VTR vs. STWD
Compare and contrast key facts about Ventas, Inc. (VTR) and Starwood Property Trust, Inc. (STWD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTR or STWD.
Key characteristics
| VTR | STWD | |
|---|---|---|
| YTD Return | 34.19% | -0.23% |
| 1Y Return | 60.35% | 12.95% |
| 3Y Return (Ann) | 11.34% | -0.19% |
| 5Y Return (Ann) | 6.19% | 5.48% |
| 10Y Return (Ann) | 6.75% | 7.82% |
| Sharpe Ratio | 2.40 | 0.48 |
| Sortino Ratio | 3.19 | 0.79 |
| Omega Ratio | 1.41 | 1.10 |
| Calmar Ratio | 1.62 | 0.83 |
| Martin Ratio | 7.46 | 1.81 |
| Ulcer Index | 7.14% | 5.96% |
| Daily Std Dev | 22.24% | 22.37% |
| Max Drawdown | -83.92% | -66.33% |
| Current Drawdown | -2.00% | -5.45% |
Fundamentals
| VTR | STWD | |
|---|---|---|
| Market Cap | $27.32B | $6.76B |
| EPS | -$0.14 | $1.18 |
| PEG Ratio | 2.28 | 2.73 |
| Total Revenue (TTM) | $4.80B | $2.10B |
| Gross Profit (TTM) | $995.70M | $1.90B |
| EBITDA (TTM) | $1.70B | $1.89B |
Correlation
The correlation between VTR and STWD is 0.44, 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
VTR vs. STWD - Performance Comparison
In the year-to-date period, VTR achieves a 34.19% return, which is significantly higher than STWD's -0.23% return. Over the past 10 years, VTR has underperformed STWD with an annualized return of 6.75%, while STWD has yielded a comparatively higher 7.82% 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
VTR vs. STWD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) and Starwood Property Trust, Inc. (STWD). 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
VTR vs. STWD - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 2.76%, less than STWD's 9.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 2.76% | 3.61% | 4.00% | 3.52% | 4.36% | 5.49% | 5.40% | 5.19% | 4.74% | 5,409.15% | 9,117.70% | 10,528.28% |
STWD Starwood Property Trust, Inc. | 9.85% | 9.13% | 10.47% | 7.90% | 9.95% | 7.72% | 9.74% | 8.99% | 8.75% | 9.34% | 8.26% | 6.57% |
Drawdowns
VTR vs. STWD - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.92%, which is greater than STWD's maximum drawdown of -66.33%. Use the drawdown chart below to compare losses from any high point for VTR and STWD. For additional features, visit the drawdowns tool.
Volatility
VTR vs. STWD - Volatility Comparison
Ventas, Inc. (VTR) has a higher volatility of 6.17% compared to Starwood Property Trust, Inc. (STWD) at 4.42%. This indicates that VTR's price experiences larger fluctuations and is considered to be riskier than STWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
VTR vs. STWD - Financials Comparison
This section allows you to compare key financial metrics between Ventas, Inc. and Starwood Property Trust, 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