WELL
NEUTRAL
$199.96
Live
Welltower Inc. · NYSE
Target $229.3
(+14.7%)
$130.29
52W Range
$216.43
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 01, 2026
Market cap
$139.52B
P/E
140.82
ROE
2.5%
Profit margin
8.6%
Debt/Equity
0.49
Dividend yield
1.5%
AI Analysis
AI-powered fundamental assessment
Confidence
90%
WELL shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.
Key Strengths
Strong revenue growth of 41.3%
Low debt with D/E ratio of 0.49
Key Risks
High valuation with P/E of 140.8
Premium vs Graham Number ($43.96)
Weak ROE of 2.5%
AI Fair Value Estimate
Based on comprehensive analysis
$9.94
-95.0% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
41
Moderate
35
65
40
55
10
AI Verdict
WELL shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.
Key drivers: Strong revenue growth of 41.3%, Low debt with D/E ratio of 0.49, High valuation with P/E of 140.8
Confidence
50%
Value
35/100
Rule-based valuation (P/E + Graham).
Positives
- Insufficient data for clear positives.
Watchpoints
- Premium 140.8x trailing earnings multiple.
- Trades above Graham Number.
Future
65/100
Rule-based growth outlook.
Positives
- Revenue growth running at 41.3%.
Watchpoints
No urgent risks highlighted.
Past
40/100
Historical performance + price trend: Shares moved +210.2% over 5Y and +31.9% over 1Y.
Positives
- Insufficient data for clear positives.
Watchpoints
- ROE only 2.5%.
Health
55/100
Balance sheet & liquidity (Z-Score: N/A).
Positives
- Low D/E ratio (0.49).
Watchpoints
No urgent risks highlighted.
Dividend
10/100
Dividend policy fallback.
Positives
- Yield: 1.5%.
Watchpoints
- Weak dividend profile (Score: 10/100).
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$199.96
Analyst Target
$229.3
Upside/Downside
+14.7%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for WELL and closest competitors.
Updated 2026-04-01
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
WELL
Welltower Inc.
Primary
|
+210.2% | +197.8% | +31.9% | +12.3% | -4.9% | +1.6% |
|
PLD
Prologis, Inc.
Peer
|
+43.1% | +24.9% | +46.9% | +15.7% | +5.1% | +1.7% |
|
EQIX
Equinix, Inc.
Peer
|
+68.0% | +58.3% | +30.4% | +33.4% | +11.7% | -1.6% |
|
AMT
American Tower Corporation
Peer
|
-19.0% | -4.8% | -14.0% | -5.8% | +4.4% | -3.5% |
|
DLR
Digital Realty Trust, Inc.
Peer
|
+59.9% | +127.3% | +38.8% | +18.2% | +13.8% | +2.6% |
WEL
Welltower Inc.
Primary
5Y
+210.2%
3Y
+197.8%
1Y
+31.9%
6M
+12.3%
1M
-4.9%
1W
+1.6%
PLD
Prologis, Inc.
Peer
5Y
+43.1%
3Y
+24.9%
1Y
+46.9%
6M
+15.7%
1M
+5.1%
1W
+1.7%
EQI
Equinix, Inc.
Peer
5Y
+68.0%
3Y
+58.3%
1Y
+30.4%
6M
+33.4%
1M
+11.7%
1W
-1.6%
AMT
American Tower Corporation
Peer
5Y
-19.0%
3Y
-4.8%
1Y
-14.0%
6M
-5.8%
1M
+4.4%
1W
-3.5%
DLR
Digital Realty Trust, Inc.
