BAC-P-M vs WELL

Comparison between Bank Of America Corp (BAC-P-M, Company) and Welltower Inc (WELL, Company).

5-Year PerformanceWELL has outperformed BAC-P-M, delivering a return of +27.5% compared to +0.8%

BAC-P-M vs WELL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAC-P-M(COMPANY)	WELL(COMPANY)
Market Cap	$154B	$154B
Max Drawdown	27.04%	64.07%
Sharpe Ratio	0.24	1.82
5Y Beta	N/A	0.28
Industry	Other	Reit - Healthcare Facilities
P/E Ratio	4.95	103.75
Forward P/E	N/A	72.99
PEG Ratio	0.24	5.20
Dividend Yield	N/A	1.39%
5Y Dividends CAGR	0.00%	3.54%
5Y EPS CAGR	11.43%	2.38%
Debt to Equity	108.41%	40.95%
Free Cash Flow Yield	36.73%	1.92%

Market Cap

BAC-P-M

$154B

Winner

WELL

$154B

Max Drawdown

Winner

BAC-P-M

27.04%

WELL

64.07%

Sharpe Ratio

BAC-P-M

0.24

Winner

WELL

1.82

5Y Beta

BAC-P-M

N/A

WELL

0.28

Industry

BAC-P-M

Other

WELL

Reit - Healthcare Facilities

P/E Ratio

Winner

BAC-P-M

4.95

WELL

103.75

Forward P/E

BAC-P-M

N/A

WELL

72.99

PEG Ratio

Winner

BAC-P-M

0.24

WELL

5.20

Dividend Yield

BAC-P-M

N/A

WELL

1.39%

5Y Dividends CAGR

BAC-P-M

0.00%

Winner

WELL

3.54%

5Y EPS CAGR

Winner

BAC-P-M

11.43%

WELL

2.38%

Debt to Equity

BAC-P-M

108.41%

Winner

WELL

40.95%

Free Cash Flow Yield

Winner

BAC-P-M

36.73%

WELL

1.92%

BAC-P-M vs WELL - Historical Returns

Returns include dividend reinvestment.

Period	BAC-P-M	WELL
1 month	-2.79%	+4.72%
3 months	-5.40%	+5.73%
6 months	+0.78%	+11.41%
1 year	+6.00%	+46.79%
5 years(CAGR)	+0.80%	+27.49%
10 years(CAGR)	N/A	+16.41%
Max(CAGR)	+3.35%	+16.88%

BAC-P-M

-2.79%

Winner

WELL

+4.72%

BAC-P-M

-5.40%

Winner

WELL

+5.73%

BAC-P-M

+0.78%

Winner

WELL

+11.41%

BAC-P-M

+6.00%

Winner

WELL

+46.79%

5Y(CAGR)

BAC-P-M

+0.80%

Winner

WELL

+27.49%

10Y(CAGR)

BAC-P-M

N/A

WELL

+16.41%

Max(CAGR)

BAC-P-M

+3.35%

Winner

WELL

+16.88%

BAC-P-M vs WELL - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BAC-P-M	WELL
2026	-1.26%	+17.75%
2025	+0.90%	+51.44%
2024	+3.98%	+42.96%
2023	+15.55%	+38.80%
2022	-17.32%	-20.97%
2021	+3.98%	+43.69%
2020	+7.59%	-15.80%
2019	+9.25%	+26.91%
2018	N/A	+14.83%
2017	N/A	+1.35%
2016	N/A	+2.83%
2015	N/A	-7.29%
2014	N/A	+48.60%
2013	N/A	-8.18%
2012	N/A	+16.99%
2011	N/A	+19.29%
2010	N/A	+15.06%
2009	N/A	+19.75%
2008	N/A	-0.55%
2007	N/A	+9.55%
2006	N/A	+32.20%
2005	N/A	-2.11%
2004	N/A	+13.85%
2003	N/A	+43.71%
2002	N/A	+18.83%
2001	N/A	+67.80%

BAC-P-M vs WELL Drawdown Comparison

The maximum drawdown for BAC-P-M was -26.10%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.

The maximum drawdown for WELL was -63.33%, occurring on Mar 18, 2020. Recovery took 465 trading sessions.

The current BAC-P-M drawdown is -5.40%. The current WELL drawdown is -0.70%.

Rank	BAC-P-M	WELL
#1	-26.10% Feb 11, 2020 - Jul 21, 2020	-63.33% Sep 4, 2019 - Jul 9, 2021
#2	-21.27% Jun 24, 2021 - Aug 14, 2024	-47.44% Aug 11, 2008 - Sep 2, 2010
#3	-11.78% Oct 16, 2024 - Sep 11, 2025	-40.78% Mar 29, 2022 - Feb 14, 2024
#4	-6.12% Sep 16, 2025 - Feb 20, 2026	-32.93% Jun 26, 2017 - Nov 30, 2018
#5	-6.01% Feb 20, 2026 - Mar 30, 2026	-32.32% Jan 16, 2015 - Jul 22, 2016
#6	-5.29% Dec 17, 2020 - Mar 16, 2021	-31.78% May 21, 2013 - Nov 28, 2014
#7	-4.44% Oct 6, 2020 - Dec 9, 2020	-27.43% Apr 1, 2004 - Jun 14, 2005
#8	-3.70% Sep 9, 2019 - Dec 16, 2019	-24.36% Feb 7, 2007 - Mar 20, 2008
#9	-2.90% Apr 26, 2021 - May 28, 2021	-23.25% Jul 22, 2011 - Dec 22, 2011
#10	-2.17% Sep 18, 2020 - Oct 2, 2020	-21.65% Aug 10, 2016 - Jun 19, 2017
#11	-1.98% Mar 16, 2021 - Apr 6, 2021	-18.17% Apr 12, 2002 - Apr 23, 2003
#12	-1.82% Aug 27, 2020 - Sep 16, 2020	-13.57% May 12, 2008 - Jul 31, 2008
#13	-1.34% Sep 20, 2024 - Oct 16, 2024	-13.30% Nov 4, 2010 - Feb 25, 2011
#14	-1.05% Jan 2, 2020 - Jan 30, 2020	-13.04% Aug 2, 2005 - Mar 20, 2006
#15	-0.97% Jul 29, 2019 - Aug 9, 2019	-12.99% Mar 3, 2025 - Jul 14, 2025

Correlation

Correlation between BAC-P-M and WELL is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2001 - 2026)

BAC-P-M vs WELL dividend yield comparison.

Year	BAC-P-M	WELL
2026	1.56%	0.68%
2025	6.11%	1.52%
2024	5.93%	2.03%
2023	5.84%	2.71%
2022	6.42%	3.72%
2021	5.01%	2.84%
2020	4.92%	4.18%
2019	2.53%	4.26%
2018	0.00%	5.01%
2017	0.00%	5.46%
2016	0.00%	5.14%
2015	0.00%	4.85%
2014	0.00%	4.20%
2013	0.00%	5.71%
2012	0.00%	4.83%
2011	0.00%	5.20%
2010	0.00%	5.75%
2009	0.00%	6.14%
2008	0.00%	6.40%
2007	0.00%	5.10%
2006	0.00%	5.26%
2005	0.00%	7.26%
2004	0.00%	6.25%
2003	0.00%	6.50%
2002	0.00%	8.65%
2001	0.00%	9.61%