TCI vs. WELL

Last updated Jun 4, 2026

TCI (Transcontinental Realty Investors, Inc.) and WELL (Welltower Inc.) are both stocks. Both are in the Real Estate sector — TCI in Real Estate - Services, WELL in REIT - Healthcare Facilities. Over the past 10 years, TCI returned 14.10%/yr vs 14.94%/yr for WELL. At a 0.07 correlation, their price movements are largely independent.

Performance

TCI vs. WELL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Transcontinental Realty Investors, Inc. (TCI) and Welltower Inc. (WELL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TCI achieves a -39.15% return, which is significantly lower than WELL's 8.28% return. Over the past 10 years, TCI has underperformed WELL with an annualized return of 14.10%, while WELL has yielded a comparatively higher 14.94% annualized return.

TCI

• 1D: -6.16%
• 1M: -0.89%
• YTD: -39.15%
• 6M: -20.73%
• 1Y: -1.30%
• 3Y*: -2.18%
• 5Y*: 2.39%
• 10Y*: 14.10%

WELL

• 1D: 2.17%
• 1M: -7.77%
• YTD: 8.28%
• 6M: -0.46%
• 1Y: 33.15%
• 3Y*: 41.00%
• 5Y*: 24.18%
• 10Y*: 14.94%

*Multi-year figures are annualized to reflect compound growth (CAGR)

TCI vs. WELL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TCI Transcontinental Realty Investors, Inc.	-39.15%	96.65%	-13.74%	-21.77%	12.99%	62.17%	-39.54%	40.82%	-9.58%	160.61%
WELL Welltower Inc.	8.28%	49.86%	43.07%	41.79%	-21.18%	36.98%	-17.19%	23.04%	15.31%	0.22%

Correlation

The correlation between TCI and WELL is 0.10, 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	0.10
Correlation (3Y) Calculated over the trailing 3-year period	0.11
Correlation (5Y) Calculated over the trailing 5-year period	0.12
Correlation (10Y) Calculated over the trailing 10-year period	0.11
Correlation (All Time) Calculated using the full available price history since Jan 3, 2001	0.07

Fundamentals

Market Cap TCI : $308.16M WELL : $144.95B
EPS TCI : $1.08 WELL : $2.02
PE Ratio TCI : 32.95 WELL : 98.90
PEG Ratio TCI : 0.03 WELL : 2.19
PS Ratio TCI : 6.24 WELL : 11.97
PB Ratio TCI : 0.36 WELL : 3.31
Total Revenue (TTM) TCI : $49.39M WELL : $11.63B
Gross Profit (TTM) TCI : -$19.12M WELL : $3.25B
EBITDA (TTM) TCI : $31.31M WELL : $3.00B

Return for Risk

TCI vs. WELL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TCI

TCI Risk / Return Rank: 38
TCI Sharpe Ratio Rank: 39
TCI Sortino Ratio Rank: 38
TCI Omega Ratio Rank: 38
TCI Calmar Ratio Rank: 39
TCI Martin Ratio Rank: 39

WELL

WELL Risk / Return Rank: 79
WELL Sharpe Ratio Rank: 82
WELL Sortino Ratio Rank: 77
WELL Omega Ratio Rank: 76
WELL Calmar Ratio Rank: 79
WELL Martin Ratio Rank: 79

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TCI vs. WELL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Transcontinental Realty Investors, Inc. (TCI) 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.

	TCI	WELL	Difference
Sharpe ratio Return per unit of total volatility	-0.03	1.59	-1.61
Sortino ratio Return per unit of downside risk	0.34	2.16	-1.82
Omega ratio Gain probability vs. loss probability	1.04	1.28	-0.23
Calmar ratio Return relative to maximum drawdown	-0.03	2.64	-2.67
Martin ratio Return relative to average drawdown	-0.06	6.62	-6.68
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TCI vs. WELL - Sharpe Ratio Comparison

The current TCI Sharpe Ratio is -0.03, which is lower than the WELL Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of TCI and WELL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	TCI	WELL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.03	1.59	-1.61
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.06	1.03	-0.97
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.27	0.47	-0.20
Sharpe Ratio (All Time) Calculated using the full available price history	0.18	0.56	-0.38

Drawdowns

TCI vs. WELL - Drawdown Comparison

The maximum TCI drawdown since its inception was -92.97%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for TCI and WELL.

Drawdown Indicators

	TCI	WELL	Difference
Max Drawdown Largest peak-to-trough decline	-92.97%	-63.33%	-29.64%
Max Drawdown (1Y) Largest decline over 1 year	-43.81%	-12.61%	-31.20%
Max Drawdown (3Y) Largest decline over 3 years	-43.81%	-12.99%	-30.82%
Max Drawdown (5Y) Largest decline over 5 years	-45.36%	-40.78%	-4.58%
Max Drawdown (10Y) Largest decline over 10 years	-68.99%	-63.33%	-5.66%
Current Drawdown Current decline from peak	-39.45%	-9.33%	-30.12%
Average Drawdown Average peak-to-trough decline	-31.88%	-10.32%	-21.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	20.94%	5.02%	+15.92%

Volatility

TCI vs. WELL - Volatility Comparison

Transcontinental Realty Investors, Inc. (TCI) has a higher volatility of 15.84% compared to Welltower Inc. (WELL) at 7.54%. This indicates that TCI'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.

Volatility by Period

	TCI	WELL	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.84%	7.54%	+8.30%
Volatility (6M) Calculated over the trailing 6-month period	44.57%	16.49%	+28.08%
Volatility (1Y) Calculated over the trailing 1-year period	52.32%	21.07%	+31.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	40.36%	23.68%	+16.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	52.75%	31.86%	+20.89%

Dividends

TCI vs. WELL - Dividend Comparison

TCI has not paid dividends to shareholders, while WELL's dividend yield for the trailing twelve months is around 1.48%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TCI Transcontinental Realty Investors, 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.	1.48%	1.52%	2.03%	2.71%	3.72%	2.84%	4.18%	4.26%	5.01%	5.46%	5.14%	4.85%

Financials

TCI vs. WELL - Profitability Comparison

The chart below illustrates the profitability comparison between Transcontinental Realty Investors, Inc. and Welltower Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

TCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Transcontinental Realty Investors, Inc. reported a gross profit of 0.00 and revenue of 12.34M. 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%.

TCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Transcontinental Realty Investors, Inc. reported an operating income of 0.00 and revenue of 12.34M, resulting in an operating margin of 0.0%.

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%.

TCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Transcontinental Realty Investors, Inc. reported a net income of 168.00K and revenue of 12.34M, resulting in a net margin of 1.4%.

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

Can I hold both TCI and WELL in my portfolio?

TCI and WELL have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TCI or WELL?

TCI has higher volatility (15.84%) compared to WELL (7.54%). In terms of maximum drawdown, TCI dropped -92.97% vs WELL's -63.33%.

Which has better risk-adjusted returns?

WELL currently has the higher Sharpe Ratio (1.59 vs -0.03), 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.