WELL Welltower Inc. - Fundamental Analysis
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WELL Stock | Fundamental Analysis & Investment Insights
NYSE
Real Estate
REIT - Healthcare Facilities
Current Price
Live
$191.38
Analyst Target
$208.7
+9.1%
Upside
52W High
$209.05
52W Low
$129.62
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 17, 2026
Market cap
$131.35B
P/E
131.99
ROE
2.8%
Profit margin
9.7%
Debt/Equity
0.46
Dividend yield
1.57%
AI Analysis
Powered by advanced machine learning algorithms
Confidence Score
65%
Analysis Accuracy
Welltower Inc. (WELL) shows mixed financial health with a weak Piotroski F-Score of 4/9, indicating borderline stability. While revenue growth is strong at 30.60% YoY, earnings are declining sharply (-43.70% YoY), and the P/E of 131.99 is extremely elevated compared to peers and historical norms. The Graham Number suggests a defensive fair value of $42.99, implying the stock is significantly overvalued at $191.38, though high growth expectations may partially justify this. Analysts maintain a 'buy' recommendation with a target of $208.70, but dividend sustainability is questionable given the 189.66% payout ratio and weak dividend strength score of 10/100.
Key Strengths
Strong YoY revenue growth of 30.60%, significantly above sector average of 8.64%
High current ratio (6.99) and quick ratio (4.09) indicate strong short-term liquidity
Low debt/equity ratio of 0.46, well below sector average of 2.09, suggesting conservative leverage
Recent quarterly earnings surprises have been positive, with 3 out of last 4 beats and strong momentum in 2024
Analyst consensus remains bullish with a $208.70 target price and 20 analysts covering
Key Risks
Piotroski F-Score of 4/9 indicates weak financial health, particularly concerning for a REIT
Earnings declining sharply: -43.70% YoY and -37.60% QoQ despite revenue growth
Extremely high P/E of 131.99 and forward P/E of 87.79, far above sector average of 47.70
Dividend payout ratio of 189.66% raises sustainability concerns, supported by low dividend strength score (10/100)
Stock trades at $191.38 vs. Graham Number of $42.99, implying massive overvaluation based on conservative metrics
AI Fair Value Estimate
Based on comprehensive analysis
$42.99
-77.5% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
42
Moderate
30
55
60
42
25
AI Verdict
Neutral with upside risk if earnings recover
Key drivers: Strong revenue growth and liquidity, High valuation multiples and declining earnings, Weak Piotroski score and dividend risk, Analyst optimism despite fundamental concerns, Significant gap between market price and Graham fair value
Confidence
65%
Value
30/100
Ref P/E, PEG, Graham Number
Positives
- Low debt/equity ratio supports valuation stability
Watchpoints
- P/E of 131.99 is extremely high
- Price/Sales of 13.26 far exceeds sector norms
- Current price ($191.38) is 3.45x higher than Graham Number ($42.99)
Future
55/100
Ref Growth rates
Positives
- Revenue growth (30.60% YoY) is robust
- Recent EPS growth shows Q/Q improvement (+22.2%)
Watchpoints
- Earnings declining sharply (-43.70% YoY)
- Forward P/E remains elevated at 87.79
Past
60/100
Ref Historical trends
Positives
- History of strong earnings surprises in 2023–2024
- 5-year price return of +258.5% outperforms peers
Watchpoints
- Earnings volatility evident in past misses (e.g., -67.9% in 2022)
- Long-term ROE (2.75%) and ROA (2.00%) are weak
Health
42/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Strong liquidity (current ratio 6.99, quick ratio 4.09)
- Low leverage (debt/equity 0.46)
Watchpoints
- Piotroski F-Score of 4/9 indicates weak financial health
- ROE (2.75%) and ROA (2.00%) are below sector average
Dividend
25/100
Ref Yield, Payout
Positives
- Dividend yield of 1.57% provides modest income
Watchpoints
- Payout ratio of 189.66% is unsustainable
- Dividend strength score of 10/100 indicates high risk
- No ex-dividend date or 5-year yield data available
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$191.38
Analyst Target
$208.7
Upside/Downside
+9.1%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for WELL and closest competitors.
Updated 2026-01-16
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
WELL
Welltower Inc.
Primary
|
+258.5% | +186.5% | +51.3% | +21.3% | +1.2% | +2.9% |
|
PLD
Prologis, Inc.
