-0.51%
8.29%
1.19%
22.68%
57.76%
57.54%
60.73%
AI Spotlight on WELL
Company Description
Welltower Inc.(NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure.The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience.
Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties.
Market Data
| Last Price | 136.48 |
| Change Percentage | -0.51% |
| Open | 137.1 |
| Previous Close | 137.18 |
| Market Cap ( Millions) | 84985 |
| Volume | 1579161 |
| Year High | 140.75 |
| Year Low | 85.4 |
| M A 50 | 130.77 |
| M A 200 | 117.77 |
Financial Ratios
| FCF Yield | 1.91% |
| Dividend Yield | 1.88% |
| ROE | 3.26% |
| Debt / Equity | 53.26% |
| Net Debt / EBIDTA | 453.41% |
| Price To Book | 2.75 |
| Price Earnings Ratio | 91.12 |
| Price To FCF | 52.49 |
| Price To sales | 11.42 |
| EV / EBITDA | 35.14 |
News
- Jan -31 - Jefferies Loves 5 High-Yield Healthcare REITs in 2025 for Growth and Income
- Jan -30 - Welltower's Affiliate to Acquire NorthStar Healthcare for $900M
- Jan -30 - Welltower Establishes Private Funds Management Business
- Jan -30 - NorthStar Healthcare Income, Inc. to be Acquired by an affiliate of Welltower for $3.03 Per Share in a $900 Million Transaction
- Jan -30 - Welltower Announces Launch of Private Funds Management Business
- Jan -25 - How The 'Smart Money' Is Investing In REITs Right Now
- Jan -21 - REZ: Performance Mostly Driven By Welltower
- Jan -16 - Welltower Stock Gains 18.5% in 6 Months: Will it Continue to Rise?
- Jan -15 - Welltower Announces Date of Fourth Quarter 2024 Earnings Release, Conference Call and Webcast
- Jan -05 - Ready, Set, REIT: Why 2025 Could Be A Breakout Year
- Jan -02 - Welltower Announces Executive and Senior Leadership Team Promotions
- Dec -26 - 3 REITs To Sell Before 2025
- Dec -17 - 3 Equity REIT Stocks to Bet on Amid Healthy Industry Fundamentals
- Dec -01 - Welltower REIT Became Too Pricey
- Nov -26 - What Makes Welltower (WELL) a Strong Momentum Stock: Buy Now?
- Nov -26 - Key Reasons to Add Welltower Stock to Your Portfolio Now
- Nov -19 - Healthpeak Properties' Strong Performance Leads to '24 Guidance Raise
- Nov -18 - Welltower Inc. Q3: Plenty Of Demand, But It's Too Expensive For Me
- Nov -16 - Welltower: Senior Housing Isn't A Growth Stock
- Nov -07 - 2 Overpriced REITs To Avoid And 1 Better Buy
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Seniors Housing Operating
Expected Growth : 11.5 %
What the company do ?
Welltower's Seniors Housing Operating segment provides private pay seniors housing and care services, offering a range of living options and care levels for seniors.
Why we expect these perspectives ?
Welltower's Seniors Housing Operating segment growth of 11.5% is driven by increasing demand for age-friendly housing, rising healthcare costs, and an aging population. Additionally, strategic acquisitions, partnerships, and investments in technology and care services are contributing to the segment's growth.
Segment n°2 -> Triple-net
Expected Growth : 10.8 %
What the company do ?
Triple-net from Welltower Inc. refers to a type of lease agreement where the tenant is responsible for property taxes, insurance, and maintenance, in addition to rent.
Why we expect these perspectives ?
Welltower Inc.'s triple-net segment growth of 10.8% is driven by increasing demand for healthcare services, aging population, and strategic acquisitions. Additionally, the company's focus on high-quality, private-pay assets and partnerships with leading healthcare providers contribute to its growth. Furthermore, the company's ability to negotiate favorable lease terms and its strong balance sheet also support its growth momentum.
Segment n°3 -> Outpatient Medical
Expected Growth : 13.2 %
What the company do ?
