WELL vs. O
Compare and contrast key facts about Welltower Inc. (WELL) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELL or O.
Correlation
The correlation between WELL and O is 0.47, 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. O - Performance Comparison
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Key characteristics
WELL:
2.30
O:
0.34
WELL:
3.15
O:
0.61
WELL:
1.40
O:
1.07
WELL:
3.90
O:
0.26
WELL:
11.62
O:
0.70
WELL:
4.36%
O:
9.34%
WELL:
21.32%
O:
18.61%
WELL:
-63.33%
O:
-48.45%
WELL:
-5.92%
O:
-14.10%
Fundamentals
WELL:
$93.78B
O:
$49.25B
WELL:
$1.76
O:
$1.10
WELL:
81.48
O:
49.58
WELL:
3.29
O:
5.34
WELL:
10.96
O:
9.11
WELL:
2.80
O:
1.27
WELL:
$8.48B
O:
$5.39B
WELL:
$2.42B
O:
$5.00B
WELL:
$2.98B
O:
$4.50B
Returns By Period
In the year-to-date period, WELL achieves a 17.61% return, which is significantly higher than O's 6.23% return. Over the past 10 years, WELL has outperformed O with an annualized return of 11.81%, while O has yielded a comparatively lower 7.02% annualized return.
WELL
17.61%
0.67%
10.27%
48.34%
33.68%
11.81%
O
6.23%
-2.37%
1.65%
6.29%
7.93%
7.02%
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Risk-Adjusted Performance
WELL vs. O — Risk-Adjusted Performance Rank
WELL
O
WELL vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Realty Income Corporation (O). 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. O - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.82%, less than O's 5.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 1.82% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% |
O Realty Income Corporation | 5.73% | 5.37% | 5.33% | 4.68% | 6.95% | 4.65% | 3.58% | 4.19% | 4.32% | 4.19% | 4.42% | 4.59% |
Drawdowns
WELL vs. O - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for WELL and O. For additional features, visit the drawdowns tool.
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Volatility
WELL vs. O - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 6.41% compared to Realty Income Corporation (O) at 4.44%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
WELL vs. O - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Realty Income 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. O - 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%.
O - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a gross profit of 1.27B and revenue of 1.38B. Therefore, the gross margin over that period was 92.3%.
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%.
O - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported an operating income of 620.85M and revenue of 1.38B, resulting in an operating margin of 45.0%.
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%.
O - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a net income of 249.82M and revenue of 1.38B, resulting in a net margin of 18.1%.