Welltower Stock Performance

WELL Stock  USD 108.63  1.22  1.14%   
On a scale of 0 to 100, Welltower holds a performance score of 22. The firm maintains a market beta of 0.47, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Welltower's returns are expected to increase less than the market. However, during the bear market, the loss of holding Welltower is expected to be smaller as well. Please check Welltower's expected short fall, and the relationship between the maximum drawdown and rate of daily change , to make a quick decision on whether Welltower's historical returns will revert.

Risk-Adjusted Performance

22 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Welltower are ranked lower than 22 (%) of all global equities and portfolios over the last 90 days. Despite quite weak essential indicators, Welltower disclosed solid returns over the last few months and may actually be approaching a breakup point. ...more

Actual Historical Performance (%)

One Day Return
1.38
Five Day Return
1.34
Year To Date Return
19.03
Ten Year Return
66.86
All Time Return
1.5 K
Forward Dividend Yield
0.0227
Payout Ratio
0.0301
Last Split Factor
3:2
Forward Dividend Rate
2.44
Dividend Date
2024-05-22
1
Welltower to Report Q1 Earnings Whats in the Cards
04/24/2024
2
Welltower Inc Q1 2024 Earnings Call Transcript Highlights Strong Growth and Strategic ...
05/01/2024
3
Disposition of 345 shares by SHANKH MITRA of Welltower subject to Rule 16b-3
05/17/2024
 
Welltower dividend paid on 22nd of May 2024
05/22/2024
4
Welltower Board of Directors Approves 10 percent Increase in Quarterly Dividend to 67c per Share
06/03/2024
5
Pensionfund DSM Netherlands Has 5.96 Million Stock Holdings in Welltower Inc. - MarketBeat
06/18/2024
6
Acquisition by Diana Reid of 2627 shares of Welltower subject to Rule 16b-3
06/21/2024
7
Disposition of 244 shares by SHANKH MITRA of Welltower subject to Rule 16b-3
06/24/2024
8
Welltower Announces Proposed Private Placement of 750 Million of Exchangeable Senior Notes
07/08/2024
9
Welltower Announces Upsized Pricing of 900 Million of Exchangeable Senior Notes
07/09/2024
10
Welltower Announces Closing of 1.035 Billion of Exchangeable Senior Notes
07/11/2024
11
This senior housing stock could soar 25 percent as the population ages, says Bank of America
07/15/2024
12
1000 Invested In Welltower 20 Years Ago Would Be Worth This Much Today
07/17/2024
Begin Period Cash Flow722.3 M
  

Welltower Relative Risk vs. Return Landscape

If you would invest  9,312  in Welltower on April 24, 2024 and sell it today you would earn a total of  1,551  from holding Welltower or generate 16.66% return on investment over 90 days. Welltower is currently generating 0.2569% in daily expected returns and assumes 0.9056% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of stocks are less volatile than Welltower, and 95% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days Welltower is expected to generate 1.38 times more return on investment than the market. However, the company is 1.38 times more volatile than its market benchmark. It trades about 0.28 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.13 per unit of 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 = 0.2837

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Estimated Market Risk

 0.91
  actual daily
8
92% of assets are more volatile

Expected Return

 0.26
  actual daily
5
95% of assets have higher returns

Risk-Adjusted Return

 0.28
  actual daily
22
78% of assets perform better
Based on monthly moving average Welltower is performing at about 22% 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.

About Welltower Performance

By examining Welltower's fundamental ratios, stakeholders can obtain critical insights into Welltower's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Welltower is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Last ReportedProjected 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 

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 96.0% of the company outstanding shares are owned by institutional investors
Latest headline from benzinga.com: 1000 Invested In Welltower 20 Years Ago Would Be Worth This Much Today
Evaluating Welltower's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Welltower's stock performance include:
  • 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.
It's essential to remember that evaluating Welltower's stock performance is not an exact science, and many factors can impact Welltower's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
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.