Peer
|
+56.4% | +20.6% | +24.4% | +26.8% | +4.0% | +2.9% |
|
AMT
American Tower Corporation
Peer
|
-9.0% | -8.1% | -0.7% | -20.8% | +3.2% | -2.6% |
|
EQIX
Equinix, Inc.
Peer
|
+23.2% | +18.9% | -10.8% | +4.3% | +7.2% | +0.2% |
|
SPG
Simon Property Group, Inc.
Peer
|
+160.3% | +73.9% | +12.5% | +16.3% | +0.4% | +0.1% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
131.99
Forward P/E
87.79
PEG Ratio
N/A
P/B Ratio
3.38
P/S Ratio
13.26
EV/Revenue
14.46
EV/EBITDA
38.18
Market Cap
$131.35B
Profitability
Profit margins and return metrics
Profit Margin
9.69%
Operating Margin
19.91%
Gross Margin
39.83%
ROE
2.75%
ROA
2.0%
Growth
Revenue and earnings growth rates
Revenue Growth
+30.6%
Earnings Growth
-43.7%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
-37.6%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.46
Low debt
Current Ratio
6.99
Strong
Quick Ratio
4.09
Excellent
Cash/Share
$9.92
Quarterly Earnings History
EPS performance vs analyst estimates
2026-02-09
$N/A
2025-10-27
$0.55
+3.1% surprise
2025-07-28
$0.45
+3.4% surprise
2025-04-28
$0.4
+5.3% surprise
Real Estate Sector Comparison
Comparing WELL against 56 companies in the Real Estate sector
(1 bullish, 9 neutral, 46 bearish)
P/E Ratio
131.99
This Stock
vs
48.41
Sector Avg
+172.6%
(Expensive)
Return on Equity (ROE)
2.75%
This Stock
vs
-78.05%
Sector Avg
-103.5%
(Below Avg)
Profit Margin
9.69%
This Stock
vs
26.54%
Sector Avg
-63.5%
(Weaker)
Debt to Equity
0.46
This Stock
vs
3.27
Sector Avg
-85.9%
(Less Debt)
Revenue Growth
30.6%
This Stock
vs
1826.76%
Sector Avg
-98.3%
(Slower)
Current Ratio
6.99
This Stock
vs
8.06
Sector Avg
-13.3%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
WELL
Welltower Inc.
|
NEUTRAL | $131.35B | 131.99 | 2.8% | 9.7% | $191.38 | |
|
PLD
Prologis, Inc.
|
NEUTRAL | $123.73B | 38.72 | 6.0% | 35.2% | $133.21 | |
|
AMT
American Tower Corporation
|
BEARISH | $83.7B | 28.24 | 28.8% | 28.1% | $178.75 | |
|
EQIX
Equinix, Inc.
|
NEUTRAL | $78.72B | 73.56 | 7.7% | 11.8% | $801.78 | |
|
SPG
Simon Property Group, Inc.
|
NEUTRAL | $69.75B | 26.92 | 82.5% | 36.5% | $184.92 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-31 | LOPEZ DENNIS G | Director | Stock Award | 57 | - |
| 2025-12-16 | MCHUGH TIMOTHY | President | Gift | 500 | - |
| 2025-11-28 | MCHUGH TIMOTHY | President | Stock Award | 53 | $11,036 |
| 2025-11-28 | CHAUDHRI NIKHIL | President | Stock Award | 31 | $6,455 |
| 2025-11-28 | MCQUEEN MATTHEW GRANT | Officer | Stock Award | 71 | $14,784 |
| 2025-11-28 | MITRA SHANKH | Chief Executive Officer | Stock Award | 64 | $13,326 |
| 2025-11-28 | FIEWEGER JOSHUA | Officer | Stock Award | 177 | $30,166 |
| 2025-11-28 | BURKART JOHN F | Chief Operating Officer | Stock Award | 39 | $8,121 |
| 2025-11-20 | LOPEZ DENNIS G | Director | Stock Award | 62 | $12,250 |
| 2025-08-21 | LOPEZ DENNIS G | Director | Stock Award | 73 | $12,187 |
Insider transactions can signal confidence or concerns about company prospects
Past News Coverage
Recent headlines mentioning WELL from our newsroom.
Newest → oldest
No matching news yet.