WELL Valuation

Welltower Inc

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168.280

+0.88(0.526%)1D

Overview
Forecast
Valuation
Earnings

WELL Relative Valuation

WELL's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, WELL is overvalued; if below, it's undervalued.

Historical Valuation

Welltower Inc (WELL) is now in the Fair zone, suggesting that its current forward PE ratio of 81.13 is considered Fairly compared with the five-year average of 94.31. The fair price of Welltower Inc (WELL) is between 130.32 to 225.12 according to relative valuation methord.

Relative Value

Fair Zone

130.32-225.12

Current Price：167.88

Fair

81.55

Trailing

Forward

29.49

EV/EBITDA

Welltower Inc. (WELL) has a current EV/EBITDA of 29.49. The 5-year average EV/EBITDA is 24.02. The thresholds are as follows: Strongly Undervalued below 18.67, Undervalued between 18.67 and 21.34, Fairly Valued between 26.69 and 21.34, Overvalued between 26.69 and 29.37, and Strongly Overvalued above 29.37. The current Forward EV/EBITDA of 29.49 falls within the Strongly Overvalued range.

58.98

EV/EBIT

Welltower Inc. (WELL) has a current EV/EBIT of 58.98. The 5-year average EV/EBIT is 54.43. The thresholds are as follows: Strongly Undervalued below 40.52, Undervalued between 40.52 and 47.47, Fairly Valued between 61.38 and 47.47, Overvalued between 61.38 and 68.34, and Strongly Overvalued above 68.34. The current Forward EV/EBIT of 58.98 falls within the Historic Trend Line -Fairly Valued range.

9.80

Welltower Inc. (WELL) has a current PS of 9.80. The 5-year average PS is 6.89. The thresholds are as follows: Strongly Undervalued below 4.04, Undervalued between 4.04 and 5.46, Fairly Valued between 8.31 and 5.46, Overvalued between 8.31 and 9.73, and Strongly Overvalued above 9.73. The current Forward PS of 9.80 falls within the Strongly Overvalued range.

26.92

P/OCF

Welltower Inc. (WELL) has a current P/OCF of 26.92. The 5-year average P/OCF is 21.88. The thresholds are as follows: Strongly Undervalued below 7.33, Undervalued between 7.33 and 14.60, Fairly Valued between 29.15 and 14.60, Overvalued between 29.15 and 36.43, and Strongly Overvalued above 36.43. The current Forward P/OCF of 26.92 falls within the Historic Trend Line -Fairly Valued range.

0.00

P/FCF

Welltower Inc. (WELL) has a current P/FCF of 0.00. The 5-year average P/FCF is 42.45. The thresholds are as follows: Strongly Undervalued below -11.86, Undervalued between -11.86 and 15.29, Fairly Valued between 69.60 and 15.29, Overvalued between 69.60 and 96.75, and Strongly Overvalued above 96.75. The current Forward P/FCF of 0.00 falls within the Undervalued range.

Welltower Inc (WELL) has a current Price-to-Book (P/B) ratio of 3.10. Compared to its 3-year average P/B ratio of 2.22 , the current P/B ratio is approximately 39.40% higher. Relative to its 5-year average P/B ratio of 2.14, the current P/B ratio is about 45.01% higher. Welltower Inc (WELL) has a Forward Free Cash Flow (FCF) yield of approximately 2.33%. Compared to its 3-year average FCF yield of 3.11%, the current FCF yield is approximately -25.15% lower. Relative to its 5-year average FCF yield of 3.49% , the current FCF yield is about -33.27% lower.

3.12

P/B

Median3y

2.22

Median5y

2.14

2.33

FCF Yield

Median3y

3.11

Median5y

3.49

Competitors Valuation Multiple

The average P/S ratio for WELL's competitors is 9.86, providing a benchmark for relative valuation. Welltower Inc Corp (WELL) exhibits a P/S ratio of 9.80, which is -0.57% above the industry average. Given its robust revenue growth of 39.64%, this premium appears sustainable.

P/S

P/E

EV/EBITDA

EV/EBIT

P/S

Revenue Growth

Market Cap

Simon Property Group Inc

Performance Decomposition

Market capitalization of WELL increased by 40.24% over the past 1 year. The primary factor behind the change was an increase in Margin Expansion from 5.16 to 11.37.

The secondary factor is the Revenue Growth, contributed 39.64%to the performance.

Overall, the performance of WELL in the past 1 year is driven by Margin Expansion. Which is more sustainable.

39.64%

1.82B → 2.55B

Revenue Growth

120.35%

5.16 → 11.37

Margin Expansion

-119.75%

-484.01 → 95.59

P/E Change

40.24%