WELL vs. L.TO
WELL (Welltower Inc.) and L.TO (Loblaw Companies Limited) are both stocks. WELL operates in REIT - Healthcare Facilities (Real Estate), while L.TO operates in Grocery Stores (Consumer Defensive). Over the past 10 years, WELL returned 15.42%/yr vs 25.40%/yr for L.TO. At a 0.16 correlation, their price movements are largely independent.
Performance
WELL vs. L.TO - Performance Comparison
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Different Trading Currencies
WELL is traded in USD, while L.TO is traded in CAD. To make them comparable, the L.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, WELL achieves a 14.72% return, which is significantly higher than L.TO's -0.85% return. Over the past 10 years, WELL has underperformed L.TO with an annualized return of 15.42%, while L.TO has yielded a comparatively higher 25.40% annualized return.
WELL
- 1D
- 2.32%
- 1M
- -2.18%
- YTD
- 14.72%
- 6M
- 14.21%
- 1Y
- 41.96%
- 3Y*
- 43.41%
- 5Y*
- 23.43%
- 10Y*
- 15.42%
L.TO
- 1D
- -1.34%
- 1M
- 0.51%
- YTD
- -0.85%
- 6M
- 0.10%
- 1Y
- 11.22%
- 3Y*
- 31.01%
- 5Y*
- 29.41%
- 10Y*
- 25.40%
WELL vs. L.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 14.72% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
L.TO Loblaw Companies Limited | -0.85% | 41.13% | 42.49% | 16.45% | 14.71% | 77.01% | 3.78% | 22.83% | 39.76% | 11.66% |
Correlation
The correlation between WELL and L.TO is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2006 | 0.16 |
Fundamentals
WELL:
$153.57B
L.TO:
CA$74.67B
WELL:
$2.02
L.TO:
CA$3.72
WELL:
104.78
L.TO:
17.05
WELL:
12.68
L.TO:
0.73
WELL:
3.51
L.TO:
6.85
WELL:
$11.63B
L.TO:
CA$64.25B
WELL:
$3.25B
L.TO:
CA$19.91B
WELL:
$3.00B
L.TO:
CA$7.21B
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Return for Risk
WELL vs. L.TO — Risk / Return Rank
WELL
L.TO
WELL vs. L.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Loblaw Companies Limited (L.TO). 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 | L.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.11 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 3.34 | 0.76 | +2.58 |
| Martin ratioReturn relative to average drawdown | 8.16 | 1.71 | +6.45 |
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Drawdowns
WELL vs. L.TO - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, which is greater than L.TO's maximum drawdown of -52.16%. Use the drawdown chart below to compare losses from any high point for WELL and L.TO.
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Drawdown Indicators
| WELL | L.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -52.16% | -11.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -14.75% | +2.14% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -14.75% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -18.22% | -22.56% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -25.03% | -38.30% |
Current DrawdownCurrent decline from peak | -3.95% | -11.47% | +7.52% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -7.71% | -2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.16% | 6.58% | -1.42% |
Volatility
WELL vs. L.TO - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 9.82% compared to Loblaw Companies Limited (L.TO) at 6.70%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than L.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | L.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.82% | 6.70% | +3.12% |
Volatility (6M)Calculated over the trailing 6-month period | 17.17% | 16.21% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.95% | 21.15% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.82% | 19.82% | +4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.93% | 21.30% | +10.63% |
Dividends
WELL vs. L.TO - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.40%, more than L.TO's 0.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
L.TO Loblaw Companies Limited | 0.91% | 2.19% | 4.20% | 5.43% | 5.28% | 5.40% | 8.15% | 7.40% | 6.45% | 7.84% | 7.27% | 7.61% |
WELL Welltower Inc. | 1.40% | 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. L.TO - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Loblaw Companies Limited. 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. L.TO - 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%.
L.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Loblaw Companies Limited reported a gross profit of 4.54B and revenue of 14.48B. Therefore, the gross margin over that period was 31.3%.
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%.
L.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Loblaw Companies Limited reported an operating income of 1.01B and revenue of 14.48B, resulting in an operating margin of 7.0%.
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%.
L.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Loblaw Companies Limited reported a net income of 594.00M and revenue of 14.48B, resulting in a net margin of 4.1%.
Frequently Asked Questions
WELL and L.TO have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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