CoverageForm 410-K10-Q8-K13D13G13F

WELL · Welltower Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · WELL

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$10.84B$7.99B$6.64B$5.86B$4.74B$4.61B
Cost of Revenue$6.49B$4.83B$3.95B$3.56B$2.77B$2.60B
Gross Profit$4.35B$3.16B$2.69B$2.30B$1.97B$2.01B
R&D------
SG&A$1.75B$235.49M$179.09M$150.39M$126.73M$128.39M
Total Operating Expenses$11.32B$7.47B$6.29B$5.69B$4.57B$4.64B
D&A$2.08B$1.63B$1.40B$1.31B$1.04B$1.04B
Operating Income-$524.44M$350.05M$173.06M$170.75M($31.55M)
Interest Expense--$607.85M$529.52M$489.85M$514.39M
Income Tax($7.12M)$2.70M$6.36M$7.25M$8.71M$9.97M
Net Income$936.85M$951.68M$340.09M$141.21M$336.14M$978.84M
EPS - Basic$1.41$1.58$0.66$0.31$0.79$2.36
EPS - Diluted$1.39$1.57$0.66$0.30$0.78$2.33

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$5.03B$3.51B$1.99B$631.68M$269.26M$1.55B
Accounts Receivable------
Inventory------
Accounts Payable------
Current Assets------
Total Assets$67.30B$51.04B$44.01B$37.89B$34.91B$32.48B
Current Liabilities------
Long-term Debt$19.20B$15.50B$15.74B$14.71B$13.91B$13.89B
Total Liabilities$24.10B$18.47B$17.64B$16.50B$15.91B$15.26B
Stockholders' Equity$42.13B$31.96B$25.40B$20.29B$17.64B$15.97B
Retained Earnings$11.03B$10.10B$9.15B$8.80B$8.66B$8.33B

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$2.88B$2.26B$1.60B$1.33B$1.28B$1.36B
Investing Cash Flow($10.51B)($5.51B)($5.71B)($3.70B)($4.52B)$2.35B
Financing Cash Flow$9.00B$4.91B$5.45B$2.76B$1.57B($2.08B)
CapEx------
Free Cash Flow------

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin40.1%39.6%40.5%39.3%41.5%43.6%
Operating margin-6.6%5.3%3.0%3.6%-0.7%
EBITDA margin-27.0%26.4%25.3%25.5%21.9%
Net margin8.6%11.9%5.1%2.4%7.1%21.3%
Free cash flow margin------
FCF / Net income------
R&D / Revenue------
SG&A / Revenue16.1%2.9%2.7%2.6%2.7%2.8%
Effective tax rate-0.8%0.3%1.8%4.9%2.5%1.0%
Return on assets1.4%1.9%0.8%0.4%1.0%3.0%
Return on equity2.2%3.0%1.3%0.7%1.9%6.1%
Return on invested capital-1.1%0.8%0.5%0.5%-0.1%
Liquidity
Current ratio------
Quick ratio------
Cash ratio------
Leverage
Debt / Equity0.460.490.620.730.790.87
Debt / Assets0.290.300.360.390.400.43
Debt / EBITDA-7.198.999.9211.5113.79
Interest coverage--0.6x0.3x0.3x-0.1x
Equity multiplier1.601.601.731.871.982.03
Liabilities / Assets0.360.360.400.440.460.47
Efficiency
Asset turnover0.160.160.150.150.140.14
Inventory turnover------
Days sales outstanding------
Days inventory outstanding------
Days payable outstanding------
Cash conversion cycle------
Valuation
P / E133.5x80.3x136.6x218.5x110.0x27.7x
P / B3.0x2.4x1.8x1.5x2.1x1.7x
P / S11.6x9.6x7.0x5.2x7.7x5.9x
EV / EBITDA-41.1x34.6x30.0x41.6x39.0x
Growth
Revenue growth (YoY)35.6%20.4%13.3%23.6%3.0%-10.1%
Revenue CAGR (3y)22.7%19.0%13.0%4.6%0.3%2.2%
Revenue CAGR (5y)18.7%9.3%7.1%6.3%2.1%3.6%
Gross profit growth (YoY)37.6%17.5%16.9%17.0%-2.0%-33.9%
Operating income growth (YoY)-49.8%102.3%1.4%--
Net income growth (YoY)-1.6%179.8%140.8%-58.0%-65.7%-20.6%
EPS growth (YoY)-11.5%137.9%120.0%-61.5%-66.5%-23.6%
EPS CAGR (3y)66.7%26.3%-34.3%-53.8%-27.2%22.7%
EPS CAGR (5y)-9.8%-12.4%-20.0%-25.0%-22.6%-0.1%
FCF growth (YoY)------
FCF CAGR (5y)------
Book value growth (YoY)31.8%25.8%25.2%15.1%10.4%2.8%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$2.79B total
Triple Net$1.20B · 42.9%
Senior Housing Operating$810.03M · 29.0%
Outpatient Medical$781.93M · 28.0%

Geographic

$8.45B total
US$5.90B · 69.8%
GB$1.89B · 22.3%
CA$668.34M · 7.9%

Stability scores

Piotroski F-score

FY 2025 · 9-point quality

5/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • -Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Real Estate Investment Trusts

CompanyRevenue (last FY)Net marginROE
UMH$261.75M2.3%0.7%
ARE---9.2%
VTR$5.83B4.3%2.0%
SPG$6.36B72.7%88.8%
NYSE: KRC$1.11B0.0%0.0%

Comparing WELLTOWER INC. against the 5 most active filers in the same SIC group.

Dividends

$2.96/share trailing 12 months · +10.4% YoY

Ex-datePer share
May 13, 2026$0.7400
Feb 25, 2026$0.7400
Nov 10, 2025$0.7400
Aug 12, 2025$0.7400
May 14, 2025$0.6700
Feb 25, 2025$0.6700
Nov 13, 2024$0.6700
Aug 12, 2024$0.6700
May 10, 2024$0.6100
Feb 22, 2024$0.6100
Nov 13, 2023$0.6100
Aug 14, 2023$0.6100
May 15, 2023$0.6100
Feb 27, 2023$0.6100
Nov 17, 2022$0.6100
Aug 22, 2022$0.6100
May 23, 2022$0.6100
Feb 28, 2022$0.6100
Nov 15, 2021$0.6100
Aug 11, 2021$0.6100
May 10, 2021$0.6100
Feb 19, 2021$0.6100
Nov 9, 2020$0.6100
Aug 17, 2020$0.6100