Peer
5Y
+59.9%
3Y
+127.3%
1Y
+38.8%
6M
+18.2%
1M
+13.8%
1W
+2.6%
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
140.82
Forward P/E
60.78
PEG Ratio
N/A
P/B Ratio
3.31
P/S Ratio
12.87
EV/Revenue
14.34
EV/EBITDA
58.31
Market Cap
$139.52B
Profitability
Profit margins and return metrics
Profit Margin
8.64%
Operating Margin
-28.2%
Gross Margin
40.22%
ROE
2.54%
ROA
0.56%
Growth
Revenue and earnings growth rates
Revenue Growth
+41.3%
Earnings Growth
-26.3%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
-19.6%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.49
Low debt
Current Ratio
1.7
Good
Quick Ratio
1.14
Good
Cash/Share
$7.21
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$3.1B
Gross Margin
38.3%
Op. Margin
-30.1%
Net Margin
3.1%
Total Assets
$67.3B
Liabilities
$24.1B
Equity
$42.1B
Debt/Equity
0.57x
Operating CF
$0.7B
CapEx
$-0.0B
Free Cash Flow
$0.6B
FCF Yield
99%
Real Estate Sector Comparison
Comparing WELL against 197 companies in the Real Estate sector
(9 bullish, 41 neutral, 147 bearish)
P/E Ratio
140.82
This Stock
vs
40.06
Sector Avg
+251.5%
(Expensive)
Return on Equity (ROE)
2.54%
This Stock
vs
-28.9%
Sector Avg
-108.8%
(Below Avg)
Profit Margin
8.64%
This Stock
vs
11.67%
Sector Avg
-25.9%
(Weaker)
Debt to Equity
0.49
This Stock
vs
2.39
Sector Avg
-79.3%
(Less Debt)
Revenue Growth
41.3%
This Stock
vs
14310.31%
Sector Avg
-99.7%
(Slower)
Current Ratio
1.7
This Stock
vs
8.76
Sector Avg
-80.6%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
WELL
Welltower Inc.
|
NEUTRAL | $139.52B | 140.82 | 2.5% | 8.6% | $199.96 | |
|
PLD
Prologis, Inc.
|
BEARISH | $130.3B | 38.93 | 6.1% | 36.2% | $139.77 | Compare |
|
EQIX
Equinix, Inc.
|
BEARISH | $106.16B | 78.11 | 9.7% | 14.6% | $1076.4 | Compare |
|
AMT
American Tower Corporation
|
BEARISH | $81.75B | 32.46 | 26.3% | 23.8% | $175.3 | Compare |
|
DLR
Digital Realty Trust, Inc.
|
BEARISH | $71.33B | 56.11 | 5.5% | 21.5% | $200.86 | Compare |
WELL
Welltower Inc.
NEUTRAL
Mkt Cap
$139.5B
P/E
140.8
ROE
2.5%
Price
$199.96
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-26 | LOPEZ DENNIS G | Director | Stock Award | 1,787 | - |
| 2026-02-26 | DESALVO KAREN B | Director | Stock Award | 1,056 | - |
| 2026-02-26 | SPISSO JOHNESE M | Director | Stock Award | 1,056 | - |
| 2026-02-26 | RIVERA SERGIO DAVID | Director | Stock Award | 1,056 | - |
| 2026-02-13 | MCQUEEN MATTHEW GRANT | Officer | Gift | 541 | - |
| 2025-12-31 | LOPEZ DENNIS G | Director | Stock Award | 57 | - |
| 2025-12-16 | MCHUGH TIMOTHY | President | Gift | 500 | - |
| 2025-11-28 | BURKART JOHN F | Chief Operating Officer | Stock Award | 39 | $8,121 |
| 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 |
| 2025-11-20 | LOPEZ DENNIS G | Director | Stock Award | 62 | $12,250 |
LOPEZ DENNIS G
Director
2026-02-26
1,787 shares
DESALVO KAREN B
Director
2026-02-26
1,056 shares
SPISSO JOHNESE M
Director
2026-02-26
1,056 shares
RIVERA SERGIO DAVID
Director
2026-02-26
1,056 shares
MCQUEEN MATTHEW GRANT
Officer
2026-02-13
541 shares
LOPEZ DENNIS G
Director
2025-12-31
57 shares
MCHUGH TIMOTHY
President
2025-12-16
500 shares
BURKART JOHN F
Chief Operating Officer
2025-11-28
39 shares
·
$8,121
MCHUGH TIMOTHY
President
2025-11-28
53 shares
·
$11,036
CHAUDHRI NIKHIL
President
2025-11-28
31 shares
·
$6,455
MCQUEEN MATTHEW GRANT
Officer
2025-11-28
71 shares
·
$14,784
MITRA SHANKH
Chief Executive Officer
2025-11-28
64 shares
·
$13,326
FIEWEGER JOSHUA
Officer
2025-11-28
177 shares
·
$30,166
LOPEZ DENNIS G
Director
2025-11-20
62 shares
·
$12,250
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.