WELL vs. DVA
WELL (Welltower Inc.) and DVA (DaVita Inc.) are both stocks. WELL operates in REIT - Healthcare Facilities (Real Estate), while DVA operates in Medical Care Facilities (Healthcare). Over the past 10 years, WELL returned 14.83%/yr vs 9.70%/yr for DVA. At a 0.24 correlation, their price movements are largely independent.
Performance
WELL vs. DVA - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WELL achieves a 8.50% return, which is significantly lower than DVA's 69.07% return. Over the past 10 years, WELL has outperformed DVA with an annualized return of 14.83%, while DVA has yielded a comparatively lower 9.70% 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%
DVA
- 1D
- -0.04%
- 1M
- -3.31%
- YTD
- 69.07%
- 6M
- 64.10%
- 1Y
- 39.29%
- 3Y*
- 25.37%
- 5Y*
- 9.78%
- 10Y*
- 9.70%
WELL vs. DVA - 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% |
DVA DaVita Inc. | 69.07% | -24.03% | 42.75% | 40.30% | -34.36% | -3.10% | 56.47% | 45.80% | -28.78% | 12.54% |
Correlation
The correlation between WELL and DVA is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2001 | 0.24 |
Over the past year, the correlation between WELL and DVA has dropped to 0.01 - well below their long-term average of 0.24, suggesting their price drivers have been diverging.
Fundamentals
WELL:
$2.02
DVA:
$13.07
WELL:
99.11
DVA:
14.70
WELL:
2.19
DVA:
2.29
WELL:
11.99
DVA:
0.83
WELL:
$11.63B
DVA:
$13.84B
WELL:
$3.25B
DVA:
$3.23B
WELL:
$3.00B
DVA:
$2.49B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WELL vs. DVA — Risk / Return Rank
WELL
DVA
WELL vs. DVA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and DaVita Inc. (DVA). 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 | DVA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 1.26 | +1.25 |
| Martin ratioReturn relative to average drawdown | 6.21 | 2.81 | +3.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| WELL | DVA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.92 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.99 | 0.26 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.28 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.33 | +0.23 |
Drawdowns
WELL vs. DVA - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum DVA drawdown of -92.91%. Use the drawdown chart below to compare losses from any high point for WELL and DVA.
Loading charts...
Drawdown Indicators
| WELL | DVA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -92.91% | +29.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -31.36% | +18.75% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -41.43% | +28.44% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -51.10% | +10.32% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -51.10% | -12.23% |
Current DrawdownCurrent decline from peak | -9.15% | -4.22% | -4.93% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -20.07% | +9.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 14.02% | -8.92% |
Volatility
WELL vs. DVA - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 8.63% compared to DaVita Inc. (DVA) at 8.03%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than DVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WELL | DVA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.63% | 8.03% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 17.08% | 34.95% | -17.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.48% | 42.88% | -21.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.76% | 37.26% | -13.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.88% | 34.73% | -2.85% |
Dividends
WELL vs. DVA - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.48%, while DVA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVA DaVita 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% |
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. DVA - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and DaVita 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. DVA - 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%.
DVA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported a gross profit of 0.00 and revenue of 3.42B. Therefore, the gross margin over that period was 0.0%.
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%.
DVA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported an operating income of 481.89M and revenue of 3.42B, resulting in an operating margin of 14.1%.
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%.
DVA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported a net income of 197.53M and revenue of 3.42B, resulting in a net margin of 5.8%.
Frequently Asked Questions
WELL and DVA have a correlation of 0.01, 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 DVA (8.03%). In terms of maximum drawdown, WELL dropped -63.33% vs DVA's -92.91%.
WELL currently has the higher Sharpe Ratio (1.48 vs 0.92), 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.
Find the right allocation for WELL and DVA
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer