SURYY vs. VTR
SURYY (Sumitomo Realty & Development Co. Ltd) and VTR (Ventas, Inc.) are both stocks. Both are in the Real Estate sector — SURYY in Real Estate - Services, VTR in REIT - Healthcare Facilities. Over the past 3 years, SURYY returned -2.22%/yr vs 24.27%/yr for VTR. At a 0.04 correlation, their price movements are largely independent.
Performance
SURYY vs. VTR - Performance Comparison
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Returns By Period
In the year-to-date period, SURYY achieves a -14.80% return, which is significantly lower than VTR's 3.55% return.
SURYY
- 1D
- -2.63%
- 1M
- -32.17%
- YTD
- -14.80%
- 6M
- -52.11%
- 1Y
- -35.76%
- 3Y*
- -2.22%
- 5Y*
- —
- 10Y*
- —
VTR
- 1D
- -2.93%
- 1M
- -8.76%
- YTD
- 3.55%
- 6M
- -0.47%
- 1Y
- 28.55%
- 3Y*
- 24.27%
- 5Y*
- 10.32%
- 10Y*
- 5.81%
SURYY vs. VTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SURYY Sumitomo Realty & Development Co. Ltd | -14.80% | -24.29% | 44.95% | -0.60% | 1.21% |
VTR Ventas, Inc. | 3.55% | 35.09% | 22.24% | 15.06% | 22.54% |
Correlation
The correlation between SURYY and VTR is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2022 | 0.04 |
The correlation between SURYY and VTR shifts across timeframes, from 0.04 (all time) to 0.15 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SURYY:
$20.19B
VTR:
$38.75B
SURYY:
$115.63
VTR:
$0.55
SURYY:
0.09
VTR:
144.46
SURYY:
0.01
VTR:
4.13
SURYY:
0.02
VTR:
6.13
SURYY:
0.01
VTR:
2.95
SURYY:
$1.07T
VTR:
$6.13B
SURYY:
$349.64B
VTR:
-$261.17M
SURYY:
$379.18B
VTR:
$2.45B
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Return for Risk
SURYY vs. VTR — Risk / Return Rank
SURYY
VTR
SURYY vs. VTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Realty & Development Co. Ltd (SURYY) and Ventas, Inc. (VTR). 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.
| SURYY | VTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.96 | ||
| Sortino ratioReturn per unit of downside risk | -2.33 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.29 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.61 | 2.29 | -2.91 |
| Martin ratioReturn relative to average drawdown | -1.15 | 9.00 | -10.15 |
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
| SURYY | VTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.45 | 1.51 | -1.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.42 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.17 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.03 | 0.30 | -0.33 |
Drawdowns
SURYY vs. VTR - Drawdown Comparison
The maximum SURYY drawdown since its inception was -58.54%, smaller than the maximum VTR drawdown of -83.38%. Use the drawdown chart below to compare losses from any high point for SURYY and VTR.
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Drawdown Indicators
| SURYY | VTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.54% | -83.38% | +24.84% |
Max Drawdown (1Y)Largest decline over 1 year | -58.54% | -12.52% | -46.02% |
Max Drawdown (3Y)Largest decline over 3 years | -58.54% | -19.35% | -39.19% |
Max Drawdown (5Y)Largest decline over 5 years | — | -41.80% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -76.92% | — |
Current DrawdownCurrent decline from peak | -58.54% | -11.88% | -46.66% |
Average DrawdownAverage peak-to-trough decline | -19.75% | -18.20% | -1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.16% | 3.18% | +27.98% |
Volatility
SURYY vs. VTR - Volatility Comparison
Sumitomo Realty & Development Co. Ltd (SURYY) has a higher volatility of 27.78% compared to Ventas, Inc. (VTR) at 7.93%. This indicates that SURYY's price experiences larger fluctuations and is considered to be riskier than VTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SURYY | VTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 27.78% | 7.93% | +19.85% |
Volatility (6M)Calculated over the trailing 6-month period | 87.36% | 14.62% | +72.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 79.45% | 19.04% | +60.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.11% | 24.96% | +37.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.11% | 34.77% | +27.34% |
Dividends
SURYY vs. VTR - Dividend Comparison
SURYY has not paid dividends to shareholders, while VTR's dividend yield for the trailing twelve months is around 2.46%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SURYY Sumitomo Realty & Development Co. Ltd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTR Ventas, Inc. | 2.46% | 2.48% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 20.47% |
Financials
SURYY vs. VTR - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Realty & Development Co. Ltd and Ventas, 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
SURYY vs. VTR - Profitability Comparison
SURYY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported a gross profit of 65.77B and revenue of 283.74B. Therefore, the gross margin over that period was 23.2%.
VTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ventas, Inc. reported a gross profit of 655.41M and revenue of 1.66B. Therefore, the gross margin over that period was 39.6%.
SURYY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported an operating income of 62.29B and revenue of 283.74B, resulting in an operating margin of 22.0%.
VTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ventas, Inc. reported an operating income of 191.56M and revenue of 1.66B, resulting in an operating margin of 11.6%.
SURYY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported a net income of 38.35B and revenue of 283.74B, resulting in a net margin of 13.5%.
VTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ventas, Inc. reported a net income of 55.91M and revenue of 1.66B, resulting in a net margin of 3.4%.
Frequently Asked Questions
SURYY and VTR have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SURYY has higher volatility (27.78%) compared to VTR (7.93%). In terms of maximum drawdown, SURYY dropped -58.54% vs VTR's -83.38%.
VTR currently has the higher Sharpe Ratio (1.51 vs -0.45), 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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