TPR vs. WELL
TPR (Tapestry, Inc.) and WELL (Welltower Inc.) are both stocks. TPR operates in Luxury Goods (Consumer Cyclical), while WELL operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, TPR returned 15.75%/yr vs 16.23%/yr for WELL. At a 0.29 correlation, their price movements are largely independent.
Performance
TPR vs. WELL - Performance Comparison
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Returns By Period
In the year-to-date period, TPR achieves a 11.88% return, which is significantly lower than WELL's 33.66% return. Both investments have delivered pretty close results over the past 10 years, with TPR having a 15.75% annualized return and WELL not far ahead at 16.23%.
TPR
- 1D
- 0.74%
- 1M
- -0.93%
- 6M
- 10.68%
- YTD
- 11.88%
- 1Y
- 35.32%
- 3Y*
- 54.38%
- 5Y*
- 32.31%
- 10Y*
- 15.75%
- ALL TIME*
- 18.85%
WELL
- 1D
- 0.62%
- 1M
- 19.22%
- 6M
- 31.96%
- YTD
- 33.66%
- 1Y
- 56.04%
- 3Y*
- 47.13%
- 5Y*
- 26.11%
- 10Y*
- 16.23%
- ALL TIME*
- 17.25%
TPR vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TPR Tapestry, Inc. | 11.88% | 98.73% | 82.80% | 0.16% | -3.32% | 32.29% | 16.86% | -15.97% | -22.09% | 30.48% |
WELL Welltower Inc. | 33.66% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Correlation
The correlation between TPR and WELL is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.29 |
The correlation between TPR and WELL shifts across timeframes, from 0.12 (1 year) to 0.29 (all time), reflecting how their relationship changes across market environments.
Fundamentals
TPR:
$28.72B
WELL:
$173.97B
TPR:
$3.14
WELL:
$1.99
TPR:
45.30
WELL:
123.80
TPR:
3.82
WELL:
14.98
TPR:
43.39
WELL:
4.09
TPR:
$7.85B
WELL:
$11.63B
TPR:
$5.98B
WELL:
$3.25B
TPR:
$1.06B
WELL:
$3.00B
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Return for Risk
TPR vs. WELL — Risk / Return Rank
TPR
WELL
TPR vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tapestry, Inc. (TPR) 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.
| TPR | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.63 | ||
| Sortino ratioReturn per unit of downside risk | -1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.42 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 4.47 | -2.62 |
| Martin ratioReturn relative to average drawdown | 4.29 | 10.89 | -6.61 |
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Drawdowns
TPR vs. WELL - Drawdown Comparison
The maximum TPR drawdown since its inception was -82.55%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for TPR and WELL.
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Drawdown Indicators
| TPR | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.55% | -63.33% | -19.22% |
Max Drawdown (1Y)Largest decline over 1 year | -19.21% | -12.61% | -6.60% |
Max Drawdown (3Y)Largest decline over 3 years | -37.71% | -12.99% | -24.72% |
Max Drawdown (5Y)Largest decline over 5 years | -41.87% | -40.78% | -1.09% |
Max Drawdown (10Y)Largest decline over 10 years | -79.06% | -63.33% | -15.73% |
Current DrawdownCurrent decline from peak | -10.93% | 0.00% | -10.93% |
Average DrawdownAverage peak-to-trough decline | -27.66% | -10.28% | -17.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.26% | 5.16% | +3.10% |
Volatility
TPR vs. WELL - Volatility Comparison
Tapestry, Inc. (TPR) has a higher volatility of 9.24% compared to Welltower Inc. (WELL) at 6.49%. This indicates that TPR'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
| TPR | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.24% | 6.49% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 29.04% | 18.15% | +10.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.73% | 22.48% | +18.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.18% | 23.74% | +16.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.28% | 31.98% | +12.30% |
Dividends
TPR vs. WELL - Dividend Comparison
TPR's dividend yield for the trailing twelve months is around 1.13%, less than WELL's 1.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPR Tapestry, Inc. | 1.13% | 1.17% | 2.14% | 3.53% | 2.89% | 1.23% | 1.09% | 5.01% | 3.00% | 3.06% | 3.85% | 4.13% |
WELL Welltower Inc. | 1.20% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
TPR vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Tapestry, 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
TPR vs. WELL - Profitability Comparison
TPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Tapestry, Inc. reported a gross profit of 1.48B and revenue of 1.92B. Therefore, the gross margin over that period was 76.9%.
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
TPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Tapestry, Inc. reported an operating income of 427.50M and revenue of 1.92B, resulting in an operating margin of 22.3%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Welltower Inc. reported an operating income of 752.32M and revenue of 3.35B, resulting in an operating margin of 22.4%.
TPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Tapestry, Inc. reported a net income of 343.80M and revenue of 1.92B, resulting in a net margin of 17.9%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
TPR and WELL have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TPR has higher volatility (9.24%) compared to WELL (6.49%). In terms of maximum drawdown, TPR dropped -82.55% vs WELL's -63.33%.
WELL currently has the higher Sharpe Ratio (2.51 vs 0.87), 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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