WELL vs. LOW
WELL (Welltower Inc.) and LOW (Lowe's Companies, Inc.) are both stocks. WELL operates in REIT - Healthcare Facilities (Real Estate), while LOW operates in Home Improvement Retail (Consumer Cyclical). Over the past 10 years, WELL returned 15.82%/yr vs 12.87%/yr for LOW. At a 0.32 correlation, their price movements are largely independent.
Performance
WELL vs. LOW - Performance Comparison
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Returns By Period
In the year-to-date period, WELL achieves a 24.88% return, which is significantly higher than LOW's -7.12% return. Over the past 10 years, WELL has outperformed LOW with an annualized return of 15.82%, while LOW has yielded a comparatively lower 12.87% annualized return.
WELL
- 1D
- 1.42%
- 1M
- 16.63%
- YTD
- 24.88%
- 6M
- 24.88%
- 1Y
- 54.18%
- 3Y*
- 44.67%
- 5Y*
- 25.12%
- 10Y*
- 15.82%
LOW
- 1D
- 0.65%
- 1M
- 6.85%
- YTD
- -7.12%
- 6M
- -7.12%
- 1Y
- -1.03%
- 3Y*
- 1.40%
- 5Y*
- 4.51%
- 10Y*
- 12.87%
WELL vs. LOW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 24.88% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
LOW Lowe's Companies, Inc. | -7.12% | -0.33% | 13.01% | 14.03% | -21.49% | 63.34% | 36.40% | 32.23% | 1.22% | 33.29% |
Correlation
The correlation between WELL and LOW 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 | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.32 |
The correlation between WELL and LOW shifts across timeframes, from 0.14 (1 year) to 0.32 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WELL:
$167.18B
LOW:
$124.28B
WELL:
$1.99
LOW:
$11.86
WELL:
115.67
LOW:
18.71
WELL:
2.56
LOW:
20.44
WELL:
14.00
LOW:
1.41
WELL:
$11.63B
LOW:
$88.43B
WELL:
$3.25B
LOW:
$29.89B
WELL:
$3.00B
LOW:
$11.50B
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Return for Risk
WELL vs. LOW — Risk / Return Rank
WELL
LOW
WELL vs. LOW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Lowe's Companies, Inc. (LOW). 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 | LOW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.51 | ||
| Sortino ratioReturn per unit of downside risk | +3.00 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.02 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 4.32 | -0.04 | +4.35 |
| Martin ratioReturn relative to average drawdown | 10.54 | -0.08 | +10.62 |
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Drawdowns
WELL vs. LOW - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, roughly equal to the maximum LOW drawdown of -62.52%. Use the drawdown chart below to compare losses from any high point for WELL and LOW.
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Drawdown Indicators
| WELL | LOW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -62.52% | -0.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -27.75% | +15.14% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -27.75% | +14.76% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -33.86% | -6.92% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -48.63% | -14.70% |
Current DrawdownCurrent decline from peak | 0.00% | -22.41% | +22.41% |
Average DrawdownAverage peak-to-trough decline | -10.30% | -16.61% | +6.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 13.29% | -8.14% |
Volatility
WELL vs. LOW - Volatility Comparison
Welltower Inc. (WELL) and Lowe's Companies, Inc. (LOW) have volatilities of 8.45% and 8.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | LOW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.45% | 8.77% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 17.53% | 21.21% | -3.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.12% | 26.59% | -4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.87% | 26.40% | -2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.94% | 29.22% | +2.72% |
Dividends
WELL vs. LOW - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.29%, less than LOW's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOW Lowe's Companies, Inc. | 2.16% | 1.95% | 1.82% | 1.93% | 1.86% | 1.08% | 1.40% | 1.72% | 1.93% | 1.64% | 1.77% | 1.34% |
WELL Welltower Inc. | 1.29% | 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. LOW - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Lowe's Companies, 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. LOW - Profitability Comparison
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
LOW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Lowe's Companies, Inc. reported a gross profit of 7.54B and revenue of 23.08B. Therefore, the gross margin over that period was 32.7%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Welltower Inc. reported an operating income of 752.32M and revenue of 3.35B, resulting in an operating margin of 22.4%.
LOW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Lowe's Companies, Inc. reported an operating income of 2.55B and revenue of 23.08B, resulting in an operating margin of 11.1%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Welltower Inc. reported a net income of 728.67M and revenue of 3.35B, resulting in a net margin of 21.7%.
LOW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Lowe's Companies, Inc. reported a net income of 1.63B and revenue of 23.08B, resulting in a net margin of 7.1%.
Frequently Asked Questions
WELL and LOW 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.
LOW has higher volatility (8.77%) compared to WELL (8.45%). In terms of maximum drawdown, WELL dropped -63.33% vs LOW's -62.52%.
WELL currently has the higher Sharpe Ratio (2.47 vs -0.04), 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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