Is Welltower Stock a Good Investment?
Welltower Investment Advice | WELL |
- Examine Welltower's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Welltower's leadership team and their track record. Good management can help Welltower navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Diversified REITs space and any emerging trends that could impact Welltower's business and its evolving consumer preferences.
- Compare Welltower's performance and market position to its competitors. Analyze how Welltower is positioned in terms of product offerings, innovation, and market share.
- Check if Welltower pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Welltower's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Welltower stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Welltower is a good investment.
Sell | Buy |
Sell
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Welltower Stock
Researching Welltower's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 99.0% of the company outstanding shares are owned by institutional investors. The book value of Welltower was at this time reported as 49.05. The company has Price/Earnings To Growth (PEG) ratio of 2.34. Welltower last dividend was issued on the 13th of November 2024. The entity had 3:2 split on the 4th of September 1985.
To determine if Welltower is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Welltower's research are outlined below:
| Over 99.0% of the company outstanding shares are owned by institutional investors | |
| On 21st of November 2024 Welltower paid $ 0.67 per share dividend to its current shareholders | |
| Latest headline from zacks.com: Equinix Set to Build New Data Center Facility in Singapore |
Welltower uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Welltower. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Welltower's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 13th of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 13th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Welltower's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Welltower's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2022-08-09 | 2022-06-30 | 0.18 | 0.2 | 0.02 | 11 | ||
2022-02-15 | 2021-12-31 | 0.15 | 0.13 | -0.02 | 13 | ||
2024-04-29 | 2024-03-31 | 0.25 | 0.22 | -0.03 | 12 | ||
2023-07-31 | 2023-06-30 | 0.16 | 0.2 | 0.04 | 25 | ||
2022-05-10 | 2022-03-31 | 0.18 | 0.14 | -0.04 | 22 | ||
2021-07-29 | 2021-06-30 | 0.1 | 0.06 | -0.04 | 40 | ||
2007-08-07 | 2007-06-30 | 0.36 | 0.32 | -0.04 | 11 | ||
2005-07-19 | 2005-06-30 | 0.01 | -0.03 | -0.04 | 400 |
Know Welltower's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Welltower is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Welltower backward and forwards among themselves. Welltower's institutional investor refers to the entity that pools money to purchase Welltower's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jpmorgan Chase & Co | 2024-06-30 | 12.8 M | Principal Financial Group Inc | 2024-09-30 | 12.2 M | Legal & General Group Plc | 2024-06-30 | 8.4 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 7.8 M | Daiwa Securities Group Inc | 2024-06-30 | 7.2 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 6.9 M | T. Rowe Price Associates, Inc. | 2024-06-30 | 6.9 M | Amvescap Plc. | 2024-06-30 | 6.9 M | Dz Bank Ag Deutsche Zentral-genossenschaftsbank Frankfurt Am Main | 2024-09-30 | 6.3 M | Vanguard Group Inc | 2024-09-30 | 95.7 M | Blackrock Inc | 2024-06-30 | 59 M |
Welltower's market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 85.88 B.Market Cap |
|
Welltower's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.03 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.01 | 0.01 |
Determining Welltower's profitability involves analyzing its financial statements and using various financial metrics to determine if Welltower is a good buy. For example, gross profit margin measures Welltower's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Welltower's profitability and make more informed investment decisions.
