WELL:NYE-Welltower Inc

COMMON STOCK | REIT - Healthcare Facilities | NYE

Last Closing Price

USD 87.75

Change

-1.15 (-1.29)%

Market Cap

USD 1.67B

Volume

2.11M

Average Target Price

USD 82.11 (-6.43%)
Average Analyst Rating

Verdict

STA Verdict

Verdict

About

Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower™, a real estate investment trust (REIT), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties.

Market Stats

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-08-23 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
GEO The GEO Group, Inc

-0.68 (-3.90%)

USD 2.11B 13.50 11.83
LTC LTC Properties, Inc

-0.70 (-1.41%)

USD 1.96B 18.48 19.21
HTA Healthcare Trust of America, I..

-0.41 (-1.46%)

USD 1.48B 27.09 20.76
UHT Universal Health Realty Income..

-2.47 (-2.55%)

USD 1.33B 76.98 28.27
VTR Ventas, Inc

-0.67 (-0.92%)

USD 1.30B 52.20 20.84
CHCT Community Healthcare Trust Inc..

-0.90 (-2.08%)

USD 0.85B 325.56 28.26
GMRE-PA Global Medical REIT Inc

-0.04 (-0.15%)

USD 0.43B 80.49 31.63
OHI Omega Healthcare Investors, In..

+0.21 (+0.52%)

USD 0.11B 31.66 17.52
HR Healthcare Realty Trust Incorp..

-0.57 (-1.73%)

USD -38,929,408.00 136.64 23.24
MPW Medical Properties Trust, Inc

-0.18 (-0.97%)

USD -337,977,344.00 7.24 19.50

ETFs Containing WELL

Symbol Name Weight Mer Price(Change) Market Cap
OLD The Long-Term Care ETF 18.77 % 0.50 %

-0.14 (-0.46%)

USD 0.02B
REZ iShares Residential Real .. 8.80 % 0.48 %

-0.83 (-1.05%)

USD 0.47B
ICF 5.52 % 0.34 %

N/A

N/A
RWR SPDR Dow Jones REIT ETF 4.83 % 0.25 %

-1.62 (-1.58%)

USD 2.54B
SCHH Schwab U.S. REIT ETF 4.83 % 0.07 %

-0.76 (-1.65%)

USD 5.45B
XLRE The Real Estate Select Se.. 4.44 % 0.13 %

-0.49 (-1.25%)

USD 3.20B
WREI Invesco Wilshire US REIT .. 3.91 % 0.32 %

N/A

USD 0.01B
FRI First Trust S&P REIT Inde.. 3.75 % 0.50 %

-0.36 (-1.39%)

USD 0.15B
USRT iShares Core U.S. REIT ET.. 3.57 % 0.08 %

-0.78 (-1.44%)

USD 1.44B
HGR:CA Harvest Global REIT Leade.. 3.49 % 2.68 %

N/A

CAD 4.71M
GRI Cohen & Steers Global Rea.. 3.22 % 0.55 %

-0.64 (-1.34%)

USD 0.05B
CGR:CA iShares Global Real Estat.. 3.21 % 0.71 %

-0.22 (-0.70%)

CAD 0.13B
EWRE Invesco S&P 500 Equal Wei.. 3.18 % 0.40 %

-0.56 (-1.79%)

USD 0.05B
LS:CA Middlefield Healthcare &a.. 3.07 % 2.21 %

-0.17 (-1.66%)

CAD 0.07B
HIPS GraniteShares HIPS US Hig.. 3.01 % 0.70 %

-0.29 (-1.76%)

USD 7.61M
IYR iShares U.S. Real Estate .. 2.84 % 0.42 %

-1.27 (-1.38%)

USD 4.74B
RWO SPDR Dow Jones Global Rea.. 2.80 % 0.50 %

-0.55 (-1.08%)

USD 2.27B
PSR Invesco Active U.S. Real .. 2.69 % 0.00 %

-1.24 (-1.31%)

USD 0.07B
FREL Fidelity MSCI Real Estate.. 2.68 % 0.08 %

-0.35 (-1.27%)

USD 0.81B
REET iShares Global REIT ETF 2.55 % 0.14 %

-0.27 (-0.98%)

USD 1.58B
VNQ Vanguard Real Estate Inde.. 2.36 % 0.12 %

-1.29 (-1.40%)

USD 33.70B
FFR First Trust FTSE EPRA/NAR.. 2.13 % 0.60 %

-0.39 (-0.81%)

USD 0.05B
DRN Direxion Daily MSCI Real .. 2.06 % 1.09 %

-1.22 (-4.28%)

USD 0.05B
IWS iShares Russell Mid-Cap V.. 0.73 % 0.24 %

-2.24 (-2.58%)

USD 12.05B
IWR iShares Russell Mid-Cap E.. 0.44 % 0.19 %

-1.30 (-2.36%)

USD 20.66B

Market Performance

  Market Performance vs.
Industry/Classification (REIT - Healthcare Facilities)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.42% 85% B 86% B
Dividend Return 3.76% 62% D- 82% B-
Total Return 30.18% 85% B 88% B+
Trailing 12 Months  
Capital Gain 33.14% 92% A- 94% A
Dividend Return 5.28% 62% D- 81% B-
Total Return 38.42% 92% A- 95% 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 12.61% 85% B 85% B
Dividend Return 1.90% 8% F 41% F
Total Return 14.50% 85% B 84% B
Risk Return Profile  
Volatility (Standard Deviation) 21.46% 15% F 34% F
Risk Adjusted Return 67.59% 69% D+ 74% C
Market Capitalization 1.67B 86% B 90% 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
(REIT - Healthcare Facilities)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 59.11 43% F 10% F
Price/Book Ratio 2.40 64% D 34% F
Price / Cash Flow Ratio 22.74 29% F 15% F
EV/EBITDA 23.99 36% F 15% F
Management Effectiveness  
Return on Equity 4.11% 29% F 37% F
Return on Invested Capital 3.51% 36% F 32% F
Return on Assets 2.48% 50% F 47% F
Debt to Equity Ratio 95.06% 43% F 38% F
Technical Ratios  
Short Ratio 6.86 23% F 19% F
Short Percent 3.79% 62% D- 67% D+
Beta 0.21 86% B 82% B-
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.

What to not like:
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 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.

Poor capital utilization

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

Poor return on assets

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

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

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.