Welltower Inc.
WELL · Real Estate · · USDFahodi Score BUY Mid-term (Position)
72
/ 100
Technical
100
Trend & RS
84
Momentum
74
Fundamental
78
Macro
22
Liquidity
74
| Component | Score | Weight |
|---|---|---|
| Technical | 100.0 | 20% |
| Trend & RS | 84.3 | 30% |
| Momentum | 73.7 | 15% |
| Fundamental | 77.8 | 10% |
| Macro | 22.5 | 20% |
| Liquidity | 74.3 | 5% |
Trade Setup
| Entry | 245.43 |
| Stop Loss | 233.39 (4.9%) |
| Target 1 (1:1) | 257.47 (+4.9%) |
| Target 2 (2:1) | 269.51 (+9.8%) |
| ATR(14) | 6.02 (2.5%) |
| Risk per Share | 12.04 |
| Reward:Risk | 2:1 |
ATR-based levels. Adjust for support/resistance zones.
Factor Profile
| Factor | Score | Z | Bar |
|---|---|---|---|
| Value | 33.2 | -0.67 | |
| Momentum | 67.0 | +0.68 | |
| Quality | 35.1 | -0.60 | |
| Composite | 45.1 | ||
Quality Scores
Piotroski F-Score
7
/9 —
Strong
✓
✓
✗
✗
✓
✓
✓
✓
✓
1. Positive Net Income
2. Positive Roa
3. Positive Cfo
4. Quality Earnings
5. Lower Leverage
6. Higher Liquidity
7. No Dilution
8. Higher Gross Margin
9. Higher Asset Turnover
Altman Z-Score
Insufficient Data
Valuation vs Peers Overvalued
| Metric | Stock | Sector | vs Peers |
|---|---|---|---|
| P/E Ratio | 104.0 | 18.0 | +478% above |
| P/B Ratio | 3.7 | 1.5 | Above |
| Dividend Yield | 1.4% | 4.0% | Below avg |
Comparing against Real Estate median multiples.
Trading at a premium to sector peers — verify growth justifies premium.
Intrinsic Value (DCF) Significantly Overvalued
Intrinsic Value
73.56
vs
Market Price
245.43
Upside
-70.0%
| Margin of Safety | -233.7% |
| Stage 1 PV (5yr FCF) | 10,641,479,359 |
| Terminal Value PV | 43,320,673,639 |
| Total Enterprise Value | 53,962,152,998 |
Assumptions
| Base FCF | 1,385,055,312 |
| Growth Rate (5yr) | 25.0% |
| Terminal Growth | 2.5% |
| Discount Rate (WACC) | 9.0% |
2-stage DCF: 5yr projected FCF + Gordon Growth terminal value. Estimates only — adjust growth and WACC for your own assumptions.
Position Sizing — Kelly Criterion
4.6%
Recommended Size
47.11%
Full Kelly
23.55%
Half Kelly
5.0%
Max Cap (Moderate)
Kelly inputs derived from quant score 72/100. Estimated win rate 62%, avg win 9.3%, avg loss 3.6%. Position was capped at the moderate risk maximum. This is analytical output, not a recommendation to trade.
RECOVERY
Regime: RECOVERY (40% confidence) — position size reduced 8%
Signal Summary STRONG BUY
4
Bullish Signals
0
Bearish Signals
61.77
RSI(14)
2.851
MACD
Relative Strength (RS) NEUTRAL
85
/ 99
RS Rating
✓ O'Neil PASS (≥80)
| RS vs SPY | → FLAT (+8.9% vs SPY 3M) |
| RS vs Sector | OUTPERFORMING (Real Estate) |
| RS New High | ✓ RS at 3-month high Institutional accumulation signal |
| Sector Outperformance | +3.1% (3M) |
RS Line — stock / SPY (90 bars)
← older
newer →
RS vs SPY
50-day SMA of RS
NEUTRAL:
In line with the market — no strong outperformance or underperformance.
Technical Indicators
| Indicator | Value | Signal |
|---|---|---|
| Rsi | 61.77 | NEUTRAL |
| Macd | 2.851 | BULLISH |
| Ma Cross | 233.68 / 218.68 | GOLDEN CROSS |
| Trend Short | ABOVE SMA50 | |
| Trend Long | ABOVE SMA200 | |
| Bollinger | MIDDLE | |
| Volume | 1.55x | HIGH |
Key Levels
| Level | Price |
|---|---|
| 52-Week High | 255.20 |
| Bollinger Upper | 247.02 |
| SMA(200) | 218.68 |
| SMA(50) | 233.68 |
| SMA(20) | 235.2 |
| Current Price | 245.43 |
| Bollinger Lower | 223.38 |
| 52-Week Low | 181.47 |
| ATR(14) | 6.02 |
Advanced Technical Analysis
Click to expand
Wyckoff Phase & Volume Spread Analysis
Wyckoff Phase
MARKUP
Confidence
43%
Sign of Strength
Acc: 1.0 |
Dist: 1.0 |
Markup: 1.5 |
Markdown: 0.0
Volume Spread Analysis (last 5 bars)
| Date | Signal | Vol | Description |
|---|---|---|---|
| 2026-10-30 | Normal | 1.17x | Normal bar — no special VSA pattern |
| 2026-11-02 | Normal | 0.88x | Normal bar — no special VSA pattern |
| 2026-11-03 | Normal | 0.8x | Normal bar — no special VSA pattern |
| 2026-11-04 | Normal | 1.31x | Normal bar — no special VSA pattern |
| 2026-11-05 | Normal | 1.55x | Normal bar — no special VSA pattern |
Ichimoku Cloud NEUTRAL
| Line | Value | Status |
|---|---|---|
| Tenkan-sen (9) | 233.42 | Below Kijun |
| Kijun-sen (26) | 233.42 | Base line |
| Senkou A | 233.42 | Leading span A |
| Senkou B | 233.42 | Leading span B |
| Cloud | 233.42 – 233.42 | Bearish (Red) |
| Price vs Cloud | 245.43 | Above Cloud |
| Chikou Span | 226.94 | Bullish |
| Alignment Score | 2/4 | NEUTRAL |
TTM Squeeze & Divergences
TTM Squeeze
SQUEEZE OFF
No squeeze
Momentum:
BULLISH FADING
BB: 223.38 – 247.02 | KC: 226.06 – 244.33
Divergences (last 60 bars)
| Type | Indicator | Bars Ago | Strength |
|---|---|---|---|
| Regular Bearish | MACD | 9 |
Anchored VWAP
VWAP: 219.21
Anchor: 2026-02-03 (52w Low)
ABOVE AVWAP
+12.0%
Heikin-Ashi Trend
BULLISH
Full data via /api/advanced/WELL
Valuation
| Metric | Value |
|---|---|
| Market Cap | 180.05B |
| P/E (TTM) | 104.00 |
| Forward P/E | N/A |
| P/B | 3.70 |
| EPS | 2.36 |
Financial Health
| Metric | Value |
|---|---|
| Revenue Growth | 38.4% |
| Profit Margin | 12.1% |
| ROE | 3.9% |
| Debt/Equity | 42.49 |
| Current Ratio | 1.66 |
| Dividend Yield | 1.4% |
| Payout Ratio | N/A |
| Beta | 0.79 |
Trading Data
245.43
Open
245.43
Day High
245.43
Day Low
4.74M
Volume (1.7x avg)
Price Chart (90 Days)
Candlesticks (green=up, red=down)
SMA 20
SMA 50
Bollinger Bands (upper/lower)
Volume (green=buying, red=selling)