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WELL vs. VTR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WELL and VTR 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.


-0.50.00.51.0
Correlation: 0.5

Performance

WELL vs. VTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Welltower Inc. (WELL) and Ventas, Inc. (VTR). The values are adjusted to include any dividend payments, if applicable.

3,000.00%3,500.00%4,000.00%4,500.00%December2025FebruaryMarchAprilMay
3,495.25%
4,261.44%
WELL
VTR

Key characteristics

Sharpe Ratio

WELL:

2.93

VTR:

2.37

Sortino Ratio

WELL:

3.76

VTR:

3.11

Omega Ratio

WELL:

1.49

VTR:

1.44

Calmar Ratio

WELL:

4.74

VTR:

1.92

Martin Ratio

WELL:

14.61

VTR:

10.94

Ulcer Index

WELL:

4.21%

VTR:

5.03%

Daily Std Dev

WELL:

21.02%

VTR:

23.21%

Max Drawdown

WELL:

-63.33%

VTR:

-83.38%

Current Drawdown

WELL:

-3.91%

VTR:

-5.55%

Fundamentals

Market Cap

WELL:

$98.56B

VTR:

$28.69B

EPS

WELL:

$1.60

VTR:

$0.32

PE Ratio

WELL:

94.20

VTR:

204.81

PEG Ratio

WELL:

3.40

VTR:

1.82

PS Ratio

WELL:

11.52

VTR:

5.94

PB Ratio

WELL:

3.07

VTR:

2.62

Total Revenue (TTM)

WELL:

$8.48B

VTR:

$5.08B

Gross Profit (TTM)

WELL:

$2.42B

VTR:

$1.86B

EBITDA (TTM)

WELL:

$2.98B

VTR:

$1.94B

Returns By Period

In the year-to-date period, WELL achieves a 20.12% return, which is significantly higher than VTR's 13.82% return. Over the past 10 years, WELL has outperformed VTR with an annualized return of 12.24%, while VTR has yielded a comparatively lower 5.73% annualized return.


WELL

YTD

20.12%

1M

5.19%

6M

14.16%

1Y

60.70%

5Y*

29.77%

10Y*

12.24%

VTR

YTD

13.82%

1M

1.60%

6M

5.23%

1Y

46.67%

5Y*

21.83%

10Y*

5.73%

*Annualized

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Risk-Adjusted Performance

WELL vs. VTR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WELL
The Risk-Adjusted Performance Rank of WELL is 9898
Overall Rank
The Sharpe Ratio Rank of WELL is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of WELL is 9797
Sortino Ratio Rank
The Omega Ratio Rank of WELL is 9696
Omega Ratio Rank
The Calmar Ratio Rank of WELL is 9999
Calmar Ratio Rank
The Martin Ratio Rank of WELL is 9797
Martin Ratio Rank

VTR
The Risk-Adjusted Performance Rank of VTR is 9595
Overall Rank
The Sharpe Ratio Rank of VTR is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of VTR is 9595
Sortino Ratio Rank
The Omega Ratio Rank of VTR is 9595
Omega Ratio Rank
The Calmar Ratio Rank of VTR is 9292
Calmar Ratio Rank
The Martin Ratio Rank of VTR is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WELL vs. VTR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Ventas, Inc. (VTR). 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.


The chart of Sharpe ratio for WELL, currently valued at 2.93, compared to the broader market-2.00-1.000.001.002.003.00
WELL: 2.93
VTR: 2.37
The chart of Sortino ratio for WELL, currently valued at 3.76, compared to the broader market-6.00-4.00-2.000.002.004.00
WELL: 3.76
VTR: 3.11
The chart of Omega ratio for WELL, currently valued at 1.49, compared to the broader market0.501.001.502.00
WELL: 1.49
VTR: 1.44
The chart of Calmar ratio for WELL, currently valued at 4.74, compared to the broader market0.001.002.003.004.005.00
WELL: 4.74
VTR: 1.92
The chart of Martin ratio for WELL, currently valued at 14.61, compared to the broader market-10.000.0010.0020.00
WELL: 14.61
VTR: 10.94

The current WELL Sharpe Ratio is 2.93, which is comparable to the VTR Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of WELL and VTR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.002.003.004.00December2025FebruaryMarchAprilMay
2.93
2.37
WELL
VTR

Dividends

WELL vs. VTR - Dividend Comparison

WELL's dividend yield for the trailing twelve months is around 1.74%, less than VTR's 2.75% yield.


TTM20242023202220212020201920182017201620152014
WELL
Welltower Inc.
1.74%2.03%2.71%3.72%2.84%4.18%4.26%5.01%5.46%5.14%4.85%4.20%
VTR
Ventas, Inc.
2.75%3.06%3.61%4.00%3.52%4.37%5.49%5.40%5.19%4.74%5.04%4.14%

Drawdowns

WELL vs. VTR - Drawdown Comparison

The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum VTR drawdown of -83.38%. Use the drawdown chart below to compare losses from any high point for WELL and VTR. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2025FebruaryMarchAprilMay
-3.91%
-5.55%
WELL
VTR

Volatility

WELL vs. VTR - Volatility Comparison

The current volatility for Welltower Inc. (WELL) is 9.77%, while Ventas, Inc. (VTR) has a volatility of 11.10%. This indicates that WELL experiences smaller price fluctuations and is considered to be less risky than VTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
9.77%
11.10%
WELL
VTR

Financials

WELL vs. VTR - Financials Comparison

This section allows you to compare key financial metrics between Welltower Inc. and Ventas, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B1.50B2.00B2.50B20212022202320242025
2.42B
1.36B
(WELL) Total Revenue
(VTR) Total Revenue
Values in USD except per share items

WELL vs. VTR - Profitability Comparison

The chart below illustrates the profitability comparison between Welltower Inc. and Ventas, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20212022202320242025
19.6%
42.2%
(WELL) Gross Margin
(VTR) Gross Margin
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%.
VTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ventas, Inc. reported a gross profit of 572.37M and revenue of 1.36B. Therefore, the gross margin over that period was 42.2%.
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%.
VTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ventas, Inc. reported an operating income of 197.69M and revenue of 1.36B, resulting in an operating margin of 14.6%.
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%.
VTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ventas, Inc. reported a net income of 100.00 and revenue of 1.36B, resulting in a net margin of 0.0%.