WELL:NYE-Welltower Inc.

EQUITY | REITs | New York Stock Exchange

Last Closing Price

USD 73.24

Change

0.00 (0.00)%

Market Cap

USD 29.27B

Volume

1.29M

Average Target Price

USD 76.00 (+3.77%)
Average Analyst Rating

Verdict

STA Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-04-20 )

Largest Industry Peers for REITs

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EQR Equity Residential of Benefici..

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AVB AvalonBay Communities Inc.

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DLR Digital Realty Trust Inc.

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GGP GGP Inc.

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VTR Ventas Inc.

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O Realty Income Corporation

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USD 20.82B

ETFs Containing WELL

Symbol Name Weight Mer Price(Change) Market Cap
OLD The Long-Term Care ETF 18.11 % 0.50 %

N/A

USD 0.02B
REZ iShares Trust Residential.. 8.14 % 0.48 %

N/A

USD 0.43B
ICF iShares Cohen & Steers RE.. 5.14 % 0.34 %

N/A

USD 3.24B
RWR SPDR DJ Wilshire REIT 4.33 % 0.25 %

N/A

USD 2.87B
SCHH Schwab U.S. REIT 4.32 % 0.07 %

N/A

USD 5.33B
XLRE Real Estate Select Sector.. 4.10 % 0.13 %

N/A

USD 3.02B
WREI Invesco Wilshire US REIT 3.91 % 0.32 %

N/A

USD 0.01B
FRI First Trust S&P REIT Inde.. 3.43 % 0.50 %

N/A

USD 0.15B
USRT iShares Core U.S. REIT 3.17 % 0.08 %

N/A

USD 1.26B
HIPS GraniteShares HIPS US Hig.. 3.01 % 0.70 %

N/A

USD 8.55M
LS:CA Middlefield Healthcare & .. 2.93 % 2.21 %

N/A

CAD 0.07B
CGR:CA iShares Global Real Estat.. 2.89 % 0.71 %

N/A

CAD 0.13B
GRI Cohen & Steers Global Rea.. 2.89 % 0.55 %

N/A

USD 0.05B
IYR iShares U.S. Real Estate 2.62 % 0.43 %

N/A

USD 4.35B
PSR Invesco Active U.S. Real .. 2.58 % 0.00 %

N/A

USD 0.04B
FREL Fidelity MSCI Real Estate.. 2.52 % 0.08 %

N/A

USD 0.74B
RWO SPDR DJ Wilshire Global R.. 2.49 % 0.50 %

N/A

USD 2.26B
REET iShares Trust Global REIT 2.25 % 0.14 %

N/A

USD 1.71B
VNQ Vanguard Real Estate 2.23 % 0.12 %

N/A

USD 33.42B
FFR First Trust FTSE EPRA/NAR.. 1.84 % 0.60 %

N/A

USD 0.05B
DRN Direxion Daily Real Estat.. 1.76 % 1.09 %

N/A

USD 0.05B
JKI iShares Morningstar Mid-C.. 1.73 % 0.30 %

N/A

USD 0.47B
HERS:CA Evolve North American Gen.. 0.82 % 0.62 %

N/A

CAD 2.23M
HERS.B:CA Evolve North American Gen.. 0.82 % 0.62 %

N/A

CAD 1.20M
IWS iShares Russell Mid-cap V.. 0.68 % 0.24 %

N/A

USD 11.46B

Market Performance

  Market Performance vs.
Industry/Classification (REITs)
Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.52% 25% F 28% F
Dividend Return 1.25% 20% F 57% F
Total Return 6.77% 23% F 28% F
Trailing 12 Months  
Capital Gain 43.10% 98% A+ 97% A+
Dividend Return 6.80% 60% D- 84% B
Total Return 49.90% 98% A+ 98% A+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 5.20% 81% B- 68% D+
Dividend Return 6.00% 56% F 58% F
Total Return 0.80% 2% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 16.10% 30% F 46% F
Risk Adjusted Return 37.27% 39% F 50% F
Market Capitalization 29.27B 99% A+ 94% A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(REITs)
Ratio vs. Market
(New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 35.90 29% F 16% F
Price/Book Ratio 2.07 39% F 38% F
Price / Cash Flow Ratio 4.40 31% F 28% F
Price/Free Cash Flow Ratio 17.44 33% F 33% F
Management Effectiveness  
Return on Equity 5.57% 42% F 42% F
Return on Invested Capital 4.13% 55% F 27% F
Return on Assets 2.78% 59% F 54% F
Debt to Equity Ratio 90.25% 58% F 42% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.