Instrument overview

WELLWelltower REIT

REITNYSEUnited StatesReal estateEU retail investors: available

+1.0% today · +31.9% over a year

2/10 A 1–10 summary of how an instrument compares with similar ones (same sector and region) by published rules. It describes today's data; it is not a price forecast. More in the glossary → «Balanced» — higher than 39% of the instruments we score

Trend: among the best of its peers; priced higher than most peers (P/E 108.9). Dividend yield 1.29%.

Welltower REIT (WELL) belongs to the Real estate sector and is listed on NYSE; country: United States. Its market value is about €162.1B. Over the past 12 months the price changed by +31.9%, with an annualised volatility of 24% and a largest fall of 13%. The dividend has not been lowered for 5 years.

Balanced 2/102/10Balanced
Weights for long-horizon accumulation: more quality and trend, no dividend requirement. These are three ways to weigh the same factors, not three properties of the instrument; Income compares within the sector, so a low yield can still score high. More in the glossary →2/10
Default weights: value, quality, trend, stability and dividend safety together. These are three ways to weigh the same factors, not three properties of the instrument; Income compares within the sector, so a low yield can still score high. More in the glossary →2/10
Weights for income: dividend safety counts most; shown for dividend payers only. These are three ways to weigh the same factors, not three properties of the instrument; Income compares within the sector, so a low yield can still score high. More in the glossary →1/10

The Smart Score (1–10) describes how this instrument compares with its peers on published, rules-based measures of value, quality, trend, stability and dividend safety. It is not a forecast and not personal advice.

Compared with: Real estate companies in USA (n = 115)

Current rating first published: · last recomputed · rating log

Factor scores

How cheap the company is versus peers: earnings, cash flow, book value and sales relative to its price. More in the glossary →better than 0% of peers
Profitability, balance-sheet safety, growth and capital discipline versus peers. More in the glossary →better than 43% of peers
Price trend over the last 12 and 6 months (excluding the last month) and distance from the 52-week high. More in the glossary →better than 90% of peers
Lower price swings, lower market sensitivity (beta) and shallower drawdowns score higher. More in the glossary →better than 80% of peers
0–100 points: payout versus earnings and cash flow, debt, cut history, years without a lower dividend and how stretched the yield looks. More in the glossary →better than 55% of peers

Percentiles within the peer group (100 = the best of its peers); dividend safety in points.

Main drivers

  • Share issuance (1 y)weighs on the score · better than 11% of peers
  • Operating cash flow / priceweighs on the score · better than 2% of peers
  • Revenue growth (1 y)supports the score · better than 96% of peers

Red flags and notes

  • Caution. Share count growing more than 10 % a year over three years. More in the glossary → Share count growing more than 10 % a year over three years.
  • Caution. Dividends grew 5+ points a year faster than earnings over five years and the payout is above 75 %. More in the glossary → Dividends grew 5+ points a year faster than earnings over five years and the payout is above 75 %.

Price chart

Interactive chart by TradingView: exchange prices are delayed, crypto and currencies are live.

Key metrics

Valuation

P/E
108.9
P/B
3.7
P/S
13.2
Free-cash-flow yield
1.1%
Market cap (EUR)
€162.1B

Profitability and debt

Return on equity
3.8%
Gross margin
39.2%

Dividends

Dividend yield
1.29%
5-year dividend growth (per year)
5.4%
Years without a lower dividend
5

Returns and risk

1 day
+1.0%
1 month
+9.7%
1 year
+31.9%
Volatility, 1 yr
23.5%
Max drawdown, 1 yr
−12.6%
Beta
0.52

Ratios from SEC filings and end-of-day prices; returns are price changes without dividends.

Similar companies

Same sector and region, closest in market value.

PLDPrologis REIT2/103.2%7.2%
EQIXEquinix REIT9/101.9%30.6%
AMTAmerican Tower REIT9/103.7%10.5%
SPGSimon Property Group REIT8/103.8%32.8%
DLRDigital Realty REIT1/102.7%9.0%
PSAPublic Storage REIT6/103.5%26.6%
ORealty Income REIT5/105.5%10.4%
VTRVentas REIT1/102.3%20.5%

News and filings

What the marks mean
  • FactA filing (SEC EDGAR) or an exchange notice (Moscow Exchange): the issuer's or the exchange's own statement.
  • Media reportA headline from a named media outlet. We link to it and do not check it.
  • RumourUnconfirmed: the headline itself hedges (“reportedly”, “sources say”, “in talks”), names no publisher, or comes from a news aggregator or an automated republisher.

Source: Filings: U.S. SEC EDGAR · News index: The GDELT Project (gdeltproject.org). The tone is scored automatically from the headline and can be wrong.

Score changes in the last 12 months

Every published rating and change, logged when it was published (EU Market Abuse Regulation).

Show the log: 4 entries
DateEventBalancedGrowth · IncomeWarningsPrice at publication
Rating change 2/10 2 · 1 — Available with Invest Pro
Rating change 2/10 2 · 2 — Available with Invest Pro
Rating change 2/10 3 · 2 — Available with Invest Pro
First rating 2/10 2 · 2 Available with Invest Pro

Ratings are rules-based descriptions, valid until the next scoring run (about 06:20 and 21:50 UTC) and the same for every visitor.