WELL vs. MAIN
Compare and contrast key facts about Welltower Inc. (WELL) and Main Street Capital Corporation (MAIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELL or MAIN.
Correlation
The correlation between WELL and MAIN is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WELL vs. MAIN - Performance Comparison
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Key characteristics
WELL:
2.38
MAIN:
1.08
WELL:
3.29
MAIN:
1.37
WELL:
1.43
MAIN:
1.20
WELL:
4.12
MAIN:
0.96
WELL:
12.25
MAIN:
3.24
WELL:
4.37%
MAIN:
6.19%
WELL:
21.25%
MAIN:
21.48%
WELL:
-63.33%
MAIN:
-64.53%
WELL:
-4.75%
MAIN:
-10.67%
Fundamentals
WELL:
$97.26B
MAIN:
$4.92B
WELL:
$1.76
MAIN:
$5.90
WELL:
84.50
MAIN:
9.37
WELL:
3.32
MAIN:
2.09
WELL:
11.37
MAIN:
9.01
WELL:
2.83
MAIN:
1.69
WELL:
$8.48B
MAIN:
$735.48M
WELL:
$2.42B
MAIN:
$607.66M
WELL:
$2.98B
MAIN:
$544.08M
Returns By Period
In the year-to-date period, WELL achieves a 19.08% return, which is significantly higher than MAIN's -2.97% return. Over the past 10 years, WELL has underperformed MAIN with an annualized return of 11.99%, while MAIN has yielded a comparatively higher 14.53% annualized return.
WELL
19.08%
1.45%
10.33%
49.75%
30.84%
11.99%
MAIN
-2.97%
4.22%
10.04%
22.69%
21.54%
14.53%
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Risk-Adjusted Performance
WELL vs. MAIN — Risk-Adjusted Performance Rank
WELL
MAIN
WELL vs. MAIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Main Street Capital Corporation (MAIN). 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. MAIN - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.80%, less than MAIN's 7.52% 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% |
MAIN Main Street Capital Corporation | 7.52% | 7.02% | 8.55% | 7.97% | 5.74% | 6.99% | 6.76% | 8.43% | 7.02% | 7.42% | 9.15% | 8.72% |
Drawdowns
WELL vs. MAIN - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, roughly equal to the maximum MAIN drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for WELL and MAIN. For additional features, visit the drawdowns tool.
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Volatility
WELL vs. MAIN - Volatility Comparison
Welltower Inc. (WELL) and Main Street Capital Corporation (MAIN) have volatilities of 6.48% and 6.64%, 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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Financials
WELL vs. MAIN - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Main Street Capital Corporation. 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. MAIN - 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%.
MAIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Main Street Capital Corporation reported a gross profit of 139.52M and revenue of 170.69M. Therefore, the gross margin over that period was 81.7%.
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%.
MAIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Main Street Capital Corporation reported an operating income of 123.46M and revenue of 170.69M, resulting in an operating margin of 72.3%.
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%.
MAIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Main Street Capital Corporation reported a net income of 116.08M and revenue of 170.69M, resulting in a net margin of 68.0%.