Yahoo! Finance Canada report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
Why WELL Stock advanced +0.61% Today — RQD Quant Desk Flash
Welltower Inc. (WELL) carries a Roarable Rating of C (Hold) with 63/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is WELL stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼
As of 2026-11-02, Welltower Inc. (NYSE: WELL) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 63/100 at a spot price of $234.60 (+0.61% 1D, market cap $171.06B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 10/20. Across 1096 tracked Financials issuers, WELL ranks #325 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does WELL compare to PLD and EQIX in the Financials sector?
▼
Within the Financials sector (Real Estate Investment Trusts), WELL carries a Roarable C (63/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of 1.9%. By comparison, PLD (Prologis Inc.) holds a D+ grade (58/100 RQD, P/E 36.6x, ROIC 5.0%, cap $121.68B) and EQIX (Equinix Inc.) posts a C grade (65/100 RQD, P/E 76.0x, ROIC 6.3%, cap $102.62B). Among the 5-stock peer group, AMT leads on earnings multiple (22.8x) while AMT leads on capital efficiency (15.7% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for WELL?
▼
Per WELL's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000766704), Welltower Inc. generated $8.45B in revenue (+40.2% YoY), $936.8M in net income, and $2.50B in free cash flow against $67.30B in total assets and $10.85B in total debt. Key quantitative strengths: Clean SEC annual filing review with no major hidden accounting time-bombs.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
SEC XBRL FY 2025 (10-K): 29.6% FCF Margin ($2.50B FCF) & 23.2% Gross Margin
Disciplined Float (+0.52% YoY Shares) & executive Form 4 sales trim 10 pts from alignment
⚔️ Adversarial Opposing Case: Why the WELL Bull Thesis Could Fail
Even with a 63/100 (C) score, WELL faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Company executives have done more routine share selling than personal cash buying lately.
Dilution & Margin Drag: Disciplined Float (+0.52% YoY Shares) — any gross margin slip below 20.7% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($233.19) or 200D SMA ($218.92) invalidates the momentum regime and cuts Target Base ($239.88) toward Bear Floor ($187.11).
Why WELL Stock advanced +0.61% Today — RQD Quant Desk Flash
Welltower Inc. (WELL) advanced +0.61% to $234.60, trading at 73% of its 52-week range ($179.24 – $255.2). Solid steady margins (2% return on capital), mixed timing at current multiples—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 73% of its 52-week range ($179.24 – $255.2) with RSI-14 at 50.8 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±5.4% around $234.60 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable C (Hold) backed by 23.2% gross margin and $2.5B annual free cash flow.
Trefis report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
Moomoo report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
ChartMill report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
Benzinga report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
Evercore ISI Group analyst Steve Sakwa maintains Welltower (NYSE:WELL) with a Outperform and raises the price target from $256 to $265.
WELL, TMUS and SBUX stand out for strong operating trends, but financing pressures, competition and execution risks shape their outlooks.
