Welltower Net Income
| WELL Stock | USD 195.92 4.86 2.54% |
As of the 6th of February, Welltower maintains the Mean Deviation of 0.8994, market risk adjusted performance of (0.33), and Downside Deviation of 1.34. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Welltower, as well as the relationship between them. Please check out Welltower standard deviation, maximum drawdown, as well as the relationship between the Maximum Drawdown and expected short fall to decide if Welltower is priced fairly, providing market reflects its latest price of 195.92 per share. Given that Welltower has jensen alpha of 0.0931, we strongly advise you to confirm Welltower's prevalent market performance to make sure the company can sustain itself at a future point.
Welltower Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 14.2183 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Income | 1.1 B | 1.2 B | |
| Net Income Applicable To Common Shares | 162.4 M | 154.3 M | |
| Net Income From Continuing Ops | 1.1 B | 566.5 M | |
| Net Income Per Share | 1.82 | 1.99 | |
| Net Income Per E B T | 0.88 | 0.54 |
Welltower | Net Income | Build AI portfolio with Welltower Stock |
Historical Net Income data for Welltower serves as a key indicator of operational performance and financial stability. Tracking changes in this metric over time helps investors spot emerging trends before they become obvious, providing an edge in assessing whether Welltower represents a compelling investment opportunity.
Latest Welltower's Net Income Growth Pattern
Below is the plot of the Net Income of Welltower over the last few years. 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. It is Welltower's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Welltower's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 972.86 M | 10 Years Trend |
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Net Income |
| Timeline |
Welltower Net Income Regression Statistics
| Arithmetic Mean | 628,955,094 | |
| Geometric Mean | 414,115,037 | |
| Coefficient Of Variation | 65.41 | |
| Mean Deviation | 369,577,394 | |
| Median | 522,774,000 | |
| Standard Deviation | 411,379,634 | |
| Sample Variance | 169233.2T | |
| Range | 1.2B | |
| R-Value | 0.53 | |
| Mean Square Error | 130115.3T | |
| R-Squared | 0.28 | |
| Significance | 0.03 | |
| Slope | 43,045,835 | |
| Total Sum of Squares | 2707731.3T |
Welltower Net Income History
Other Fundumenentals of Welltower
| Net Income Applicable To Common Shares | ||
| Net Income From Continuing Ops | ||
| Net Income Per Share | ||
| Net Income Per E B T |
Welltower Net Income component correlations
Welltower Net Income Driver Correlations
Understanding the fundamental principles of building solid financial models for Welltower is extremely important. It helps to project a fair market value of Welltower Stock properly, considering its historical fundamentals such as Net Income. Since Welltower's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Welltower's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Welltower's interrelated accounts and indicators.
Click cells to compare fundamentals
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 (0.44) | Dividend Share 2.82 | Earnings Share 1.49 | Revenue Per Share | Quarterly Revenue Growth 0.306 |
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.
Welltower 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Welltower's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Welltower.
| 11/08/2025 |
| 02/06/2026 |
If you would invest 0.00 in Welltower on November 8, 2025 and sell it all today you would earn a total of 0.00 from holding Welltower or generate 0.0% return on investment in Welltower over 90 days. Welltower is related to or competes with Prologis, Equinix, Ventas, American Tower, Global Medical, LTC Properties, and National Health. , an SP 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure More
Welltower Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Welltower's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Welltower upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.34 | |||
| Information Ratio | 0.0421 | |||
| Maximum Drawdown | 4.97 | |||
| Value At Risk | (2.17) | |||
| Potential Upside | 1.7 |
Welltower Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Welltower's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Welltower's standard deviation. In reality, there are many statistical measures that can use Welltower historical prices to predict the future Welltower's volatility.| Risk Adjusted Performance | 0.0643 | |||
| Jensen Alpha | 0.0931 | |||
| Total Risk Alpha | 0.0298 | |||
| Sortino Ratio | 0.0367 | |||
| Treynor Ratio | (0.34) |
Welltower February 6, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0643 | |||
| Market Risk Adjusted Performance | (0.33) | |||
| Mean Deviation | 0.8994 | |||
| Semi Deviation | 1.23 | |||
| Downside Deviation | 1.34 | |||
| Coefficient Of Variation | 1238.69 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.36 | |||
| Information Ratio | 0.0421 | |||
| Jensen Alpha | 0.0931 | |||
| Total Risk Alpha | 0.0298 | |||
| Sortino Ratio | 0.0367 | |||
| Treynor Ratio | (0.34) | |||
| Maximum Drawdown | 4.97 | |||
| Value At Risk | (2.17) | |||
| Potential Upside | 1.7 | |||
| Downside Variance | 1.8 | |||
| Semi Variance | 1.52 | |||
| Expected Short fall | (0.87) | |||
| Skewness | (0.56) | |||
| Kurtosis | 0.5535 |
Welltower Backtested Returns
As of now, Welltower Stock is very steady. Welltower shows Sharpe Ratio of 0.0397, which attests that the company had a 0.0397 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Welltower, which you can use to evaluate the volatility of the company. Please check out Welltower's Downside Deviation of 1.34, mean deviation of 0.8994, and Market Risk Adjusted Performance of (0.33) to validate if the risk estimate we provide is consistent with the expected return of 0.0485%. Welltower has a performance score of 3 on a scale of 0 to 100. The firm maintains a market beta of -0.25, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Welltower are expected to decrease at a much lower rate. During the bear market, Welltower is likely to outperform the market. Welltower right now maintains a risk of 1.22%. Please check out Welltower expected short fall, and the relationship between the maximum drawdown and rate of daily change , to decide if Welltower will be following its historical returns.