Outpatient Medical from Welltower Inc. offers medical services and facilities for non-hospitalized patients, providing convenient and accessible healthcare solutions.
Why we expect these perspectives ?
Welltower's Outpatient Medical segment growth of 13.2% is driven by increasing demand for ambulatory care, aging population, and healthcare providers' shift towards value-based care. Additionally, strategic partnerships, acquisitions, and investments in medical office buildings and outpatient facilities contribute to the growth.
Segment n°4 -> Non-segment/Corporate
Expected Growth : 10.2 %
What the company do ?
Non-segment/Corporate from Welltower Inc. refers to the company's corporate office and other non-operating units that do not generate revenue.
Why we expect these perspectives ?
Welltower Inc.'s Non-segment/Corporate growth of 10.2% is driven by strategic investments in healthcare technology, expansion of outpatient medical facilities, and increasing demand for senior housing. Additionally, the company's focus on diversifying its portfolio through joint ventures and partnerships has contributed to its growth.
Welltower Inc. Products
| Product Range | What is it ? |
|---|---|
| Senior Housing | Welltower owns and operates senior housing communities that provide independent living, assisted living, and memory care services to seniors. |
| Post-Acute Care | Welltower's post-acute care facilities provide rehabilitation and skilled nursing services to patients recovering from illness or injury. |
| Outpatient Medical | Welltower's outpatient medical facilities provide a range of medical services, including primary care, specialty care, and ambulatory surgery. |
| Health Systems | Welltower partners with health systems to provide capital and real estate expertise, enabling them to focus on delivering high-quality patient care. |
Welltower Inc.'s Porter Forces
Threat Of Substitutes
Welltower Inc. operates in a niche market, providing healthcare infrastructure and services. While there are substitutes available, they are not easily accessible, and the company's strong brand reputation and network effects provide a moat against substitutes.
Bargaining Power Of Customers
Welltower Inc.'s customers are primarily healthcare providers and operators, who have limited bargaining power due to the company's strong market position and the specialized nature of its services.
Bargaining Power Of Suppliers
Welltower Inc. relies on a diverse range of suppliers for its operations, including construction companies, equipment providers, and service providers. While suppliers have some bargaining power, the company's scale and diversification mitigate this risk.
Threat Of New Entrants
The healthcare infrastructure and services market has high barriers to entry, including regulatory hurdles, capital requirements, and the need for specialized expertise. This limits the threat of new entrants and provides a moat for Welltower Inc.
Intensity Of Rivalry
The healthcare infrastructure and services market is highly competitive, with several established players vying for market share. Welltower Inc. faces intense competition from rivals, which can lead to pricing pressure and margin compression.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 38.29% |
| Debt Cost | 4.27% |
| Equity Weight | 61.71% |
| Equity Cost | 9.26% |
| WACC | 7.35% |
| Leverage | 62.04% |
Welltower Inc. : Quality Control
Welltower Inc. passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| VICI | VICI Properties is an experiential real estate investment trust that owns one of the largest portfolios of market-leading gaming, hospitality and entertainment destinations, including the world-renowned Caesars Palace. VICI Properties' … |
| SPG | Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our … |
| NHI | Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in sale-leaseback, joint-venture, mortgage and mezzanine financing of need-driven and discretionary senior housing and … |
| LTC | LTC is a real estate investment trust (REIT) investing in seniors housing and health care properties primarily through sale-leasebacks, mortgage financing, joint-ventures and structured finance solutions including preferred equity and … |
| CTRE | CareTrust REIT, Inc. is a self-administered, publicly-traded real estate investment trust engaged in the ownership, acquisition, development and leasing of skilled nursing, seniors housing and other healthcare-related properties. With a … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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VICI Properties
A-Score
1-Year Total Return ->
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CareTrust REIT
A-Score
1-Year Total Return ->
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National Health Investors
A-Score
1-Year Total Return ->
4
LTC Properties
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1-Year Total Return ->
5
Simon Property Group
A-Score
1-Year Total Return ->
6
