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Welltower Inc. WELL SPXR3K

Real Estate · REIT - Healthcare Facilities · United States
https://www.welltower.com
Company Profile ↓
$237.40
+47.75% 1Y
Mkt Cap$171.06B
P/E106.46
P/B3.54
Div. Yield1.46%
52W High$251.12
52W Low$159.53
Book Value$64.56
EPS (TTM)$2.23

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

Consistent Profit Growth

Net profit has compounded at 11.1% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 22.3% CAGR over the past five years.

Healthy Margins

Operating margin of 16.6% supports profitability.

Positive Free Cash Flow

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 +39.1%, earnings +35.6%.
  • 5-Year Trend Long-term compounding — revenue CAGR 22.3%, profit CAGR 11.1%.

Growth & Price Performance

Compounded Sales Growth

5 Years:22.26%
1 Year:39.10%

Compounded Profit Growth

5 Years:11.10%
1 Year:35.60%

Stock Price Performance

1 Year:+47.75%
6 Months:+14.82%
3 Months:-5.46%
1 Month:+3.28%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 85% of range
$159.53 $251.12
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)58.28 · Neutral
Price Performance
1M+3.28%
3M-5.46%
6M+14.82%
1Y+47.75%
Valuation vs Sector

P/E of 106.46 is above the sector median of 22.59 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

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 22.3% over 5 years.
  • Profit CAGR of 11.1% 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 106.5.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
106.46
Industry PE
22.59
Forward P/E
74.65
PEG Ratio
3.66
Book Value
$64.56
Price to Book
3.54
P/S
12.92
EV/EBITDA
55.07
Dividend Yield
1.46%

Growth (CAGR)

Revenue 5Y
22.26%
Profit 5Y
11.10%
Revenue (YoY)
39.10%
Earnings (YoY)
35.60%

Profitability & Returns

ROCE
0.54%
ROE
3.84%
ROA
0.83%
Profit Margin
12.15%
Op Margin
16.56%
Gross Margin
39.56%
EPS (Latest Qtr)
$1.02
EPS (TTM)
$2.23

Balance Sheet & Liquidity

Debt/Equity
0.41
Quick Ratio
0.95
Current Ratio
1.32
Debt
$19.72B
Total Assets
$67.22B
Current Assets
$10.00B
Working Capital
$8.06B

Ownership

Promoter Holding
0.06%
Chg in Prom Hold
0.00%
FII / Inst Holding
100.89%
Chg in FII Hold
0.03%

Financial Snapshot

Enterprise Value
$171.06B
Total Revenue (TTM)
$12.76B
EBITDA
$3.34B
Free Cash Flow
$2.76B
Operating Cash Flow
$3.19B
Shares Outstanding
720.57M
Gross Margin
39.56%
Payout Ratio
132.74%

Peer comparison

Peer companies in the same sector (Real Estate).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 WELL Welltower Inc. SPXR3K 237.40 106.46 $171.06B 1.46% 0.54% 3.84% 22.26% 11.10%
2 PLD Prologis, Inc. SPXR3K 126.66 28.21 $120.37B 3.17% - 7.75% 16.83% 39.42%
3 EQIX Equinix, Inc. SPXR3K 952.62 61.30 $94.00B 2.04% 5.42% 10.73% 17.43% 17.11%
4 AMT American Tower Corporation SPXR3K 181.57 24.98 $84.60B 4.29% 8.76% 33.91% 12.41% 25.08%
5 SPG Simon Property Group, Inc. SPXR3K 212.04 14.96 $68.61B 4.35% - 120.51% 3.14% 14.02%
6 DLR Digital Realty Trust, Inc. SPXR3K 170.94 83.39 $63.42B 2.65% - 2.91% 15.18% 18.41%
7 PSA Public Storage SPXR3K 309.13 29.53 $57.76B 3.99% - 21.93% 5.67% 7.85%
8 O Realty Income Corporation SPXR3K 57.06 41.65 $53.99B 5.68% - 3.23% 24.73% 13.04%
9 VMRK Vivmark Residential 63.57 24.36 $49.19B 4.05% - 8.49% 5.45% -2.57%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue -------1.06B1.09B--1.13B1.24B---------------1.13B1.16B1.20B1.36B1.39B1.51B-2.39B2.52B2.63B3.13B3.31B
Cost of Revenue -----------------------------------1.46B1.51B1.58B1.93B2.06B
Gross Profit -----------------------------------926.20M1.00B1.05B1.20B1.25B
Operating Expenses -----------------------------------547.62M558.10M574.02M2.14B691.86M
Operating Income -----------------------------------378.58M443.33M476.99M-943.73M558.42M
EBITDA -----------------------------------843.31M947.72M978.82M-459.39M1.17B
Interest Expense -----------------------------------144.96M141.16M162.05M203.78M192.72M
Pretax Income -----------------------------------198.71M298.21M293.11M-1.27B345.24M
Tax Provision ------------------------------------5.52M1.05M2.33M-4.99M11.63M
Net Income -----------------------------------257.96M301.89M280.56M96.44M728.67M
Diluted EPS 0.520.370.420.540.930.910.860.510.20-0.311.170.410.170.270.710.341.450.550.750.420.770.390.170.060.420.140.20-0.010.050.200.240.220.420.73-0.400.450.410.141.02

