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WELL$197.36-3.88%
Fair $197.36+0.0%

WELL

Welltower Inc.

Real Estate / REIT - Healthcare FacilitiesNYSE

$197.36

-7.97 (-3.88%)

Fairly Valued+0.0%Fair Value $197.36Fund rank 38/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 8.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

48/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 1unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 2.2%, below the 5% threshold
Thesis & Journal · WELLLocal privado en este navegador · Welltower Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$139.3B

P/E

95.3x

↑

EV/EBITDA

65.1x

↑

ROE

2.2%

↓

Gross Margin

39.2%

↓

Debt/Equity

0.51

↓
52-Week Range$197
$149$222

TradingView lightweight chart

WELL price, volumen y niveles de valoración

Último $197.36Periodo +1183.6%
Fair value: $197.36

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

+19.7%

FCF CAGR

—

FCF margin

26.7%

FCF / Net income

3.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.67B · net income $936.8M · FCF $2.85B

2008-FY → 2025-FY

Gross margin

39.2%— pts

Operating margin

3.3%— pts

Net margin

8.8%-47.4% pts

FCF margin

26.7%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$10.67B$10.67B$7.85B$6.48B$5.78B$3.20B$4.61B$5.12B$4.70B$4.32B$4.28B$3.86B$3.34B$2.88B$1.81B$1.31B$578.6M$523.3M$504.5M
Net Income$936.8M$936.8M$951.7M$340.1M$141.2M$374.5M$1.04B$1.33B$829.8M$540.6M$1.08B$888.5M$512.3M$138.3M$294.8M$217.6M$128.5M$193.3M$283.3M
EBITDA$2.31B$2.31B$2.78B$2.40B$2.04B——————————————
EPS1.391.391.570.660.300.782.333.052.021.262.812.341.450.280.980.900.831.492.76
Gross Margin39.2%39.2%38.5%39.1%38.4%——————————————
Operating Margin3.3%3.3%14.6%14.5%12.9%——————————————
Net Margin8.8%8.8%12.1%5.2%2.4%11.7%22.6%26.0%17.7%12.5%25.3%23.0%15.3%4.8%16.3%16.6%22.2%36.9%56.2%
Balance Sheet
Debt/Equity0.510.510.520.630.740.790.150.860.830.770.790.83—0.910.820.920.91——
Current Ratio1.651.65—————————————————
Cash Flow
Free Cash Flow$2.85B$2.85B$2.20B$1.55B$1.30B——————————————
Returns
ROE2.2%2.2%3.0%1.3%0.7%2.1%6.5%8.6%5.7%3.7%7.3%6.1%3.9%1.2%2.9%3.1%2.8%5.1%—
Valuation
P/E95.3495.3480.14134.12232.60——————————————
EV/EBITDA65.1265.1232.3425.0122.94——————————————
P/B3.183.182.401.811.60——————————————
Growth & Yield
Revenue Growth35.8%35.8%21.2%12.2%—-30.6%-10.1%9.0%8.9%0.8%10.9%15.4%16.1%59.6%37.5%127.0%10.6%3.7%—
EPS Growth-11.5%-11.5%137.9%120.0%—-66.5%-23.6%51.0%60.3%-55.2%20.1%61.4%417.9%-71.4%8.9%8.4%-44.3%-46.0%—
Dividend Yield1.5%1.5%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

132.7%

muy exigente

EPS terminal req.

$17.51

Spread vs growth

-144.2%

5Y implied EPS CAGR

72.4%

muy exigente

EPS terminal req.

$21.19

Spread vs growth

-83.9%

10Y implied EPS CAGR

37.7%

muy exigente

EPS terminal req.

$34.13

Spread vs growth

-49.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +29.4%

Total return

+29.4%

Start / end P/E

98.3x → 142.0x

EPS bridge

1.57 → 1.39

Residual

-5.1%

EPS growth-11.5%
Multiple rerating+44.5%
Dividend+1.5%
Residual / FX / buybacks / cross-term-5.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.