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

Correlation

The correlation between MPW and WELL 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

MPW vs. WELL - Performance Comparison

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

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Key characteristics

Sharpe Ratio

MPW:

0.13

WELL:

2.38

Sortino Ratio

MPW:

0.22

WELL:

3.29

Omega Ratio

MPW:

1.02

WELL:

1.43

Calmar Ratio

MPW:

-0.08

WELL:

4.12

Martin Ratio

MPW:

-0.30

WELL:

12.25

Ulcer Index

MPW:

21.16%

WELL:

4.37%

Daily Std Dev

MPW:

53.03%

WELL:

21.25%

Max Drawdown

MPW:

-84.50%

WELL:

-63.33%

Current Drawdown

MPW:

-71.48%

WELL:

-4.75%

Fundamentals

Market Cap

MPW:

$3.05B

WELL:

$97.26B

EPS

MPW:

-$2.76

WELL:

$1.76

PEG Ratio

MPW:

1.93

WELL:

3.32

PS Ratio

MPW:

3.06

WELL:

11.37

PB Ratio

MPW:

0.63

WELL:

2.83

Total Revenue (TTM)

MPW:

$948.03M

WELL:

$8.48B

Gross Profit (TTM)

MPW:

$312.22M

WELL:

$2.42B

EBITDA (TTM)

MPW:

$1.69B

WELL:

$2.98B

Returns By Period

In the year-to-date period, MPW achieves a 30.08% return, which is significantly higher than WELL's 19.08% return. Over the past 10 years, MPW has underperformed WELL with an annualized return of -2.68%, while WELL has yielded a comparatively higher 11.99% annualized return.


MPW

YTD

30.08%

1M

-6.97%

6M

21.59%

1Y

9.38%

5Y*

-15.56%

10Y*

-2.68%

WELL

YTD

19.08%

1M

1.45%

6M

10.33%

1Y

49.75%

5Y*

30.84%

10Y*

11.99%

*Annualized

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Risk-Adjusted Performance

MPW vs. WELL — Risk-Adjusted Performance Rank

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

MPW
The Risk-Adjusted Performance Rank of MPW is 4646
Overall Rank
The Sharpe Ratio Rank of MPW is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of MPW is 4141
Sortino Ratio Rank
The Omega Ratio Rank of MPW is 4141
Omega Ratio Rank
The Calmar Ratio Rank of MPW is 4646
Calmar Ratio Rank
The Martin Ratio Rank of MPW is 4444
Martin Ratio Rank

WELL
The Risk-Adjusted Performance Rank of WELL is 9797
Overall Rank
The Sharpe Ratio Rank of WELL is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of WELL is 9696
Sortino Ratio Rank
The Omega Ratio Rank of WELL is 9595
Omega Ratio Rank
The Calmar Ratio Rank of WELL is 9898
Calmar Ratio Rank
The Martin Ratio Rank of WELL is 9696
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.

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.


The current MPW Sharpe Ratio is 0.13, which is lower than the WELL Sharpe Ratio of 2.38. The chart below compares the historical Sharpe Ratios of MPW and WELL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

MPW vs. WELL - Dividend Comparison

MPW's dividend yield for the trailing twelve months is around 7.69%, more than WELL's 1.80% yield.


TTM20242023202220212020201920182017201620152014
MPW
Medical Properties Trust, Inc.
7.69%11.65%17.92%10.41%4.74%4.96%4.83%6.22%6.97%7.40%7.65%6.10%
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%

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.


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Volatility

MPW vs. WELL - Volatility Comparison

Medical Properties Trust, Inc. (MPW) has a higher volatility of 11.32% compared to Welltower Inc. (WELL) at 6.48%. 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.


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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.


Quarterly
Annual

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


0.00500.00M1.00B1.50B2.00B2.50B20212022202320242025
223.80M
2.42B
(MPW) Total Revenue
(WELL) Total Revenue
Values in USD except per share items

MPW vs. WELL - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
100.0%
19.6%
(MPW) Gross Margin
(WELL) Gross Margin
MPW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Medical Properties Trust, Inc. reported a gross profit of 223.80M and revenue of 223.80M. Therefore, the gross margin over that period was 100.0%.

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%.

MPW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Medical Properties Trust, Inc. reported an operating income of 181.89M and revenue of 223.80M, resulting in an operating margin of 81.3%.

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%.

MPW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Medical Properties Trust, Inc. reported a net income of -99.14M and revenue of 223.80M, resulting in a net margin of -44.3%.

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%.