Scheduled RQD Strong Buys & Whale Accumulation Briefing (WELL Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
WELL Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +40.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on WELL today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for WELL. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WELL)
1. Head-to-Head Financials Peer Comparison (WELL vs. PLD, EQIX, AMT, SPG)
Industry: Real Estate Investment Trusts (172 Tracked Issuers)Across 1096 tracked Financials securities in the Roarable RQD universe, Welltower Inc. (WELL) ranks #325 by composite RQD confidence (63/100, grade C) and #15 by equity capitalization ($171.06B). Within this direct 5-issuer industry benchmark cohort, AMT leads on earnings valuation at 22.8x trailing P/E, while AMT leads on capital efficiency and profitability with 15.7% ROIC and — gross margin. SPG currently holds the highest overall quantitative score in the immediate peer group at 74/100 (B) compared with WELL at 63/100 (C).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| WELL
ACTIVE
Welltower Inc. | C | 63/100 | — | — | 1.9% | +0.61% | $171.06B | Benchmark Subject |
| PLD Prologis Inc. | D+ | 58/100 | 36.6x | — | 5.0% | -0.03% | $121.68B | /pld-vs-well → |
| EQIX Equinix Inc. | C | 65/100 | 76.0x | — | 6.3% | -2.22% | $102.62B | /eqix-vs-well → |
| AMT American Tower Corporation | B- | 71/100 | 22.8x | — | 15.7% | +1.02% | $86.20B | /amt-vs-well → |
| SPG Simon Property Group Inc. | B | 74/100 | 28.2x | — | 13.5% | +0.94% | $69.80B | /spg-vs-well → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000766704In its most recent audited fiscal period (FY2025, filed 2025-12-31), Welltower Inc. (WELL) reported GAAP revenue of $8.45B (+40.2% vs. FY2024 revenue of $6.03B , and +77.8% cumulative change since FY2023) , GAAP net income of $936.8M, operating cash flow of $2.88B, and free cash flow of $2.50B (+26.0% YoY). On the balance sheet, WELL closed FY2025 with $67.30B in total assets against $10.85B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 7/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $8.45B | $936.8M | $2.88B | $2.50B | $67.30B | $10.85B |
| FY2024 (FY) | 2024-12-31 | $6.03B | $951.7M | $2.26B | $1.99B | $51.04B | $8.31B |
| FY2023 (FY) | 2023-12-31 | $4.75B | $340.1M | $1.60B | $1.39B | $94.08B | $22.01B |
3. WELL Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs WELL stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, Welltower Inc. (NYSE: WELL) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 63/100 at a spot price of $234.60 (+0.61% 1D, market cap $171.06B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 10/20. Across 1096 tracked Financials issuers, WELL ranks #325 in composite RQD confidence.
How does WELL compare to PLD and EQIX in the Financials sector?
Within the Financials sector (Real Estate Investment Trusts), WELL carries a Roarable C (63/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of 1.9%. By comparison, PLD (Prologis Inc.) holds a D+ grade (58/100 RQD, P/E 36.6x, ROIC 5.0%, cap $121.68B) and EQIX (Equinix Inc.) posts a C grade (65/100 RQD, P/E 76.0x, ROIC 6.3%, cap $102.62B). Among the 5-stock peer group, AMT leads on earnings multiple (22.8x) while AMT leads on capital efficiency (15.7% ROIC).
What are the biggest fundamental strengths and SEC risk factors for WELL?
Per WELL's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000766704), Welltower Inc. generated $8.45B in revenue (+40.2% YoY), $936.8M in net income, and $2.50B in free cash flow against $67.30B in total assets and $10.85B in total debt. Key quantitative strengths: Clean SEC annual filing review with no major hidden accounting time-bombs.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is WELL trading relative to its 50-day, 200-day, and 52-week technical levels?
WELL last traded at $234.60 (+0.61% on volume of 3,577,251 shares), positioning the stock +0.60% above its 50-day simple moving average ($233.19) and +7.16% above its 200-day simple moving average ($218.92). Across its 52-week range of $179.24 to $255.20, WELL sits at the 72.9% percentile with a 14-day RSI of 50.8 (NEUTRAL RANGE) and an implied next-earnings move of ±5.4% ($221.93 to $247.27).
WELL Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is WELL stock moving today?
Why WELL Stock advanced +0.61% Today — RQD Quant Desk Flash. Solid steady margins (2% return on capital), mixed timing at current multiples—hold if owned, no rush to chase.
WELL — Welltower Inc.: What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, WELL scores 63 / 100, graded C, with the verdict "Roarable Hold — Fair / Balanced Risk-Reward." The five pillars are: Fundamental Cash Engine 13/20 (ROIC 1.9%; FCF yield 1.46%), Whale 13F Flow 13/20 (institutional accumulation and options positioning), Insider Conviction 10/20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit 12/20 (Beta 1.14; sector sensitivity), and Forensic Balance Sheet 15/20 (Altman Z 2.5; Piotroski F 7/9; Debt/Equity 0.5). The weakest pillar is Insider Conviction, and the strongest is Forensic Balance Sheet. For a prospective investor, the scoring points to a balanced profile: the balance sheet screens as the firmest support, while the low ROIC and thin FCF yield limit the cash-return case, and the insider signal is the least supportive input. Valuation tradeoffs are notable: per the market data, EV/EBITDA is 95, which the rating does not reconcile with its cash-yield metrics, so an investor would need to weigh whether the current price reflects growth expectations not captured in these sources. The move in the stock (change of 2.63%, within a 52-week range of $179.24 - $255.2) is shown without an attributed driver in the sources.
