Welltower Inc. WELL SPX
Company Overview
Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.
Why Investors Should Care
Net profit has compounded at 87.9% per year over the last five years.
Revenue has grown at a 22.7% CAGR over the past five years.
Operating margin of 18.0% supports profitability.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $10.67B (+35.8% YoY); net profit $936.85M.
- Trailing 12 Months Year-on-year growth — revenue +38.3%, earnings +157.9%.
- 5-Year Trend Long-term compounding — revenue CAGR 22.7%, profit CAGR 87.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 22.69% |
| 1 Year: | 38.30% |
Compounded Profit Growth
| 5 Years: | 87.90% |
| 1 Year: | 157.90% |
Stock Price Performance
| 1 Year: | +49.86% |
| 6 Months: | +25.84% |
| 3 Months: | +10.95% |
| 1 Month: | +8.90% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)61.06 · Neutral
P/E of 112.16 is above the sector median of 27.20 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 22.7% over 5 years.
- Profit CAGR of 87.9% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Trading at a high P/E of 112.2.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Real Estate).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WELL Welltower Inc. SPX | 233.29 | 112.16 | $164.68B | 1.25% | 0.26% | 3.67% | 22.69% | 87.90% |
| 2 | PLD Prologis, Inc. SPX | 143.42 | 36.04 | $133.72B | 3.00% | - | 6.84% | 14.83% | 36.55% |
| 3 | EQIX Equinix, Inc. SPX | 1,022.60 | 70.67 | $100.85B | 1.87% | 5.10% | 10.06% | 16.33% | 16.02% |
| 4 | AMT American Tower Corporation SPX | 168.63 | 27.20 | $78.56B | 4.12% | 7.82% | 29.95% | 3.34% | 12.73% |
| 5 | SPG Simon Property Group, Inc. SPX | 222.01 | 15.44 | $71.99B | 3.98% | - | 113.59% | 3.14% | 14.02% |
| 6 | AVB AvalonBay Communities, Inc. SPX | 190.29 | 23.58 | $71.34B | 3.66% | 4.45% | 9.72% | 8.77% | 6.54% |
| 7 | DLR Digital Realty Trust, Inc. SPX | 176.07 | 46.70 | $65.14B | 2.82% | - | 5.69% | 15.18% | 18.41% |
| 8 | O Realty Income Corporation SPX | 63.26 | 51.85 | $58.99B | 5.10% | - | 2.83% | 24.73% | 13.04% |
| 9 | PSA Public Storage SPX | 314.68 | 32.44 | $55.25B | 3.76% | - | 20.18% | 5.67% | 7.85% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | 1.06B | 1.09B | - | - | 1.13B | 1.24B | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.13B | 1.16B | 1.20B | 1.36B | 1.39B | 1.51B | - | 2.39B | 2.52B | 2.63B | 3.13B | 3.31B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.46B | 1.51B | 1.58B | 1.93B | 2.06B |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 926.20M | 1.00B | 1.05B | 1.20B | 1.25B |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 547.62M | 558.10M | 574.02M | 2.14B | 691.86M |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 378.58M | 443.33M | 476.99M | -943.73M | 558.42M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 843.31M | 947.72M | 978.82M | -459.39M | 1.17B |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 144.96M | 141.16M | 162.05M | 203.78M | 192.72M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 198.71M | 298.21M | 293.11M | -1.27B | 345.24M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -5.52M | 1.05M | 2.33M | -4.99M | 11.63M |
| Net Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 257.96M | 301.89M | 280.56M | 96.44M | 728.67M |
| Diluted EPS | 0.52 | 0.37 | 0.42 | 0.54 | 0.93 | 0.91 | 0.86 | 0.51 | 0.20 | -0.31 | 1.17 | 0.41 | 0.17 | 0.27 | 0.71 | 0.34 | 1.45 | 0.55 | 0.75 | 0.42 | 0.77 | 0.39 | 0.17 | 0.06 | 0.42 | 0.14 | 0.20 | -0.01 | 0.05 | 0.20 | 0.24 | 0.22 | 0.42 | 0.73 | - | 0.40 | 0.45 | 0.41 | 0.14 | 1.02 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 523.29M | 578.57M | 1.31B | 1.81B | 2.88B | 3.34B | 3.86B | 4.28B | 4.32B | 4.70B | 5.12B | 4.61B | - | 5.78B | 6.48B | 7.85B | 10.67B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.56B | 3.95B | 4.83B | 6.49B |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.22B | 2.53B | 3.02B | 4.18B |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.47B | 1.59B | 1.88B | 3.82B |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | 746.22M | 940.45M | 1.15B | 355.17M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.04B | 2.40B | 2.78B | 2.31B |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | 529.52M | 607.85M | 574.26M | 651.96M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | 173.06M | 350.05M | 524.44M | -480.02M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | 7.25M | 6.36M | 2.70M | -7.12M |
| Net Income | 193.27M | 128.53M | 217.61M | 221.88M | 78.71M | 446.75M | 818.34M | 1.01B | 463.60M | 758.25M | 1.23B | 978.84M | - | 141.21M | 340.09M | 951.68M | 936.85M |
