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.
Correlation
The correlation between WELL and BKD is 0.47, 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
WELL vs. BKD - Performance Comparison
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Key characteristics
WELL:
2.38
BKD:
-0.06
WELL:
3.29
BKD:
0.18
WELL:
1.43
BKD:
1.02
WELL:
4.12
BKD:
-0.04
WELL:
12.25
BKD:
-0.15
WELL:
4.37%
BKD:
24.14%
WELL:
21.25%
BKD:
42.77%
WELL:
-63.33%
BKD:
-96.29%
WELL:
-4.75%
BKD:
-85.33%
Fundamentals
WELL:
$96.06B
BKD:
$1.60B
WELL:
$1.76
BKD:
-$1.04
WELL:
3.24
BKD:
-0.75
WELL:
11.23
BKD:
0.53
WELL:
2.76
BKD:
10.83
WELL:
$8.48B
BKD:
$3.16B
WELL:
$2.42B
BKD:
$1.21B
WELL:
$2.98B
BKD:
$317.83M
Returns By Period
In the year-to-date period, WELL achieves a 19.08% return, which is significantly lower than BKD's 36.98% return. Over the past 10 years, WELL has outperformed BKD with an annualized return of 11.99%, while BKD has yielded a comparatively lower -15.67% annualized return.
WELL
19.08%
2.59%
10.33%
50.26%
33.98%
11.99%
BKD
36.98%
9.19%
31.74%
-2.55%
19.36%
-15.67%
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Risk-Adjusted Performance
WELL vs. BKD — Risk-Adjusted Performance Rank
WELL
BKD
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.
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Dividends
WELL vs. BKD - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.80%, while BKD has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BKD 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.
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Volatility
WELL vs. BKD - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 6.48%, while Brookdale Senior Living Inc. (BKD) has a volatility of 10.00%. 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.
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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
WELL vs. BKD - Profitability Comparison
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%.
BKD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Brookdale Senior Living Inc. reported a gross profit of 223.09M and revenue of 813.86M. Therefore, the gross margin over that period was 27.4%.
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%.
BKD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Brookdale Senior Living Inc. reported an operating income of 29.58M and revenue of 813.86M, resulting in an operating margin of 3.6%.
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%.
BKD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Brookdale Senior Living Inc. reported a net income of -64.98M and revenue of 813.86M, resulting in a net margin of -8.0%.