Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. More Details
Slightly overvalued with imperfect balance sheet.
Share Price & News
How has Welltower's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: WELL is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: WELL's weekly volatility (4%) has been stable over the past year.
7 Day Return
1 Year Return
Return vs Industry: WELL exceeded the US REITs industry which returned 18.2% over the past year.
Return vs Market: WELL underperformed the US Market which returned 55.3% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is Welltower's share price compared to the market and industry in the last 5 years?
Simply Wall St News
3 weeks ago | Simply Wall StAnnouncing: Welltower (NYSE:WELL) Stock Increased An Energizing 122% In The Last Year
1 month ago | Simply Wall StWelltower Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
2 months ago | Simply Wall StWelltower Inc. (NYSE:WELL) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?
Is Welltower undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: WELL ($75.11) is trading below our estimate of fair value ($92.99)
Significantly Below Fair Value: WELL is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: WELL is good value based on its PE Ratio (31.9x) compared to the US REITs industry average (46.7x).
PE vs Market: WELL is poor value based on its PE Ratio (31.9x) compared to the US market (22.3x).
Price to Earnings Growth Ratio
PEG Ratio: WELL's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: WELL is overvalued based on its PB Ratio (2x) compared to the US REITs industry average (1.8x).
How is Welltower forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: WELL's earnings are forecast to decline over the next 3 years (-3.9% per year).
Earnings vs Market: WELL's earnings are forecast to decline over the next 3 years (-3.9% per year).
High Growth Earnings: WELL's earnings are forecast to decline over the next 3 years.
Revenue vs Market: WELL's revenue (4.8% per year) is forecast to grow slower than the US market (9.9% per year).
High Growth Revenue: WELL's revenue (4.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: WELL's Return on Equity is forecast to be low in 3 years time (4.2%).
How has Welltower performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: WELL has a large one-off gain of $836.0M impacting its December 31 2020 financial results.
Growing Profit Margin: WELL's current net profit margins (21.3%) are lower than last year (24.1%).
Past Earnings Growth Analysis
Earnings Trend: WELL's earnings have grown by 6.3% per year over the past 5 years.
Accelerating Growth: WELL's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: WELL had negative earnings growth (-20.6%) over the past year, making it difficult to compare to the REITs industry average (-4.4%).
Return on Equity
High ROE: WELL's Return on Equity (6%) is considered low.
How is Welltower's financial position?
Financial Position Analysis
Short Term Liabilities: WELL's short term assets ($3.3B) exceed its short term liabilities ($502.3M).
Long Term Liabilities: WELL's short term assets ($3.3B) do not cover its long term liabilities ($14.8B).
Debt to Equity History and Analysis
Debt Level: WELL's debt to equity ratio (80.8%) is considered high.
Reducing Debt: WELL's debt to equity ratio has reduced from 84% to 80.8% over the past 5 years.
Debt Coverage: WELL's debt is not well covered by operating cash flow (9.8%).
Interest Coverage: WELL's interest payments on its debt are not well covered by EBIT (1.6x coverage).
What is Welltower current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: WELL's dividend (3.25%) is higher than the bottom 25% of dividend payers in the US market (1.27%).
High Dividend: WELL's dividend (3.25%) is low compared to the top 25% of dividend payers in the US market (3.5%).
Stability and Growth of Payments
Stable Dividend: WELL's dividend payments have been volatile in the past 10 years.
Growing Dividend: WELL's dividend payments have fallen over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its high payout ratio (101.5%), WELL's dividend payments are not well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: WELL's dividends in 3 years are forecast to be covered by earnings (71.7% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Shankh Mitra (39 yo)
Mr. Shankh S. Mitra serves as the Chief Executive Officer at Welltower Inc. since October 05, 2020 and serves as its Director since April 13, 2020. He served as Vice Chair and Chief Operating Officer at We...
CEO Compensation Analysis
Compensation vs Market: Shankh's total compensation ($USD5.73M) is below average for companies of similar size in the US market ($USD10.94M).
Compensation vs Earnings: Shankh's compensation has been consistent with company performance over the past year.
Experienced Management: WELL's management team is considered experienced (3.1 years average tenure).
Experienced Board: WELL's board of directors are not considered experienced ( 2.2 years average tenure), which suggests a new board.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Welltower Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Welltower Inc.
- Ticker: WELL
- Exchange: NYSE
- Founded: 1970
- Industry: Health Care REITs
- Sector: Real Estate
- Market Cap: US$31.350b
- Shares outstanding: 417.38m
- Website: https://www.welltower.com
Number of Employees
- Welltower Inc.
- 4500 Dorr Street
- United States
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-a...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/04/10 22:20|
|End of Day Share Price||2021/04/09 00:00|
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.