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 523.29M578.57M1.31B1.81B2.88B3.34B3.86B4.28B4.32B4.70B5.12B4.61B-5.78B6.48B7.85B10.67B
Cost of Revenue -------------3.56B3.95B4.83B6.49B
Gross Profit -------------2.22B2.53B3.02B4.18B
Operating Expenses -------------1.47B1.59B1.88B3.82B
Operating Income -------------746.22M940.45M1.15B355.17M
EBITDA -------------2.04B2.40B2.78B2.31B
Interest Expense -------------529.52M607.85M574.26M651.96M
Pretax Income -------------173.06M350.05M524.44M-480.02M
Tax Provision -------------7.25M6.36M2.70M-7.12M
Net Income 193.27M128.53M217.61M221.88M78.71M446.75M818.34M1.01B463.60M758.25M1.23B978.84M-141.21M340.09M951.68M936.85M
Diluted EPS 1.490.830.900.980.281.452.342.811.262.023.052.33-0.300.661.571.39

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Jul 2018Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --9.45B14.92B19.55B23.08B24.96B29.02B28.87B27.94B-30.34B33.38B32.48B-37.89B44.01B51.04B67.30B
Current Assets ---------------3.08B4.96B7.23B9.91B
Cash & Equivalents 23.37M35.48M131.57M163.48M1.03B158.78M553.42M422.69M419.38M243.78M381.91M215.38M284.92M1.55B-631.68M1.99B3.51B5.03B
Inventory -------------------
Receivables ---------------1.46B1.52B1.71B2.37B
Total Liabilities --4.71B7.61B8.99B11.29B11.40B13.66B13.19B12.64B-14.33B16.40B15.26B-16.50B17.64B18.47B24.10B
Current Liabilities ---------------1.17B1.10B1.37B1.86B
Long Term Debt ---6.57B8.46B10.43B10.76B12.12B11.73B11.04B-12.19B13.42B2.38B-14.55B15.74B15.50B19.20B
Total Debt ---------------14.96B16.12B16.76B21.38B
Total Equity 3.24B3.81B4.60B7.12B10.29B11.41B13.18B14.59B14.81B14.42B-14.63B15.54B15.97B-20.29B25.40B31.96B42.13B
Shares Outstanding ---------------492.28M566.00M637.06M696.63M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 381.26M364.74M588.22M818.13M988.50M1.14B1.38B1.64B1.43B1.58B1.54B1.36B-1.33B1.60B2.26B2.88B
Investing Cash Flow -270.06M-2.31B-4.52B-3.59B-3.53B-2.13B-3.50B-183.44M154.58M-2.39B-2.05B2.35B--3.70B-5.71B-5.51B-10.51B
Financing Cash Flow -99.09M2.04B3.96B3.65B1.67B1.30B2.00B-1.25B-1.91B818.37M577.15M-2.08B-2.76B5.45B4.91B9.00B
Capital Expenditure --------------30.49M-50.70M-58.12M-33.80M
Free Cash Flow -------------1.30B1.55B2.20B2.85B
Net Change in Cash -------------386.17M1.34B1.65B1.37B
Share Buybacks ---------007.66M00---
Dividends Paid -----------1.12B1.04B1.13B1.26B1.55B1.88B

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 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

Insiders
0.06%
Institutions
100.89%
Public Float
100.95%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 10.83% 78.05M $17.60B
2 Vanguard Capital Management LLC 6.40% 46.12M $10.40B
3 Vanguard Portfolio Management LLC 6.03% 43.45M $9.80B
4 State Street Corporation 5.85% 42.14M $9.50B
5 Capital International Investors 5.48% 39.50M $8.91B
6 Cohen & Steers Inc. 5.11% 36.82M $8.30B
7 Capital World Investors 2.78% 20.03M $4.52B
8 Bank of America Corporation 2.71% 19.50M $4.40B
9 FMR, LLC 2.70% 19.45M $4.39B
10 Price (T.Rowe) Associates Inc 2.57% 18.49M $4.17B

Analyst View

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WELL — Frequently Asked Questions

What is the current share price of Welltower Inc. (WELL)?

As of 2026-10-22 16:30 PDT, Welltower Inc. (WELL) trades at $237.40 on NYSE. Its 52-week range is $159.53 to $251.12.

What is the market capitalisation of WELL?

Welltower Inc. (WELL) has a market capitalisation of $171.06B on NYSE.

What is the P/E ratio of WELL?

WELL trades at a trailing price-to-earnings (P/E) ratio of 106.46. The industry average P/E is 22.59. Its price-to-book (P/B) ratio is 3.54.

Does WELL pay a dividend?

Welltower Inc. (WELL) currently offers a dividend yield of 1.46%.

What is the return on equity (ROE) of WELL?

WELL has a return on equity (ROE) of 3.84%. Its return on capital employed (ROCE) is 0.54%.

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.

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