(WELL) Welltower - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US95040Q1040
WELL: Housing, Health, Infrastructure, Properties, Communities, Care
Welltower Inc. (NYSE:WELL), a prominent S&P 500 constituent and real estate investment trust, is strategically headquartered in Toledo, Ohio. The company is at the forefront of transforming healthcare infrastructure, aligning its investments with leading operators in seniors housing, post-acute care, and health systems. This strategic approach facilitates the scaling of innovative care delivery models, enhancing overall wellness and healthcare experiences.
Welltowers portfolio is concentrated in high-growth urban markets across the United States, Canada, and the United Kingdom. Their assets encompass seniors housing, post-acute communities, and outpatient medical properties, reflecting a diverse and robust presence in the healthcare real estate sector. This geographic and segment diversification positions Welltower to capitalize on demographic trends such as aging populations and the increasing preference for outpatient care.
From a financial perspective, Welltower boasts a market capitalization of approximately $85.42 billion. The companys high P/E ratio of 87.38 and forward P/E of 76.92 suggest significant growth expectations. The price-to-book ratio of 2.77 indicates that investors value the companys assets higher than their book value, a point of interest for fund managers assessing valuation. The P/S ratio of 11.31 warrants consideration regarding revenue generation relative to assets.
For investors and fund managers, Welltowers strategic focus on major markets and diverse healthcare segments offers potential resilience against economic downturns, given healthcares defensive nature. However, the valuation metrics call for careful evaluation of growth prospects and profitability margins. Welltowers approach to healthcare infrastructure underscores its role in shaping the future of healthcare delivery, making it a noteworthy consideration for those invested in the sector.
Additional Sources for WELL Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
WELL Stock Overview
Market Cap in USD | 94,843m |
Sector | Real Estate |
Industry | REIT - Healthcare Facilities |
GiC Sub-Industry | Health Care REITs |
IPO / Inception | 2001-01-02 |
WELL Stock Ratings
Growth 5y | 89.8% |
Fundamental | 33.7% |
Dividend | 51.3% |
Rel. Strength | 54.4 |
Analysts | 4.05/5 |
Fair Price Momentum | 187.79 USD |
Fair Price DCF | 69.27 USD |
WELL Dividends
Dividend Yield 12m | 1.89% |
Yield on Cost 5y | 6.50% |
Annual Growth 5y | -1.06% |
Payout Consistency | 97.5% |
WELL Growth Ratios
Growth Correlation 3m | 84.3% |
Growth Correlation 12m | 94.3% |
Growth Correlation 5y | 84.8% |
CAGR 5y | 30.60% |
CAGR/Max DD 5y | 0.75 |
Sharpe Ratio 12m | 2.86 |
Alpha | 59.50 |
Beta | 1.191 |
Volatility | 22.37% |
Current Volume | 2852.5k |
Average Volume 20d | 2941.4k |
As of March 31, 2025, the stock is trading at USD 153.42 with a total of 2,852,533 shares traded.
Over the past week, the price has changed by +2.39%, over one month by +1.25%, over three months by +23.36% and over the past year by +70.37%.
Neither. Based on ValueRay Fundamental Analyses, Welltower is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 33.71 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of WELL as of March 2025 is 187.79. This means that WELL is currently undervalued and has a potential upside of +22.4% (Margin of Safety).
Welltower has received a consensus analysts rating of 4.05. Therefor, it is recommend to buy WELL.
- Strong Buy: 8
- Buy: 5
- Hold: 5
- Sell: 1
- Strong Sell: 0
According to ValueRays Forecast Model, WELL Welltower will be worth about 208.2 in March 2026. The stock is currently trading at 153.42. This means that the stock has a potential upside of +35.67%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 162.5 | 5.9% |
Analysts Target Price | 145.5 | -5.1% |
ValueRay Target Price | 208.2 | 35.7% |