Welltower, Inc. (WELL) Stock Analysis | Price, Returns, Financials & Key Metrics

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

673.87 k

Shareholding (Mar 2025)

FII

25.97%

Held by 399 FIIs

DII

34.71%

Held by 107 DIIs

Promoter

0.00%

How big is Welltower, Inc.?

22-Jun-2025

As of Jun 18, Welltower, Inc. has a market capitalization of $97.40 billion, with net sales of $8.55 billion and a net profit of $1.10 billion for the latest four quarters. The balance sheet shows shareholder's funds of $31.96 billion and total assets of $51.04 billion.

What does Welltower, Inc. do?

22-Jun-2025

Welltower, Inc. is a real estate investment trust (REIT) focused on seniors housing and healthcare real estate, with a market capitalization of approximately $97.4 billion. As of March 2025, it reported net sales of $2.42 billion and a net profit of $257 million.

Who are in the management team of Welltower, Inc.?

22-Jun-2025

As of March 2022, the management team of Welltower, Inc. includes Kenneth Bacon (Non-Executive Chairman), Shankh Mitra (CEO and Chief Investment Officer), Jeffrey Donahue (Lead Independent Director), Philip Hawkins, Diana Reid, and Karen DeSalvo (Independent Director). They are responsible for the company's strategic direction and operations.

Is Welltower, Inc. overvalued or undervalued?

20-Sep-2025

As of July 28, 2025, Welltower, Inc. is considered expensive with high valuation ratios, indicating it may be overvalued despite a strong year-to-date return of 32.14%.

Is Welltower, Inc. technically bullish or bearish?

20-Sep-2025

As of July 14, 2025, Welltower, Inc. is in a bullish trend with strong weekly indicators, though the monthly RSI suggests caution; it has outperformed the S&P 500 year-to-date with a return of 32.14% compared to 12.22%.

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Dashboard

With a growth in Operating Profit of 55.06%, the company declared Very Positive results in Jun 25

The company has declared positive results for the last 7 consecutive quarters
OPERATING CASH FLOW(Y) Highest at USD 2,632.48 MM
NET PROFIT(HY) At USD 638.21 MM has Grown at 49.34%
ROCE(HY) Highest at 3.48%

Consistent Returns over the last 3 years

Mojo Parameters

Stock DNA

Industry

Realty

Market cap

USD 110,918 Million (Large Cap)

P/E

83.00

Industry P/E

Dividend Yield

0.00%

Debt Equity

-999,999.00

Return on Equity

3.50%

Price to Book

3.09

Revenue and Profits:

Net Sales:

2,547 Million

(Quarterly Results - Jun 2025)

Net Profit:

305 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

21.58%

6 Months

34.08%

1 Year

52.61%

2 Years

126.98%

3 Years

186.82%

4 Years

153.57%

5 Years

217.55%

Welltower, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

Is Welltower, Inc. technically bullish or bearish?

As of 14 July 2025, the technical trend for Welltower, Inc. has changed from mildly bullish to bullish. The weekly MACD and KST indicators are bullish, supporting the positive trend, while the daily moving averages also indicate bullish momentum. However, the monthly RSI shows a bearish signal, which suggests some caution. Overall, the stock is currently bullish, albeit with some mixed signals on the monthly timeframe. In terms of performance, Welltower has outperformed the S&P 500 year-to-date with a return of 32.14% compared to 12.22% for the benchmark, and over the past year, it has returned 30.44% versus the S&P 500's 17.14%....

Is Welltower, Inc. overvalued or undervalued?

As of 28 July 2025, the valuation grade for Welltower, Inc. has moved from very expensive to expensive, indicating a slight improvement in perceived value but still suggesting it is not a bargain. The company appears to be overvalued based on its high P/E ratio of 83, EV to EBITDA of 30.35, and a PEG ratio of 0.76, which, while below 1, still reflects a premium valuation compared to its peers. In comparison to its peers, Prologis, Inc. has a more reasonable P/E of 31.30 and EV to EBITDA of 17.36, while Simon Property Group, Inc. is valued attractively with a P/E of 33.41. Despite Welltower's strong YTD return of 32.14% compared to the S&P 500's 12.22%, the high valuation ratios suggest that investors may be overestimating its future growth potential....

