WELL:NYE-Welltower Inc (USD)

COMMON STOCK | REIT-Healthcare Facilities | NYE

Last Closing Price

USD 75.11

Change

-0.51 (-0.67)%

Market Cap

USD 31.39B

Volume

1.73M

Average Target Price

USD 68.43 (-8.90%)
Average Analyst Rating

Verdict

Fundamental Analysis

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.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-04-09 )

Largest Industry Peers for REIT-Healthcare Facilities

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
VTR Ventas, Inc

-0.17 (-0.31%)

USD20.57B 46.93 16.58
MPW Medical Properties Trust, Inc

-0.22 (-1.01%)

USD12.67B 26.98 19.14
OHI Omega Healthcare Investors, In..

-1.03 (-2.67%)

USD8.98B 55.69 19.45
HTA Healthcare Trust of America, I..

-0.07 (-0.25%)

USD6.12B 116.58 20.68
HR Healthcare Realty Trust Incorp..

-0.25 (-0.81%)

USD4.37B 59.42 19.25
DOC Physicians Realty Trust

-0.06 (-0.33%)

USD3.86B 57.97 19.30
NHI National Health Investors, Inc

-0.32 (-0.43%)

USD3.37B 18.02 15.21
LTC LTC Properties, Inc

-0.32 (-0.73%)

USD1.71B 18.03 24.76
CHCT Community Healthcare Trust Inc..

+0.38 (+0.78%)

USD1.16B 60.55 26.00
UHT Universal Health Realty Income..

-0.15 (-0.21%)

USD0.97B 49.79 24.64

ETFs Containing WELL

Symbol Name Weight Mer Price(Change) Market Cap
CGR:CA iShares Global Real Estat.. 0.00 % 0.65 %

-0.18 (-0.61%)

USD0.20B
H4ZL:F HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.40 %

N/A

USD0.16B
IDWP:LSE iShares Developed Markets.. 0.00 % 0.59 %

+0.03 (+0.11%)

USD1.99B
IUSP:LSE iShares US Property Yield.. 0.00 % 0.40 %

+0.75 (+0.03%)

USD0.65B
IWDP:LSE iShares II Public Limited.. 0.00 % 0.59 %

N/A

USD1.99B
DPYG:LSE iShares Developed Markets.. 0.00 % 0.64 %

N/A

USD0.02B
EPRA:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

-5.00 (-0.10%)

USD0.23B
GBRE:LSE SPDR Dow Jones Global Rea.. 0.00 % 0.40 %

+0.01 (+0.02%)

USD0.24B
VLIQ:LSE Vanguard Global Liquidity.. 0.00 % 0.00 %

N/A

USD0.01B
ENG:PA BNP Paribas Easy SICAV - .. 0.00 % 0.00 %

-0.19 (-0.30%)

USD0.05B
EPRA:PA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.03 (+0.05%)

USD0.24B
10AJ:F Amundi Index Solutions - .. 0.00 % 0.00 %

+0.05 (+0.09%)

N/A
IQQ6:F iShares Developed Markets.. 0.00 % 0.59 %

+0.04 (+0.16%)

USD2.00B
HPRO:LSE HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.40 %

-1.25 (-0.07%)

USD0.18B
IQQ7:F iShares US Property Yield.. 0.00 % 0.40 %

+0.06 (+0.24%)

USD0.59B
SPYJ:F SPDR Dow Jones Global Rea.. 0.00 % 0.40 %

N/A

USD0.23B
10AJ:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.02 (+0.04%)

USD0.04B
H4ZL:XETRA HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.40 %

N/A

USD0.16B
IQQ6:XETRA iShares Developed Markets.. 0.00 % 0.59 %

+0.02 (+0.07%)

USD2.00B
IQQ7:XETRA iShares US Property Yield.. 0.00 % 0.40 %

+0.03 (+0.12%)

USD0.59B
IUSP:XETRA iShares J.P. Morgan EM Lo.. 0.00 % 0.50 %

-0.05 (-0.11%)

USD6.56B
SPYJ:XETRA SPDR Dow Jones Global Rea.. 0.00 % 0.40 %

+0.07 (+0.21%)

USD0.25B
TRET:XETRA VanEck Vectors Global Rea.. 0.00 % 0.25 %

+0.01 (+0.01%)

USD0.10B
XU61:XETRA BNP Paribas Easy ECPI Glo.. 0.00 % 0.00 %

N/A

USD0.05B
IDUP:LSE iShares US Property Yield.. 0.00 % 0.40 %

-0.04 (-0.13%)

USD0.59B
HPRD:LSE HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.40 %

-0.06 (-0.23%)

