# Welltower Inc. (WELL) fundamentals

Data as of 2026-11-04. NYSE, United States. Sector: Real Estate / Health Care REITs. Price $241.17, market value $176.9 billion.

## Valuation
- **P/E (trailing): 102.2×** (5-yr avg 128.4×, 3-yr avg 113.7×). Welltower Inc. trades at 102.2× trailing earnings, well below its own five-year average of 128.4×: cheap by its own standards. The Real Estate median in the September 2026 study was 25.2×. Forward P/E is 75.4×, lower than trailing, so analysts expect earnings to grow.
- **Price / sales: 14.0×**. Each dollar of revenue is priced at 14.0×, a level that requires very high margins or very fast growth to justify.
- **Price / book: 3.6×**. The shares trade at 3.6× book value; book value is a meaningful part of the valuation.
- **Earnings yield: 1.0%**. The inverse of the P/E: 1.0% of the price is earned each year.

## Profitability
- **Net margin: 11.4%**. 11.4% of each dollar of sales reaches the bottom line.
- **Return on equity: 2.3%**. 2.3% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on assets: 2.6%**. Each dollar of assets produces 2.6% of profit.

## Growth
- **Revenue growth (1 yr): 40.2%** (3-yr 26.5%/yr, 5-yr 12.9%/yr). Revenue grew 40.2% over the last year, against 12.9% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): -11.5%** (3-yr 66.7%/yr, 5-yr -9.8%/yr). Earnings per share fell 11.5%, slower than revenue, so margins compressed.

## Financial health
- **Debt to equity: 0.46**. Debt is 0.46 times equity: a conservative balance sheet.
- **Piotroski F-score: 5/9**. 5 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 1.41%** ($3.18 per share, trailing). Welltower Inc. yields 1.41%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 195%**. The dividend exceeds earnings (195% payout), which is rarely sustainable outside REITs and one-off years.
- **Consecutive years of increases: 4**. 4 straight years of increases.
- **Dividend growth (5 yr): 0.9%/yr** (1-yr 10.2%). The dividend has grown 0.9% a year over five years.

## Analyst view
- **Analyst consensus: buy** (21 analysts). 21 analysts cover Welltower Inc.; the consensus is buy, with an average price target of $260.71 (+8% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 33.5%** (YTD 29.7%, 3-mo 2.5%). The shares are up 33.5% over twelve months including dividends.
- **From 52-week high: -5.5%** (33.3% above the low). Trading 5% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 57**. An RSI of 57 is neutral.
- **Beta (1 yr): -0.04** (volatility 23%). Beta of -0.04 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=WELL · Page: https://foliofundamentals.com/stocks/well

Not investment advice.