Welltower Inc. WELL
Real Estate · REIT - Healthcare Facilities · United States · S&P 500
Based on the available data, Welltower Inc. gets an algorithmic score of 59/100. It trades at 232.90 $, with a bullish technical trend (RSI 47.8) and 22.7% annual volatility.
Updated: 2026-09-30
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Strengths
- Sustained revenue growth (22.7% compound annual).
- Low-debt balance sheet.
- Low beta (0.31): defensive profile.
Weaknesses
- Low ROE (3.8%).
- Demanding valuation (P/E 73.2): the market prices in a lot of growth.
Fundamentals
| P/E | 104.44 |
| Forward P/E | 73.24 |
| PEG | 3.66 |
| P/B | 3.61 |
| EV/EBITDA | 55.94 |
| P/S | 13.15 |
| ROE % | 3.84 |
| ROA % | 0.83 |
| Gross margin % | 39.56 |
| Operating margin % | 16.56 |
| Net margin % | 12.15 |
| Revenue growth % (y/y) | 39.10 |
| Earnings growth % (y/y) | 35.60 |
| Revenue CAGR % | 22.69 |
| Earnings CAGR % | 87.90 |
| Debt/Equity % | 41.38 |
| Current ratio | 1.32 |
| FCF yield % | 1.70 |
| Dividend yield % | 1.46 |
| Payout % | 132.74 |
Returns
| 1 month | -2.2 % |
| 3 months | +3.0 % |
| 6 months | +20.1 % |
| YTD | +25.9 % |
| 1 year | +35.1 % |
| 3 years | +198.1 % |
| 5 years | +205.5 % |
Risk
| 1-year volatility | 22.7 % |
| Beta | 0.31 |
| 5-year max drawdown | -40.8 % |
| Sharpe 1A | 1.26 |
Macroeconomic context
Highly sensitive to mortgage and funding rates. Falling rates revalue assets; occupancy is tied to employment and the cycle. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.