The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

WELL

Concerning the House

Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.

United States · www.welltower.com

The Long Run

FY 2011–2025 · 14 years

LineLatestCAGRTrend
Revenue$8.45B+14.7%
Cash from ops$1.60B+11.7%
Quotation

$234.44

+4.17 (+1.8%)

52w hi$251.12
52w lo$159.53
Vol4.48M
As ofAug 13
The Verdict

Hold

Our score +0.49

Short+0.89
Medium+0.33
Long+0.02

computed 2026-08-13

By the Numbers

Welltower Inc.

Real Estate · REIT - Healthcare Facilities

Market cap$168.93B
Enterprise value$184.97B
Trailing P/E105.13x
Forward P/E71.58x
EV / EBITDA55.37x
P / S (ttm)13.24x
Profit margin12.1%
Return on equity3.8%
Revenue growth+39.1%
Earnings growth+35.6%
Debt / equity41.38
Risk Metrics
Beta vs SPX0.21
Corr SPX0.16
Annual vol22.4%
Annual ret+37.8%
Sharpe1.69
Max DD-13.0%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.20
Sector+0.04
Technical+0.25
Earnings+0.00
Sentiment+0.63

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$231.50$235.54$231.65$234.444.48M
Aug 12$225.49$230.61$224.97$230.273.40M
Aug 11$233.36$233.73$225.55$226.013.31M
Aug 10$236.90$237.02$234.40$235.042.15M
Aug 7$235.14$238.36$234.57$236.923.53M