Welltower Inc. (WELL) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 10YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 10Y.
- Score
- 39/100
- 10Y CAGR
- 10.8%
- Median YoY
- 12.8%
- YoY volatility
- σ 15.3pp· uneven
- Quarters ≥ 20%
- 10 of 40
- Negative quarters
- 7
- Valuation vs own 10Y history
- P/S 13.7x · 10Y median 6.7x · 98th percentile · as of Aug 19, 2026
How this score is computed
- Quarters at or above 20%: 10 of 40 → 10 of 40 pts
- Steadiness (typical swing 15.3pp) → 14.1 of 25 pts
- Pace (median 12.8% YoY) → 0 of 20 pts
- Latest quarter (40.9% YoY) → 15 of 15 pts
- Score: 39 of 100
Annualized revenue (TTM) · by quarter, last 40
Quarterly YoY revenue growth vs the 20% line
P/S multiple vs its 10Y median
Across metrics · 10Y
| Metric | 10Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 10.8% | 12.8% | 15.3pp | 10 of 40 | 7 |
| EPSEPS | -5.1% | -5.6% | 155.9pp | 14 of 35 | 18 |
| Op cash flowOperating cash flow | 7.7% | 7.5% | 23.1pp | 10 of 40 | 13 |
| EBITDAEBITDA | 1.8% | 9.2% | 18.8pp | 11 of 40 | 13 |
| FCFFree cash flow | 7.6% | 5.8% | 24.4pp | 9 of 40 | 15 |
Reported figures over 10Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: WELL on the compounders surface · All compounders, ranked