WSR vs. MPW
Compare and contrast key facts about Whitestone REIT (WSR) and Medical Properties Trust, Inc. (MPW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSR or MPW.
Key characteristics
| WSR | MPW | |
|---|---|---|
| YTD Return | 3.66% | 22.84% |
| 1Y Return | 54.93% | -11.19% |
| 3Y Return (Ann) | 17.32% | -28.46% |
| 5Y Return (Ann) | 5.09% | -14.18% |
| 10Y Return (Ann) | 6.14% | -1.31% |
| Sharpe Ratio | 2.14 | -0.19 |
| Daily Std Dev | 25.44% | 74.34% |
| Max Drawdown | -63.62% | -84.50% |
| Current Drawdown | -3.22% | -69.56% |
Fundamentals
| WSR | MPW | |
|---|---|---|
| Market Cap | $630.59M | $2.87B |
| EPS | $0.48 | -$0.93 |
| PE Ratio | 25.96 | 44.55 |
| PEG Ratio | 0.00 | 1.93 |
| Revenue (TTM) | $145.40M | $806.07M |
| Gross Profit (TTM) | $96.47M | $1.54B |
| EBITDA (TTM) | $77.99M | $359.57M |
Correlation
The correlation between WSR and MPW is 0.51, 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
WSR vs. MPW - Performance Comparison
In the year-to-date period, WSR achieves a 3.66% return, which is significantly lower than MPW's 22.84% return. Over the past 10 years, WSR has outperformed MPW with an annualized return of 6.14%, while MPW has yielded a comparatively lower -1.31% 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
WSR vs. MPW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Whitestone REIT (WSR) and Medical Properties Trust, Inc. (MPW). 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
WSR vs. MPW - Dividend Comparison
WSR's dividend yield for the trailing twelve months is around 3.85%, less than MPW's 12.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 3.85% | 3.91% | 4.85% | 4.22% | 7.53% | 7.67% | 9.30% | 7.91% | 8.59% | 9.49% | 7.54% | 7.82% |
MPW Medical Properties Trust, Inc. | 12.65% | 17.92% | 10.41% | 4.74% | 4.96% | 4.83% | 6.22% | 6.97% | 7.40% | 7.65% | 6.10% | 6.63% |
Drawdowns
WSR vs. MPW - Drawdown Comparison
The maximum WSR drawdown since its inception was -63.62%, smaller than the maximum MPW drawdown of -84.50%. Use the drawdown chart below to compare losses from any high point for WSR and MPW. For additional features, visit the drawdowns tool.
Volatility
WSR vs. MPW - Volatility Comparison
The current volatility for Whitestone REIT (WSR) is 5.82%, while Medical Properties Trust, Inc. (MPW) has a volatility of 24.50%. This indicates that WSR experiences smaller price fluctuations and is considered to be less risky than MPW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WSR vs. MPW - Financials Comparison
This section allows you to compare key financial metrics between Whitestone REIT and Medical Properties Trust, 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