Welltower's Earnings Breakdown by Geography
Evaluate Welltower's management efficiency
Welltower has return on total asset (ROA) of 0.0185 % which means that it generated a profit of $0.0185 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0342 %, meaning that it created $0.0342 on every $100 dollars invested by stockholders. Welltower's management efficiency ratios could be used to measure how well Welltower manages its routine affairs as well as how well it operates its assets and liabilities. The value of Return On Tangible Assets is estimated to slide to 0.01. The value of Return On Capital Employed is expected to slide to 0.02. At this time, Welltower's Other Current Assets are quite stable compared to the past year. Debt To Assets is expected to rise to 0.51 this year, although the value of Net Tangible Assets will most likely fall to about 14.9 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 51.14 | 53.70 | |
| Tangible Book Value Per Share | 51.01 | 53.56 | |
| Enterprise Value Over EBITDA | 25.70 | 26.98 | |
| Price Book Value Ratio | 1.83 | 1.08 | |
| Enterprise Value Multiple | 25.70 | 26.98 | |
| Price Fair Value | 1.83 | 1.08 | |
| Enterprise Value | 1 B | 1.1 B |
The decision-making processes within Welltower are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Dividend Yield 0.0194 | Forward Dividend Yield 0.0194 | Forward Dividend Rate 2.68 | Beta 1.194 |
Basic technical analysis of Welltower Stock
As of the 24th of November, Welltower maintains the Market Risk Adjusted Performance of (2.38), downside deviation of 1.06, and Mean Deviation of 0.9267. 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 137.91 per share. Given that Welltower has jensen alpha of 0.2562, we strongly advise you to confirm Welltower's prevalent market performance to make sure the company can sustain itself at a future point.Welltower's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Welltower insiders, such as employees or executives, is commonly permitted as long as it does not rely on Welltower's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Welltower insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Welltower's Outstanding Corporate Bonds
Welltower issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Welltower uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Welltower bonds can be classified according to their maturity, which is the date when Welltower has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| WELL 385 15 JUN 32 Corp BondUS95040QAR56 | View | |
| WELL 205 15 JAN 29 Corp BondUS95040QAN43 | View | |
| US95040QAL86 Corp BondUS95040QAL86 | View | |
| WELLTOWER INC Corp BondUS95040QAM69 | View | |
| WELLTOWER INC Corp BondUS95040QAJ31 | View | |
| US95040QAK04 Corp BondUS95040QAK04 | View | |
| US95040QAH74 Corp BondUS95040QAH74 | View | |
| WELLTOWER INC 495 Corp BondUS95040QAF19 | View |
Understand Welltower's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Welltower's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1608 | |||
| Market Risk Adjusted Performance | (2.38) | |||
| Mean Deviation | 0.9267 | |||
| Semi Deviation | 0.7922 | |||
| Downside Deviation | 1.06 | |||
| Coefficient Of Variation | 488.49 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.54 | |||
| Information Ratio | 0.0992 | |||
| Jensen Alpha | 0.2562 | |||
| Total Risk Alpha | 0.0486 | |||
| Sortino Ratio | 0.116 | |||
| Treynor Ratio | (2.39) | |||
| Maximum Drawdown | 7.76 | |||
| Value At Risk | (1.65) | |||
| Potential Upside | 2.19 | |||
| Downside Variance | 1.12 | |||
| Semi Variance | 0.6276 | |||
| Expected Short fall | (1.04) | |||
| Skewness | 0.8135 | |||
| Kurtosis | 2.87 |
| Risk Adjusted Performance | 0.1608 | |||
| Market Risk Adjusted Performance | (2.38) | |||
| Mean Deviation | 0.9267 | |||
| Semi Deviation | 0.7922 | |||
| Downside Deviation | 1.06 | |||
| Coefficient Of Variation | 488.49 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.54 | |||
| Information Ratio | 0.0992 | |||
| Jensen Alpha | 0.2562 | |||
| Total Risk Alpha | 0.0486 | |||
| Sortino Ratio | 0.116 | |||
| Treynor Ratio | (2.39) | |||
| Maximum Drawdown | 7.76 | |||
| Value At Risk | (1.65) | |||
| Potential Upside | 2.19 | |||
| Downside Variance | 1.12 | |||
| Semi Variance | 0.6276 | |||
| Expected Short fall | (1.04) | |||
| Skewness | 0.8135 | |||
| Kurtosis | 2.87 |
Consider Welltower's intraday indicators
Welltower intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Welltower stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Welltower Corporate Filings
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 13th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
10Q | 29th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 28th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Welltower Stock media impact
Far too much social signal, news, headlines, and media speculation about Welltower that are available to investors today. That information is available publicly through Welltower media outlets and privately through word of mouth or via Welltower internal channels. However, regardless of the origin, that massive amount of Welltower data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Welltower news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Welltower relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Welltower's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Welltower alpha.
Welltower Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Welltower can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Welltower Historical Investor Sentiment
Investor biases related to Welltower's public news can be used to forecast risks associated with an investment in Welltower. The trend in average sentiment can be used to explain how an investor holding Welltower can time the market purely based on public headlines and social activities around Welltower. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Welltower's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Welltower and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Welltower news discussions. The higher the estimate score, the more favorable the investor's outlook on Welltower.
Welltower Corporate Directors
| Sharon Oster | Independent Director | Profile | |
| Johnese Spisso | Independent Director | Profile | |
| Diana Reid | Independent Director | Profile | |
| Karen DeSalvo | Independent Director | Profile |
Already Invested in Welltower?
The danger of trading Welltower is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Welltower is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Welltower. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Welltower is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Welltower is a strong investment it is important to analyze Welltower's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Welltower's future performance. For an informed investment choice regarding Welltower Stock, refer to the following important reports: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Welltower. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
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. If investors know Welltower will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Welltower listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 2.004 | Dividend Share 2.56 | Earnings Share 1.57 | Revenue Per Share 12.941 | Quarterly Revenue Growth 0.288 |
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.
In summary, please note that there is a difference between Welltower's value and its price, as these two are different measures arrived at by various 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. However, Welltower's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.