Welltower Stock Performance
| WELL Stock | USD 91.61 0.29 0.32% |
Welltower has a performance score of 6 on a scale of 0 to 100. The firm maintains a market beta of 1.12, which attests to a somewhat significant risk relative to the market. Welltower returns are very sensitive to returns on the market. As the market goes up or down, Welltower is expected to follow. Welltower right now maintains a risk of 1.26%. Please check out Welltower maximum drawdown, as well as the relationship between the expected short fall and rate of daily change , to decide if Welltower will be following its historical returns.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Welltower are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent essential indicators, Welltower is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors. ...more
Actual Historical Performance (%)
One Day Return 0.57 | Five Day Return 3.94 | Year To Date Return 1.77 | Ten Year Return 48.63 | All Time Return 1.3 K |
Forward Dividend Yield 0.0267 | Payout Ratio 0.0381 | Last Split Factor 3:2 | Forward Dividend Rate 2.44 | Dividend Date 2024-03-07 |
1 | Welltower Beats Q4 FFO and Revenue Estimates | 02/13/2024 |
2 | Welltower Inc. Shares Sold by Rehmann Capital Advisory Group | 03/04/2024 |
| Welltower dividend paid on 7th of March 2024 | 03/07/2024 |
3 | EP Wealth Advisors LLC Sells 10857 Shares of Welltower Inc. - Defense World | 03/18/2024 |
4 | Acquisition by Kenneth Bacon of 2157 shares of Welltower subject to Rule 16b-3 | 03/20/2024 |
5 | Morgan Stanley sees upside for these senior housing stocks as the U.S. population ages | 03/25/2024 |
6 | Wall Street Set to See a Broad-Based Rally in Q2 5 Picks | 04/03/2024 |
7 | 3 Real Estate Stocks to Cement Your Portfolios Income | 04/09/2024 |
8 | Welltower Inc. Shares Acquired by Bleakley Financial Group LLC - Defense World | 04/12/2024 |
9 | Whats in Store for Crown Castle This Earnings Season | 04/16/2024 |
10 | Crown Castles Q1 AFFO Beat, Site-Rental Revenues Fall | 04/18/2024 |
| Begin Period Cash Flow | 722.3 M |
Welltower |
Welltower Relative Risk vs. Return Landscape
If you would invest 8,657 in Welltower on January 24, 2024 and sell it today you would earn a total of 504.00 from holding Welltower or generate 5.82% return on investment over 90 days. Welltower is currently generating 0.0989% in daily expected returns and assumes 1.2582% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of stocks are less volatile than Welltower, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Welltower Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Welltower's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Welltower, and traders can use it to determine the average amount a Welltower's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0786
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Estimated Market Risk
| 1.26 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Welltower is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Welltower by adding it to a well-diversified portfolio.
Welltower Fundamentals Growth
Welltower Stock prices reflect investors' perceptions of the future prospects and financial health of Welltower, and Welltower fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Welltower Stock performance.
| Return On Equity | 0.015 | ||||
| Return On Asset | 0.0171 | ||||
| Profit Margin | 0.05 % | ||||
| Operating Margin | 0.19 % | ||||
| Current Valuation | 67.14 B | ||||
| Shares Outstanding | 591.05 M | ||||
| Price To Earning | 142.06 X | ||||
| Price To Book | 2.09 X | ||||
| Price To Sales | 7.99 X | ||||
| Revenue | 6.63 B | ||||
| Gross Profit | 2.3 B | ||||
| EBITDA | 2.52 B | ||||
| Net Income | 340.09 M | ||||
| Cash And Equivalents | 343.45 M | ||||
| Cash Per Share | 0.73 X | ||||
| Total Debt | 16.12 B | ||||
| Debt To Equity | 0.76 % | ||||
| Current Ratio | 1.72 X | ||||
| Book Value Per Share | 45.02 X | ||||
| Cash Flow From Operations | 1.77 B | ||||
| Earnings Per Share | 0.69 X | ||||
| Market Capitalization | 53.97 B | ||||
| Total Asset | 44.01 B | ||||
| Retained Earnings | (7.63 B) | ||||
| Working Capital | 3.79 B | ||||
| Current Asset | 14 K | ||||
| Current Liabilities | 5.08 M | ||||
About Welltower Performance
To evaluate Welltower Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Welltower generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Welltower Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Welltower market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Welltower's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.0000001 | 0.00 | |
| 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 |
Things to note about Welltower performance evaluation
Checking the ongoing alerts about Welltower for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Welltower help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 95.0% of the company outstanding shares are owned by institutional investors | |
| On 7th of March 2024 Welltower paid $ 0.61 per share dividend to its current shareholders | |
| Latest headline from zacks.com: Crown Castles Q1 AFFO Beat, Site-Rental Revenues Fall |
- Analyzing Welltower's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Welltower's stock is overvalued or undervalued compared to its peers.
- Examining Welltower's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Welltower's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Welltower's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Welltower's stock. These opinions can provide insight into Welltower's potential for growth and whether the stock is currently undervalued or overvalued.
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 tightly coupled 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.
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.
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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 0.041 | Dividend Share 2.44 | Earnings Share 0.69 | Revenue Per Share 12.874 | Quarterly Revenue Growth 0.199 |
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.