Welltower Competitors
| WELL Stock | USD 210.75 0.03 0.01% |
Welltower vs Digital Realty Correlation
Weak diversification
The correlation between Welltower and DLR is 0.37 (i.e., Weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Welltower and DLR in the same portfolio, assuming nothing else is changed.
Moving together with Welltower Stock
Moving against Welltower Stock
| 0.62 | 6CL | DigitalBridge Group | PairCorr |
| 0.38 | PRSR | PRS Reit PLC | PairCorr |
| 0.37 | BEI-UN | Boardwalk Real Estate Earnings Call This Week | PairCorr |
| 0.32 | IMDA | Immobiliere Dassault | PairCorr |
Welltower Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Welltower and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Welltower and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Welltower does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Welltower Stock performing well and Welltower Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Welltower's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| PLD | 0.86 | 0.15 | 0.08 | 0.53 | 1.13 | 2.17 | 5.58 | |||
| EQIX | 1.16 | 0.21 | 0.14 | 0.53 | 1.03 | 2.36 | 5.14 | |||
| VTR | 0.77 | 0.19 | 0.13 | (1.47) | 0.64 | 1.99 | 4.12 | |||
| AMT | 1.16 | 0.10 | 0.03 | 0.33 | 1.46 | 2.42 | 6.45 | |||
| GMRE | 1.08 | 0.18 | 0.09 | 0.87 | 1.23 | 2.47 | 8.92 | |||
| LTC | 0.86 | 0.16 | 0.09 | (0.62) | 0.87 | 1.98 | 4.37 | |||
| NHI | 0.91 | 0.27 | 0.16 | (0.66) | 0.90 | 2.16 | 5.29 | |||
| UHT | 0.94 | 0.18 | 0.10 | (1.64) | 0.91 | 2.05 | 5.05 | |||
| DLR | 1.13 | 0.08 | 0.04 | 0.19 | 1.33 | 2.59 | 6.11 |
Cross Equities Net Income Analysis
Select Fundamental
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PLD | 18.2 M | (153.4 M) | (39.7 M) | 342.9 M | 636.2 M | 869.4 M | 1.2 B | 1.7 B | 1.6 B | 1.6 B | 1.5 B | 2.9 B | 3.4 B | 3.1 B | 3.7 B | 3.4 B | 3.6 B |
| EQIX | (20.8 M) | 94 M | 144.7 M | 94.7 M | (259.5 M) | 187.8 M | 126.8 M | 233 M | 365.4 M | 507.4 M | 369.8 M | 500.2 M | 704.3 M | 969.2 M | 815 M | 1.4 B | 1.4 B |
| VTR | (14.9 M) | 364.5 M | 362.8 M | 453.5 M | 475.8 M | 417.8 M | 649.2 M | 1.4 B | 409.5 M | 433 M | 439.1 M | 49 M | (47.4 M) | (41 M) | 81.2 M | 251.4 M | 266.3 M |
| AMT | (2.3 M) | 392.7 M | 637.3 M | 551.3 M | 824.9 M | 685.1 M | 956.4 M | 1.2 B | 1.2 B | 1.9 B | 1.7 B | 2.6 B | 1.8 B | 1.5 B | 2.3 B | 2.6 B | 2.7 B |
| GMRE | (50.1 K) | (50.1 K) | (50.1 K) | (45.3 K) | (652.2 K) | (1.6 M) | (6.4 M) | (38 K) | 13.5 M | 9.2 M | (1.9 M) | 17.6 M | 19.1 M | 20.6 M | 6.6 M | 7.6 M | 6.4 M |
| LTC | 800 K | 49.3 M | 51.3 M | 57.8 M | 73.4 M | 73.1 M | 85.1 M | 87.3 M | 155 M | 80.5 M | 95.3 M | 55.9 M | 100 M | 89.7 M | 91 M | 104.7 M | 57.5 M |
| NHI | 2.1 M | 81.1 M | 90.7 M | 106.2 M | 101.6 M | 148.9 M | 151.5 M | 159.4 M | 154.3 M | 160.5 M | 185.1 M | 111.8 M | 66.4 M | 135.7 M | 138 M | 158.7 M | 89.3 M |
| UHT | 9 M | 73.8 M | 19.5 M | 13.2 M | 51.6 M | 23.7 M | 17.2 M | 45.6 M | 24.2 M | 19 M | 19.4 M | 109.2 M | 21.1 M | 15.4 M | 19.2 M | 22.1 M | 24.1 M |
| DLR | (61 K) | 156.3 M | 210.3 M | 314.5 M | 200.2 M | 296.7 M | 426.2 M | 248.3 M | 331.2 M | 579.8 M | 356.4 M | 1.7 B | 377.7 M | 948.8 M | 602.5 M | 1.3 B | 1.4 B |
Welltower and related stocks such as Prologis, Equinix, and Ventas Inc Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Welltower financial statement analysis. It represents the amount of money remaining after all of Welltower operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Welltower Competitive Analysis
The better you understand Welltower competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Welltower's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Welltower's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Welltower Competition Performance Charts
Five steps to successful analysis of Welltower Competition
Welltower's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Welltower in relation to its competition. Welltower's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Welltower in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Welltower's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Welltower, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Welltower Correlation with its peers. For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
Is Diversified REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Welltower. Anticipated expansion of Welltower directly elevates investor willingness to pay premium valuations. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Welltower assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth (0.26) | Dividend Share 2.89 | Earnings Share 1.41 | Revenue Per Share | Quarterly Revenue Growth 0.413 |
The market value of Welltower is measured differently than its book value, which is the value of Welltower that is recorded on the company's balance sheet. Investors also form their own opinion of Welltower's value that differs from its market value or its book value, called intrinsic value, which is Welltower's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Welltower's market value can be influenced by many factors that don't directly affect Welltower's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Welltower's value and its price as these two are different measures arrived at by different means. Investors typically determine if Welltower is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Welltower's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.