WELL vs. DBRG
Compare and contrast key facts about Welltower Inc. (WELL) and DigitalBridge Group, Inc. (DBRG).
Performance
WELL vs. DBRG - Performance Comparison
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WELL vs. DBRG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 6.90% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
DBRG DigitalBridge Group, Inc. | 0.59% | 36.48% | -35.51% | 60.77% | -67.11% | 73.18% | 6.54% | 10.47% | -55.58% | -10.36% |
Fundamentals
WELL:
$140.41B
DBRG:
$2.71B
WELL:
-$0.64
DBRG:
$0.78
WELL:
12.63
DBRG:
8.23
WELL:
3.33
DBRG:
2.06
WELL:
$10.77B
DBRG:
$329.25M
WELL:
$3.04B
DBRG:
$275.34M
WELL:
$2.28B
DBRG:
$140.28M
Returns By Period
In the year-to-date period, WELL achieves a 6.90% return, which is significantly higher than DBRG's 0.59% return. Over the past 10 years, WELL has outperformed DBRG with an annualized return of 15.28%, while DBRG has yielded a comparatively lower -6.80% annualized return.
WELL
- 1D
- 1.23%
- 1M
- -4.54%
- YTD
- 6.90%
- 6M
- 11.81%
- 1Y
- 31.19%
- 3Y*
- 43.37%
- 5Y*
- 25.13%
- 10Y*
- 15.28%
DBRG
- 1D
- 0.19%
- 1M
- -0.13%
- YTD
- 0.59%
- 6M
- 31.97%
- 1Y
- 75.38%
- 3Y*
- 9.08%
- 5Y*
- -10.31%
- 10Y*
- -6.80%
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Return for Risk
WELL vs. DBRG — Risk / Return Rank
WELL
DBRG
WELL vs. DBRG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and DigitalBridge Group, Inc. (DBRG). 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 | DBRG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.09 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.97 | 2.56 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.37 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.46 | 2.21 | +0.25 |
Martin ratioReturn relative to average drawdown | 6.07 | 6.51 | -0.45 |
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 | DBRG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.09 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.08 | -0.20 | +1.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | -0.13 | +0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | -0.18 | +0.74 |
Correlation
The correlation between WELL and DBRG is 0.31, 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.
Dividends
WELL vs. DBRG - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.46%, more than DBRG's 0.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 1.46% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
DBRG DigitalBridge Group, Inc. | 0.26% | 0.26% | 0.35% | 0.23% | 0.18% | 0.00% | 2.29% | 9.26% | 9.40% | 19.40% | 2.68% | 3.29% |
Drawdowns
WELL vs. DBRG - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum DBRG drawdown of -91.72%. Use the drawdown chart below to compare losses from any high point for WELL and DBRG.
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Drawdown Indicators
| WELL | DBRG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -91.72% | +28.39% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -33.69% | +21.08% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -79.83% | +39.05% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -88.18% | +24.85% |
Current DrawdownCurrent decline from peak | -7.92% | -75.92% | +68.00% |
Average DrawdownAverage peak-to-trough decline | -10.37% | -60.45% | +50.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 11.45% | -6.34% |
Volatility
WELL vs. DBRG - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 6.70% compared to DigitalBridge Group, Inc. (DBRG) at 0.71%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than DBRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | DBRG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 0.71% | +5.99% |
Volatility (6M)Calculated over the trailing 6-month period | 14.89% | 48.04% | -33.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.26% | 69.21% | -47.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.52% | 53.06% | -29.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.83% | 53.59% | -21.76% |
Financials
WELL vs. DBRG - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and DigitalBridge 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