WELL vs. BKD
Compare and contrast key facts about Welltower Inc. (WELL) and Brookdale Senior Living Inc. (BKD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELL or BKD.
Performance
WELL vs. BKD - Performance Comparison
Returns By Period
In the year-to-date period, WELL achieves a 55.98% return, which is significantly higher than BKD's -10.31% return. Over the past 10 years, WELL has outperformed BKD with an annualized return of 11.06%, while BKD has yielded a comparatively lower -17.45% annualized return.
WELL
55.98%
6.17%
36.32%
58.49%
14.14%
11.06%
BKD
-10.31%
-16.88%
-23.01%
-2.06%
-5.98%
-17.45%
Fundamentals
WELL | BKD | |
---|---|---|
Market Cap | $85.56B | $1.04B |
EPS | $1.58 | -$0.93 |
PEG Ratio | 2.34 | -0.75 |
Total Revenue (TTM) | $7.44B | $3.10B |
Gross Profit (TTM) | $1.00B | $1.19B |
EBITDA (TTM) | $2.78B | $409.33M |
Key characteristics
WELL | BKD | |
---|---|---|
Sharpe Ratio | 3.24 | -0.14 |
Sortino Ratio | 4.72 | 0.09 |
Omega Ratio | 1.57 | 1.01 |
Calmar Ratio | 8.27 | -0.06 |
Martin Ratio | 27.06 | -0.46 |
Ulcer Index | 2.17% | 12.54% |
Daily Std Dev | 18.17% | 41.65% |
Max Drawdown | -63.33% | -96.29% |
Current Drawdown | -0.56% | -88.88% |
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Correlation
The correlation between WELL and BKD is 0.39, 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.
Risk-Adjusted Performance
WELL vs. BKD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Brookdale Senior Living Inc. (BKD). 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
WELL vs. BKD - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.86%, while BKD has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Welltower Inc. | 1.86% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% | 5.71% |
Brookdale Senior Living 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% |
Drawdowns
WELL vs. BKD - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum BKD drawdown of -96.29%. Use the drawdown chart below to compare losses from any high point for WELL and BKD. For additional features, visit the drawdowns tool.
Volatility
WELL vs. BKD - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 7.26%, while Brookdale Senior Living Inc. (BKD) has a volatility of 15.55%. This indicates that WELL experiences smaller price fluctuations and is considered to be less risky than BKD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WELL vs. BKD - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Brookdale Senior Living 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