Welltower Stock Buy Hold or Sell Recommendation

WELL Stock  USD 99.96  1.91  1.87%   
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Welltower is 'Hold'. Macroaxis provides Welltower buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WELL positions. The advice algorithm takes into account all of Welltower's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Welltower's buy or sell advice are summarized below:
Real Value
81.64
Target Price
89.31
Hype Value
99.81
Market Value
99.96
Naive Value
99.55
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Welltower given historical horizon and risk tolerance towards Welltower. When Macroaxis issues a 'buy' or 'sell' recommendation for Welltower, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
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.
In addition, we conduct extensive research on individual companies such as Welltower and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Welltower. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.

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

Execute Advice
Sell WelltowerBuy Welltower
Hold

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Almost mirrors the marketDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

Strong BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Possible ManipulatorDetails
For the selected time horizon Welltower has a Risk Adjusted Performance of 0.0738, Jensen Alpha of 0.0542, Total Risk Alpha of 0.027, Sortino Ratio of 0.0556 and Treynor Ratio of 0.0992
Macroaxis provides trade recommendation on Welltower to complement and cross-verify current analyst consensus on Welltower. Our trade advice engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Welltower is not overpriced, please check out all Welltower fundamentals, including its book value per share, retained earnings, and the relationship between the cash and equivalents and target price . Given that Welltower has a price to earning of 142.06 X, we strongly advise you to confirm Welltower market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevalent risk tolerance and investing horizon.

Welltower Trading Alerts and Improvement Suggestions

Over 96.0% of the company outstanding shares are owned by institutional investors
On 22nd of May 2024 Welltower paid $ 0.61 per share dividend to its current shareholders
Latest headline from news.google.com: Acquisition by Ayesha Menon of 4727 shares of Welltower subject to Rule 16b-3

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
0.11
Value At Risk
-1.67
Potential Upside
1.57
Standard Deviation
0.96
   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

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 originates 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
Goldman Sachs Group Inc2023-12-31
8.6 M
Legal & General Group Plc2023-12-31
8.1 M
Daiwa Securities Group Inc2024-03-31
7.9 M
Dimensional Fund Advisors, Inc.2024-03-31
7.8 M
Amvescap Plc.2023-12-31
7.6 M
Resolution Capital Limited2024-03-31
6.9 M
T. Rowe Price Associates, Inc.2024-03-31
6.7 M
Morgan Stanley - Brokerage Accounts2023-12-31
6.6 M
Charles Schwab Investment Management Inc2024-03-31
M
Vanguard Group Inc2024-03-31
89.2 M
Blackrock Inc2023-12-31
58.2 M
Note, although Welltower's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Welltower Cash Flow Accounts

201920202021202220232024 (projected)
Change In Cash69.6M1.6B(1.7B)375.5M1.4B1.4B
Free Cash Flow1.5B1.3B1.3B1.3B1.2B1.3B
Depreciation1.0B1.0B1.1B1.3B1.4B1.5B
Other Non Cash Items(106.3M)60.3M(30.8M)(47.1M)2.9B3.0B
Dividends Paid1.4B1.1B1.0B1.1B1.3B1.3B
Capital Expenditures15.3M17.5M19.4M30.5M517.7M450.5M
Net Income1.3B1.0B374.5M160.6M340.1M294.5M
End Period Cash Flow385.8M2.0B346.8M722.3M2.1B2.2B
Investments(79.2M)(609.7M)(775.3M)(391.1M)(3.0B)(2.8B)
Net Borrowings1.1B(1.2B)247.0M366.2M329.6M315.8M
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 NYSE Composite
0.05
β
Beta against NYSE Composite1.04
σ
Overall volatility
0.95
Ir
Information ratio 0.06

Welltower Volatility Alert

Welltower has relatively low volatility with skewness of -0.16 and kurtosis of -0.22. 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
FundamentalsWelltowerPeer Average
Return On Equity0.0184-0.31
Return On Asset0.0187-0.14
Profit Margin0.06 %(1.27) %
Operating Margin0.18 %(5.51) %
Current Valuation132.75 B16.62 B
Shares Outstanding597.92 M571.82 M
Shares Owned By Insiders0.09 %10.09 %
Shares Owned By Institutions96.47 %39.21 %
Number Of Shares Shorted8.84 M4.71 M
Price To Earning142.06 X28.72 X
Price To Book2.09 X9.51 X
Price To Sales7.99 X11.42 X
Revenue6.63 B9.43 B
Gross Profit2.3 B27.38 B
EBITDA2.52 B3.9 B
Net Income340.09 M570.98 M
Cash And Equivalents343.45 M2.7 B
Cash Per Share0.73 X5.01 X
Total Debt16.12 B5.32 B
Debt To Equity0.76 %48.70 %
Current Ratio1.72 X2.16 X
Book Value Per Share46.62 X1.93 K
Cash Flow From Operations1.77 B971.22 M
Short Ratio3.81 X4.00 X
Earnings Per Share0.86 X3.12 X
Price To Earnings To Growth2.13 X4.89 X
Target Price105.47
Number Of Employees53318.84 K
Beta1.07-0.15
Market Capitalization59.77 B19.03 B
Total Asset44.01 B29.47 B
Retained Earnings(7.63 B)9.33 B
Working Capital3.79 B1.48 B
Note: Disposition of 345 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.

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)
Short and Long Term Debt Total14.7B15.0B16.1B16.9B
Total Assets34.9B37.9B44.0B46.2B

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 Shipping Containers Thematic Idea Now

Shipping Containers
Shipping Containers Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipping Containers theme has 15 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 Shipping Containers Theme or any other thematic opportunities.
View All  Next Launch
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 Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.

Complementary Tools for Welltower Stock analysis

When running Welltower's price analysis, check to measure Welltower's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Welltower is operating at the current time. Most of Welltower's value examination focuses on studying past and present price action to predict the probability of Welltower's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Welltower's price. Additionally, you may evaluate how the addition of Welltower to your portfolios can decrease your overall portfolio volatility.
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Transaction History
View history of all your transactions and understand their impact on performance
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Is Welltower's industry 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.