UTHR vs. WELL

Last updated Apr 1, 2026

Compare and contrast key facts about United Therapeutics Corporation (UTHR) and Welltower Inc. (WELL).

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.

UTHR vs. WELL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
UTHR United Therapeutics Corporation	21.70%	38.09%	60.46%	-20.93%	28.70%	42.35%	72.33%	-19.12%	-26.39%	3.15%
WELL Welltower Inc.	6.90%	49.86%	43.07%	41.79%	-21.18%	36.98%	-17.19%	23.04%	15.31%	0.22%

Fundamentals

Market Cap UTHR : $28.40B WELL : $140.41B
EPS UTHR : $27.90 WELL : -$0.64
PS Ratio UTHR : 8.91 WELL : 12.63
PB Ratio UTHR : 4.00 WELL : 3.33
Total Revenue (TTM) UTHR : $3.18B WELL : $10.77B
Gross Profit (TTM) UTHR : $2.80B WELL : $3.04B
EBITDA (TTM) UTHR : $1.82B WELL : $2.28B

Returns By Period

In the year-to-date period, UTHR achieves a 21.70% return, which is significantly higher than WELL's 6.90% return. Over the past 10 years, UTHR has outperformed WELL with an annualized return of 18.04%, while WELL has yielded a comparatively lower 15.28% annualized return.

UTHR

• 1D: 0.79%
• 1M: 17.68%
• YTD: 21.70%
• 6M: 41.45%
• 1Y: 92.36%
• 3Y*: 38.34%
• 5Y*: 25.25%
• 10Y*: 18.04%

WELL

• 1D: 1.23%
• 1M: -4.54%
• YTD: 6.90%
• 6M: 11.81%
• 1Y: 31.19%
• 3Y*: 43.37%
• 5Y*: 25.13%
• 10Y*: 15.28%

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

Return for Risk

UTHR vs. WELL — Risk / Return Rank

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

UTHR

UTHR Risk / Return Rank: 93
UTHR Sharpe Ratio Rank: 89
UTHR Sortino Ratio Rank: 94
UTHR Omega Ratio Rank: 94
UTHR Calmar Ratio Rank: 95
UTHR Martin Ratio Rank: 94

WELL

WELL Risk / Return Rank: 81
WELL Sharpe Ratio Rank: 85
WELL Sortino Ratio Rank: 78
WELL Omega Ratio Rank: 78
WELL Calmar Ratio Rank: 82
WELL Martin Ratio Rank: 81

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.

UTHR vs. WELL - Risk-Adjusted Trends 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.

	UTHR	WELL	Difference
Sharpe ratio Return per unit of total volatility	1.84	1.47	+0.37
Sortino ratio Return per unit of downside risk	3.30	1.97	+1.33
Omega ratio Gain probability vs. loss probability	1.46	1.26	+0.19
Calmar ratio Return relative to maximum drawdown	5.70	2.46	+3.24
Martin ratio Return relative to average drawdown	14.49	6.07	+8.42
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UTHR vs. WELL - Sharpe Ratio Comparison

The current UTHR Sharpe Ratio is 1.84, which is comparable to the WELL Sharpe Ratio of 1.47. 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.

Sharpe Ratios by Period

	UTHR	WELL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.84	1.47	+0.37
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.72	1.08	-0.36
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.51	0.48	+0.03
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	0.56	-0.17

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.

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 1.46%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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.	1.46%	1.52%	2.03%	2.71%	3.72%	2.84%	4.18%	4.26%	5.01%	5.46%	5.14%	4.85%

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.

Drawdown Indicators

	UTHR	WELL	Difference
Max Drawdown Largest peak-to-trough decline	-93.18%	-63.33%	-29.85%
Max Drawdown (1Y) Largest decline over 1 year	-16.35%	-12.61%	-3.74%
Max Drawdown (5Y) Largest decline over 5 years	-33.00%	-40.78%	+7.78%
Max Drawdown (10Y) Largest decline over 10 years	-55.56%	-63.33%	+7.77%
Current Drawdown Current decline from peak	0.00%	-7.92%	+7.92%
Average Drawdown Average peak-to-trough decline	-35.53%	-10.37%	-25.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.43%	5.11%	+1.32%

Volatility

UTHR vs. WELL - Volatility Comparison

United Therapeutics Corporation (UTHR) has a higher volatility of 17.05% compared to Welltower Inc. (WELL) at 6.70%. 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.

Volatility by Period

	UTHR	WELL	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.05%	6.70%	+10.35%
Volatility (6M) Calculated over the trailing 6-month period	26.84%	14.89%	+11.95%
Volatility (1Y) Calculated over the trailing 1-year period	50.41%	21.26%	+29.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.89%	23.52%	+12.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.32%	31.83%	+3.49%

Financials

UTHR vs. WELL - Profitability Comparison

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

UTHR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, United Therapeutics Corporation reported a gross profit of 686.80M and revenue of 790.20M. Therefore, the gross margin over that period was 86.9%.

WELL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Welltower Inc. reported a gross profit of 0.00 and revenue of 3.18B. Therefore, the gross margin over that period was 0.0%.

UTHR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, United Therapeutics Corporation reported an operating income of 356.70M and revenue of 790.20M, resulting in an operating margin of 45.1%.

WELL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Welltower Inc. reported an operating income of 117.77M and revenue of 3.18B, resulting in an operating margin of 3.7%.

UTHR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, United Therapeutics Corporation reported a net income of 364.30M and revenue of 790.20M, resulting in a net margin of 46.1%.

WELL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Welltower Inc. reported a net income of -1.28B and revenue of 3.18B, resulting in a net margin of -40.1%.