Company Analysis Welltower
1. Summary
Advantages
- The stock's return over the last year (39.03%) is higher than the sector average (-6.71%).
- Current debt level 39.79% is below 100% and has decreased over 5 years from 46.11%.
Disadvantages
- Price (87.8 $) is higher than fair price (6.56 $)
- Dividends (2.23%) are below the sector average (3.37%).
- The company's current efficiency (ROE=1.34%) is lower than the sector average (ROE=11.27%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Welltower | Real Estate | Index | |
|---|---|---|---|
| 7 days | 2.3% | -8.1% | 1.6% |
| 90 days | 0% | -15.5% | 4.3% |
| 1 year | 39% | -6.7% | 27% |
WELL vs Sector: Welltower has outperformed the "Real Estate" sector by 45.75% over the past year.
WELL vs Market: Welltower has outperformed the market by 12.02% 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 0.7506% 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 (87.8 $) is higher than the fair price (6.56 $).
Price is higher than fair: The current price (87.8 $) is 92.5% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (137.2) is higher than that of the sector as a whole (59.84).
P/E vs Market: The company's P/E (137.2) is higher than that of the market as a whole (47.37).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.77) is lower than that of the sector as a whole (4.08).
P/BV vs Market: The company's P/BV (1.77) is lower than that of the market as a whole (22.69).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (7.04) is lower than that of the sector as a whole (7.85).
P/S vs Market: The company's P/S indicator (7.04) is lower than that of the market as a whole (15.16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (24.11) is higher than that of the sector as a whole (20.59).
EV/Ebitda vs Market: The company's EV/Ebitda (24.11) is higher than that of the market as a whole (17.77).
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 -183.9% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-183.9%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (21.63%).
5.4. ROE
ROE vs Sector: The company's ROE (1.34%) is lower than that of the sector as a whole (11.27%).
ROE vs Market: The company's ROE (1.34%) is lower than that of the market as a whole (17.14%).
5.5. ROA
ROA vs Sector: The company's ROA (0.7727%) is lower than that of the sector as a whole (3.79%).
ROA vs Market: The company's ROA (0.7727%) is lower than that of the market as a whole (6.51%).
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 (9.31%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 2.23% is below the average for the sector '3.37%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.23% has been steadily paid over the past 7 years, DSI=0.79.
Weak dividend growth: The company's dividend yield 2.23% 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 (370.66%) are at an uncomfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 15.02.2022 | McHugh Timothy EVP - Chief Financial Officer |
Purchase | 81.68 | 1 385 620 | 16 964 |
| 15.02.2022 | Mcqueen Matthew Grant EVP, Gen.Counsel & Secretary |
Purchase | 81.68 | 554 280 | 6 786 |
| 15.02.2022 | Menon Ayesha SVP - Strategic Investments |
Purchase | 81.68 | 355 635 | 4 354 |
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