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Upturn AI SWOT - About
WELL 
Welltower Inc (WELL)
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Upturn Advisory Summary
10/30/2025: WELL (5-star) is a STRONG-BUY. BUY since 107 days. Simulated Profits (17.76%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $191.48
1 Year Target Price $191.48
| 10 | Strong Buy |
| 6 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 68.79% | Avg. Invested days 65 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 124.14B USD | Price to earnings Ratio 124.74 | 1Y Target Price 191.48 |
Price to earnings Ratio 124.74 | 1Y Target Price 191.48 | ||
Volume (30-day avg) 20 | Beta 0.91 | 52 Weeks Range 121.46 - 189.53 | Updated Date 10/30/2025 |
52 Weeks Range 121.46 - 189.53 | Updated Date 10/30/2025 | ||
Dividends yield (FY) 1.59% | Basic EPS (TTM) 1.45 |
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 2025-11-03 | When - | Estimate 0.5221 | Actual 0.5464 |
Profitability
Profit Margin 9.69% | Operating Margin (TTM) 19.91% |
Management Effectiveness
Return on Assets (TTM) 2% | Return on Equity (TTM) 2.75% |
Valuation
Trailing PE 124.74 | Forward PE 68.03 | Enterprise Value 130275962821 | Price to Sales(TTM) 12.53 |
Enterprise Value 130275962821 | Price to Sales(TTM) 12.53 | ||
Enterprise Value to Revenue 14.26 | Enterprise Value to EBITDA 39.7 | Shares Outstanding 686328043 | Shares Floating 685394637 |
Shares Outstanding 686328043 | Shares Floating 685394637 | ||
Percent Insiders 0.06 | Percent Institutions 96.66 |
Upturn AI SWOT
Welltower Inc
Company Overview
History and Background
Welltower Inc., founded in 1970 (originally Health Care REIT), is a real estate investment trust (REIT) focused on healthcare infrastructure. It has evolved from owning primarily nursing homes to diversifying into senior living communities, medical office buildings, and outpatient medical facilities.
Core Business Areas
- Senior Housing Operating (SHO): This segment includes senior living communities where Welltower manages or has significant influence over operations, typically receiving a portion of the revenue generated.
- Senior Housing Triple-Net (NNN): This involves leasing senior living communities to third-party 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 real estate-related activities and investments.
Leadership and Structure
Shankh Mitra serves as the Chief Executive Officer of Welltower Inc. The company operates with a typical REIT structure, with a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Senior Housing Operating Portfolio: Welltower's managed senior housing portfolio generates revenue based on occupancy and rates. Competitors include Ventas (VTR), National Health Investors (NHI), and LTC Properties (LTC). Data on specific market share is difficult to obtain.
- Medical Office Buildings: Leasing medical office space to healthcare providers provides stable rental income. Competitors include Healthcare Realty Trust (HR), Physicians Realty Trust (DOC).
- Senior Housing Triple-Net Leases: Leasing senior housing to operators under long term leases.
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by the aging population, increasing demand for healthcare services, and the need for modern medical facilities. Growth is influenced by demographic trends and regulatory changes.
Positioning
Welltower is one of the largest healthcare REITs, known for its scale, diversification, and relationships with leading healthcare providers. Its competitive advantage lies in its size, access to capital, and data analytics capabilities.
Total Addressable Market (TAM)
The TAM for healthcare real estate is estimated to be in the hundreds of billions of dollars, reflecting the vast and growing demand for healthcare infrastructure. Welltower is positioned to capture a significant share through its diversified portfolio and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Large and diversified portfolio
- Strong relationships with healthcare providers
- Access to capital
- Experienced management team
- Data analytics capabilities
Weaknesses
- Exposure to economic cycles
- Tenant concentration risk
- Interest rate risk
- Regulatory risk
- High debt levels
Opportunities
- Aging population driving demand
- Consolidation in the healthcare industry
- Expansion into new markets
- Development of new healthcare facilities
- Technological advancements in healthcare
Threats
- Rising interest rates
- Economic downturns
- Changes in healthcare regulations
- Increased competition
- Labor shortages
Competitors and Market Share
Key Competitors
- VTR
- HCN
- NHI
- LTC
- MPW
Competitive Landscape
Welltower's competitive advantage lies in its scale, diversification, and relationships with leading healthcare providers. It competes with other REITs for acquisitions, tenants, and capital.
Major Acquisitions
Sunrise Senior Living Management Services
- Year: 2014
- Acquisition Price (USD millions): 0
- Strategic Rationale: Internalization of management services to improve efficiency and control.
Quality Care Properties
- Year: 2018
- Acquisition Price (USD millions): 1950
- Strategic Rationale: Expansion of senior housing portfolio and enhancement of earnings.
Growth Trajectory and Initiatives
Historical Growth: Welltower's historical growth has been driven by acquisitions, developments, and organic growth in its existing portfolio.
Future Projections: Analyst estimates for future growth vary depending on market conditions and company performance. Consult financial news sources for updated projections.
Recent Initiatives: Recent initiatives may include strategic acquisitions, portfolio optimization efforts, and investments in new technologies.
Summary
Welltower is a leading healthcare REIT with a diversified portfolio and strong relationships. Its large size and access to capital are strengths, but interest rate risk and regulatory changes pose challenges. The company is positioned to benefit from the aging population, but must effectively manage its debt and adapt to evolving market conditions. Strategic initiatives, especially portfolio optimization, will be key to future growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Analyst reports, Financial news sources
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Market conditions and company performance are subject to change.
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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