MPW vs. WELL
Compare and contrast key facts about Medical Properties Trust, Inc. (MPW) and Welltower Inc. (WELL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPW or WELL.
Key characteristics
| MPW | WELL | |
|---|---|---|
| YTD Return | -10.13% | 8.79% |
| 1Y Return | -43.97% | 31.40% |
| 3Y Return (Ann) | -36.23% | 12.65% |
| 5Y Return (Ann) | -18.81% | 8.91% |
| 10Y Return (Ann) | -4.28% | 8.70% |
| Sharpe Ratio | -0.61 | 1.27 |
| Daily Std Dev | 72.53% | 21.52% |
| Max Drawdown | -84.50% | -63.33% |
| Current Drawdown | -77.73% | 0.00% |
Fundamentals
| MPW | WELL | |
|---|---|---|
| Market Cap | $2.93B | $57.11B |
| EPS | -$0.93 | $0.86 |
| PE Ratio | 44.55 | 111.41 |
| PEG Ratio | 1.93 | 2.13 |
| Revenue (TTM) | $885.77M | $6.94B |
| Gross Profit (TTM) | $1.54B | $2.30B |
| EBITDA (TTM) | $425.38M | $2.72B |
Correlation
The correlation between MPW and WELL is 0.61, 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
MPW vs. WELL - Performance Comparison
In the year-to-date period, MPW achieves a -10.13% return, which is significantly lower than WELL's 8.79% return. Over the past 10 years, MPW has underperformed WELL with an annualized return of -4.28%, while WELL has yielded a comparatively higher 8.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MPW vs. WELL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Medical Properties Trust, Inc. (MPW) and Welltower Inc. (WELL). 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
MPW vs. WELL - Dividend Comparison
MPW's dividend yield for the trailing twelve months is around 17.29%, more than WELL's 2.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPW Medical Properties Trust, Inc. | 17.29% | 17.92% | 10.41% | 4.74% | 4.96% | 4.83% | 6.22% | 6.97% | 7.40% | 7.65% | 6.10% | 6.63% |
WELL Welltower Inc. | 2.50% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% | 5.71% |
Drawdowns
MPW vs. WELL - Drawdown Comparison
The maximum MPW drawdown since its inception was -84.50%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for MPW and WELL. For additional features, visit the drawdowns tool.
Volatility
MPW vs. WELL - Volatility Comparison
Medical Properties Trust, Inc. (MPW) has a higher volatility of 25.70% compared to Welltower Inc. (WELL) at 4.56%. This indicates that MPW's price experiences larger fluctuations and is considered to be riskier than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MPW vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Medical Properties Trust, Inc. and Welltower 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