Business
Per the profile, Welltower Inc. (WELL) is a NYSE-listed company in the Financials sector, Real Estate Investment Trusts industry, with a market capitalization of $171.1B. The source data does not describe its products, customers, or revenue model. The Butterfly Supply-Chain Graph lists the supply chain as NONE. Per the market data, gross margin is 0%, operating margin 13.5%, and net margin 11.1%.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $8453.0M | $1105.5M | $936.8M | N/A | $2501.3M | $5033.7M | $10845.0M |
| FY 2024 | $6027.1M | $1123.0M | $951.7M | N/A | $1985.2M | $3506.6M | $8312.3M |
| FY 2023 | $4753.8M | $401.3M | $340.1M | N/A | $1387.9M | N/A | $22014.9M |
Per the SEC financials, revenue rose from $4753.8M (FY 2023) to $8453.0M (FY 2025), while net income moved from $340.1M to $936.8M, with FY 2024 at $951.7M. Per the Roarable RQD rating, ROIC is 1.9%, the Altman Z-Score is 2.5, and the Piotroski F-Score is 7/9. Per the SEC financials, debt was $10845.0M at FY 2025 against cash of $5033.7M, and the rating cites Debt/Equity of 0.5.
Recent Catalysts & News Wire Analysis
Per the news wire, six items reference WELL, published between roughly 1 and 15 hours before the data timestamp. Headlines are: a Yahoo! Finance Canada market report (YELLOW, MARKET WIRE); a Trefis report on the drivers behind the stock's move (YELLOW); a Moomoo report on why the stock is down today (YELLOW); a ChartMill report describing a breakout setup (GREEN, CATALYST); a Yahoo Finance report on valuation after a five-year run (YELLOW); and a Benzinga ten-year return piece (YELLOW). The feed's summaries are generic and do not state specific catalysts, so the specific drivers cannot be verified from these sources. Risk watch items per the rating include the Beta of 1.14 and the low ROIC. The Butterfly Supply-Chain Graph reports no proprietary signals and no butterfly links.
Open Questions
- What are the company's specific property types, tenants, and revenue sources, given that the sources provide no business description?
- Why does EV/EBITDA of 95 coexist with ROIC of 1.9% and FCF yield of 1.46%, and what growth expectations justify this valuation?
- What are P/E and EPS (TTM), which are absent from the sources and needed to assess earnings-based valuation?
- What drove the FY 2023 to FY 2025 revenue increase, and how much of it was acquisition-driven?
- Who are the institutional and insider holders, and what is their net position change, given that the holders and analyst sections are empty?
WELL Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Welltower Inc. (WELL) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo! Finance Canada report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
Trefis report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
Moomoo report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
ChartMill report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
Benzinga report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Welltower Inc. (WELL) market action, institutional positioning, and fundamental catalysts.
WELL Bull vs. Bear Conversation Board — What's Your Call at $234.60?
🔥 Official Bull vs. Bear Debate: Is WELL (C • RQD 63/100) a Buy at $233.17?
Welcome to the WELL (Welltower Inc.) Roar Pit. Current RQD Composite is 63/100 (Roarable Hold — Fair / Balanced Risk-Reward) in Real Estate Investment Trusts. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on WELL — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on WELL, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless Welltower Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
WELL cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on WELL, the market is fixating on short-term headline noise in Real Estate Investment Trusts and ignoring the balance sheet and cash flow trajectory. At $233.17 (52-wk range $179.24 - $255.20), any beat on forward guidance forces shorts and underweight funds to chase.