Welltower Inc (WELL) stock analysis
Welltower Inc (WELL) clears 3 of this site's 8 mechanical value filters, 1 of 8 Buffett-style checks and 2 of 5 Lynch-style checks. A free-cash-flow DCF does not fit real estate companies, so no margin of safety is shown. It returns +0.2% to shareholders net of dilution. Figures are as of October 23, 2026, from SEC filings and market data refreshed weekly; this is educational analysis, not investment advice.
Data as of October 23, 2026. Refreshed weekly from SEC filings and market data.
What does Welltower do?
Welltower is a REIT that owns senior-housing communities, assisted-living and memory-care properties and outpatient medical buildings, mostly in the US, UK and Canada, and earns rent and operating income from them.
What stands out about Welltower?
- Misses 3 of the 8 value filters. It fails Trailing P/E < 25 (109.54), PEG Ratio < 1.5 (4.92) and Price/Sales < 7 (13.31); the other 3 pass and 2 were not evaluated. See every filter.
- Weakest against peers: dividend yield. At 1.21% (peer median 4.08%) it ranks 28th of 28 among real estate stocks this site tracks. See the ranking.
- Insiders have been buying. 4 open-market purchases were reported in SEC Form 4 filings in the last 90 days, about $25.3 million in all. See the Insider Buying Tracker.
- Dividend raises 2 of 6 flags. Its trailing yield is 1.21%. See the Sustainable Dividend Screener.
How has Welltower's share price moved?
The interactive price chart needs JavaScript.
Is Welltower undervalued? The value diligence check
Every value-investing signal this site computes for this stock, gathered in one place: the same real numbers from the tools below, not a new score.
- Margin of safety (DCF) n/a (Real Estate)
- P/E vs. its own history 109.5x · near the cheap end Real range: 78.9x–189.4x over 5 years (net income per diluted share from each fiscal year's 10-K, paired with the real closing price at that fiscal year-end).
- Wall St. analyst rating Buy · 4.07/5 28 analysts this month: 6 strong buy, 18 buy, 4 hold, 0 sell, 0 strong sell (Finnhub). Up from 4.04 last month.
- Altman Z″-Score (bankruptcy risk) n/a (Real Estate)
- Earnings quality (is the profit real?) n/a (bank, insurer or REIT)
- Shareholder yield (cash back to owners) +0.2% net Latest fiscal year (2025): dividends 1.1% + buybacks 0.0% − stock comp 0.9%, as a share of today's market cap. Over 14 years its split-adjusted share count rose 290%. See Shareholder Yield Leaders.
- Capital needed to grow (See's test) n/a (bank, insurer, lender or REIT)
- PEG (growth at a reasonable price) 4.92† · Well above fair P/E 109.5× ÷ 22.3% a year of growth behind it (5-year EPS growth: Finnhub reported no PEG, so this one is estimated). 410th lowest of 447 stocks with a usable PEG. Lynch's fair value is a PEG of 1; a very high PEG usually means almost no growth, a very low one a profit spike. See PEG Ratio Ranking.
- Compounder lenses (4) 0 of 4 · misses capital-light (n/a), real profit (n/a), cash back, price Capital-light growth: cannot be measured (bank, insurer, lender or REIT); Profit is real: cannot be measured (bank, insurer or REIT); Cash to owners: not cleared (+0.6% a year net); Fair price (PEG): not cleared (PEG 4.92, over 1.5). See Compounders at a Fair Price, which also lets you move the PEG bar.
- Munger's Inversion Check 1 flag
- Standing vs. sector peers 0 of 4 measures above the median Compared with the 29 other real estate stocks this site tracks: 0 in the top third, 4 in the bottom third.
- Dividend payout sustainability 2/6 flags
How does Welltower compare with its peers?
0 of 4 measures sit above the median of the 29 other real estate stocks tracked here, 4 in the bottom third.
