WELL vs. BRX
WELL (Welltower Inc.) and BRX (Brixmor Property Group Inc.) are both stocks. Both are in the Real Estate sector — WELL in REIT - Healthcare Facilities, BRX in REIT - Retail. Over the past 10 years, WELL returned 14.83%/yr vs 6.98%/yr for BRX. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
WELL vs. BRX - Performance Comparison
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Returns By Period
In the year-to-date period, WELL achieves a 8.50% return, which is significantly lower than BRX's 20.66% return. Over the past 10 years, WELL has outperformed BRX with an annualized return of 14.83%, while BRX has yielded a comparatively lower 6.98% 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%
BRX
- 1D
- -0.16%
- 1M
- 3.65%
- YTD
- 20.66%
- 6M
- 28.24%
- 1Y
- 26.34%
- 3Y*
- 18.16%
- 5Y*
- 9.71%
- 10Y*
- 6.98%
WELL vs. BRX - 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% |
BRX Brixmor Property Group Inc. | 20.66% | -1.67% | 25.19% | 7.71% | -6.79% | 60.29% | -19.44% | 56.89% | -15.93% | -19.54% |
Correlation
The correlation between WELL and BRX is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2013 | 0.56 |
Over the past year, the correlation between WELL and BRX has dropped to 0.30 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.
Fundamentals
WELL:
$145.25B
BRX:
$9.52B
WELL:
$2.02
BRX:
$1.44
WELL:
99.11
BRX:
21.43
WELL:
2.19
BRX:
0.38
WELL:
11.99
BRX:
6.86
WELL:
3.32
BRX:
3.13
WELL:
$11.63B
BRX:
$1.39B
WELL:
$3.25B
BRX:
$1.09B
WELL:
$3.00B
BRX:
$1.04B
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Return for Risk
WELL vs. BRX — Risk / Return Rank
WELL
BRX
WELL vs. BRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Brixmor Property Group Inc. (BRX). 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 | BRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 2.14 | +0.37 |
| Martin ratioReturn relative to average drawdown | 6.21 | 6.19 | +0.02 |
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 | BRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.48 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.99 | 0.39 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.21 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.26 | +0.29 |
Drawdowns
WELL vs. BRX - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, roughly equal to the maximum BRX drawdown of -66.54%. Use the drawdown chart below to compare losses from any high point for WELL and BRX.
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Drawdown Indicators
| WELL | BRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -66.54% | +3.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -12.36% | -0.25% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -22.43% | +9.44% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -31.59% | -9.19% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -66.54% | +3.21% |
Current DrawdownCurrent decline from peak | -9.15% | -0.71% | -8.44% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -15.82% | +5.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 4.27% | +0.83% |
Volatility
WELL vs. BRX - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 8.63% compared to Brixmor Property Group Inc. (BRX) at 5.40%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than BRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | BRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.63% | 5.40% | +3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 17.08% | 12.07% | +5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.48% | 17.89% | +3.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.76% | 24.90% | -1.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.88% | 34.12% | -2.24% |
Dividends
WELL vs. BRX - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.48%, less than BRX's 3.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRX Brixmor Property Group Inc. | 3.85% | 4.39% | 3.92% | 4.47% | 4.23% | 3.38% | 3.44% | 5.18% | 7.49% | 5.57% | 4.01% | 3.49% |
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. BRX - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Brixmor Property Group 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. BRX - 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%.
BRX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brixmor Property Group Inc. reported a gross profit of 309.42M and revenue of 354.82M. Therefore, the gross margin over that period was 87.2%.
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%.
BRX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brixmor Property Group Inc. reported an operating income of 134.11M and revenue of 354.82M, resulting in an operating margin of 37.8%.
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%.
BRX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brixmor Property Group Inc. reported a net income of 127.75M and revenue of 354.82M, resulting in a net margin of 36.0%.
Frequently Asked Questions
WELL and BRX have a correlation of 0.30, 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 BRX (5.40%). In terms of maximum drawdown, WELL dropped -63.33% vs BRX's -66.54%.
BRX currently has the higher Sharpe Ratio (1.48 vs 1.48), 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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