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 0.28, 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. MAIN - Performance Comparison
Key characteristics
WELL:
2.33
MAIN:
3.07
WELL:
3.50
MAIN:
3.90
WELL:
1.42
MAIN:
1.59
WELL:
3.86
MAIN:
4.49
WELL:
15.19
MAIN:
17.25
WELL:
2.83%
MAIN:
2.50%
WELL:
18.45%
MAIN:
14.08%
WELL:
-63.33%
MAIN:
-64.53%
WELL:
-9.82%
MAIN:
0.00%
Fundamentals
WELL:
$80.47B
MAIN:
$4.90B
WELL:
$1.57
MAIN:
$5.53
WELL:
82.31
MAIN:
10.06
WELL:
2.19
MAIN:
2.09
WELL:
$7.44B
MAIN:
$521.06M
WELL:
$1.00B
MAIN:
$489.22M
WELL:
$2.78B
MAIN:
$571.18M
Returns By Period
The year-to-date returns for both stocks are quite close, with WELL having a 42.60% return and MAIN slightly lower at 42.00%. Over the past 10 years, WELL has underperformed MAIN with an annualized return of 9.48%, while MAIN has yielded a comparatively higher 15.27% annualized return.
WELL
42.60%
-8.91%
23.30%
42.94%
13.13%
9.48%
MAIN
42.00%
5.62%
18.27%
43.00%
13.95%
15.27%
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Risk-Adjusted Performance
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.
Dividends
WELL vs. MAIN - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 2.04%, less than MAIN's 7.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 2.04% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% | 5.71% |
MAIN Main Street Capital Corporation | 7.34% | 8.70% | 7.97% | 5.74% | 6.99% | 6.76% | 8.43% | 7.02% | 7.42% | 9.15% | 8.72% | 8.18% |
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.
Volatility
WELL vs. MAIN - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 5.68% compared to Main Street Capital Corporation (MAIN) at 3.10%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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