VTR vs. WELL
Compare and contrast key facts about Ventas, Inc. (VTR) and Welltower Inc. (WELL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTR or WELL.
Correlation
The correlation between VTR and WELL is 0.46, 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. WELL - Performance Comparison
Loading data...
Key characteristics
VTR:
1.73
WELL:
2.38
VTR:
2.44
WELL:
3.29
VTR:
1.34
WELL:
1.43
VTR:
1.77
WELL:
4.12
VTR:
7.96
WELL:
12.25
VTR:
5.16%
WELL:
4.37%
VTR:
22.71%
WELL:
21.25%
VTR:
-83.35%
WELL:
-63.33%
VTR:
-6.35%
WELL:
-4.75%
Fundamentals
VTR:
$29.26B
WELL:
$96.06B
VTR:
$0.33
WELL:
$1.76
VTR:
196.45
WELL:
83.46
VTR:
1.74
WELL:
3.24
VTR:
5.79
WELL:
11.23
VTR:
2.51
WELL:
2.76
VTR:
$5.08B
WELL:
$8.48B
VTR:
$1.86B
WELL:
$2.42B
VTR:
$1.94B
WELL:
$2.98B
Returns By Period
In the year-to-date period, VTR achieves a 12.23% return, which is significantly lower than WELL's 19.08% return. Over the past 10 years, VTR has underperformed WELL with an annualized return of 5.46%, while WELL has yielded a comparatively higher 11.99% annualized return.
VTR
12.23%
-2.96%
4.72%
38.92%
23.07%
5.46%
WELL
19.08%
2.59%
10.33%
50.26%
33.98%
11.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
VTR vs. WELL — Risk-Adjusted Performance Rank
VTR
WELL
VTR vs. WELL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) 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.
Loading data...
Dividends
VTR vs. WELL - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 2.79%, more than WELL's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 2.79% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 5.04% | 4.15% |
WELL Welltower Inc. | 1.80% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% |
Drawdowns
VTR vs. WELL - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.35%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for VTR and WELL. For additional features, visit the drawdowns tool.
Loading data...
Volatility
VTR vs. WELL - Volatility Comparison
Ventas, Inc. (VTR) has a higher volatility of 8.53% compared to Welltower Inc. (WELL) at 6.48%. This indicates that VTR'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.
Loading data...
Financials
VTR vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Ventas, 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
VTR vs. WELL - Profitability Comparison
VTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ventas, Inc. reported a gross profit of 572.37M and revenue of 1.36B. Therefore, the gross margin over that period was 42.2%.
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Welltower Inc. reported a gross profit of 474.83M and revenue of 2.42B. Therefore, the gross margin over that period was 19.6%.
VTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ventas, Inc. reported an operating income of 197.69M and revenue of 1.36B, resulting in an operating margin of 14.6%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Welltower Inc. reported an operating income of 257.27M and revenue of 2.42B, resulting in an operating margin of 10.6%.
VTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ventas, Inc. reported a net income of 46.87M and revenue of 1.36B, resulting in a net margin of 3.5%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Welltower Inc. reported a net income of 257.96M and revenue of 2.42B, resulting in a net margin of 10.7%.