Welltower Inc.

LSE:0LUS Stock Report

Market Cap: US$77.6b

Welltower Past Earnings Performance

Past criteria checks 3/6

Welltower's earnings have been declining at an average annual rate of -29.1%, while the Health Care REITs industry saw earnings growing at 5% annually. Revenues have been growing at an average rate of 9.4% per year. Welltower's return on equity is 3%, and it has net margins of 12.1%.

Key information

-29.1%

Earnings growth rate

-36.8%

EPS growth rate

Health Care REITs Industry Growth7.7%
Revenue growth rate9.4%
Return on equity3.0%
Net Margin12.1%
Last Earnings Update30 Sep 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How Welltower makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

LSE:0LUS Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 247,5569162310
30 Jun 247,1625931990
31 Mar 246,9374421880
31 Dec 236,6383401790
30 Sep 236,2832521760
30 Jun 236,1601181650
31 Mar 235,9731051570
31 Dec 225,8021411500
30 Sep 225,6192041420
30 Jun 225,3853901400
31 Mar 225,0533271350
31 Dec 214,7373361270
30 Sep 214,5554411210
30 Jun 214,3525871200
31 Mar 214,3937401230
31 Dec 204,5879791280
30 Sep 204,7471,0391270
30 Jun 204,9761,3041270
31 Mar 205,1081,2621270
31 Dec 195,1211,2321270
30 Sep 195,1001,1101310
30 Jun 195,0705841290
31 Mar 194,8656011280
31 Dec 184,7007581260
30 Sep 184,5535451240
30 Jun 184,4085551250
31 Mar 184,3515891250
31 Dec 174,3174641220
30 Sep 174,2919081260
30 Jun 174,2781,1691330
31 Mar 174,2961,1761410
31 Dec 164,2811,0121550
30 Sep 164,2328121590
30 Jun 164,1326591590
31 Mar 164,0137771580
31 Dec 153,8608181470
30 Sep 153,6988741580
30 Jun 153,5678281520
31 Mar 153,4365811450
31 Dec 143,3444401430
30 Sep 143,2642701240
30 Jun 143,2011491220
31 Mar 143,0531061140
31 Dec 132,881271080

Quality Earnings: 0LUS has a large one-off gain of $268.7M impacting its last 12 months of financial results to 30th September, 2024.

Growing Profit Margin: 0LUS's current net profit margins (12.1%) are higher than last year (4%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: 0LUS's earnings have declined by 29.1% per year over the past 5 years.

Accelerating Growth: 0LUS's earnings growth over the past year (262.7%) exceeds its 5-year average (-29.1% per year).

Earnings vs Industry: 0LUS earnings growth over the past year (262.7%) exceeded the Health Care REITs industry 29.2%.

Return on Equity

High ROE: 0LUS's Return on Equity (3%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 15:53
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Welltower Inc. is covered by 46 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David RodgersBaird
Amanda SweitzerBaird
Joshua RaskinBarclays