Stock Scorecard



Stock Summary for Welltower Inc (WELL) - $92.80 as of 3/28/2024 3:05:53 PM EST

Total Score

8 out of 29

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

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

Latest News for for WELL

Welltower Trying To Close In On Key Technical Measure 3/28/2024 8:00:00 AM
Welltower ( NYSE:WELL ) Upgraded to Hold at StockNews.com 3/19/2024 8:10:00 AM
Here's How Much $1000 Invested In Welltower 15 Years Ago Would Be Worth Today - Welltower ( NYSE:WELL ) 3/18/2024 2:00:00 PM
Welltower ( WELL ) Down 0.7% Since Last Earnings Report: Can It Rebound? 3/14/2024 3:30:00 PM
( WELL ) - Analyzing Welltower's Short Interest - Welltower ( NYSE:WELL ) 3/13/2024 8:15:00 PM
Chartwell Announces Fourth Quarter and Year End 2023 Results - Canada NewsWire 3/7/2024 10:00:00 PM
As the Market Sells Off, Here's What's on Our Shopping List 3/5/2024 8:36:00 PM
$100 Invested In Welltower 15 Years Ago Would Be Worth This Much Today - Welltower ( NYSE:WELL ) 3/1/2024 8:31:00 PM
American Tower's ( AMT ) Q4 AFFO Beat Estimates, Revenues Rise Y/Y 2/28/2024 3:49:00 PM
American Tower's ( AMT ) Q4 AFFO & Revenues Beat Estimates 2/27/2024 4:02:00 PM

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 12/31/2023
Next Earnings Date 4/24/2024

Stock Price History

Last Day Price 92.80
Last Day Price Updated 3/28/2024 3:05:53 PM EST
Last Day Volume 3,077,248
Average Daily Volume 2,958,637
52-Week High 94.53
52-Week Low 68.10
Last Price to 52 Week Low 36.27%

Valuation Measures

Trailing PE 131.90
Industry PE 58.62
Sector PE 65.06
5-Year Average PE 88.73
Free Cash Flow Ratio 26.51
Industry Free Cash Flow Ratio 162.77
Sector Free Cash Flow Ratio 181.49
Current Ratio Most Recent Quarter 1.81
Total Cash Per Share 3.50
Book Value Per Share Most Recent Quarter 45.02
Price to Book Ratio 2.04
Industry Price to Book Ratio 2.95
Sector Price to Book Ratio 3.49
Price to Sales Ratio Twelve Trailing Months 7.80
Industry Price to Sales Ratio Twelve Trailing Months 6.45
Sector Price to Sales Ratio Twelve Trailing Months 3.33

Share Statistics

Total Shares Outstanding 568,878,000
Market Capitalization 52,791,878,400
Institutional Ownership N/A

Dividends

Ex-Dividend Date 2/22/2024
Last Dividend Amount 0.61
Current Dividend Amount 0.61
Dividend Aristocrat? False
Trailing Annual Dividend Rate 2.44
Trailing Annual Dividend Yield 2.63%
Forward Annual Dividend Rate 2.23
Forward Annual Dividend Yield 2.41%
5-Year Dividend Payments Count 20
3-Year Average Dividend Yield 3.09%
5-Year Average Dividend Yield 3.54%
1-Year Dividend Growth Rate Percentage 0.00%
3-Year Dividend Growth Rate Percentage 0.00%
5-Year Dividend Growth Rate Percentage -8.49%
All-Time Dividend Growth Rate Percentage 1.37%
Dividend Payout Ratio 353.62%

Income Statement

Quarterly Earnings Growth YOY 4.10%
Annual Earnings Growth 140.84%
Reported EPS 12 Trailing Months 0.69
Reported EPS Past Year 0.64
Reported EPS Prior Year 0.32
Net Income Twelve Trailing Months 340,094,000
Net Income Past Year 340,094,000
Net Income Prior Year 141,214,000
Quarterly Revenue Growth YOY 19.90%
5-Year Revenue Growth 7.15%

Balance Sheet

Total Cash Most Recent Quarter 1,993,646,000
Total Cash Past Year 1,993,646,000
Total Cash Prior Year 631,792,000
Net Cash Position Most Recent Quarter -13,741,903,000
Net Cash Position Past Year -13,741,903,000
Long Term Debt Past Year 15,735,549,000
Long Term Debt Prior Year 14,714,483,000
Total Debt Most Recent Quarter 15,735,549,000
Equity to Debt Ratio Past Year 0.62
Equity to Debt Ratio Most Recent Quarter 0.62
Total Stockholder Equity Past Year 25,404,376,000
Total Stockholder Equity Prior Year 20,294,814,000
Total Stockholder Equity Most Recent Quarter 25,404,376,000

Options

Put/Call Ratio 0.00
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 0.69
MACD Signal 0.77
20-Day Bollinger Lower Band 84.73
20-Day Bollinger Middle Band 89.55
20-Day Bollinger Upper Band 94.36
Beta 1.08
RSI 59.05
50-Day SMA 82.74
200-Day SMA 72.14

System

Modified 3/27/2024 10:21:12 AM EST