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

13.29%

EBIT Growth (5y)

7.52%

EBIT to Interest (avg)

1.37

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

Tax Ratio is Negative%

Dividend Payout Ratio

310.57%

Pledged Shares

Institutional Holding

99.47%

ROCE (avg)

3.68%

ROE (avg)

2.74%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

2.92

EV to EBIT

68.53

EV to EBITDA

30.35

EV to Capital Employed

3.15

EV to Sales

11.16

PEG Ratio

0.76

Dividend Yield

ROCE (Latest)

4.59%

ROE (Latest)

3.51%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Dow Theory

Bullish

OBV

Mildly Bullish

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Mar 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 159 Schemes (39.31%)

Foreign Institutions

Held by 399 Foreign Institutions (25.97%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is 39.66% vs 9.59% in Jun 2024",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is 16.84% vs 145.25% in Jun 2024",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Jun'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "2,547.00",
          "val2": "1,823.70",
          "chgp": "39.66%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "983.00",
          "val2": "666.40",
          "chgp": "47.51%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "153.70",
          "val2": "139.90",
          "chgp": "9.86%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-19.90",
          "val2": "-4.10",
          "chgp": "-385.37%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "304.60",
          "val2": "260.70",
          "chgp": "16.84%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "191.60%",
          "val2": "155.90%",
          "chgp": "3.57%",
          "chgp_class": "positive"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is 20.40% vs 13.30% in Dec 2023",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 171.68% vs 122.98% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "7,985.30",
          "val2": "6,632.10",
          "chgp": "20.40%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "2,943.40",
          "val2": "2,518.00",
          "chgp": "16.89%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "602.40",
          "val2": "624.50",
          "chgp": "-3.54%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "-94.90",
          "val2": "-36.10",
          "chgp": "-162.88%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "972.90",
          "val2": "358.10",
          "chgp": "171.68%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "164.20%",
          "val2": "168.40%",
          "chgp": "-0.42%",
          "chgp_class": "negative"
        }
      ]
    }
  }
]

Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY

Jun'25

Jun'24

Change(%)

Net Sales

2,547.00

1,823.70

39.66%

Operating Profit (PBDIT) excl Other Income

983.00

666.40

47.51%

Interest

153.70

139.90

9.86%

Exceptional Items

-19.90

-4.10

-385.37%

Consolidate Net Profit

304.60

260.70

16.84%

Operating Profit Margin (Excl OI)

191.60%

155.90%

3.57%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in quarter ended Jun 2025 is 39.66% vs 9.59% in Jun 2024

Consolidated Net Profit

YoY Growth in quarter ended Jun 2025 is 16.84% vs 145.25% in Jun 2024

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'24

Dec'24

Dec'23

Change(%)

Net Sales

7,985.30

6,632.10

20.40%

Operating Profit (PBDIT) excl Other Income

2,943.40

2,518.00

16.89%

Interest

602.40

624.50

-3.54%

Exceptional Items

-94.90

-36.10

-162.88%

Consolidate Net Profit

972.90

358.10

171.68%

Operating Profit Margin (Excl OI)

164.20%

168.40%

-0.42%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2024 is 20.40% vs 13.30% in Dec 2023

Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 171.68% vs 122.98% in Dec 2023

All Annual Results

Company CV

About Welltower, Inc.

Welltower, Inc.

Realty

Welltower Inc. invests with seniors housing operators, post-acute providers and health systems to fund real estate and infrastructure. The Company invests in seniors housing and healthcare real estate. It operates in three segments: triple-net, seniors housing operating and outpatient medical. Welltower, a real estate investment trust (REIT), owns interests in properties concentrated in markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities, and outpatient medical properties. Its triple-net properties include independent living facilities, independent supportive living facilities (Canada), continuing care retirement communities, assisted living facilities, care homes with and without nursing (the United Kingdom), Alzheimer's/dementia care facilities, long-term/post-acute care facilities and hospitals. Its outpatient medical properties include outpatient medical buildings.

Company Coordinates

Company Details

4500 Dorr St , TOLEDO OH : 43615-4040

Tel: 1 419 2472800

http://www.welltower.com/

Registrar Details

Welltower, Inc.

1Day

52 Week

CASH

FII

DII

Promoter

How big is Welltower, Inc.?

Watch in Real-Time

What does Welltower, Inc. do?

Who are in the management team of Welltower, Inc.?

Is Welltower, Inc. overvalued or undervalued?

Is Welltower, Inc. technically bullish or bearish?

MarketsMojo — Loved in India, Now Global

Dashboard

With a growth in Operating Profit of 55.06%, the company declared Very Positive results in Jun 25

Consistent Returns over the last 3 years

Mojo Parameters

Stock DNA

Total Returns (Price + Dividend)

Risk Adjusted Returns v/s

News

Is Welltower, Inc. technically bullish or bearish?

Is Welltower, Inc. overvalued or undervalued?

Announcements

Corporate Actions

Quality key factors

Valuation key factors

Technicals key factors

Shareholding Snapshot : Mar 2025

Shareholding Compare (%holding)

Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY

Annual Results Snapshot (Consolidated) - Dec'24

About Welltower, Inc.

Company Coordinates