M and revenue of 825.68M. Therefore, the gross margin over that period was 23.5%.
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%.
STRL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sterling Infrastructure, Inc. reported an operating income of 2.36M and revenue of 825.68M, resulting in an operating margin of 0.3%.
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%.
STRL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sterling Infrastructure, Inc. reported a net income of 95.97M and revenue of 825.68M, resulting in a net margin of 11.6%.
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
STRL and WELL have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRL has higher volatility (24.34%) compared to WELL (9.50%). In terms of maximum drawdown, STRL dropped -92.51% vs WELL's -63.33%.
STRL currently has the higher Sharpe Ratio (3.49 vs 1.70), 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.
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