Mulya.ai
Ticker
WELL
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.2%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.780
Beta (levered) ?0.867
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 · 2026-07-21

WELL · Welltower Inc.

$227.212026-07-21
Sector: Real Estate; Industry: REIT - Healthcare Facilities; Sub-Industry: Health Care REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-118.8% vs market
Base · active
$0
-104.9% vs market
Bear
$0
-108.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-18
Base $-11
Bull $-43
Market $227
Median $240
Market Price $227
Mulya.ai Base $-11
Analysts Median $240
Mulya.ai IV range ($-18 · $-43)
Analysts Range ($215 · $249)
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
2024.Q1$6.5B14.5%2.0%$922MM−$1.4B−$511MM7.7%2.3%$39.4B$0.47
2024.Q4$6.5B0.0%14.5%0.3%$938MM−$2.2B−$1.3B8.3%2.3%$44.0B$0.47
2025.Q1$7.9B21.2%14.6%0.0%$1.2B−$4.0B−$2.9B8.1%2.6%$46.2B$1.31
2025.Q4$7.9B0.0%14.6%0.0%$1.2B−$12.6B−$11.4B8.5%2.3%$56.3B$1.31
2026.Q1$11.6B47.5%4.6%0.7%$531MM−$12.0B−$11.5B8.2%0.9%$57.0B$1.94308.4
italics below = DCF projection · 10yr Rev CAGR: 7.6%
2027.Q1$14.3B+23.8%4.6%2.6%$645MM−$12.1B−$11.5B8.2%−$10.6B1.0%$69.2B$0.89255.3
2028.Q1$16.3B+13.6%8.2%4.5%$1.3B−$8.9B−$7.6B8.3%−$6.5B1.7%$78.1B$1.76129.1
2029.Q1$17.5B+7.5%11.8%6.5%$1.9B−$5.7B−$3.8B8.3%−$3.0B2.4%$83.8B$2.6785.1
2030.Q1$18.5B+5.6%15.4%8.4%$2.6B−$3.9B−$1.2B8.3%−$900MM3.0%$87.7B$3.6063.1
2031.Q1$19.4B+4.9%22.6%10.3%$3.9B−$3.5B$459MM8.4%$308MM4.4%$91.2B$5.4341.8
Term. Yr+$25.1B4.1%22.6%20.0%$4.5B−$2.2B$2.4B8.6%$23.6B8.6%
Active scenario IV: $0 (-104.9% vs market)