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WELL vs ISRG

Comparison between Welltower Inc (WELL, Company) and Intuitive Surgical Inc (ISRG, Company).

WELL is from the Real Estate sector, while ISRG is from the Healthcare sector.

5-Year PerformanceWELL has outperformed ISRG, delivering a return of +23.8% compared to +6.0%

WELL vs ISRG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WELL
$146B
ISRG
$144B
Max Drawdown
Winner
WELL
64.07%
ISRG
82.26%
Sharpe Ratio
Winner
WELL
1.48
ISRG
-0.73
5Y Beta
Winner
WELL
0.25
ISRG
1.12
Industry
WELL
Reit - Healthcare Facilities
ISRG
Medical Instruments & Supplies
P/E Ratio
WELL
98.07
Winner
ISRG
48.55
Forward P/E
WELL
70.42
Winner
ISRG
39.22
PEG Ratio
WELL
4.92
Winner
ISRG
2.35
Dividend Yield
WELL
1.43%
ISRG
N/A
5Y Dividends CAGR
WELL
3.54%
ISRG
N/A
5Y EPS CAGR
WELL
2.38%
Winner
ISRG
20.35%
Debt to Equity
WELL
40.95%
Winner
ISRG
0.00%
Free Cash Flow Yield
WELL
2.03%
Winner
ISRG
2.33%
P/S Ratio
Winner
WELL
12.40
ISRG
13.61
P/B Ratio
Winner
WELL
3.33
ISRG
8.24

WELL vs ISRG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WELL
-2.18%
ISRG
-8.02%
3M
Winner
WELL
+8.80%
ISRG
-15.71%
6M
Winner
WELL
+14.21%
ISRG
-30.51%
1Y
Winner
WELL
+39.31%
ISRG
-21.77%
5Y(CAGR)
Winner
WELL
+23.81%
ISRG
+6.03%
10Y(CAGR)
WELL
+15.39%
Winner
ISRG
+18.73%
Max(CAGR)
WELL
+16.66%
Winner
ISRG
+22.56%

WELL vs ISRG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearWELLISRG
2026+13.89%-28.30%
2025+51.44%+8.08%
2024+42.96%+57.70%
2023+38.80%+27.00%
2022-20.97%-26.29%
2021+43.69%+34.74%
2020-15.80%+36.98%
2019+26.91%+26.85%
2018+14.83%+27.63%
2017+1.35%+70.59%
2016+2.83%+15.85%
2015-7.29%+3.92%
2014+48.60%+39.19%
2013-8.18%-22.80%
2012+16.99%+3.96%
2011+19.29%+72.12%
2010+15.06%-16.52%
2009+19.75%+129.16%
2008-0.55%-60.80%
2007+9.55%+241.87%
2006+32.20%-17.19%
2005-2.11%+210.82%
2004+13.85%+136.25%
2003+43.71%+40.08%
2002+18.83%-36.82%
2001+67.80%+22.92%
2000N/A-6.80%

WELL vs ISRG Drawdown Comparison

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

The maximum drawdown for ISRG was -82.26%, occurring on Apr 11, 2001. Recovery took 1103 trading sessions.

The current WELL drawdown is -3.95%. The current ISRG drawdown is -33.99%.

RankWELLISRG
#1-63.33%
Sep 4, 2019 - Jul 9, 2021
-82.26%
Jul 31, 2000 - Dec 21, 2004
#2-47.44%
Aug 11, 2008 - Sep 2, 2010
-75.89%
Apr 10, 2008 - Mar 1, 2010
#3-40.78%
Mar 29, 2022 - Feb 14, 2024
-49.90%
Nov 8, 2021 - Jan 18, 2024
#4-32.93%
Jun 26, 2017 - Nov 30, 2018
-40.52%
Feb 20, 2020 - Jul 17, 2020
#5-32.32%
Jan 16, 2015 - Jul 22, 2016
-40.11%
May 1, 2012 - Mar 14, 2016
#6-31.78%
May 21, 2013 - Nov 28, 2014
-36.54%
Jan 31, 2006 - May 30, 2007
#7-27.43%
Apr 1, 2004 - Jun 14, 2005
-36.21%
Apr 15, 2010 - Jul 20, 2011
#8-24.36%
Feb 7, 2007 - Mar 20, 2008
-34.12%
Jan 22, 2025 - Jun 17, 2026
#9-23.25%
Jul 22, 2011 - Dec 22, 2011
-33.43%
Dec 7, 2007 - Apr 10, 2008
#10-21.65%
Aug 10, 2016 - Jun 19, 2017
-24.33%
Oct 1, 2018 - Mar 21, 2019
#11-18.17%
Apr 12, 2002 - Apr 23, 2003
-22.31%
Jul 21, 2011 - Oct 19, 2011
#12-13.57%
May 12, 2008 - Jul 31, 2008
-21.78%
Apr 10, 2019 - Nov 26, 2019
#13-13.30%
Nov 4, 2010 - Feb 25, 2011
-21.19%
Apr 7, 2005 - Jul 11, 2005
#14-13.04%
Aug 2, 2005 - Mar 20, 2006
-19.12%
Oct 25, 2007 - Dec 5, 2007
#15-12.99%
Mar 3, 2025 - Jul 14, 2025
-18.18%
Jun 21, 2000 - Jul 10, 2000

Correlation

Correlation between WELL and ISRG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

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