- P/E ratiolower is cheaper · peer median 31.5× 109.5× ✕27th of 29
- Return on equityhigher is better · peer median 8% 4% ✕23rd of 30
- Net marginhigher is better · peer median 20.9% 12.2% ✕21st of 30
- Dividend yieldamong dividend payers · peer median 4.08% 1.21% ✕28th of 28
Peers are the stocks this site tracks in the same sector group, not every listed competitor. The bar runs from the weakest peer (left) to the strongest (right); the tick is the middle. Measures that don't apply to a sector (cash-flow yield for banks, debt for financials) are left out.
What would Buffett & Lynch say?
Buffett's checklist is built around durable, profitable businesses bought at sensible prices, and WELL doesn't clear enough of it yet. In its favor: WELL carries a conservative amount of debt relative to equity. Where it comes up short: WELL isn't clearing the return-on-equity bar he'd want to see right now, and its five-year average return on equity falls short too, so this isn't just a one-off dip, runs thinner pretax margins than he'd like to see, hasn't grown earnings per share fast enough over five years to impress him, doesn't cover its interest expense as comfortably as he'd want, is trading above what a conservative discounted-cash-flow estimate says it's worth right now, and trades rich relative to owner earnings, the real cash the business could pay out.
- ROE (TTM) > 11% ✕
- ROE (5yr avg) > 11% ✕
- Debt/Equity < 0.5 ✓
- Pretax margin > 15% ✕
- EPS growth (5yr) > 7% ✕
- Interest coverage > 5x ✕
- Trading below intrinsic value (DCF) ✕
- Price vs. owner earnings < 25x ✕
Lynch looked for growth stories that weren't overpriced for that growth, and WELL falls short of his bar. In its favor: WELL is growing earnings 20-50% a year, his classic fast-grower zone, and isn't leaning on debt to fund that growth. Where it comes up short: WELL doesn't clear the tighter PEG bar a fast grower needs to justify its pace, is priced above what he'd pay even for a company growing this quickly, and isn't generating enough free cash flow to justify a fast grower's richer price.
- PEG < 1 (stricter for fast growers) ✕
- EPS growth 20%-50% ✓
- Debt/Equity < 0.5 ✓
- P/E < 40 ✕
- Price/FCF < 40 ✕
- Bonus: insiders buying (90d) 4 buys, ~$25.3M
Quantitative approximations of each investor's documented approach, not endorsed by either investor or their estates - commentary, not this site's actual ranking criteria. Buffett never published a numeric checklist: only 2 of his 8 checks here trace to his own documented concepts ("owner earnings," from his 1986 shareholder letter, and "price is what you pay, value is what you get," his case against fixed P/E/P/B ceilings) - the other 6 (ROE, debt, margins, growth, interest coverage) use commonly-cited thresholds that are not numbers he himself published. The 8 hard filters below (plus the Munger check and Graham margin of safety) are this site's real, mechanical screen and are computed completely independently of the checklists above.
Berkshire Hathaway's own filing
Which of the 8 value filters does Welltower pass?
- Market Cap > $25B $169.9B
- Trailing P/E < 25 109.54
- PEG Ratio < 1.5 4.92 †
- Price/Book < 8 3.66
- Price/Sales < 7 13.31
- EPS Growth YoY > -5% +33.5%
- vs 50-day MA (±12%) Not evaluated †
- vs 200-day MA (±12%) Not evaluated †
What is Welltower's margin of safety?
A standard free-cash-flow DCF doesn't fit how real estate companies report cash flow.
Where is Welltower in its 52-week range?
What is the short interest in Welltower?
17,744,284 shares short as of 2026-09-30 (FINRA settlement date). Reported twice a month, so this only changes roughly every two weeks, not daily.
What could go wrong with Welltower? Munger's inversion check
"Invert, always invert." Instead of reasons to buy, these are reasons to hesitate, not a verdict, and not everything worth knowing about a business.
- Margin of safety, even in the bull case n/a (Real Estate)
- Short interest under 5% of float 2.5%
- Passes most of the 6 fundamental filters 3/6 passed
Doesn't cover circle of competence, management quality, or accounting concerns: those need judgment, not data.
