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Welltower Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Weak signals across every dimension
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0 of 5 met · composite below the peer average
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
1 signal unavailable
Profitability
3/4
Debt & liquidity
1/3
Efficiency
2/2
Revenue growth at 35.6% year over year outpaces the sector median 5.4% by +565%, which is the one clear bright spot in an otherwise strained picture. The market has priced that growth at a P/E of 117.2×, some +215% above the sector median 37.2×, and EV/EBITDA of 63.7× runs +328% above the sector median 14.9× — both multiples sit in the bottom quartile of the sector on affordability. An F-Score of 6/9 reflects adequate profitability signals but weak balance-sheet health, with Debt/EBITDA of 6.7× exceeding the sector median 4.2× by +60%. Consensus and the realized three-year EPS CAGR of {{value:eps_cagr_3y}} are broadly aligned, and the forward PEG reads as fair — yet the beat rate over eight quarters has been weak, so the market's confidence in that growth path rests on a thin track record.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AMT | American Tower | 6/9 | 75% |
The market prices in earnings growth; analyst sentiment is steady; has not always beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When Welltower reports on 2026-10-26, track whether revenue growth holds above the sector median pace of 5.36% year over year. Also check the F-Score profitability sub-score — currently 3/4 — for any shift in net income or operating cash flow signals.
The Leverage and Liquidity sub-score sits at 1/3, the weakest component of WELL's F-Score. In the annual report, go to the risk factors and management's discussion to examine debt maturity schedules, credit facility terms, and how rising rates are addressed.
Pick two or three companies from the same-sector table in section 06 and line up one metric — EV/EBITDA or P/E — against WELL's 14.9× and 37.2× respectively. Neither figure sits near the sector median, so the comparison will show where WELL's valuation premium stands relative to the range in the table.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: 11.079.826.876.66
Over 4 years: +24%+13%+20%+36%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 6 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| +5% |
| 46% |
| ARE | Alexandria Real Estate | 4/9 | -9% | -3% | — |
| AVB | AvalonBay | 4/9 | 9% | +4% | 66% |
| CCI | Crown Castle | 6/9 | 17% | -4% | 49% |
| DLR | Digital Realty | 6/9 | 6% | +10% | 11% |
| EQIX | Equinix | 6/9 | 10% | +5% | 20% |
| EQR | Equity Residential | 5/9 | 9% | +5% | 50% |
| ESS | Essex Property Trust | 6/9 | 13% | +6% | 48% |
| MAA | Mid-America Apartment | 4/9 | 8% | +1% | — |
| O | Realty Income | 6/9 | 3% | +9% | — |
| PLD | Prologis | 4/9 | 6% | +7% | 50% |
| PSA | Public Storage | 5/9 | 19% | +3% | — |
| SPG | Simon Property | 4/9 | 132% | +7% | 50% |
| VTR | Ventas | 6/9 | 2% | +18% | — |
| WELL | Welltower Inc. | 6/9 | 3% | +36% | — |
A sample of 15 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.