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UTHR vs. WELL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UTHR and WELL is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

UTHR vs. WELL - Performance Comparison

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

0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
14.18%
23.65%
UTHR
WELL

Key characteristics

Sharpe Ratio

UTHR:

2.12

WELL:

2.42

Sortino Ratio

UTHR:

2.80

WELL:

3.61

Omega Ratio

UTHR:

1.39

WELL:

1.43

Calmar Ratio

UTHR:

2.42

WELL:

4.01

Martin Ratio

UTHR:

12.26

WELL:

16.24

Ulcer Index

UTHR:

4.90%

WELL:

2.75%

Daily Std Dev

UTHR:

28.35%

WELL:

18.47%

Max Drawdown

UTHR:

-93.18%

WELL:

-63.33%

Current Drawdown

UTHR:

-11.99%

WELL:

-10.14%

Fundamentals

Market Cap

UTHR:

$16.95B

WELL:

$80.47B

EPS

UTHR:

$22.74

WELL:

$1.57

PE Ratio

UTHR:

16.70

WELL:

82.31

PEG Ratio

UTHR:

1.61

WELL:

2.19

Total Revenue (TTM)

UTHR:

$2.76B

WELL:

$7.44B

Gross Profit (TTM)

UTHR:

$2.45B

WELL:

$1.00B

EBITDA (TTM)

UTHR:

$1.51B

WELL:

$2.78B

Returns By Period

In the year-to-date period, UTHR achieves a 64.10% return, which is significantly higher than WELL's 42.10% return. Over the past 10 years, UTHR has outperformed WELL with an annualized return of 10.45%, while WELL has yielded a comparatively lower 9.26% annualized return.


UTHR

YTD

64.10%

1M

0.04%

6M

16.79%

1Y

60.02%

5Y*

31.96%

10Y*

10.45%

WELL

YTD

42.10%

1M

-9.41%

6M

22.80%

1Y

44.73%

5Y*

12.90%

10Y*

9.26%

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Risk-Adjusted Performance

UTHR vs. WELL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for United Therapeutics Corporation (UTHR) 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.


Sharpe ratio
The chart of Sharpe ratio for UTHR, currently valued at 2.12, compared to the broader market-4.00-2.000.002.002.122.42
The chart of Sortino ratio for UTHR, currently valued at 2.80, compared to the broader market-4.00-2.000.002.004.002.803.61
The chart of Omega ratio for UTHR, currently valued at 1.39, compared to the broader market0.501.001.502.001.391.43
The chart of Calmar ratio for UTHR, currently valued at 2.42, compared to the broader market0.002.004.006.002.424.01
The chart of Martin ratio for UTHR, currently valued at 12.26, compared to the broader market-5.000.005.0010.0015.0020.0025.0012.2616.24
UTHR
WELL

The current UTHR Sharpe Ratio is 2.12, which is comparable to the WELL Sharpe Ratio of 2.42. The chart below compares the historical Sharpe Ratios of UTHR and WELL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.504.00JulyAugustSeptemberOctoberNovemberDecember
2.12
2.42
UTHR
WELL

Dividends

UTHR vs. WELL - Dividend Comparison

UTHR has not paid dividends to shareholders, while WELL's dividend yield for the trailing twelve months is around 2.05%.


TTM20232022202120202019201820172016201520142013
UTHR
United Therapeutics Corporation
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.
2.05%2.71%3.72%2.84%4.18%4.26%5.01%5.46%5.14%4.85%4.20%5.71%

Drawdowns

UTHR vs. WELL - Drawdown Comparison

The maximum UTHR drawdown since its inception was -93.18%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for UTHR and WELL. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.99%
-10.14%
UTHR
WELL

Volatility

UTHR vs. WELL - Volatility Comparison

United Therapeutics Corporation (UTHR) has a higher volatility of 8.49% compared to Welltower Inc. (WELL) at 5.71%. This indicates that UTHR'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.


4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
8.49%
5.71%
UTHR
WELL

Financials

UTHR vs. WELL - Financials Comparison

This section allows you to compare key financial metrics between United Therapeutics Corporation 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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