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ETN vs WELL

Comparison between Eaton Corporation plc (ETN, Company) and Welltower Inc (WELL, Company).

ETN is from the Industrials sector, while WELL is from the Real Estate sector.

5-Year PerformanceWELL has outperformed ETN, delivering a return of +25.1% compared to +23.6%

ETN vs WELL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ETN
$158B
WELL
$151B
Max Drawdown
ETN
70.48%
Winner
WELL
64.07%
Sharpe Ratio
ETN
0.68
Winner
WELL
1.47
5Y Beta
ETN
1.46
Winner
WELL
0.26
Industry
ETN
Specialty Industrial Machinery
WELL
Reit - Healthcare Facilities
P/E Ratio
Winner
ETN
39.57
WELL
101.64
Forward P/E
Winner
ETN
29.76
WELL
70.42
PEG Ratio
ETN
13.79
Winner
WELL
5.10
Dividend Yield
ETN
1.01%
Winner
WELL
1.47%
5Y Dividends CAGR
Winner
ETN
13.29%
WELL
3.54%
5Y EPS CAGR
Winner
ETN
23.40%
WELL
2.38%
Debt to Equity
ETN
107.14%
Winner
WELL
40.95%
Free Cash Flow Yield
Winner
ETN
2.39%
WELL
1.96%
P/S Ratio
Winner
ETN
5.53
WELL
12.32
P/B Ratio
ETN
8.00
Winner
WELL
3.31

ETN vs WELL - Historical Returns

Returns include dividend reinvestment.

1M
ETN
-3.35%
Winner
WELL
-3.11%
3M
Winner
ETN
+12.26%
WELL
+1.26%
6M
Winner
ETN
+17.96%
WELL
+1.98%
1Y
ETN
+22.69%
Winner
WELL
+37.30%
5Y(CAGR)
ETN
+23.61%
Winner
WELL
+25.07%
10Y(CAGR)
Winner
ETN
+23.09%
WELL
+15.56%
Max(CAGR)
ETN
+15.13%
Winner
WELL
+16.59%

ETN vs WELL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearETNWELL
2026+21.69%+11.46%
2025-2.81%+51.44%
2024+40.64%+42.96%
2023+55.40%+38.80%
2022-4.90%-20.97%
2021+48.41%+43.69%
2020+28.40%-15.80%
2019+42.90%+26.91%
2018-9.93%+14.83%
2017+19.01%+1.35%
2016+33.38%+2.83%
2015-20.71%-7.29%
2014-7.46%+48.60%
2013+38.36%-8.18%
2012+23.06%+16.99%
2011-13.62%+19.29%
2010+62.38%+15.06%
2009+27.80%+19.75%
2008-45.34%-0.55%
2007+31.45%+9.55%
2006+14.15%+32.20%
2005-3.81%-2.11%
2004+37.99%+13.85%
2003+38.00%+43.71%
2002+7.39%+18.83%
2001+13.34%+67.80%
2000+7.94%N/A
1999-0.58%N/A

ETN vs WELL Drawdown Comparison

The maximum drawdown for ETN was -68.97%, occurring on Mar 9, 2009. Recovery took 830 trading sessions.

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

The current ETN drawdown is -8.30%. The current WELL drawdown is -6.00%.

RankETNWELL
#1-68.97%
Jul 23, 2007 - Nov 4, 2010
-63.33%
Sep 4, 2019 - Jul 9, 2021
#2-44.50%
Feb 20, 2020 - Aug 28, 2020
-47.44%
Aug 11, 2008 - Sep 2, 2010
#3-38.34%
Feb 11, 2011 - Dec 18, 2012
-40.78%
Mar 29, 2022 - Feb 14, 2024
#4-37.52%
Jul 16, 2014 - Mar 1, 2017
-32.93%
Jun 26, 2017 - Nov 30, 2018
#5-34.46%
Dec 4, 2024 - Jul 17, 2025
-32.32%
Jan 16, 2015 - Jul 22, 2016
#6-31.65%
Apr 16, 2002 - Jul 23, 2003
-31.78%
May 21, 2013 - Nov 28, 2014
#7-29.63%
Apr 26, 2000 - Feb 25, 2002
-27.43%
Apr 1, 2004 - Jun 14, 2005
#8-27.29%
Nov 9, 2021 - Feb 10, 2023
-24.36%
Feb 7, 2007 - Mar 20, 2008
#9-26.06%
Sep 21, 2018 - Sep 10, 2019
-23.25%
Jul 22, 2011 - Dec 22, 2011
#10-22.62%
Nov 16, 1999 - Mar 16, 2000
-21.65%
Aug 10, 2016 - Jun 19, 2017
#11-20.53%
Dec 31, 2004 - Feb 24, 2006
-18.17%
Apr 12, 2002 - Apr 23, 2003
#12-19.78%
May 24, 2024 - Oct 11, 2024
-13.57%
May 12, 2008 - Jul 31, 2008
#13-19.66%
May 11, 2006 - Dec 4, 2006
-13.30%
Nov 4, 2010 - Feb 25, 2011
#14-19.14%
Jul 28, 2025 - Feb 11, 2026
-13.04%
Aug 2, 2005 - Mar 20, 2006
#15-18.51%
Sep 11, 2023 - Dec 14, 2023
-12.99%
Mar 3, 2025 - Jul 14, 2025

Correlation

Correlation between ETN and WELL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

ETN vs WELL dividend yield comparison.

YearETNWELL
20260.56%0.72%
20251.31%1.52%
20241.13%2.03%
20231.43%2.71%
20222.06%3.72%
20211.76%2.84%
20201.88%4.18%
20193.00%4.26%
20183.85%5.01%
20173.04%5.46%
20163.40%5.14%
20154.23%4.85%
20142.88%4.20%
20132.21%5.71%
20122.81%4.83%
20113.12%5.20%
20102.13%5.75%
20093.14%6.14%
20084.02%6.40%
20071.77%5.10%
20061.97%5.26%
20051.85%7.26%
20041.31%6.25%
20031.70%6.50%
20022.25%8.65%
20012.37%9.61%
20002.34%0.00%
19990.61%0.00%

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