How much have Welltower shareholders gained per year?
Earnings growth per share plus dividend.
An earnings-based proxy, not a stock-price total return - it doesn't capture multiple expansion/contraction or reinvested dividends. EPS from WELL's own 10-K filings; dividend yield is the current trailing yield on today's price, from the same weekly fetch as the rest of this site.
What do Welltower's 10-year financials show?
From WELL's own 10-K filings (SEC EDGAR): up to the last 10 fiscal years. Press any year's bars for the exact figures.
Frequently asked questions about Welltower
What kind of company is Welltower?
Welltower is a REIT that owns senior-housing communities, assisted-living and memory-care properties and outpatient medical buildings, mostly in the US, UK and Canada, and earns rent and operating income from them. This site groups it with Real Estate stocks.
Why does Welltower have no margin of safety on this site?
This site's DCF values a company from its free cash flow, and that does not fit real-estate companies, which are valued on property income rather than on free cash flow. So WELL gets no margin of safety; judge it on the other checks on this page, such as its filters, shareholder yield and ranking against its peers. The method is in the Intrinsic Value Calculator.
How many of this site's 8 value filters does Welltower pass?
WELL passes 3 of 8. It passes Market Cap > $25B ($169.9B), Price/Book < 8 (3.66) and EPS Growth YoY > -5% (+33.5%). It misses Trailing P/E < 25 (109.54), PEG Ratio < 1.5 (4.92) and Price/Sales < 7 (13.31). vs 50-day MA (±12%) and vs 200-day MA (±12%) were not evaluated, because the moving-average checks only run on stocks that clear the fundamentals first. The 8-filter list shows every stock that passes all of them.
How much cash does Welltower return to shareholders?
WELL's net shareholder yield is +0.2%: the cash it returns through dividends and buybacks, minus stock-based compensation, as a share of its market value. Latest fiscal year (2025): dividends 1.1% + buybacks 0.0% − stock comp 0.9%, as a share of today's market cap. Over 14 years its split-adjusted share count rose 290%. Its trailing dividend yield is 1.21%, paid out of 128% of its free cash flow; the dividend-sustainability check raises 2 of 6 flags (a high cash-flow payout and weak interest coverage). See Shareholder Yield Leaders and the Sustainable Dividend Screener.
Are Welltower's insiders buying its shares?
Yes: 4 open-market insider purchases of Welltower shares, worth about $25.3 million in total, were reported in SEC Form 4 filings in the 90 days up to this page's last update. Only open-market purchases count here, not option exercises or stock awards. See the Insider Buying Tracker.
When does Welltower report earnings next?
Welltower's next earnings report is expected on October 26, 2026 after the market closes, with analysts expecting earnings of $0.67 per share. Dates come from the Finnhub earnings calendar and can move. In its last 4 quarters it beat the estimate 1 time, by an average of −18.0%.
Where do these numbers come from?
- Financial statements: Welltower's 10-K annual report for the year ended Dec 31, 2025, filed Feb 12, 2026 (filing index). Every earlier year in the 10-year financials comes from the company's older 10-K filings, all listed on SEC EDGAR.
- Prices and market data: quotes, P/E and analyst ratings from Finnhub; daily price history and the 52-week range from Twelve Data, both refreshed weekly. Short interest comes from FINRA, reported twice a month.
- How to check a figure: click any number in the card above to see its exact source, and read the Editorial Standards for every rule behind the checks.
About this Welltower Inc analysis
This page shows every value-investing check the site runs on Welltower Inc (WELL) in one place: the 8 mechanical filters, the Buffett and Lynch checklists, a margin of safety from a disclosed DCF, earnings quality, shareholder yield and how it ranks against its sector peers. The numbers come from SEC filings and public market data, refreshed weekly, and the same rules apply to every stock on the stock list. See Editorial Standards for the sources and the rules, or run your own filters in the stock screener.