UHT vs. STAG
Compare and contrast key facts about Universal Health Realty Income Trust (UHT) and STAG Industrial, Inc. (STAG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UHT or STAG.
Key characteristics
| UHT | STAG | |
|---|---|---|
| YTD Return | 3.89% | -1.59% |
| 1Y Return | 16.66% | 13.28% |
| 3Y Return (Ann) | -5.06% | -0.04% |
| 5Y Return (Ann) | -13.79% | 9.05% |
| 10Y Return (Ann) | 3.50% | 9.87% |
| Sharpe Ratio | 0.53 | 0.61 |
| Sortino Ratio | 0.93 | 1.02 |
| Omega Ratio | 1.11 | 1.11 |
| Calmar Ratio | 0.21 | 0.53 |
| Martin Ratio | 1.29 | 2.02 |
| Ulcer Index | 11.07% | 5.98% |
| Daily Std Dev | 26.63% | 19.94% |
| Max Drawdown | -69.20% | -45.08% |
| Current Drawdown | -58.10% | -12.27% |
Fundamentals
| UHT | STAG | |
|---|---|---|
| Market Cap | $589.29M | $6.95B |
| EPS | $1.32 | $0.99 |
| PE Ratio | 32.23 | 37.76 |
| PEG Ratio | 0.00 | -402.43 |
| Total Revenue (TTM) | $24.32M | $751.37M |
| Gross Profit (TTM) | -$53.20M | $382.24M |
| EBITDA (TTM) | $65.05M | $553.23M |
Correlation
The correlation between UHT and STAG is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UHT vs. STAG - Performance Comparison
In the year-to-date period, UHT achieves a 3.89% return, which is significantly higher than STAG's -1.59% return. Over the past 10 years, UHT has underperformed STAG with an annualized return of 3.50%, while STAG has yielded a comparatively higher 9.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
UHT vs. STAG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Health Realty Income Trust (UHT) and STAG Industrial, Inc. (STAG). 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.
Dividends
UHT vs. STAG - Dividend Comparison
UHT's dividend yield for the trailing twelve months is around 6.84%, more than STAG's 3.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UHT Universal Health Realty Income Trust | 6.84% | 6.66% | 5.95% | 4.71% | 4.29% | 2.32% | 4.37% | 3.51% | 3.96% | 5.12% | 5.24% | 6.23% |
STAG STAG Industrial, Inc. | 3.95% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% | 5.27% | 5.89% |
Drawdowns
UHT vs. STAG - Drawdown Comparison
The maximum UHT drawdown since its inception was -69.20%, which is greater than STAG's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for UHT and STAG. For additional features, visit the drawdowns tool.
Volatility
UHT vs. STAG - Volatility Comparison
Universal Health Realty Income Trust (UHT) has a higher volatility of 7.42% compared to STAG Industrial, Inc. (STAG) at 6.87%. This indicates that UHT's price experiences larger fluctuations and is considered to be riskier than STAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UHT vs. STAG - Financials Comparison
This section allows you to compare key financial metrics between Universal Health Realty Income Trust and STAG Industrial, 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