Stock Scorecard



Stock Summary for Welltower Inc (WELL) - $153.42 as of 3/28/2025 9:20:58 PM EST

Total Score

10 out of 30

Safety Score

66 out of 100

Currently on the following lists
None
Tim's Recommendation
Avoid

Growth List Algorithm Criteria for WELL

Positive earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for WELL

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for WELL

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for WELL

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for WELL (66 out of 100)

Stock Price Rating (Max of 10) 10
Historical Stock Price Rating (Max of 10) 9
Stock Price Trend (Max of 10) 9
Book Value (Max of 10) 9
Book Value to Price (Max of 10) 0
Analyst Buy Ratings (Max of 5) 5
Analyst Strong Buy Ratings (Max of 5) 5
Dividend Yield Percentage (Max of 10) 4
Operating Margin (Max of 10) 3
Trading Volume (Max of 10) 10
Price to Earnings (Max of 10) 2
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Latest News for for WELL

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$100 Invested In This Stock 20 Years Ago Would Be Worth This Much Today - Welltower ( NYSE:WELL ) 3/24/2025 9:00:00 PM
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Financial Details for WELL

Company Overview

Ticker WELL
Company Name Welltower Inc
Country USA
Description Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Sector Name REAL ESTATE & CONSTRUCTION
Industry Name REAL ESTATE INVESTMENT TRUSTS
Most Recent Quarter 12/31/2024
Next Earnings Date 4/28/2025

Stock Price History

Last Day Price 153.42
Price 4 Years Ago 78.48
Last Day Price Updated 3/28/2025 9:20:58 PM EST
Last Day Volume 2,850,706
Average Daily Volume 3,412,795
52-Week High 158.55
52-Week Low 86.02
Last Price to 52 Week Low 78.35%

Valuation Measures

Trailing PE 93.70
Industry PE 90.59
Sector PE 69.80
5-Year Average PE 97.14
Free Cash Flow Ratio 28.05
Industry Free Cash Flow Ratio 159.26
Sector Free Cash Flow Ratio 108.86
Current Ratio Most Recent Quarter 2.56
Total Cash Per Share 5.47
Book Value Per Share Most Recent Quarter 50.30
Price to Book Ratio 3.01
Industry Price to Book Ratio 13.57
Sector Price to Book Ratio 12.48
Price to Sales Ratio Twelve Trailing Months 12.03
Industry Price to Sales Ratio Twelve Trailing Months 6.44
Sector Price to Sales Ratio Twelve Trailing Months 4.33
Analyst Buy Ratings 9
Analyst Strong Buy Ratings 6

Share Statistics

Total Shares Outstanding 641,308,000
Market Capitalization 98,389,473,360
Institutional Ownership N/A

Dividends

Ex-Dividend Date 2/25/2025
Previous Dividend Amount 0.6700
Current Dividend Amount 0.6700
Total Years Dividend Increasing 1
Trailing Annual Dividend Rate 2.62
Trailing Annual Dividend Yield 1.77%
Forward Annual Dividend Rate 2.68
Forward Annual Dividend Yield 1.81%
5-Year Dividend Payments Count 20
3-Year Average Dividend Yield 2.04%
5-Year Average Dividend Yield 2.97%
1-Year Dividend Growth Rate Percentage 4.69%
3-Year Dividend Growth Rate Percentage 2.32%
5-Year Dividend Growth Rate Percentage 2.37%
All-Time Dividend Growth Rate Percentage 1.50%
Dividend Payout Ratio 165.82%

Income Statement

Quarterly Earnings Growth YOY 25.30%
Annual Earnings Growth 179.83%
Reported EPS 12 Trailing Months 1.60
Reported EPS Past Year 1.71
Reported EPS Prior Year 0.64
Net Income Twelve Trailing Months 780,877,000
Net Income Past Year 951,680,000
Net Income Prior Year 340,094,000
Quarterly Revenue Growth YOY 28.60%
5-Year Revenue Growth 9.31%
Operating Margin Twelve Trailing Months 13.90%

Balance Sheet

Total Cash Most Recent Quarter 3,506,586,000
Total Cash Past Year 3,506,586,000
Total Cash Prior Year 1,993,646,000
Net Cash Position Most Recent Quarter -11,993,671,000
Net Cash Position Past Year -11,993,671,000
Long Term Debt Past Year 15,500,257,000
Long Term Debt Prior Year 15,735,549,000
Total Debt Most Recent Quarter 15,500,257,000
Equity to Debt Ratio Past Year 0.67
Equity to Debt Ratio Most Recent Quarter 0.67
Total Stockholder Equity Past Year 31,956,208,000
Total Stockholder Equity Prior Year 25,404,376,000
Total Stockholder Equity Most Recent Quarter 31,956,208,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months -6,943,024,000
Free Cash Flow Per Share Twelve Trailing Months -10.83
Free Cash Flow Past Year -6,479,923,000
Free Cash Flow Prior Year -3,489,022,000

Options

Put/Call Ratio 0.29
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 1.55
MACD Signal 2.30
20-Day Bollinger Lower Band 118.51
20-Day Bollinger Middle Band 137.06
20-Day Bollinger Upper Band 155.62
Beta 1.19
RSI 52.77
50-Day SMA 119.95
150-Day SMA 90.42
200-Day SMA 87.25

System

Modified 3/28/2025 10:58:40 AM EST