WSM vs. OHI
Compare and contrast key facts about Williams-Sonoma, Inc. (WSM) and Omega Healthcare Investors, Inc. (OHI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSM or OHI.
Key characteristics
| WSM | OHI | |
|---|---|---|
| YTD Return | 51.45% | 42.34% |
| 1Y Return | 88.01% | 29.08% |
| 3Y Return (Ann) | 20.96% | 19.64% |
| 5Y Return (Ann) | 37.35% | 6.75% |
| 10Y Return (Ann) | 19.87% | 9.22% |
| Sharpe Ratio | 2.06 | 1.51 |
| Sortino Ratio | 2.64 | 2.13 |
| Omega Ratio | 1.36 | 1.28 |
| Calmar Ratio | 2.82 | 1.90 |
| Martin Ratio | 11.13 | 4.83 |
| Ulcer Index | 8.03% | 6.10% |
| Daily Std Dev | 43.34% | 19.57% |
| Max Drawdown | -89.01% | -94.61% |
| Current Drawdown | -7.04% | -0.70% |
Fundamentals
| WSM | OHI | |
|---|---|---|
| Market Cap | $19.07B | $10.88B |
| EPS | $8.32 | $1.32 |
| PE Ratio | 18.14 | 31.06 |
| PEG Ratio | 2.18 | 1.13 |
| Total Revenue (TTM) | $7.58B | $740.56M |
| Gross Profit (TTM) | $3.50B | $581.01M |
| EBITDA (TTM) | $1.62B | $651.53M |
Correlation
The correlation between WSM and OHI is 0.23, 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
WSM vs. OHI - Performance Comparison
In the year-to-date period, WSM achieves a 51.45% return, which is significantly higher than OHI's 42.34% return. Over the past 10 years, WSM has outperformed OHI with an annualized return of 19.87%, while OHI has yielded a comparatively lower 9.22% 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
WSM vs. OHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Williams-Sonoma, Inc. (WSM) and Omega Healthcare Investors, Inc. (OHI). 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
WSM vs. OHI - Dividend Comparison
WSM's dividend yield for the trailing twelve months is around 1.35%, less than OHI's 6.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSM Williams-Sonoma, Inc. | 1.35% | 1.72% | 2.65% | 1.43% | 1.93% | 2.55% | 3.33% | 2.98% | 3.02% | 2.36% | 1.72% | 1.97% |
OHI Omega Healthcare Investors, Inc. | 6.54% | 8.74% | 9.59% | 9.06% | 7.38% | 6.26% | 7.51% | 9.22% | 7.55% | 6.23% | 5.17% | 6.24% |
Drawdowns
WSM vs. OHI - Drawdown Comparison
The maximum WSM drawdown since its inception was -89.01%, smaller than the maximum OHI drawdown of -94.61%. Use the drawdown chart below to compare losses from any high point for WSM and OHI. For additional features, visit the drawdowns tool.
Volatility
WSM vs. OHI - Volatility Comparison
Williams-Sonoma, Inc. (WSM) has a higher volatility of 7.98% compared to Omega Healthcare Investors, Inc. (OHI) at 4.70%. This indicates that WSM's price experiences larger fluctuations and is considered to be riskier than OHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WSM vs. OHI - Financials Comparison
This section allows you to compare key financial metrics between Williams-Sonoma, Inc. and Omega Healthcare Investors, 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