Professional
Added to YB: 2025-02-12
Pitch date: 2024-12-31
WELL [bullish]
Welltower Inc.
+76.16%
current return
Author Info
No bio for this author
Company Info
Welltower Inc. is a 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.
Market Cap
$154.3B
Pitch Price
$122.62
Price Target
252.00 (+17%)
Dividend
1.35%
EV/EBITDA
55.33
P/E
106.89
EV/Sales
14.51
Sector
Health Care REITs
Category
growth
Baron Durable Advantage Fund Portfolio Holding: Welltower Inc.
WELL: Senior housing leader w/ 2,100+ properties. Bullish on sector: 80+ pop growing 4-5% CAGR, limited supply growth. Path to 50%+ cash flow growth via occupancy normalization. Mgmt enhancing margins w/ data analytics & pricing strategies. Earnings could double in 5 yrs. Attractive acquisition opps in capital-constrained market.
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