Welltower Stock Performance
| WELL Stock | USD 151.74 1.77 1.18% |
Welltower has a performance score of 10 on a scale of 0 to 100. The firm maintains a market beta of 0.38, 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. Welltower right now maintains a risk of 1.41%. Please check out Welltower expected short fall, and the relationship between the maximum drawdown and rate of daily change , to decide if Welltower will be following its historical returns.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Welltower are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite quite conflicting essential indicators, Welltower may actually be approaching a critical reversion point that can send shares even higher in March 2025. ...more
Actual Historical Performance (%)
One Day Return 0.73 | Five Day Return 0.94 | Year To Date Return 21.66 | Ten Year Return 99.47 | All Time Return 2.2 K |
Forward Dividend Yield 0.0178 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 2.68 | Dividend Date 2025-03-06 |
1 | Acquisition by Johnese Spisso of 2157 shares of Welltower subject to Rule 16b-3 | 11/29/2024 |
2 | 100 Invested In Welltower 20 Years Ago Would Be Worth This Much Today | 12/16/2024 |
3 | Disposition of 2907 shares by SHANKH MITRA of Welltower subject to Rule 16b-3 | 01/08/2025 |
4 | Aurora senior community acquired by publicly traded REIT | 01/22/2025 |
5 | Welltower Inc. Shares Sold by Cullinan Associates Inc. | 02/04/2025 |
6 | 3,452 Shares in Welltower Inc. Acquired by Stonebridge Financial Group LLC | 02/12/2025 |
7 | Welltower Inc Q4 2024 Earnings Call Highlights Strong Growth in Senior Housing and ... | 02/13/2025 |
8 | Zimmer Partners, LP Increases Stake in The York Water Co | 02/14/2025 |
9 | Acquisition by SHANKH MITRA of 208020 shares of Welltower subject to Rule 16b-3 | 02/18/2025 |
10 | Welltower Inc. Shares Sold by Summit Place Financial Advisors LLC | 02/19/2025 |
11 | Welltower is a Great Momentum Stock Should You Buy | 02/20/2025 |
12 | Essex Property Rewards Investors With Another Annual Dividend Hike | 02/21/2025 |
13 | SBA Communications Q4 AFFO Revenues Beat Estimates, Dividend Hiked | 02/25/2025 |
| Begin Period Cash Flow | 2.1 B |
Welltower |
Welltower Relative Risk vs. Return Landscape
If you would invest 13,757 in Welltower on November 28, 2024 and sell it today you would earn a total of 1,417 from holding Welltower or generate 10.3% return on investment over 90 days. Welltower is currently generating 0.1789% in daily expected returns and assumes 1.409% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of stocks are less volatile than Welltower, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Welltower Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Welltower's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Welltower, and traders can use it to determine the average amount a Welltower's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.127
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| Small Returns | WELL | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Welltower is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Welltower by adding it to a well-diversified portfolio.
Welltower Fundamentals Growth
Welltower Stock prices reflect investors' perceptions of the future prospects and financial health of Welltower, and Welltower fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Welltower Stock performance.
| Return On Equity | 0.033 | ||||
| Return On Asset | 0.0169 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.14 % | ||||
| Current Valuation | 109.86 B | ||||
| Shares Outstanding | 641.31 M | ||||
| Price To Earning | 142.06 X | ||||
| Price To Book | 3.02 X | ||||
| Price To Sales | 12.18 X | ||||
| Revenue | 7.85 B | ||||
| Gross Profit | 3.15 B | ||||
| EBITDA | 2.73 B | ||||
| Net Income | 972.86 M | ||||
| Cash And Equivalents | 343.45 M | ||||
| Cash Per Share | 0.73 X | ||||
| Total Debt | 2.34 B | ||||
| Debt To Equity | 0.76 % | ||||
| Current Ratio | 1.72 X | ||||
| Book Value Per Share | 50.30 X | ||||
| Cash Flow From Operations | 2.26 B | ||||
| Earnings Per Share | 1.60 X | ||||
| Market Capitalization | 97.31 B | ||||
| Total Asset | 51.04 B | ||||
| Retained Earnings | (8.22 B) | ||||
| Working Capital | 5.86 B | ||||
| Current Asset | 14 K | ||||
| Current Liabilities | 5.08 M | ||||
About Welltower Performance
By examining Welltower's fundamental ratios, stakeholders can obtain critical insights into Welltower's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Welltower is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.02 | 0.02 |
Things to note about Welltower performance evaluation
Checking the ongoing alerts about Welltower for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Welltower help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 98.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from zacks.com: SBA Communications Q4 AFFO Revenues Beat Estimates, Dividend Hiked |
- Analyzing Welltower's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Welltower's stock is overvalued or undervalued compared to its peers.
- Examining Welltower's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Welltower's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Welltower's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Welltower's stock. These opinions can provide insight into Welltower's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Welltower. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
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 | 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.