WELL · Welltower Inc
Price
Snapshot
50 fields · last close| Market Cap | $169.8B |
| P/E | 110.90 |
| Float | 720.3M |
| Beta | 0.80 |
| Volatility | 20.0% |
| Exchange | NYSE |
| Sector | Real Estate |
| Cap tier | Large cap |
| Macro sensitivity | Moderate |
| Clavix score | 82 |
| Price | 237.45 |
| Change | −1.52% |
| Prev Close | 241.12 |
| Open | 239.11 |
| Day Low | 237.46 |
| Day High | 242.57 |
| Avg Vol | 3 |
| Avg $ Vol | $651.5M |
| 52W High | 255.20 |
| 52W Low | 163.75 |
| 52W Pos | 80.6% |
| From High | −6.96% |
| From Low | +45.01% |
| Max DD 1Y | −12.61% |
| Spread | 0.10% |
| Liquidity | Deep |
| SMA 20 | +0.23% |
| SMA 50 | +0.25% |
| SMA 200 | +12.69% |
| RSI (14) | 56.6 |
| Vol 30D | 21.7% |
| Vol 90D | 25.3% |
| 1Y Range | 164–255 |
| Daily bars | 506 |
| Perf Week | +0.63% |
| Perf Month | +1.63% |
| Perf Quarter | +20.05% |
| Perf Half Y | +17.59% |
| Perf Year | +44.01% |
| Perf YTD | +27.02% |
| Prev Day | −1.52% |
| Clavix | A- |
| Debt / Eq | 0.47 |
| Curr Ratio | 2.01 |
| Int Cover | 0.6× |
| FCF Margin | 13.7% |
| Rev Growth | +39.1% |
| Profit | Profitable |
| Leverage | Low |
| Sector rank | 28 / 48 |
What WELL does
Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada.
Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults.
They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments.
Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture.
Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star.
Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.
Clavix risk grade
regraded every trading dayWELL grades A-, 82 of 100. Steadiest on Macro Resilience (68), most exposed on Sector Resilience (56, mixed). 2 of the 4 weighted dimensions sit above the Real Estate median. Ranks 28 of 48 in Real Estate by Clavix score.
How rough the ride is
| WELL | Real Estate median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.80 | 0.96 |
| Volatilityannualized | 20.0% | 24.2% |
| Max drawdown, past yearworst peak-to-trough fall | −12.6% | — |
| Typical daily movemedian absolute daily change | 0.83% | — |
| Days beyond ±3%of the last 252 sessions | 156% | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| WELL | Real Estate median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.80 | 0.96 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate | Moderate71% of 52 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Real Estate names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| WELL | |
|---|---|
| 1 week | +0.6% |
| 1 month | +1.6% |
| Year to date | +27.0% |
| 1 year | +44.0% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| WELL | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30since 19 Jul |
| Average score0 most bearish, 100 most bullish | 66 |
| Bullish · bearisharticles above 60 · below 40 | 23 · 2 |
| Directionarticles whose tone is improving vs worsening | 23 ↑ 2 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 52 Real Estate names Clavix covers; the tick is the sector median.
Growth
| WELL | |
|---|---|
| Revenue growthyear over year | +39.1% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Real Estate median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Against Real Estate
52 companies| Metric | WELL | Sector spread | Median |
|---|---|---|---|
| Beta | 0.80 | 0.96 | |
| Volatility | 20.0% | 24.2% | |
| P/E | 110.90 | 27.68 | |
| Debt / equity | 0.47 | 0.92 | |
| Current ratio | 2.01 | 0.57 | |
| FCF margin | 13.7% | 18.8% | |
| Interest coverage | 0.6× | 3.4× |
Recent news
most recent scored articles · the chip is the article’s score · click to openThe article says the leading edge of the baby boomer generation is now turning 80, and new senior housing construction is at record lows, which it frames as an opportunity for three REITs that invest in senior housing. The full list of those three REITs and any specific detail about Welltower is not provided in the body text given here.
An analyst downgraded Welltower's stock rating, warning it now trades at over three times the typical cash-flow multiple for healthcare real estate companies. The downgrade comes despite strong recent results, including 20.5% profit growth in the senior housing business and raised company guidance.
Arini Capital Management Ltd opened a new position in Welltower Inc. by buying 40,000 shares worth roughly $9.08 million during the second quarter, according to an SEC filing. The article body is cut off, so no further detail is available.
Wall Street analysts give Welltower a 'Moderate Buy' consensus rating, with 14 buy ratings and 3 hold ratings across 17 covering brokerages. The article does not report any company-specific news.
Sumitomo Life Insurance Co. opened a new position in Welltower during the second quarter, buying 14,344 shares for roughly $3.26 million, according to its SEC disclosure. The article also notes other institutional investors took positions but does not provide further detail.
Nearest peers by size
Real Estate| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| PLD | Prologis Inc | A- | $133.8B | 31.50 | 1.29 | Compare |
| EQIX | Equinix Inc | A- | $102.7B | 66.73 | 0.98 | Compare |
| AMT | American Tower Corp | B+ | $82.82B | 24.33 | 0.88 | Compare |
| DLR | Digital Realty Trust Inc | B+ | $69.67B | 85.33 | 1.01 | Compare |
| SPG | Simon Property Group Inc | A- | $68.44B | 14.79 | 1.32 | Compare |
| O | Realty Income Corp | A | $58.42B | 46.12 | 0.65 | Compare |
| PSA | Public Storage | A- | $57.01B | 27.69 | 0.89 | Compare |
| VTR | Ventas Inc | A- | $45.38B | 179.73 | 0.79 | Compare |
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