WELL vs. CRS
WELL (Welltower Inc.) and CRS (Carpenter Technology Corporation) are both stocks. WELL operates in REIT - Healthcare Facilities (Real Estate), while CRS operates in Metal Fabrication (Industrials). Over the past 10 years, WELL returned 15.79%/yr vs 32.06%/yr for CRS. Their 0.29 correlation means their historical movements had little consistent relationship.
Performance
WELL vs. CRS - Performance Comparison
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Returns By Period
In the year-to-date period, WELL achieves a 27.19% return, which is significantly lower than CRS's 65.23% return. Over the past 10 years, WELL has underperformed CRS with an annualized return of 15.79%, while CRS has yielded a comparatively higher 32.06% annualized return.
WELL
- 1D
- -0.51%
- 1M
- 1.85%
- 6M
- 25.33%
- YTD
- 27.19%
- 1Y
- 44.21%
- 3Y*
- 43.40%
- 5Y*
- 25.01%
- 10Y*
- 15.79%
- ALL TIME*
- 17.00%
CRS
- 1D
- 3.17%
- 1M
- -14.83%
- 6M
- 63.58%
- YTD
- 65.23%
- 1Y
- 108.94%
- 3Y*
- 106.41%
- 5Y*
- 70.73%
- 10Y*
- 32.06%
- ALL TIME*
- 14.12%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $455.19M | $399.26M | $397.99M | |
WELL Welltower Inc. | $732.91M | $699.76M | $765.75M |
WELL vs. CRS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 27.19% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
CRS Carpenter Technology Corporation | 65.23% | 86.23% | 141.72% | 94.48% | 29.50% | 2.66% | -39.44% | 42.12% | -29.16% | 43.40% |
Correlation
The correlation between WELL and CRS is 0.10, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.23 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.29 |
The correlation between WELL and CRS shifts across timeframes, from 0.10 (1 year) to 0.29 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WELL:
$168.93B
CRS:
$25.82B
WELL:
$2.17
CRS:
$10.53
WELL:
107.87
CRS:
49.34
WELL:
2.39
CRS:
0.04
WELL:
13.21
CRS:
8.37
WELL:
3.70
CRS:
11.71
WELL:
$12.66B
CRS:
$3.12B
WELL:
$2.25B
CRS:
$955.40M
WELL:
$3.08B
CRS:
$797.60M
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Return for Risk
WELL vs. CRS — Risk / Return Rank
WELL
CRS
WELL vs. CRS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Carpenter Technology Corporation (CRS). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WELL | CRS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.37 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.52 | 5.87 | -2.35 |
| Martin ratioReturn relative to average drawdown | 8.52 | 20.89 | -12.37 |
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Drawdowns
WELL vs. CRS - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum CRS drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for WELL and CRS.
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Drawdown Indicators
| WELL | CRS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -84.68% | +21.35% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -18.66% | +6.05% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -28.74% | +15.75% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -41.86% | +1.08% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -74.70% | +11.37% |
Current DrawdownCurrent decline from peak | -6.99% | -16.08% | +9.09% |
Average DrawdownAverage peak-to-trough decline | -10.27% | -27.16% | +16.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.20% | 5.23% | -0.03% |
Volatility
WELL vs. CRS - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 7.23%, while Carpenter Technology Corporation (CRS) has a volatility of 14.21%. This indicates that WELL experiences smaller price fluctuations and is considered to be less risky than CRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | CRS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.23% | 14.21% | -6.98% |
Volatility (6M)Calculated over the trailing 6-month period | 18.35% | 33.58% | -15.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.30% | 50.12% | -27.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.79% | 46.58% | -22.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.99% | 48.87% | -16.88% |
Dividends
WELL vs. CRS - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.26%, more than CRS's 0.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 0.15% | 0.25% | 0.47% | 1.13% | 2.17% | 2.74% | 2.75% | 1.61% | 2.13% | 1.41% | 1.99% | 2.38% |
WELL Welltower Inc. | 1.26% | 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. CRS - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Carpenter Technology Corporation. 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. CRS - Profitability Comparison
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Welltower Inc. reported a gross profit of -1.25B and revenue of 3.59B. Therefore, the gross margin over that period was -34.8%.
CRS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Carpenter Technology Corporation reported a gross profit of 268.90M and revenue of 851.00M. Therefore, the gross margin over that period was 31.6%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Welltower Inc. reported an operating income of 656.88M and revenue of 3.59B, resulting in an operating margin of 18.3%.
CRS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Carpenter Technology Corporation reported an operating income of 206.90M and revenue of 851.00M, resulting in an operating margin of 24.3%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Welltower Inc. reported a net income of 445.00M and revenue of 3.59B, resulting in a net margin of 12.4%.
CRS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Carpenter Technology Corporation reported a net income of 162.40M and revenue of 851.00M, resulting in a net margin of 19.1%.
Frequently Asked Questions
WELL and CRS have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CRS has higher volatility (14.21%) compared to WELL (7.23%). In terms of maximum drawdown, WELL dropped -63.33% vs CRS's -84.68%.
CRS currently has the higher Sharpe Ratio (2.26 vs 1.99), 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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