Welltower Net Worth
Welltower Net Worth Breakdown | WELL |
Welltower Net Worth Analysis
Welltower's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Welltower's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Welltower's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Welltower's net worth analysis. One common approach is to calculate Welltower's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Welltower's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Welltower's net worth. This approach calculates the present value of Welltower's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Welltower's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Welltower's net worth. This involves comparing Welltower's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Welltower's net worth relative to its peers.
Enterprise Value |
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To determine if Welltower is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Welltower's net worth research are outlined below:
| Over 97.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from news.google.com: Welltower Inc. Shares Sold by Edgestream Partners L.P. - Defense World |
Welltower uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Welltower. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Welltower's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 13th of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 13th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Know Welltower's Top 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 originate 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 | 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 |
Follow Welltower's market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 65.64 B.Market Cap |
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Project Welltower's profitablity
| Last Reported | Projected for Next Year | ||
| 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 |
When accessing Welltower's net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Welltower's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Welltower's profitability and make more informed investment decisions.
The data published in Welltower's official financial statements typically reflect Welltower's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving Welltower's quantitative information. For example, before you start analyzing numbers published by Welltower accountants, it's essential to understand Welltower's liquidity, profitability, and earnings quality within the context of the Diversified REITs space in which it operates.
Evaluate Welltower's management efficiency
Welltower has return on total asset (ROA) of 0.0187 % which means that it generated a profit of $0.0187 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0184 %, meaning that it created $0.0184 on every $100 dollars invested by stockholders. Welltower's management efficiency ratios could be used to measure how well Welltower manages its routine affairs as well as how well it operates its assets and liabilities. The value of Return On Tangible Assets is estimated to slide to 0.01. The value of Return On Capital Employed is expected to slide to 0.02. At this time, Welltower's Fixed Asset Turnover is quite stable compared to the past year.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 49.27 | 51.73 | |
| Tangible Book Value Per Share | 46.81 | 49.15 | |
| Enterprise Value Over EBITDA | 24.04 | 25.24 | |
| Price Book Value Ratio | 1.83 | 1.08 | |
| Enterprise Value Multiple | 24.04 | 25.24 | |
| Price Fair Value | 1.83 | 1.08 | |
| Enterprise Value | 1 B | 1.1 B |
The analysis of Welltower's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Welltower's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Welltower Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Enterprise Value Revenue 10.1228 | Revenue 6.9 B | Quarterly Revenue Growth 0.192 | Revenue Per Share 12.939 | Return On Equity 0.0184 |
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Welltower insiders, such as employees or executives, is commonly permitted as long as it does not rely on Welltower's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Welltower insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
SHANKH MITRA over three weeks ago Disposition of 244 shares by SHANKH MITRA of Welltower subject to Rule 16b-3 | ||
SHANKH MITRA over a month ago Disposition of 244 shares by SHANKH MITRA of Welltower subject to Rule 16b-3 | ||
SHANKH MITRA over two months ago Disposition of 345 shares by SHANKH MITRA of Welltower subject to Rule 16b-3 | ||
Karen DeSalvo over three months ago Acquisition by Karen DeSalvo of tradable shares of Welltower at 92.04 subject to Rule 16b-3 | ||
Trumbull R Scott over six months ago Welltower exotic insider transaction detected | ||
Trumbull R Scott over six months ago Welltower exotic insider transaction detected | ||
Trumbull R Scott over a year ago Exercise or conversion by Trumbull R Scott of 563 shares of Welltower subject to Rule 16b-3 |
Welltower Corporate Filings
8K | 11th of July 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 24th of June 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 30th of April 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
| 12th of April 2024 Other Reports | ViewVerify |
Welltower Earnings per Share Projection vs Actual
Welltower Corporate Directors
| Sharon Oster | Independent Director | Profile | |
| Johnese Spisso | Independent Director | Profile | |
| Diana Reid | Independent Director | Profile | |
| Karen DeSalvo | Independent Director | Profile |
Already Invested in Welltower?
The danger of trading Welltower is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Welltower is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Welltower. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Welltower is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 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 closely tied 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 Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
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.