WELL · Welltower Inc
Price
Snapshot
50 fields · last close| Market Cap | $169.8B |
| P/E | 111.40 |
| Float | 720.3M |
| Beta | 0.80 |
| Volatility | 20.0% |
| Exchange | NYSE |
| Sector | Real Estate |
| Cap tier | Large cap |
| Macro sensitivity | Moderate |
| Clavix score | 83.2 |
| Price | 233.98 |
| Change | −0.37% |
| Prev Close | 234.85 |
| Open | 237.23 |
| Day Low | 233.73 |
| Day High | 237.23 |
| Avg Vol | 3 |
| Avg $ Vol | $604.9M |
| 52W High | 255.20 |
| 52W Low | 171.25 |
| 52W Pos | 74.7% |
| From High | −8.32% |
| From Low | +36.63% |
| Max DD 1Y | −12.61% |
| Spread | 0.10% |
| Liquidity | Deep |
| SMA 20 | +1.94% |
| SMA 50 | +0.23% |
| SMA 200 | +8.28% |
| RSI (14) | 57.1 |
| Vol 30D | 17.7% |
| Vol 90D | 21.5% |
| 1Y Range | 171–255 |
| Daily bars | 536 |
| Perf Week | +4.16% |
| Perf Month | +1.12% |
| Perf Quarter | −4.08% |
| Perf Half Y | +11.56% |
| Perf Year | +36.27% |
| Perf YTD | +25.16% |
| Prev Day | −0.37% |
| Clavix | A- |
| Debt / Eq | 0.46 |
| Curr Ratio | 2.01 |
| Int Cover | 0.6× |
| FCF Margin | 34.1% |
| Rev Growth | +35.6% |
| Profit | Profitable |
| Leverage | Low |
| Sector rank | 23 / 47 |
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-, 83.2 of 100. Steadiest on Price Stability (70), most exposed on News Sentiment (56, mixed). 2 of the 4 weighted dimensions sit above the Real Estate median. Ranks 23 of 47 in Real Estate by Clavix score.
How rough the ride is
| WELL | Real Estate median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.80 | 0.97 |
| Volatilityannualized | 20.0% | 24.6% |
| Max drawdown, past yearworst peak-to-trough fall | −12.6% | — |
| Typical daily movemedian absolute daily change | 0.88% | — |
| Days beyond ±3%of the last 252 sessions | 14 (6%) | — |
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 | 0.97 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate | Moderate 71% of 51 |
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 | +4.2% |
| 1 month | +1.1% |
| Year to date | +25.2% |
| 1 year | +36.3% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| WELL | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 28 Jul |
| Average score0 most bearish, 100 most bullish | 66 |
| Bullish · bearisharticles above 60 · below 40 | 23 · 3 |
| Directionarticles whose tone is improving vs worsening | 23 ↑ 3 ↓ |
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 51 Real Estate names Clavix covers; the tick is the sector median.
Growth
| WELL | |
|---|---|
| Revenue growthyear over year | +35.6% |
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.
Recent news
most recent scored articles · the chip is the article’s score · click to openAn article compares Welltower (WELL) and Ventas as two senior housing REITs for retirees, noting both raised their dividends and beat expectations this quarter. It frames the choice as a tradeoff between how soon you want the income and how much balance sheet risk you can tolerate. The body is a brief intro with limited specifics.
Welltower and peer senior housing company Ventas both raised their dividends (regular cash payouts to shareholders) and exceeded analyst expectations this quarter. The article frames the choice between the two as a tradeoff between how soon a retiree needs the income and how much balance sheet risk they can tolerate.
Brookdale Senior Living finished buying 17 senior living communities for about $157 million and agreed to buy 30 more from Welltower for $290 million.
A short article highlights that the oldest baby boomers are turning 80 this year and that demand for senior housing is outpacing new supply. It points to five REITs that own senior housing properties as potentially benefiting from this trend.
Brookdale Senior Living agreed to buy 30 senior living communities it currently leases and operates from Welltower for $290 million. The properties total 1,152 units across 13 states and were previously covered by a lease set to expire in 2032.
Nearest peers by size
Real Estate| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| PLD | Prologis Inc | A- | $121.9B | 28.60 | 1.31 | Compare |
| EQIX | Equinix Inc | A- | $97.29B | 63.46 | 0.98 | Compare |
| AMT | American Tower Corp | B+ | $86.33B | 25.38 | 0.87 | Compare |
| SPG | Simon Property Group Inc | A- | $66.47B | 14.39 | 1.33 | Compare |
| DLR | Digital Realty Trust Inc | B+ | $65.28B | 81.71 | 1.02 | Compare |
| PSA | Public Storage | A- | $55.74B | 27.27 | 0.89 | Compare |
| O | Realty Income Corp | A- | $53.06B | 41.86 | 0.66 | Compare |
| VTR | Ventas Inc | A- | $45.02B | 171.36 | 0.78 | Compare |
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