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WELL vs RIO

Comparison between Welltower Inc (WELL, Company) and Rio Tinto plc (RIO, Company).

WELL is from the Real Estate sector, while RIO is from the Basic Materials sector.

5-Year PerformanceWELL has outperformed RIO, delivering a return of +24.7% compared to +10.1%

WELL vs RIO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WELL
$156B
RIO
$154B
Max Drawdown
Winner
WELL
64.07%
RIO
89.06%
Sharpe Ratio
WELL
1.70
Winner
RIO
1.91
5Y Beta
Winner
WELL
0.24
RIO
0.76
Industry
WELL
Reit - Healthcare Facilities
RIO
Other Industrial Metals & Mining
P/E Ratio
WELL
105.08
Winner
RIO
7.16
Forward P/E
WELL
75.76
Winner
RIO
11.19
PEG Ratio
Winner
WELL
5.27
RIO
5.69
Dividend Yield
WELL
1.36%
Winner
RIO
4.21%
5Y Dividends CAGR
Winner
WELL
3.54%
RIO
-2.04%
5Y EPS CAGR
WELL
2.38%
Winner
RIO
25.22%
Debt to Equity
WELL
40.95%
Winner
RIO
37.81%
Free Cash Flow Yield
WELL
1.89%
Winner
RIO
6.99%
P/S Ratio
WELL
13.28
Winner
RIO
2.65
P/B Ratio
WELL
3.57
Winner
RIO
2.46

WELL vs RIO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WELL
+2.57%
RIO
-11.06%
3M
Winner
WELL
+14.11%
RIO
+8.65%
6M
WELL
+20.02%
Winner
RIO
+20.89%
1Y
WELL
+48.06%
Winner
RIO
+76.60%
5Y(CAGR)
Winner
WELL
+24.68%
RIO
+10.08%
10Y(CAGR)
WELL
+16.02%
Winner
RIO
+20.72%
Max(CAGR)
Winner
WELL
+16.91%
RIO
+12.47%

WELL vs RIO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWELLRIO
2026+20.51%+20.09%
2025+51.44%+44.50%
2024+42.96%-15.22%
2023+38.80%+11.36%
2022-20.97%+18.58%
2021+43.69%-5.98%
2020-15.80%+35.15%
2019+26.91%+36.43%
2018+14.83%-6.12%
2017+1.35%+43.07%
2016+2.83%+42.90%
2015-7.29%-32.97%
2014+48.60%-12.14%
2013-8.18%-0.77%
2012+16.99%+14.54%
2011+19.29%-30.39%
2010+15.06%+31.72%
2009+19.75%+162.49%
2008-0.55%-78.48%
2007+9.55%+109.86%
2006+32.20%+15.92%
2005-2.11%+60.68%
2004+13.85%+9.25%
2003+43.71%+39.12%
2002+18.83%+7.28%
2001+67.80%+14.00%
2000N/A-21.19%
1999N/A+39.46%

WELL vs RIO Drawdown Comparison

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

The maximum drawdown for RIO was -88.97%, occurring on Dec 4, 2008. Recovery took 3104 trading sessions.

The current RIO drawdown is -15.11%.

RankWELLRIO
#1-63.33%
Sep 4, 2019 - Jul 9, 2021
-88.97%
May 16, 2008 - Sep 15, 2020
#2-47.44%
Aug 11, 2008 - Sep 2, 2010
-39.87%
Jan 7, 2000 - Jul 25, 2003
#3-40.78%
Mar 29, 2022 - Feb 14, 2024
-37.00%
May 11, 2021 - May 17, 2024
#4-32.93%
Jun 26, 2017 - Nov 30, 2018
-30.74%
Nov 9, 2007 - Apr 15, 2008
#5-32.32%
Jan 16, 2015 - Jul 22, 2016
-27.59%
Jul 9, 2007 - Sep 21, 2007
#6-31.78%
May 21, 2013 - Nov 28, 2014
-26.87%
May 10, 2006 - Apr 10, 2007
#7-27.43%
Apr 1, 2004 - Jun 14, 2005
-24.23%
May 17, 2024 - Oct 8, 2025
#8-24.36%
Feb 7, 2007 - Mar 20, 2008
-24.15%
Jan 5, 2004 - Nov 10, 2004
#9-23.25%
Jul 22, 2011 - Dec 22, 2011
-18.91%
Mar 4, 2005 - Aug 8, 2005
#10-21.65%
Aug 10, 2016 - Jun 19, 2017
-16.07%
May 13, 2026 - Jun 24, 2026
#11-18.17%
Apr 12, 2002 - Apr 23, 2003
-15.93%
Feb 24, 2021 - May 5, 2021
#12-13.57%
May 12, 2008 - Jul 31, 2008
-15.30%
Sep 15, 2020 - Nov 24, 2020
#13-13.30%
Nov 4, 2010 - Feb 25, 2011
-15.17%
Feb 25, 2026 - Apr 8, 2026
#14-13.04%
Aug 2, 2005 - Mar 20, 2006
-13.26%
Jan 27, 2006 - Mar 30, 2006
#15-12.99%
Mar 3, 2025 - Jul 14, 2025
-11.85%
Jan 8, 2021 - Feb 16, 2021

Correlation

Correlation between WELL and RIO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2000 - 2026)

WELL vs RIO dividend yield comparison.

YearWELLRIO
20260.66%2.67%
20251.52%4.66%
20242.03%7.40%
20232.71%5.40%
20223.72%10.48%
20212.84%10.23%
20204.18%5.13%
20194.26%7.68%
20185.01%6.32%
20175.46%4.47%
20165.14%3.93%
20154.85%7.58%
20144.20%6.78%
20135.71%4.75%
20124.83%2.85%
20115.20%2.39%
20105.75%2.18%
20096.14%11.85%
20086.40%6.84%
20075.10%1.11%
20065.26%2.82%
20057.26%1.83%
20046.25%2.21%
20036.50%2.17%
20028.65%4.84%
20019.61%2.07%
20000.00%3.43%

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