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Welltower Inc. (WELL) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Welltower Inc.

WELLMarket cap $163BPrice $225.8

Country🇺🇸United States

SectorReal Estate

IndustryHealthcare REITs

Owns and operates healthcare real estate including senior housing, medical buildings, and hospitals across the US, UK, and Canada. Controls over $60 billion in healthcare properties that generate steady rental income from aging demographics.

In Bastion Portfolios?

52W Return+30%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+23%9

Revenue Forecast

Rev CAGR (1y)+33%9

Rev CAGR (3y)+21%9

Rev CAGR (5y)+13%8

Earnings Forecast

EPS Growth Y+1+59%9

EPS Growth Y+2+44%9

EPS Growth Y+3+24%8

Quality

Margins

EBIT Margin6%3

Net Income Margin12%6

Free Cash Flow Margin25%9

Debt

Net Debt/EBITDA5.12

Efficiency

ROE4%3

ROA3%4

Earnings Stability55

GEAR+AVERAGE67

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)851

P/E Ratio (Forward 3y)571

P/BV3.54

EV Multiples

EV/EBITDA Fwd331

EV/EBIT Fwd681

Yield

Free Cash Flow Yieldna–

Dividend Yield1.5%4

Momentum

Short term

1 month return-4%5

3 month return-5%5

YTD return+23%8

Mid term

Price vs 52wHigh89%8

1 year return+32%8

Long term

3 year return+194%9

5 year return+207%9

Risk Shield

Price Risk

Beta0.39

Volatility23%9

Free Cash Flow

Free Cash Flow Margin25%9

Free Cash Flow Yieldna–

Quality

ROCE1%2

Earnings Stability55

Net Debt/EBITDA5.12

02Growth

Is it actually growing, and how fast?

WELLWelltower

Revenue FY25$10.7B

GROWTH RATING↗

VERY STRONG89 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+23%9

Revenue, next 1Y+33%9

Revenue, next 3Y, CAGR+21%9

Revenue, next 5Y, CAGR+13%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+59%9

EPS growth, FY27E+44%9

EPS growth, FY28E+24%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 89% of companies worldwide.

Revenue grew 23%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 21%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 23%/yr over the last 3 years and is set to keep growing around 21%/yr.

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 44%/yr vs revenue 21%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG77 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return-5%5

YTD return+23%8

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return+32%8

3-year return+194%9

5-year return+207%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +194% over three years and +207% over five, ahead of 80% of the market.

It's up 32% over the past year, but 11% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+23%).

WATCH

Returns sit at the market level over the past month (-4%) and over three months (-5%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Welltower. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

WELLWelltower

Revenue FY25$10.7B

GROWTH RATING↗

VERY STRONG89 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+23%9

Revenue, next 1Y+33%9

Revenue, next 3Y, CAGR+21%9

Revenue, next 5Y, CAGR+13%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+59%9

EPS growth, FY27E+44%9

EPS growth, FY28E+24%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 89% of companies worldwide.

Revenue grew 23%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 21%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 23%/yr over the last 3 years and is set to keep growing around 21%/yr.

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 44%/yr vs revenue 21%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG77 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return-5%5

YTD return+23%8

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return+32%8

3-year return+194%9

5-year return+207%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +194% over three years and +207% over five, ahead of 80% of the market.

It's up 32% over the past year, but 11% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+23%).

WATCH

Returns sit at the market level over the past month (-4%) and over three months (-5%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Welltower. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community