WELL vs TBB

Comparison between Welltower Inc (WELL, Company) and AT&T Inc (TBB, Company).

5-Year PerformanceWELL has outperformed TBB, delivering a return of +26.7% compared to +1.7%

WELL vs TBB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WELL(COMPANY)	TBB(COMPANY)
Market Cap	$153B	$152B
Max Drawdown	64.07%	26.43%
Sharpe Ratio	1.71	-0.22
5Y Beta	0.29	0.18
Industry	Reit - Healthcare Facilities	N/A
P/E Ratio	102.73	7.05
Forward P/E	74.07	N/A
PEG Ratio	5.15	0.06
Dividend Yield	1.39%	9.18%
5Y Dividends CAGR	7.85%	10.77%
5Y EPS CAGR	2.38%	4.03%
Debt to Equity	40.95%	5.43%
Free Cash Flow Yield	1.94%	26.48%
P/S Ratio	12.99	N/A
P/B Ratio	3.50	N/A

Market Cap

Winner

WELL

$153B

TBB

$152B

Max Drawdown

WELL

64.07%

Winner

TBB

26.43%

Sharpe Ratio

Winner

WELL

1.71

TBB

-0.22

5Y Beta

WELL

0.29

Winner

TBB

0.18

Industry

WELL

Reit - Healthcare Facilities

TBB

N/A

P/E Ratio

WELL

102.73

Winner

TBB

7.05

Forward P/E

WELL

74.07

TBB

N/A

PEG Ratio

WELL

5.15

Winner

TBB

0.06

Dividend Yield

WELL

1.39%

Winner

TBB

9.18%

5Y Dividends CAGR

WELL

7.85%

Winner

TBB

10.77%

5Y EPS CAGR

WELL

2.38%

Winner

TBB

4.03%

Debt to Equity

WELL

40.95%

Winner

TBB

5.43%

Free Cash Flow Yield

WELL

1.94%

Winner

TBB

26.48%

P/S Ratio

WELL

12.99

TBB

N/A

P/B Ratio

WELL

3.50

TBB

N/A

WELL vs TBB - Historical Returns

Returns include dividend reinvestment.

Period	WELL	TBB
1 month	+4.85%	+1.64%
3 months	+9.20%	-1.36%
6 months	+13.65%	-1.69%
1 year	+47.19%	+1.86%
5 years(CAGR)	+26.69%	+1.70%
10 years(CAGR)	+15.16%	+3.58%
Max(CAGR)	+16.80%	+3.58%

Winner

WELL

+4.85%

TBB

+1.64%

Winner

WELL

+9.20%

TBB

-1.36%

Winner

WELL

+13.65%

TBB

-1.69%

Winner

WELL

+47.19%

TBB

+1.86%

5Y(CAGR)

Winner

WELL

+26.69%

TBB

+1.70%

10Y(CAGR)

Winner

WELL

+15.16%

TBB

+3.58%

Max(CAGR)

Winner

WELL

+16.80%

TBB

+3.58%

WELL vs TBB - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	WELL	TBB
2026	+15.22%	-0.95%
2025	+51.44%	-3.33%
2024	+42.96%	+8.99%
2023	+38.80%	+13.62%
2022	-20.97%	-11.88%
2021	+43.69%	+0.04%
2020	-15.80%	+6.34%
2019	+26.91%	+24.40%
2018	+14.83%	-8.73%
2017	+1.35%	+3.33%
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 TBB Drawdown Comparison

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

The maximum drawdown for TBB was -16.09%, occurring on Mar 23, 2020. Recovery took 103 trading sessions.

The current WELL drawdown is -1.25%. The current TBB drawdown is -5.87%.

Rank	WELL	TBB
#1	-63.33% Sep 4, 2019 - Jul 9, 2021	-16.09% Jan 13, 2020 - Jun 10, 2020
#2	-47.44% Aug 11, 2008 - Sep 2, 2010	-15.69% Oct 14, 2021 - Dec 21, 2023
#3	-40.78% Mar 29, 2022 - Feb 14, 2024	-12.17% Dec 18, 2017 - Jan 31, 2019
#4	-32.93% Jun 26, 2017 - Nov 30, 2018	-9.14% Sep 15, 2025 - Mar 31, 2026
#5	-32.32% Jan 16, 2015 - Jul 22, 2016	-8.67% Feb 5, 2025 - Sep 11, 2025
#6	-31.78% May 21, 2013 - Nov 28, 2014	-7.93% Mar 21, 2024 - Aug 28, 2024
#7	-27.43% Apr 1, 2004 - Jun 14, 2005	-5.93% Dec 31, 2020 - Jun 22, 2021
#8	-24.36% Feb 7, 2007 - Mar 20, 2008	-5.24% Oct 23, 2019 - Jan 13, 2020
#9	-23.25% Jul 22, 2011 - Dec 22, 2011	-4.24% Feb 1, 2024 - Mar 7, 2024
#10	-21.65% Aug 10, 2016 - Jun 19, 2017	-4.12% Oct 18, 2024 - Feb 5, 2025
#11	-18.17% Apr 12, 2002 - Apr 23, 2003	-3.22% Aug 28, 2019 - Sep 27, 2019
#12	-13.57% May 12, 2008 - Jul 31, 2008	-2.90% Jul 31, 2019 - Aug 22, 2019
#13	-13.30% Nov 4, 2010 - Feb 25, 2011	-2.74% Jun 10, 2020 - Aug 18, 2020
#14	-13.04% Aug 2, 2005 - Mar 20, 2006	-2.48% Aug 6, 2021 - Oct 14, 2021
#15	-12.99% Mar 3, 2025 - Jul 14, 2025	-2.42% Oct 8, 2020 - Nov 17, 2020

Correlation

Correlation between WELL and TBB is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2001 - 2026)

WELL vs TBB dividend yield comparison.

Year	WELL	TBB
2026	0.34%	3.08%
2025	1.52%	6.01%
2024	2.03%	5.48%
2023	2.71%	5.70%
2022	3.72%	6.17%
2021	2.84%	5.13%
2020	4.18%	3.63%
2019	4.26%	4.99%
2018	5.01%	6.07%
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%