TOL vs. WELL
TOL (Toll Brothers, Inc.) and WELL (Welltower Inc.) are both stocks. TOL operates in Residential Construction (Consumer Cyclical), while WELL operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, TOL returned 19.53%/yr vs 15.50%/yr for WELL. At a 0.34 correlation, their price movements are largely independent.
Performance
TOL vs. WELL - Performance Comparison
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Returns By Period
In the year-to-date period, TOL achieves a 9.19% return, which is significantly lower than WELL's 16.22% return. Over the past 10 years, TOL has outperformed WELL with an annualized return of 19.53%, while WELL has yielded a comparatively lower 15.50% annualized return.
TOL
- 1D
- -0.07%
- 1M
- 10.70%
- YTD
- 9.19%
- 6M
- 6.11%
- 1Y
- 34.09%
- 3Y*
- 26.19%
- 5Y*
- 21.30%
- 10Y*
- 19.53%
WELL
- 1D
- 1.69%
- 1M
- -2.68%
- YTD
- 16.22%
- 6M
- 15.53%
- 1Y
- 43.19%
- 3Y*
- 40.64%
- 5Y*
- 24.91%
- 10Y*
- 15.50%
TOL vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TOL Toll Brothers, Inc. | 9.19% | 8.28% | 23.45% | 108.62% | -29.97% | 68.43% | 11.53% | 21.40% | -30.69% | 55.85% |
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 TOL and WELL is 0.07, 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 | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.34 |
Over the past year, the correlation between TOL and WELL has dropped to 0.07 - well below their long-term average of 0.34, suggesting their price drivers have been diverging.
Fundamentals
TOL:
$14.14B
WELL:
$155.59B
TOL:
$13.19
WELL:
$2.02
TOL:
11.16
WELL:
106.16
TOL:
0.50
WELL:
2.35
TOL:
2.26
WELL:
12.85
TOL:
1.67
WELL:
3.55
TOL:
$6.37B
WELL:
$11.63B
TOL:
$2.71B
WELL:
$3.25B
TOL:
$1.76B
WELL:
$3.00B
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Return for Risk
TOL vs. WELL — Risk / Return Rank
TOL
WELL
TOL vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Toll Brothers, Inc. (TOL) 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.
| TOL | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.34 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 3.44 | -2.08 |
| Martin ratioReturn relative to average drawdown | 3.40 | 8.47 | -5.07 |
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Drawdowns
TOL vs. WELL - Drawdown Comparison
The maximum TOL drawdown since its inception was -76.39%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for TOL and WELL.
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Drawdown Indicators
| TOL | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.39% | -63.33% | -13.06% |
Max Drawdown (1Y)Largest decline over 1 year | -25.13% | -12.61% | -12.52% |
Max Drawdown (3Y)Largest decline over 3 years | -45.97% | -12.99% | -32.98% |
Max Drawdown (5Y)Largest decline over 5 years | -45.97% | -40.78% | -5.19% |
Max Drawdown (10Y)Largest decline over 10 years | -73.11% | -63.33% | -9.78% |
Current DrawdownCurrent decline from peak | -11.29% | -2.68% | -8.61% |
Average DrawdownAverage peak-to-trough decline | -32.26% | -10.31% | -21.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.07% | 5.11% | +4.96% |
Volatility
TOL vs. WELL - Volatility Comparison
Toll Brothers, Inc. (TOL) has a higher volatility of 14.54% compared to Welltower Inc. (WELL) at 9.54%. This indicates that TOL'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
| TOL | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.54% | 9.54% | +5.00% |
Volatility (6M)Calculated over the trailing 6-month period | 25.33% | 17.14% | +8.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.74% | 21.65% | +13.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.05% | 23.82% | +12.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.14% | 31.90% | +9.24% |
Dividends
TOL vs. WELL - Dividend Comparison
TOL's dividend yield for the trailing twelve months is around 0.69%, less than WELL's 1.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TOL Toll Brothers, Inc. | 0.69% | 0.72% | 0.71% | 0.81% | 1.54% | 0.86% | 1.01% | 1.11% | 1.25% | 0.50% | 0.00% | 0.00% |
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
TOL vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Toll Brothers, 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
TOL vs. WELL - Profitability Comparison
TOL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Toll Brothers, Inc. reported a gross profit of 568.77M and revenue of -2.15B. Therefore, the gross margin over that period was -26.5%.
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%.
TOL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Toll Brothers, Inc. reported an operating income of 346.64M and revenue of -2.15B, resulting in an operating margin of -16.2%.
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%.
TOL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Toll Brothers, Inc. reported a net income of 260.59M and revenue of -2.15B, resulting in a net margin of -12.2%.
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
TOL and WELL have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TOL has higher volatility (14.54%) compared to WELL (9.54%). In terms of maximum drawdown, TOL dropped -76.39% vs WELL's -63.33%.
WELL currently has the higher Sharpe Ratio (2.01 vs 0.99), 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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