Welltower Stock Market Value
| WELL Stock | USD 147.84 1.95 1.34% |
| Symbol | Welltower |
Welltower's Earnings Breakdown by Geography
Is Diversified REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Welltower. If investors know Welltower will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Welltower listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.253 | Dividend Share 2.62 | Earnings Share 1.6 | Revenue Per Share 13.253 | Quarterly Revenue Growth 0.286 |
The market value of Welltower is measured differently than its book value, which is the value of Welltower that is recorded on the company's balance sheet. Investors also form their own opinion of Welltower's value that differs from its market value or its book value, called intrinsic value, which is Welltower's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Welltower's market value can be influenced by many factors that don't directly affect Welltower's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Welltower's value and its price as these two are different measures arrived at by different means. Investors typically determine if Welltower is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Welltower's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Welltower 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Welltower's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Welltower.
| 12/15/2024 |
| 03/15/2025 |
If you would invest 0.00 in Welltower on December 15, 2024 and sell it all today you would earn a total of 0.00 from holding Welltower or generate 0.0% return on investment in Welltower over 90 days. Welltower is related to or competes with Healthcare Realty, Sabra Healthcare, National Health, Global Medical, Healthpeak Properties, Ventas, and CareTrust REIT. , an SP 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure More
Welltower Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Welltower's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Welltower upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.38 | |||
| Information Ratio | 0.2071 | |||
| Maximum Drawdown | 7.21 | |||
| Value At Risk | (1.89) | |||
| Potential Upside | 2.86 |
Welltower Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Welltower's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Welltower's standard deviation. In reality, there are many statistical measures that can use Welltower historical prices to predict the future Welltower's volatility.| Risk Adjusted Performance | 0.1236 | |||
| Jensen Alpha | 0.2418 | |||
| Total Risk Alpha | 0.3641 | |||
| Sortino Ratio | 0.2138 | |||
| Treynor Ratio | 0.362 |
Welltower Backtested Returns
Welltower appears to be very steady, given 3 months investment horizon. Welltower shows Sharpe Ratio of 0.17, which attests that the company had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Welltower, which you can use to evaluate the volatility of the company. Please utilize Welltower's Downside Deviation of 1.38, market risk adjusted performance of 0.372, and Mean Deviation of 1.1 to validate if our risk estimates are consistent with your expectations. On a scale of 0 to 100, Welltower holds a performance score of 13. The firm maintains a market beta of 0.51, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Welltower's returns are expected to increase less than the market. However, during the bear market, the loss of holding Welltower is expected to be smaller as well. Please check Welltower's expected short fall, and the relationship between the maximum drawdown and rate of daily change , to make a quick decision on whether Welltower's historical returns will revert.
Auto-correlation | 0.28 |
Poor predictability
Welltower has poor predictability. Overlapping area represents the amount of predictability between Welltower time series from 15th of December 2024 to 29th of January 2025 and 29th of January 2025 to 15th of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Welltower price movement. The serial correlation of 0.28 indicates that nearly 28.0% of current Welltower price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.28 | |
| Spearman Rank Test | 0.37 | |
| Residual Average | 0.0 | |
| Price Variance | 34.47 |
Welltower lagged returns against current returns
Autocorrelation, which is Welltower stock's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Welltower's stock expected returns. We can calculate the autocorrelation of Welltower returns to help us make a trade decision. For example, suppose you find that Welltower has exhibited high autocorrelation historically, and you observe that the stock is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values |
| Timeline |
Welltower regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Welltower stock is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Welltower stock is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Welltower stock over time.
Current vs Lagged Prices |
| Timeline |
Welltower Lagged Returns
When evaluating Welltower's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Welltower stock have on its future price. Welltower autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Welltower autocorrelation shows the relationship between Welltower stock current value and its past values and can show if there is a momentum factor associated with investing in Welltower.
Regressed Prices |
| Timeline |
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Welltower technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.