Welltower Inc (WELL) Stock: A Value Analysis

The price-to-earnings ratio for Welltower Inc (NYSE: WELL) is 158.24x, which is above its average ratio. Moreover, the 36-month beta value for WELL is 1.21. Analysts have varying opinions on the stock, with 7 analysts rating it as a “buy,” 5 as “overweight,” 6 as “hold,” and 0 as “sell.”

The public float for WELL is 622.43M and currently, short sellers hold a 1.62% of that float. On December 26, 2024, WELL’s average trading volume was 2.71M shares.

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WELL) stock’s latest price update

Welltower Inc (NYSE: WELL)’s stock price has plunge by 0.77relation to previous closing price of 125.62. Nevertheless, the company has seen a -1.52% plunge in its stock price over the last five trading sessions. zacks.com reported 2024-12-23 that WELL’s seniors housing operating portfolio is set to benefit from the aging population and rising healthcare spending. However, high competition is a concern.

WELL’s Market Performance

Welltower Inc (WELL) has seen a -1.52% fall in stock performance for the week, with a -7.72% decline in the past month and a -1.41% plunge in the past quarter. The volatility ratio for the week is 2.65%, and the volatility levels for the past 30 days are at 1.98% for WELL. The simple moving average for the last 20 days is -3.02% for WELL stock, with a simple moving average of 11.33% for the last 200 days.

Analysts’ Opinion of WELL

Many brokerage firms have already submitted their reports for WELL stocks, with Exane BNP Paribas repeating the rating for WELL by listing it as a “Outperform.” The predicted price for WELL in the upcoming period, according to Exane BNP Paribas is $104 based on the research report published on March 18, 2024 of the current year 2024.

Deutsche Bank, on the other hand, stated in their research note that they expect to see WELL reach a price target of $115. The rating they have provided for WELL stocks is “Buy” according to the report published on January 30th, 2024.

JP Morgan gave a rating of “Overweight” to WELL, setting the target price at $99 in the report published on December 18th of the previous year.

WELL Trading at -4.72% from the 50-Day Moving Average

After a stumble in the market that brought WELL to its low price for the period of the last 52 weeks, the company was unable to rebound, for now settling with -10.06% of loss for the given period.

Volatility was left at 1.98%, however, over the last 30 days, the volatility rate increased by 2.65%, as shares sank -6.75% for the moving average over the last 20 days. Over the last 50 days, in opposition, the stock is trading -0.79% lower at present.

During the last 5 trading sessions, WELL fell by -2.04%, which changed the moving average for the period of 200-days by +36.56% in comparison to the 20-day moving average, which settled at $130.50. In addition, Welltower Inc saw 41.13% in overturn over a single year, with a tendency to cut further gains.

Insider Trading

Reports are indicating that there were more than several insider trading activities at WELL starting from BACON KENNETH J, who sale 2,200 shares at the price of $130.19 back on Dec 09 ’24. After this action, BACON KENNETH J now owns 12,379 shares of Welltower Inc, valued at $286,418 using the latest closing price.

Kenneth J. Bacon, the Director of Welltower Inc, proposed sale 2,200 shares at $131.37 during a trade that took place back on Dec 09 ’24, which means that Kenneth J. Bacon is holding shares at $289,014 based on the most recent closing price.

Stock Fundamentals for WELL

Current profitability levels for the company are sitting at:

  • 0.07 for the present operating margin
  • 0.13 for the gross margin

The net margin for Welltower Inc stands at 0.12. The total capital return value is set at 0.01. Equity return is now at value 3.44, with 2.02 for asset returns.

Based on Welltower Inc (WELL), the company’s capital structure generated 0.34 points at debt to capital in total, while cash flow to debt ratio is standing at 0.13. The debt to equity ratio resting at 0.52. The interest coverage ratio of the stock is 0.87.

Currently, EBITDA for the company is 2.36 billion with net debt to EBITDA at 4.53. When we switch over and look at the enterprise to sales, we see a ratio of 12.28. The receivables turnover for the company is 2.23for trailing twelve months and the total asset turnover is 0.15.

Conclusion

To wrap up, the performance of Welltower Inc (WELL) has been mixed in recent times. The stock has received a bullish of “buy” and “hold” ratings from analysts. It’s important to note that the stock is currently trading at a significant distance from its 50-day moving average and its 52-week high.

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