Professional
Added to YB: 2025-02-12
Pitch date: 2024-12-31
WELL [bullish]
Welltower Inc.
+92.13%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$168.8B
Pitch Price
$122.12
Price Target
252.00 (+7%)
Dividend
1.45%
EV/EBITDA
54.68
P/E
106.16
EV/Sales
14.71
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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