Company Analysis Welltower
1. Summary
Advantages
- The stock's return over the last year (27.4%) is higher than the sector average (-7.1%).
- Current debt level 4.58% is below 100% and has decreased over 5 years from 46.11%.
Disadvantages
- Price (151.91 $) is higher than fair price (16.06 $)
- Dividends (1.87%) are below the sector average (3.28%).
- The company's current efficiency (ROE=1.84%) is lower than the sector average (ROE=1.96%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Welltower | Real Estate | Index | |
|---|---|---|---|
| 7 days | -1.6% | -9.6% | -0.6% |
| 90 days | 7.4% | -11.3% | 5.7% |
| 1 year | 27.4% | -7.1% | 9% |
WELL vs Sector: Welltower has outperformed the "Real Estate" sector by 34.5% over the past year.
WELL vs Market: Welltower has outperformed the market by 18.43% over the past year.
Stable price: WELL is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: WELL with weekly volatility of 0.5269% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (151.91 $) is higher than the fair price (16.06 $).
Price is higher than fair: The current price (151.91 $) is 89.4% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (144.26) is higher than that of the sector as a whole (72.5).
P/E vs Market: The company's P/E (144.26) is higher than that of the market as a whole (61.83).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (2.33) is higher than that of the sector as a whole (-8.76).
P/BV vs Market: The company's P/BV (2.33) is lower than that of the market as a whole (20.82).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (9.68) is higher than that of the sector as a whole (8.18).
P/S vs Market: The company's P/S indicator (9.68) is lower than that of the market as a whole (16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (27.42) is lower than that of the sector as a whole (153.35).
EV/Ebitda vs Market: The company's EV/Ebitda (27.42) is higher than that of the market as a whole (27.04).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -274.04% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-274.04%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-7.74%).
5.4. ROE
ROE vs Sector: The company's ROE (1.84%) is lower than that of the sector as a whole (1.96%).
ROE vs Market: The company's ROE (1.84%) is lower than that of the market as a whole (43%).
5.5. ROA
ROA vs Sector: The company's ROA (1.11%) is lower than that of the sector as a whole (2.97%).
ROA vs Market: The company's ROA (1.11%) is lower than that of the market as a whole (23.28%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (2.48%) is lower than that of the sector as a whole (6.96%).
ROIC vs Market: The company's ROIC (2.48%) is lower than that of the market as a whole (9.2%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.87% is below the average for the sector '3.28%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.87% has been steadily paid over the past 7 years, DSI=0.86.
Weak dividend growth: The company's dividend yield 1.87% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (293.14%) are at an uncomfortable level.
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