| Diluted EPS | 1.49 | 0.83 | 0.90 | 0.98 | 0.28 | 1.45 | 2.34 | 2.81 | 1.26 | 2.02 | 3.05 | 2.33 | - | 0.30 | 0.66 | 1.57 | 1.39 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Jul 2018 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 9.45B | 14.92B | 19.55B | 23.08B | 24.96B | 29.02B | 28.87B | 27.94B | - | 30.34B | 33.38B | 32.48B | - | 37.89B | 44.01B | 51.04B | 67.30B |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.08B | 4.96B | 7.23B | 9.91B |
| Cash & Equivalents | 23.37M | 35.48M | 131.57M | 163.48M | 1.03B | 158.78M | 553.42M | 422.69M | 419.38M | 243.78M | 381.91M | 215.38M | 284.92M | 1.55B | - | 631.68M | 1.99B | 3.51B | 5.03B |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.46B | 1.52B | 1.71B | 2.37B |
| Total Liabilities | - | - | 4.71B | 7.61B | 8.99B | 11.29B | 11.40B | 13.66B | 13.19B | 12.64B | - | 14.33B | 16.40B | 15.26B | - | 16.50B | 17.64B | 18.47B | 24.10B |
| Current Liabilities | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.17B | 1.10B | 1.37B | 1.86B |
| Long Term Debt | - | - | - | 6.57B | 8.46B | 10.43B | 10.76B | 12.12B | 11.73B | 11.04B | - | 12.19B | 13.42B | 2.38B | - | 14.55B | 15.74B | 15.50B | 19.20B |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 14.96B | 16.12B | 16.76B | 21.38B |
| Total Equity | 3.24B | 3.81B | 4.60B | 7.12B | 10.29B | 11.41B | 13.18B | 14.59B | 14.81B | 14.42B | - | 14.63B | 15.54B | 15.97B | - | 20.29B | 25.40B | 31.96B | 42.13B |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 492.28M | 566.00M | 637.06M | 696.63M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 381.26M | 364.74M | 588.22M | 818.13M | 988.50M | 1.14B | 1.38B | 1.64B | 1.43B | 1.58B | 1.54B | 1.36B | - | 1.33B | 1.60B | 2.26B | 2.88B |
| Investing Cash Flow | -270.06M | -2.31B | -4.52B | -3.59B | -3.53B | -2.13B | -3.50B | -183.44M | 154.58M | -2.39B | -2.05B | 2.35B | - | -3.70B | -5.71B | -5.51B | -10.51B |
| Financing Cash Flow | -99.09M | 2.04B | 3.96B | 3.65B | 1.67B | 1.30B | 2.00B | -1.25B | -1.91B | 818.37M | 577.15M | -2.08B | - | 2.76B | 5.45B | 4.91B | 9.00B |
| Capital Expenditure | - | - | - | - | - | - | - | - | - | - | - | - | - | -30.49M | -50.70M | -58.12M | -33.80M |
| Free Cash Flow | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.30B | 1.55B | 2.20B | 2.85B |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | - | - | 386.17M | 1.34B | 1.65B | 1.37B |
| Share Buybacks | - | - | - | - | - | - | - | - | - | 0 | 0 | 7.66M | 0 | 0 | - | - | - |
| Dividends Paid | - | - | - | - | - | - | - | - | - | - | - | 1.12B | 1.04B | 1.13B | 1.26B | 1.55B | 1.88B |
Ratios (Annual)
Figures in %.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | 38.4% | 39.1% | 38.5% | 39.2% |
| Operating Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | 12.9% | 14.5% | 14.6% | 3.3% |
| Net Margin % | 36.9% | 22.2% | 16.6% | 12.3% | 2.7% | 13.4% | 21.2% | 23.6% | 10.7% | 16.1% | 24.1% | 21.3% | - | 2.4% | 5.2% | 12.1% | 8.8% |
| ROE % | 5.1% | 2.8% | 3.1% | 2.2% | 0.7% | 3.4% | 5.6% | 6.8% | 3.2% | 5.2% | 7.9% | 6.1% | - | 0.7% | 1.3% | 3.0% | 2.2% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.0% | 2.2% | 2.3% | 0.5% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 10.48% | 74.00M | $17.27B |
| 2 | Vanguard Capital Management LLC | 6.42% | 45.35M | $10.58B |
| 3 | Vanguard Portfolio Management LLC | 5.93% | 41.86M | $9.77B |
| 4 | State Street Corporation | 5.89% | 41.56M | $9.70B |
| 5 | Cohen & Steers Inc. | 5.08% | 35.85M | $8.36B |
| 6 | Capital International Investors | 5.07% | 35.82M | $8.36B |
| 7 | FMR, LLC | 3.14% | 22.18M | $5.17B |
| 8 | Bank of America Corporation | 3.08% | 21.75M | $5.08B |
| 9 | Geode Capital Management, LLC | 2.52% | 17.77M | $4.15B |
| 10 | Price (T.Rowe) Associates Inc | 2.44% | 17.22M | $4.02B |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
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WELL — Frequently Asked Questions
What is the current share price of Welltower Inc. (WELL)?
As of 2026-07-15 16:51 PDT, Welltower Inc. (WELL) trades at $233.29 on NYSE. Its 52-week range is $154.34 to $237.59.
What is the market capitalisation of WELL?
Welltower Inc. (WELL) has a market capitalisation of $164.68B on NYSE.
What is the P/E ratio of WELL?
WELL trades at a trailing price-to-earnings (P/E) ratio of 112.16. The industry average P/E is 27.20. Its price-to-book (P/B) ratio is 3.73.
Does WELL pay a dividend?
Welltower Inc. (WELL) currently offers a dividend yield of 1.25%.
What is the return on equity (ROE) of WELL?
WELL has a return on equity (ROE) of 3.67%. Its return on capital employed (ROCE) is 0.26%.
Is WELL a good stock to buy?
This page provides a data-driven analysis of Welltower Inc. (WELL), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.