Welltower Stock Buy Hold or Sell Recommendation
| WELL Stock | USD 109.78 1.29 1.19% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Welltower is 'Strong Buy'. The recommendation algorithm takes into account all of Welltower's available fundamental, technical, and predictive indicators you will find on this site.
Check out Welltower Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide. Note, we conduct extensive research on individual companies such as Welltower and provide practical buy, sell, or hold advice based on investors' constraints. 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.
Welltower |
Execute Welltower Buy or Sell Advice
The Welltower recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Welltower. Macroaxis does not own or have any residual interests in Welltower or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Welltower's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Welltower Trading Alerts and Improvement Suggestions
| Over 97.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from zacks.com: Stay Ahead of the Game With Welltower Q2 Earnings Wall Streets Insights on Key Metrics |
Welltower Returns Distribution Density
The distribution of Welltower's historical returns is an attempt to chart the uncertainty of Welltower's future price movements. The chart of the probability distribution of Welltower daily returns describes the distribution of returns around its average expected value. We use Welltower price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Welltower returns is essential to provide solid investment advice for Welltower.
| Mean Return | 0.27 | Value At Risk | -0.97 | Potential Upside | 1.53 | Standard Deviation | 0.90 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Welltower historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Welltower Stock Institutional Investors
| Shares | Legal & General Group Plc | 2024-03-31 | 8.4 M | Daiwa Securities Group Inc | 2024-03-31 | 7.9 M | Dimensional Fund Advisors, Inc. | 2024-03-31 | 7.8 M | Morgan Stanley - Brokerage Accounts | 2024-03-31 | 7.4 M | Amvescap Plc. | 2024-03-31 | 7.2 M | Resolution Capital Limited | 2024-03-31 | 6.9 M | T. Rowe Price Associates, Inc. | 2024-03-31 | 6.7 M | Jpmorgan Chase & Co | 2024-03-31 | 6.2 M | Charles Schwab Investment Management Inc | 2024-03-31 | 6 M | Vanguard Group Inc | 2024-03-31 | 89.2 M | Blackrock Inc | 2024-03-31 | 59.1 M |
Welltower Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 69.6M | 1.6B | (1.7B) | 375.5M | 1.4B | 1.4B | |
| Free Cash Flow | 1.5B | 1.3B | 1.3B | 1.3B | 1.2B | 1.3B | |
| Depreciation | 1.0B | 1.0B | 1.1B | 1.3B | 1.4B | 1.5B | |
| Other Non Cash Items | (106.3M) | 60.3M | (30.8M) | (47.1M) | 2.9B | 3.0B | |
| Dividends Paid | 1.4B | 1.1B | 1.0B | 1.1B | 1.3B | 1.3B | |
| Capital Expenditures | 15.3M | 17.5M | 19.4M | 30.5M | 517.7M | 450.5M | |
| Net Income | 1.3B | 1.0B | 374.5M | 160.6M | 340.1M | 294.5M | |
| End Period Cash Flow | 385.8M | 2.0B | 346.8M | 722.3M | 2.1B | 2.2B | |
| Investments | (79.2M) | (609.7M) | (775.3M) | (391.1M) | (3.0B) | (2.8B) | |
| Net Borrowings | 1.1B | (1.2B) | 247.0M | 366.2M | 329.6M | 315.8M | |
| Change To Netincome | (745.2M) | (692.1M) | (107.8M) | (28.2M) | (25.4M) | (26.6M) |
Welltower Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Welltower or Diversified REITs sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Welltower's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Welltower stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.23 | |
β | Beta against Dow Jones | 0.46 | |
σ | Overall volatility | 0.91 | |
Ir | Information ratio | 0.22 |
Welltower Volatility Alert
Welltower has low volatility with Treynor Ratio of 0.56, Maximum Drawdown of 4.19 and kurtosis of 0.07. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Welltower's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Welltower's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Welltower Fundamentals Vs Peers
Comparing Welltower's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Welltower's direct or indirect competition across all of the common fundamentals between Welltower and the related equities. This way, we can detect undervalued stocks with similar characteristics as Welltower or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Welltower's fundamental indicators could also be used in its relative valuation, which is a method of valuing Welltower by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Welltower to competition |
| Fundamentals | Welltower | Peer Average |
| Return On Equity | 0.0184 | -0.31 |
| Return On Asset | 0.0187 | -0.14 |
| Profit Margin | 0.06 % | (1.27) % |
| Operating Margin | 0.18 % | (5.51) % |
| Current Valuation | 142.95 B | 16.62 B |
| Shares Outstanding | 597.92 M | 571.82 M |
| Shares Owned By Insiders | 0.09 % | 10.09 % |
| Shares Owned By Institutions | 96.52 % | 39.21 % |
| Number Of Shares Shorted | 10.74 M | 4.71 M |
| Price To Earning | 142.06 X | 28.72 X |
| Price To Book | 2.09 X | 9.51 X |
| Price To Sales | 7.99 X | 11.42 X |
| Revenue | 6.63 B | 9.43 B |
| Gross Profit | 2.3 B | 27.38 B |
| EBITDA | 2.52 B | 3.9 B |
| Net Income | 340.09 M | 570.98 M |
| Cash And Equivalents | 343.45 M | 2.7 B |
| Cash Per Share | 0.73 X | 5.01 X |
| Total Debt | 16.12 B | 5.32 B |
| Debt To Equity | 0.76 % | 48.70 % |
| Current Ratio | 1.72 X | 2.16 X |
| Book Value Per Share | 46.62 X | 1.93 K |
| Cash Flow From Operations | 1.77 B | 971.22 M |
| Short Ratio | 2.69 X | 4.00 X |
| Earnings Per Share | 0.86 X | 3.12 X |
| Price To Earnings To Growth | 2.13 X | 4.89 X |
| Target Price | 110.09 | |
| Number Of Employees | 533 | 18.84 K |
| Beta | 1.18 | -0.15 |
| Market Capitalization | 64.87 B | 19.03 B |
| Total Asset | 44.01 B | 29.47 B |
| Retained Earnings | (7.63 B) | 9.33 B |
| Working Capital | 3.79 B | 1.48 B |
Note: Disposition of 244 shares by SHANKH MITRA of Welltower subject to Rule 16b-3 [view details]
Welltower Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Welltower . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 42859.19 | |||
| Daily Balance Of Power | 0.5733 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 109.37 | |||
| Day Typical Price | 109.5 | |||
| Price Action Indicator | 1.06 | |||
| Period Momentum Indicator | 1.29 |
About Welltower Buy or Sell Advice
When is the right time to buy or sell Welltower? Buying financial instruments such as Welltower Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Gross Profit | 2.0B | 2.3B | 1.3B | 823.8M | Total Revenue | 4.7B | 5.9B | 6.6B | 7.0B |
Use Investing Ideas to Build Portfolios
In addition to having Welltower in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Oil And Gas Thematic Idea Now
Oil And Gas
Companies involved in drilling, production, and distribution of oil and gas pipelines. The Oil And Gas theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Oil And Gas Theme or any other thematic opportunities.
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Additional Information and Resources on Investing in Welltower Stock
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 Welltower Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
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 3.231 | Dividend Share 2.44 | Earnings Share 0.86 | Revenue Per Share 12.939 | Quarterly Revenue Growth 0.192 |
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. 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.