Auto-correlation | -0.07 |
Very weak reverse predictability
Welltower has very weak reverse predictability. Overlapping area represents the amount of predictability between Welltower time series from 8th of November 2025 to 23rd of December 2025 and 23rd of December 2025 to 6th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Welltower price movement. The serial correlation of -0.07 indicates that barely 7.0% of current Welltower price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.07 | |
| Spearman Rank Test | 0.12 | |
| Residual Average | 0.0 | |
| Price Variance | 7.1 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Welltower Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, Welltower reported net income of 972.86 M. This is 290.57% higher than that of the Diversified REITs sector and significantly higher than that of the Real Estate industry. The net income for all United States stocks is 70.38% lower than that of the firm.
Welltower Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Welltower's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Welltower could also be used in its relative valuation, which is a method of valuing Welltower by comparing valuation metrics of similar companies.Welltower is currently under evaluation in net income category among its peers.
Welltower ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Welltower's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Welltower's managers, analysts, and investors.Environmental | Governance | Social |
Welltower Institutional Holders
Institutional Holdings refers to the ownership stake in Welltower that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of Welltower's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Welltower's value.| Shares | Principal Financial Group Inc | 2025-06-30 | 10.4 M | Ubs Asset Mgmt Americas Inc | 2025-06-30 | 9.7 M | Northern Trust Corp | 2025-06-30 | 8.8 M | Morgan Stanley - Brokerage Accounts | 2025-06-30 | 8.8 M | Jpmorgan Chase & Co | 2025-06-30 | 7.9 M | Charles Schwab Investment Management Inc | 2025-06-30 | 7.3 M | Legal & General Group Plc | 2025-06-30 | 7.3 M | Amvescap Plc. | 2025-06-30 | 7.3 M | Dimensional Fund Advisors, Inc. | 2025-06-30 | 7.2 M | Vanguard Group Inc | 2025-06-30 | 85.8 M | Blackrock Inc | 2025-06-30 | 66.6 M |
Welltower Fundamentals
| Return On Equity | 0.0275 | ||||
| Return On Asset | 0.02 | ||||
| Profit Margin | 0.1 % | ||||
| Operating Margin | 0.20 % | ||||
| Current Valuation | 138.66 B | ||||
| Shares Outstanding | 686.33 M | ||||
| Shares Owned By Insiders | 0.05 % | ||||
| Shares Owned By Institutions | 98.81 % | ||||
| Number Of Shares Shorted | 13.03 M | ||||
| Price To Earning | 142.06 X | ||||
| Price To Book | 3.28 X | ||||
| Price To Sales | 13.23 X | ||||
| Revenue | 7.85 B | ||||
| Gross Profit | 3.95 B | ||||
| EBITDA | 2.78 B | ||||
| Net Income | 972.86 M | ||||
| Cash And Equivalents | 343.45 M | ||||
| Cash Per Share | 0.73 X | ||||
| Total Debt | 16.76 B | ||||
| Debt To Equity | 0.76 % | ||||
| Current Ratio | 1.72 X | ||||
| Book Value Per Share | 56.65 X | ||||
| Cash Flow From Operations | 2.26 B | ||||
| Short Ratio | 4.05 X | ||||
| Earnings Per Share | 1.49 X | ||||
| Price To Earnings To Growth | 3.62 X | ||||
| Target Price | 214.2 | ||||
| Number Of Employees | 685 | ||||
| Beta | 0.83 | ||||
| Market Capitalization | 131.13 B | ||||
| Total Asset | 51.04 B | ||||
| Retained Earnings | (8.22 B) | ||||
| Working Capital | 5.86 B | ||||
| Current Asset | 14 K | ||||
| Current Liabilities | 5.08 M | ||||
| Annual Yield | 0.02 % | ||||
| Five Year Return | 4.42 % | ||||
| Net Asset | 51.04 B | ||||
| Last Dividend Paid | 2.82 |
About Welltower Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Welltower's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Welltower using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Welltower based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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 (0.44) | Dividend Share 2.82 | Earnings Share 1.49 | Revenue Per Share | Quarterly Revenue Growth 0.306 |
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.