USD0.16B
CZA Invesco Zacks Mid-Cap ETF 0.00 % 0.69 %

+0.74 (+0.86%)

USD0.21B
REZ iShares Residential and M.. 0.00 % 0.48 %

-0.16 (-0.21%)

USD0.45B
DRN Direxion Daily MSCI Real .. 0.00 % 0.99 %

-0.01 (-0.06%)

USD0.08B
DRV Direxion Daily MSCI Real .. 0.00 % 1.03 %

+0.04 (+0.56%)

USD0.02B
FFR First Trust FTSE EPRA/NAR.. 0.00 % 0.60 %

+0.01 (+0.01%)

USD0.03B
FREL Fidelity MSCI Real Estate.. 0.00 % 0.09 %

-0.05 (-0.18%)

USD1.26B
FRI First Trust S&P REIT Inde.. 0.00 % 0.50 %

N/A

USD0.08B
IYR iShares U.S. Real Estate .. 0.00 % 0.42 %

-0.01 (-0.01%)

USD5.35B
LRET UBS ETRACS Monthly Pay 2x.. 0.00 % 0.85 %

N/A

USD3.35M
PSR Invesco Active U.S. Real .. 0.00 % 0.35 %

-0.08 (-0.08%)

USD0.09B
REET iShares Global REIT ETF 0.00 % 0.14 %

-0.03 (-0.11%)

USD2.78B
REK ProShares Short Real Esta.. 0.00 % 0.95 %

-0.01 (-0.05%)

USD0.01B
RWO SPDR Dow Jones Global Rea.. 0.00 % 0.50 %

-0.13 (-0.27%)

USD1.61B
GLRE:LSE SPDR Dow Jones Global Rea.. 0.00 % 0.40 %

-0.01 (-0.03%)

USD0.24B
RWR SPDR Dow Jones REIT ETF 0.00 % 0.25 %

-0.02 (-0.02%)

USD1.42B
SCHH Schwab U.S. REIT ETF 0.00 % 0.07 %

-0.05 (-0.12%)

USD4.89B
SRS ProShares UltraShort Real.. 0.00 % 0.95 %

N/A

USD0.02B
URE ProShares Ultra Real Esta.. 0.00 % 0.95 %

+0.08 (+0.10%)

USD0.09B
USRT iShares Core U.S. REIT ET.. 0.00 % 0.08 %

-0.04 (-0.07%)

USD1.65B
VNQ Vanguard Real Estate Inde.. 0.00 % 0.12 %

-0.11 (-0.12%)

USD63.89B
WREI Invesco Wilshire US REIT .. 0.00 % 0.32 %

N/A

USD0.01B
XLRE The Real Estate Select Se.. 0.00 % 0.12 %

+0.06 (+0.15%)

USD2.31B
OLD The Long-Term Care ETF 0.00 % 0.30 %

+0.08 (+0.24%)

USD0.02B
DPYA:LSE iShares Developed Markets.. 0.00 % 0.59 %

N/A

USD0.14B
DPYE:LSE iShares Developed Markets.. 0.00 % 0.64 %

N/A

USD0.02B
1659:TSE iShares US REIT ETF 0.00 % 0.00 %

-12.00 (-0.54%)

USD10.01B

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 16.23% 100% A+ 73% C
Dividend Return 0.94% 21% F 51% F
Total Return 17.18% 100% A+ 73% C
Trailing 12 Months  
Capital Gain 32.70% 86% B 43% F
Dividend Return 4.31% 21% F 59% F
Total Return 37.01% 86% B 43% F
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 1.16% 64% D 47% F
Dividend Return 3.10% 14% F 68% D+
Total Return 4.26% 64% D 50% F
Risk Return Profile  
Volatility (Standard Deviation) 29.73% 21% F 30% F
Risk Adjusted Return 14.33% 36% F 35% F
Market Capitalization 31.39B 100% A+ 92% A-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-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 32.27 71% C- 25% F
Price/Book Ratio 1.91 77% C+ 51% F
Price / Cash Flow Ratio 23.00 21% F 18% F
EV/EBITDA 34.24 8% F 15% F
Management Effectiveness  
Return on Equity 6.07% 71% C- 52% F
Return on Invested Capital 3.48% 50% F 46% F
Return on Assets 1.55% 29% F 42% F
Debt to Equity Ratio 86.39% 43% F 44% F
Technical Ratios  
Short Ratio 2.93 85% B 30% F
Short Percent 2.44% 77% C+ 64% D
Beta 1.03 14% F 53% 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

Fundamental Analysis Breakdown

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.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

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 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 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.

Highly 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 Revenue Growth

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

Low Dividend Growth

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