Mulya.ai
Ticker
WELL
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.5%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.821
Beta (levered) ?0.933
Terminal OM% ?22.6%
Segment conc. ?81% dominant
Terminal growth ?4.1%
Bond rating ?CCC · 6.00%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

WELL · Welltower Inc.

$202.332026-05-17
Sector: Real Estate; Industry: REIT - Healthcare Facilities; Sub-Industry: Health Care REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-104.7% vs market
Base · active
$0
-104.7% vs market
Bear
$0
-106.1% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-12
Base $-10
Bull $-10
Market $202
Median $230
Market Price $202
Mulya.ai Base $-10
Analysts Median $230
Mulya.ai IV range ($-12 · $-10)
Analysts Range ($182 · $246)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$4.7B16.2%2.3%$746MM−$3.2B−$2.5B6.7%2.4%$31.5B$0.47
2022.Q4$5.8B22.6%12.9%4.3%$714MM−$1.6B−$928MM8.0%2.2%$34.2B$0.20
2023.Q4$6.5B12.2%14.5%1.7%$924MM−$1.7B−$810MM7.7%2.5%$39.1B$0.48
2024.Q4$7.9B21.2%14.6%0.3%$1.1B−$2.2B−$1.1B8.3%2.7%$44.0B$1.34
2025.Q4$10.7B35.8%3.3%0.0%$358MM−$12.6B−$12.2B8.5%0.7%$56.3B$1.32404.6
italics below = DCF projection · 10yr Rev CAGR: 11.7%
2026.Q4$13.3B+24.4%3.3%2.0%$433MM−$7.3B−$6.9B8.5%−$6.3B0.7%$63.6B$0.61331.7
2027.Q4$14.8B+11.8%7.2%4.0%$1.0B−$5.2B−$4.2B8.5%−$3.6B1.6%$68.8B$1.44140.5
2028.Q4$17.3B+16.5%11.1%6.0%$1.8B−$10.0B−$8.2B8.5%−$6.4B2.4%$78.8B$2.5380.0
2029.Q4$19.8B+14.7%14.9%8.0%$2.7B−$7.3B−$4.6B8.5%−$3.3B3.3%$86.1B$3.8352.8
2030.Q4$22.4B+12.9%22.6%10.0%$4.6B−$7.6B−$3.0B8.6%−$2.0B5.1%$93.7B$6.4331.5
Term. Yr+$33.6B4.1%22.6%20.0%$6.1B−$2.9B$3.2B8.6%$31.2B8.6%
Active scenario IV: $0 (-104.7% vs market)