Welltower Inc.
Welltower Inc. is a S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom and Canada. Our portfolio of 2,000+ seniors and wellness housing communities are positioned at the intersection of housing and…
What to know about WELL
Welltower Inc. is a large Real Estate company with a mixed financial profile. It scores well on growth and size, but valuation is worth keeping an eye on.
Should you consider WELL?
Based on 31 financial metrics and sector comparison. Not financial advice.
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Welltower Inc. is a large-cap Real Estate company with a mixed overall financial profile — it is in the lower half of its Real Estate peers (19 of 31).
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Profit margins are thin compared to most S&P 500 peers — the company keeps less of each dollar it earns than the average. Watch for signs of margin improvement.
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The stock trades at a premium — investors are paying more per dollar of earnings than most S&P 500 companies. That's fine if strong growth justifies it, but leaves little room for disappointment.
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Growth is a clear strength — revenue and earnings are expanding faster than most peers, signalling strong demand for the company's products or services.
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There is a small dividend (0.01%), but income-focused investors will likely find better yields elsewhere in the market.
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Volatility is close to the S&P 500 average — typical market swings, nothing unusual.
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Analyst sentiment is broadly positive and short interest is low — professionals who cover this stock are mostly optimistic about its near-term prospects.
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There are several areas of concern. This may suit investors with a higher risk tolerance or a specific contrarian view on the Real Estate sector.
At a glance
How it scores
We look at 31 different financial metrics and group them into categories. Here's how WELL compares to the other S&P 500 stocks.
Dive deeper — all 31 metrics 9 categories · valuation, growth, health, dividends & more Show all Hide
Valuation
Is the stock cheap or expensive relative to its earnings, sales, and assets? Lower multiples often mean better value.
| Metric | Value | vs S&P 500 |
|---|---|---|
| P/E Ratio (Trailing) | 99.83 | Below avg |
| Forward P/E | 61.50 | Below avg |
| PEG Ratio | 3.66 | Below avg |
| Price to Sales | 12.40 | Below avg |
| Price to Book | 3.42 | Average |
| EV/EBITDA | 55.92 | Below avg |
| Earnings Yield | 1.00% | Below avg |
Profitability
How efficiently does the company turn revenue into profit? Higher margins mean more money kept from each dollar earned.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Gross Margin | 39.87% | Average |
| Operating Margin | 18.04% | Average |
| Net Profit Margin | 11.96% | Average |
| Return on Equity | 3.67% | Below avg |
| Return on Invested Capital | 0.74% | Below avg |
Growth
How fast is the business expanding? Strong growth in revenue and earnings signals increasing market demand.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Revenue Growth (YoY) | 38.30% | Top 25% |
| Revenue Growth (3Y CAGR) | 22.69% | Top 25% |
| EPS Growth (YoY) | 157.90% | Top 25% |
| Free Cash Flow Growth | 29.55% | Top 25% |
Health
Can the company cover its debts and obligations? A healthy balance sheet reduces the risk of financial trouble.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Current Ratio | 1.65 | Above avg |
| Debt to Equity | 0.44 | Top 25% |
| Interest Coverage | 0.26 | Below avg |
| Altman Z-Score | 3.75 | Above avg |
Dividends
Does the company pay shareholders, and is that payment growing and sustainable?
| Metric | Value | vs S&P 500 |
|---|---|---|
| Dividend Yield | 1.39% | Average |
| Payout Ratio | 139.61% | Below avg |
| Dividend Growth (5Y) | -9.52% | Average |
Cash Flow
Is real cash flowing into the business — not just accounting profits? Strong cash flow funds growth and dividends.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Free Cash Flow Yield | 2.00% | Below avg |
| OCF to Sales | 25.49% | Above avg |
Risk
How volatile is the stock compared to the broader market? Lower beta and volatility mean a smoother ride.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Beta (1-Year) | 0.78 | Above avg |
| Volatility (30-Day) | 30.15% | Above avg |
Sentiment
What do analysts and short-sellers think? High analyst ratings and low short interest signal broad confidence.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Short % of Float | 2.86% | Above avg |
| Avg. Analyst Rating | 1.60 | Top 25% |
| Target Upside % | 14.57% | Above avg |
Size
How large is the company by market value? Size affects stability, growth potential, and index inclusion.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Market Capitalization | 145.88B | Top 25% |
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