Welltower (WELL) is a health care reits company in the Real Estate sector. Listed on the NASDAQ, Welltower is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $211.36.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $211.36 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 24.93% |
| Risk / Std Dev (Annualized) | 23.83% |
| Sharpe Ratio (rf=4.5%) | 0.86 |
S&P 500 Context
- Sector: Real Estate
- Sub-Industry: Health Care REITs
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 24.93% with an annualized volatility of 23.83%. The Sharpe ratio of 0.86 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 149.2B |
| Enterprise Value | 165.62B |
| Trailing P/E | 102.11 |
| Forward P/E | 62.9 |
| Price to Book | 3.49 |
| Price to Sales | 12.68 |
| EV/Revenue | 14.07 |
| EV/EBITDA | 55.41 |
| Profitability | | | Profit Margin | 11.96% | | Operating Margin | 18.04% | | ROE | 3.67% | | ROA | 0.74% |
| Growth | | | Revenue Growth | 38.3% | | Earnings Growth | 157.9% |
| Dividend | | | Dividend Yield | 140.0% | | Payout Ratio | 139.61% | | 5Y Avg Yield | 248.0% |
| Financial Health | | | Total Revenue | 11.77B | | Total Debt | 19.99B | | Total Cash | 4.7B | | Free Cash Flow | 2.6B | | Operating Cash Flow | 2.95B |
| Price & Technical | | | 52W High | $221.68$ | | 52W Low | $148.97$ | | 50-Day Avg | $209.37$ | | 200-Day Avg | $193.2$ | | Beta | 0.78 | | Shares Outstanding | 0.71B | | Float Shares | 0.7B | | Insider Holdings | 0.06% | | Institutional Holdings | 102.61% | | Short Ratio | 4.83 | | Short % of Float | 2.86% |
| Analyst Targets | | | Target High | $277.0$ | | Target Low | $192.0$ | | Target Mean | $236.75$ | | Target Median | $238.0$ | | # of Analysts | 20 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.