Welltower (Germany) Performance
| HCW Stock | EUR 131.75 0.35 0.26% |
On a scale of 0 to 100, Welltower holds a performance score of 19. The firm maintains a market beta of 0.17, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Welltower's returns are expected to increase less than the market. However, during the bear market, the loss of holding Welltower is expected to be smaller as well. Please check Welltower's maximum drawdown, semi variance, and the relationship between the sortino ratio and potential upside , to make a quick decision on whether Welltower's historical returns will revert.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Welltower are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Welltower reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 346.8 M |
Welltower |
Welltower Relative Risk vs. Return Landscape
If you would invest 10,768 in Welltower on August 31, 2024 and sell it today you would earn a total of 2,407 from holding Welltower or generate 22.35% return on investment over 90 days. Welltower is currently producing 0.3191% returns and takes up 1.2939% volatility of returns over 90 trading days. Put another way, 11% of traded stocks are less volatile than Welltower, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Welltower Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Welltower's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Welltower, and traders can use it to determine the average amount a Welltower's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2466
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HCW | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.29 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.32 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average Welltower is performing at about 19% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Welltower by adding it to a well-diversified portfolio.
Welltower Fundamentals Growth
Welltower Stock prices reflect investors' perceptions of the future prospects and financial health of Welltower, and Welltower fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Welltower Stock performance.
| Return On Equity | 0.008 | |||
| Return On Asset | 0.0155 | |||
| Profit Margin | 0.02 % | |||
| Operating Margin | 0.15 % | |||
| Current Valuation | 44.21 B | |||
| Shares Outstanding | 490.64 M | |||
| Price To Earning | 49.95 X | |||
| Price To Book | 1.64 X | |||
| Price To Sales | 5.29 X | |||
| Revenue | 5.86 B | |||
| EBITDA | 2.04 B | |||
| Cash And Equivalents | 268.67 M | |||
| Cash Per Share | 0.66 X | |||
| Total Debt | 14.55 B | |||
| Debt To Equity | 94.90 % | |||
| Book Value Per Share | 41.38 X | |||
| Cash Flow From Operations | 1.33 B | |||
| Earnings Per Share | 0.33 X | |||
| Total Asset | 37.89 B | |||
About Welltower Performance
By analyzing Welltower's fundamental ratios, stakeholders can gain valuable insights into Welltower's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Welltower has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Welltower has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
, an SP 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower, a real estate investment trust , owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties. WELLTOWER INC operates under REIT - Healthcare Facilities classification in Germany and is traded on Frankfurt Stock Exchange. It employs 384 people.Things to note about Welltower performance evaluation
Checking the ongoing alerts about Welltower for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Welltower help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Welltower has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Over 99.0% of the company shares are owned by institutional investors |
- Analyzing Welltower's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Welltower's stock is overvalued or undervalued compared to its peers.
- Examining Welltower's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Welltower's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Welltower's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Welltower's stock. These opinions can provide insight into Welltower's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Welltower Stock analysis
When running Welltower's price analysis, check to measure Welltower's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Welltower is operating at the current time. Most of Welltower's value examination focuses on studying past and present price action to predict the probability of Welltower's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Welltower's price. Additionally, you may evaluate how the addition of Welltower to your portfolios can decrease your overall portfolio volatility.
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |