WELL vs BAC-P-M

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

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

WELL vs BAC-P-M - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

WELL

$154B

BAC-P-M

$154B

Max Drawdown

WELL

64.07%

Winner

BAC-P-M

27.04%

Sharpe Ratio

Winner

WELL

1.82

BAC-P-M

0.24

5Y Beta

WELL

0.28

BAC-P-M

N/A

Industry

WELL

Reit - Healthcare Facilities

BAC-P-M

Other

P/E Ratio

WELL

103.75

Winner

BAC-P-M

4.95

Forward P/E

WELL

72.99

BAC-P-M

N/A

PEG Ratio

WELL

5.20

Winner

BAC-P-M

0.24

Dividend Yield

WELL

1.39%

BAC-P-M

N/A

5Y Dividends CAGR

Winner

WELL

3.54%

BAC-P-M

0.00%

5Y EPS CAGR

WELL

2.38%

Winner

BAC-P-M

11.43%

Debt to Equity

Winner

WELL

40.95%

BAC-P-M

108.41%

Free Cash Flow Yield

WELL

1.92%

Winner

BAC-P-M

36.73%

WELL vs BAC-P-M - Historical Returns

Returns include dividend reinvestment.

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

Winner

WELL

+4.72%

BAC-P-M

-2.79%

Winner

WELL

+5.73%

BAC-P-M

-5.40%

Winner

WELL

+11.41%

BAC-P-M

+0.78%

Winner

WELL

+46.79%

BAC-P-M

+6.00%

5Y(CAGR)

Winner

WELL

+27.49%

BAC-P-M

+0.80%

10Y(CAGR)

WELL

+16.41%

BAC-P-M

N/A

Max(CAGR)

Winner

WELL

+16.88%

BAC-P-M

+3.35%

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

Returns include dividend reinvestment.

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

WELL vs BAC-P-M Drawdown Comparison

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

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

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

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

Correlation

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

0.71

-101

Dividend Comparison (2001 - 2026)

WELL vs BAC-P-M dividend yield comparison.

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