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Upturn AI SWOT - About
WELL 
Welltower Inc (WELL)
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Upturn Advisory Summary
07/10/2025: WELL (4-star) is a STRONG-BUY. BUY since 28 days. Profits (-1.01%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $168.35
1 Year Target Price $168.35
| 10 | Strong Buy |
| 6 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 41.89% | Avg. Invested days 55 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 101.47B USD | Price to earnings Ratio 87.17 | 1Y Target Price 168.35 |
Price to earnings Ratio 87.17 | 1Y Target Price 168.35 | ||
Volume (30-day avg) 20 | Beta 0.92 | 52 Weeks Range 102.06 - 157.82 | Updated Date 07/11/2025 |
52 Weeks Range 102.06 - 157.82 | Updated Date 07/11/2025 | ||
Dividends yield (FY) 1.74% | Basic EPS (TTM) 1.78 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.65% | Operating Margin (TTM) 17.05% |
Management Effectiveness
Return on Assets (TTM) 1.73% | Return on Equity (TTM) 3.48% |
Valuation
Trailing PE 87.17 | Forward PE 90.91 | Enterprise Value 113379217534 | Price to Sales(TTM) 11.86 |
Enterprise Value 113379217534 | Price to Sales(TTM) 11.86 | ||
Enterprise Value to Revenue 13.48 | Enterprise Value to EBITDA 38.38 | Shares Outstanding 653952000 | Shares Floating 653088359 |
Shares Outstanding 653952000 | Shares Floating 653088359 | ||
Percent Insiders 0.04 | Percent Institutions 99.23 |
Upturn AI SWOT
Welltower Inc
Company Overview
History and Background
Welltower Inc. (formerly Health Care REIT) was founded in 1970. It is a real estate investment trust (REIT) focused on healthcare infrastructure, primarily senior housing, assisted living, and medical office buildings. Over the years, it has grown through acquisitions and development, becoming a leading player in the healthcare real estate sector.
Core Business Areas
- Senior Housing Operating (SHO): This segment includes communities where Welltower operates the properties and benefits from revenue upside and downside. It focuses on independent living, assisted living, and memory care facilities.
- Senior Housing Triple-Net (Triple-Net): This segment involves leasing properties to operators under long-term triple-net leases, where the tenant is responsible for property taxes, insurance, and maintenance.
- Outpatient Medical (OM): This segment includes medical office buildings and outpatient facilities leased to healthcare providers.
- Other: Includes other properties such as long-term care facilities and development projects.
Leadership and Structure
Welltower Inc. is led by Shankh Mitra, CEO. The company has a Board of Directors that oversees its strategic direction and governance. The organizational structure is designed to manage its diverse portfolio of healthcare properties.
Top Products and Market Share
Key Offerings
- Senior Housing: This includes Independent Living, Assisted Living and Memory Care facilities. Market share is fragmented, with Welltower being one of the largest players. Competitors include Ventas (VTR), National Health Investors (NHI) and Omega Healthcare Investors (OHI). Revenue from this segment comprises the largest share of Welltower's total revenue.
- Medical Office Buildings: Welltower owns and manages medical office buildings leased to physician groups, hospitals, and other healthcare providers. The market is also fragmented. Competitors include Healthcare Realty Trust (HR), Physicians Realty Trust (HR). Revenue from this segment is a significant contributor to Welltower's total revenue.
Market Dynamics
Industry Overview
The healthcare real estate industry is driven by aging demographics, increasing healthcare spending, and the growing demand for senior housing and outpatient medical services. It is experiencing moderate growth and consolidation.
Positioning
Welltower is positioned as a leading REIT focused on healthcare infrastructure. Its competitive advantages include its scale, diversified portfolio, strong relationships with operators, and access to capital. They are also leading in technological integration across their portfolio
Total Addressable Market (TAM)
The total addressable market for healthcare real estate is estimated to be in the hundreds of billions of dollars, influenced by demographic trends and healthcare spending. Welltower is positioned to capture a significant portion of this TAM through its diversified portfolio and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Large and diversified portfolio
- Strong relationships with leading operators
- Access to capital
- Experienced management team
- Strong focus on innovation and technology
Weaknesses
- Exposure to operator risk
- Interest rate sensitivity
- High leverage
- Dependence on acquisitions for growth
Opportunities
- Aging demographics
- Increasing healthcare spending
- Consolidation in the healthcare industry
- Expansion into new markets
- Adoption of new technologies
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Changes in healthcare regulations
- Labor shortages in the healthcare sector
Competitors and Market Share
Key Competitors
- VTR
- NHI
- OHI
- HR
Competitive Landscape
Welltower has a competitive advantage due to its scale and diversified portfolio. However, it faces competition from other REITs and private investors in the healthcare real estate market.
Major Acquisitions
Quality Care Properties
- Year: 2018
- Acquisition Price (USD millions): 1950
- Strategic Rationale: Expanded senior housing portfolio and strengthened relationships with operators.
Growth Trajectory and Initiatives
Historical Growth: Welltower's growth has been driven by acquisitions and organic growth in its senior housing and medical office building portfolios.
Future Projections: Analyst estimates suggest continued growth in revenue and earnings, driven by demographic trends and increasing healthcare spending. Revenue Growth Rate Projection: 5; EPS Growth Rate Projection: 7 (These are placeholder percentage values).
Recent Initiatives: Recent initiatives include strategic investments in technology, partnerships with healthcare providers, and expansion into new markets.
Summary
Welltower Inc. is a leading healthcare REIT with a large and diversified portfolio. The company benefits from aging demographics and increasing healthcare spending. While high leverage and interest rate sensitivity are concerns, strategic initiatives and a strong management team position it for continued growth. Further diversification could help mitigate operator risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (e.g., 10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share figures and growth projections are estimates and subject to change. Financial data is based on available information and may not be fully accurate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Welltower Inc
Exchange NYSE | Headquaters Toledo, OH, United States | ||
IPO Launch date 2001-01-02 | CEO & Director Mr. Shankh S. Mitra | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees 685 | Website https://www.welltower.com |
Full time employees 685 | Website https://www.welltower.com | ||
Welltower Inc. (NYSE: WELL), an S&P 500 company, is one of the world's preeminent residential wellness and healthcare infrastructure companies. We seek to position our portfolio of 1,500+ seniors and wellness housing communities at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada. We also strive to support physicians in our outpatient medical buildings with the critical infrastructure needed to deliver quality care. We believe our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper, driven by relationships and an unconventional culture. Through our disciplined approach to capital allocation powered by our Data Science platform and superior operating results driven by our operating platform, the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors " our North Star.
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