WELL vs. DMLP
Compare and contrast key facts about Welltower Inc. (WELL) and Dorchester Minerals, L.P. (DMLP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELL or DMLP.
Correlation
The correlation between WELL and DMLP is 0.27, 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.
Performance
WELL vs. DMLP - Performance Comparison
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Key characteristics
WELL:
2.38
DMLP:
-0.15
WELL:
3.29
DMLP:
-0.13
WELL:
1.43
DMLP:
0.98
WELL:
4.12
DMLP:
-0.23
WELL:
12.25
DMLP:
-0.59
WELL:
4.37%
DMLP:
8.11%
WELL:
21.25%
DMLP:
23.11%
WELL:
-63.33%
DMLP:
-72.35%
WELL:
-4.75%
DMLP:
-16.40%
Fundamentals
WELL:
$97.26B
DMLP:
$1.34B
WELL:
$1.76
DMLP:
$2.05
WELL:
84.50
DMLP:
13.81
WELL:
3.32
DMLP:
0.00
WELL:
11.37
DMLP:
8.67
WELL:
2.83
DMLP:
3.91
WELL:
$8.48B
DMLP:
$173.71M
WELL:
$2.42B
DMLP:
$114.94M
WELL:
$2.98B
DMLP:
$127.59M
Returns By Period
In the year-to-date period, WELL achieves a 19.08% return, which is significantly higher than DMLP's -13.01% return. Both investments have delivered pretty close results over the past 10 years, with WELL having a 11.99% annualized return and DMLP not far ahead at 12.16%.
WELL
19.08%
1.45%
10.33%
49.75%
30.84%
11.99%
DMLP
-13.01%
-3.11%
-12.38%
-3.65%
33.13%
12.16%
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Risk-Adjusted Performance
WELL vs. DMLP — Risk-Adjusted Performance Rank
WELL
DMLP
WELL vs. DMLP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Dorchester Minerals, L.P. (DMLP). 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. DMLP - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.80%, less than DMLP's 11.17% yield.
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% |
DMLP Dorchester Minerals, L.P. | 11.17% | 10.47% | 10.67% | 11.68% | 7.75% | 12.75% | 10.32% | 11.86% | 7.61% | 4.88% | 11.67% | 7.46% |
Drawdowns
WELL vs. DMLP - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum DMLP drawdown of -72.35%. Use the drawdown chart below to compare losses from any high point for WELL and DMLP. For additional features, visit the drawdowns tool.
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Volatility
WELL vs. DMLP - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 6.48%, while Dorchester Minerals, L.P. (DMLP) has a volatility of 8.09%. This indicates that WELL experiences smaller price fluctuations and is considered to be less risky than DMLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
WELL vs. DMLP - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Dorchester Minerals, L.P.. 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. DMLP - 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%.
DMLP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Dorchester Minerals, L.P. reported a gross profit of 21.96M and revenue of 43.16M. Therefore, the gross margin over that period was 50.9%.
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%.
DMLP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Dorchester Minerals, L.P. reported an operating income of 17.64M and revenue of 43.16M, resulting in an operating margin of 40.9%.
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%.
DMLP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Dorchester Minerals, L.P. reported a net income of 17.64M and revenue of 43.16M, resulting in a net margin of 40.9%.