WELL vs. AMZN
WELL (Welltower Inc.) and AMZN (Amazon.com, Inc) are both stocks. WELL operates in REIT - Healthcare Facilities (Real Estate), while AMZN operates in Internet Retail (Consumer Cyclical). Over the past 10 years, WELL returned 14.83%/yr vs 21.19%/yr for AMZN. At a 0.23 correlation, their price movements are largely independent.
Performance
WELL vs. AMZN - Performance Comparison
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Returns By Period
In the year-to-date period, WELL achieves a 8.50% return, which is significantly higher than AMZN's 6.24% return. Over the past 10 years, WELL has underperformed AMZN with an annualized return of 14.83%, while AMZN has yielded a comparatively higher 21.19% annualized return.
WELL
- 1D
- -3.35%
- 1M
- -6.50%
- YTD
- 8.50%
- 6M
- 0.26%
- 1Y
- 31.48%
- 3Y*
- 37.93%
- 5Y*
- 23.47%
- 10Y*
- 14.83%
AMZN
- 1D
- -0.33%
- 1M
- -10.07%
- YTD
- 6.24%
- 6M
- 8.08%
- 1Y
- 14.82%
- 3Y*
- 25.71%
- 5Y*
- 8.37%
- 10Y*
- 21.19%
WELL vs. AMZN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 8.50% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
AMZN Amazon.com, Inc | 6.24% | 5.21% | 44.39% | 80.88% | -49.62% | 2.38% | 76.26% | 23.03% | 28.43% | 55.96% |
Correlation
The correlation between WELL and AMZN is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2001 | 0.23 |
The correlation between WELL and AMZN shifts across timeframes, from -0.13 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WELL:
$145.25B
AMZN:
$2.67T
WELL:
$2.02
AMZN:
$8.37
WELL:
99.11
AMZN:
29.29
WELL:
2.19
AMZN:
0.71
WELL:
11.99
AMZN:
3.58
WELL:
3.32
AMZN:
6.03
WELL:
$11.63B
AMZN:
$742.78B
WELL:
$3.25B
AMZN:
$348.59B
WELL:
$3.00B
AMZN:
$152.71B
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Return for Risk
WELL vs. AMZN — Risk / Return Rank
WELL
AMZN
WELL vs. AMZN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Amazon.com, Inc (AMZN). 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.
| WELL | AMZN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.11 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 0.68 | +1.82 |
| Martin ratioReturn relative to average drawdown | 6.21 | 1.64 | +4.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WELL | AMZN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.49 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.99 | 0.24 | +0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.65 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.56 | -0.01 |
Drawdowns
WELL vs. AMZN - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum AMZN drawdown of -94.40%. Use the drawdown chart below to compare losses from any high point for WELL and AMZN.
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Drawdown Indicators
| WELL | AMZN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -94.40% | +31.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -21.74% | +9.13% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -30.88% | +17.89% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -56.15% | +15.37% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -56.15% | -7.18% |
Current DrawdownCurrent decline from peak | -9.15% | -10.83% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -28.12% | +17.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 9.08% | -3.98% |
Volatility
WELL vs. AMZN - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 8.63% compared to Amazon.com, Inc (AMZN) at 7.80%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than AMZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | AMZN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.63% | 7.80% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 17.08% | 20.58% | -3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.48% | 30.13% | -8.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.76% | 35.53% | -11.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.88% | 32.48% | -0.60% |
Dividends
WELL vs. AMZN - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.48%, while AMZN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN Amazon.com, Inc | 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. | 1.48% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
WELL vs. AMZN - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Amazon.com, 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
WELL vs. AMZN - Profitability Comparison
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported a gross profit of 0.00 and revenue of 3.35B. Therefore, the gross margin over that period was 0.0%.
AMZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amazon.com, Inc reported a gross profit of 66.77B and revenue of 181.52B. Therefore, the gross margin over that period was 36.8%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported an operating income of 752.32M and revenue of 3.35B, resulting in an operating margin of 22.4%.
AMZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amazon.com, Inc reported an operating income of 23.85B and revenue of 181.52B, resulting in an operating margin of 13.1%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported a net income of 728.67M and revenue of 3.35B, resulting in a net margin of 21.7%.
AMZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amazon.com, Inc reported a net income of 30.26B and revenue of 181.52B, resulting in a net margin of 16.7%.
Frequently Asked Questions
WELL and AMZN have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WELL has higher volatility (8.63%) compared to AMZN (7.80%). In terms of maximum drawdown, WELL dropped -63.33% vs AMZN's -94.40%.
WELL currently has the higher Sharpe Ratio (1.48 vs 0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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