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WELL vs SHOP

Comparison between Welltower Inc (WELL, Company) and Shopify Inc - Class A (SHOP, Company).

WELL is from the Real Estate sector, while SHOP is from the Technology sector.

5-Year PerformanceWELL has outperformed SHOP, delivering a return of +25.9% compared to -4.8%

WELL vs SHOP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WELL
$164B
SHOP
$161B
Max Drawdown
Winner
WELL
64.07%
SHOP
84.82%
Sharpe Ratio
Winner
WELL
1.96
SHOP
0.16
5Y Beta
Winner
WELL
0.22
SHOP
2.06
Industry
WELL
Reit - Healthcare Facilities
SHOP
Software - Application
P/E Ratio
WELL
110.71
Winner
SHOP
-1738.68
Forward P/E
WELL
83.33
Winner
SHOP
65.79
PEG Ratio
WELL
5.55
Winner
SHOP
2.57
Dividend Yield
WELL
1.21%
SHOP
N/A
5Y Dividends CAGR
WELL
3.54%
SHOP
N/A
5Y EPS CAGR
WELL
2.38%
SHOP
N/A
Debt to Equity
WELL
40.95%
Winner
SHOP
0.00%
Free Cash Flow Yield
Winner
WELL
1.80%
SHOP
1.32%
P/S Ratio
WELL
14.00
Winner
SHOP
13.19
P/B Ratio
Winner
WELL
3.80
SHOP
12.95

WELL vs SHOP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WELL
+16.51%
SHOP
+13.94%
3M
Winner
WELL
+19.77%
SHOP
-6.18%
6M
Winner
WELL
+33.37%
SHOP
-11.20%
1Y
Winner
WELL
+56.04%
SHOP
-4.20%
5Y(CAGR)
Winner
WELL
+25.93%
SHOP
-4.75%
10Y(CAGR)
WELL
+16.28%
Winner
SHOP
+43.72%
Max(CAGR)
WELL
+17.30%
Winner
SHOP
+41.41%

WELL vs SHOP - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearWELLSHOP
2026+32.70%-21.74%
2025+51.44%+49.70%
2024+42.96%+44.02%
2023+38.80%+118.33%
2022-20.97%-74.54%
2021+43.69%+26.09%
2020-15.80%+177.57%
2019+26.91%+188.94%
2018+14.83%+31.24%
2017+1.35%+135.87%
2016+2.83%+66.68%
2015-7.29%+0.47%
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 SHOP Drawdown Comparison

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

The maximum drawdown for SHOP was -84.82%, occurring on Oct 11, 2022. Recovery took 985 trading sessions.

The current SHOP drawdown is -31.27%.

RankWELLSHOP
#1-63.33%
Sep 4, 2019 - Jul 9, 2021
-84.82%
Nov 19, 2021 - Oct 24, 2025
#2-47.44%
Aug 11, 2008 - Sep 2, 2010
-52.11%
Aug 3, 2015 - Aug 19, 2016
#3-40.78%
Mar 29, 2022 - Feb 14, 2024
-46.71%
Oct 29, 2025 - May 13, 2026
#4-32.93%
Jun 26, 2017 - Nov 30, 2018
-40.67%
Feb 19, 2020 - Apr 17, 2020
#5-32.32%
Jan 16, 2015 - Jul 22, 2016
-31.47%
Jul 25, 2018 - Feb 8, 2019
#6-31.78%
May 21, 2013 - Nov 28, 2014
-29.79%
Aug 27, 2019 - Dec 26, 2019
#7-27.43%
Apr 1, 2004 - Jun 14, 2005
-29.45%
Feb 16, 2021 - Jun 21, 2021
#8-24.36%
Feb 7, 2007 - Mar 20, 2008
-24.77%
Jun 17, 2015 - Aug 3, 2015
#9-23.25%
Jul 22, 2011 - Dec 22, 2011
-24.70%
Sep 19, 2017 - Jan 25, 2018
#10-21.65%
Aug 10, 2016 - Jun 19, 2017
-23.62%
Mar 20, 2018 - Jun 4, 2018
#11-18.17%
Apr 12, 2002 - Apr 23, 2003
-23.24%
Sep 1, 2020 - Dec 16, 2020
#12-13.57%
May 12, 2008 - Jul 31, 2008
-19.99%
Jul 23, 2021 - Nov 12, 2021
#13-13.30%
Nov 4, 2010 - Feb 25, 2011
-16.28%
Jun 18, 2018 - Jul 23, 2018
#14-13.04%
Aug 2, 2005 - Mar 20, 2006
-15.07%
Aug 1, 2017 - Aug 24, 2017
#15-12.99%
Mar 3, 2025 - Jul 14, 2025
-14.86%
Dec 22, 2020 - Feb 5, 2021

Correlation

Correlation between WELL and SHOP is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

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