Welltower Inc. (WELL) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$233.17 +2.63% NYSE • Public Delayed / 60s Snapshot

Welltower Inc. (WELL) carries a Roarable Rating of C (Hold) with 65/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C • HOLD / WATCH Cap $171.06B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C
025507510065
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D+ · Rk B
Cash (13)Whales (10)SEC (16)Macro (14)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+3.1% Base Target
$284 Bull$241 Base$188 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:57% Call Buyers ($17.7M)
43% PutsMax Pain: $229.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How WELL Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$2.50B (29.6% FCF Margin)
Revenue$8.45BGross Profit $1.96B (23.2%)Cost of Sales $6.49BOp Profit $1.11B (13.1%)OpEx (R&D/SG&A) $859.4MNet Profit$936.8M (11.1%)Tax/Other $168.6M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $4.75B
FY24
Rev $6.03B
FY25
Rev $8.45B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$8.45B23.2%13.1%$936.8M$2.50B1.8%
FY 2024$6.03B19.9%18.6%$951.7M$1.99B2.4%
FY 2023$4.75B44%8.4%$340.1M$1.39B0.6%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring WELL)

  • ✓Live walkthrough of WELL's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
Want Plain-English AI Custom Indicators, Daily Pro Trader Video Clips & SMS Crash Alerts?
WELL // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +7.94%📐 HORIZONTAL RANGE
2026-10-30O $236.5H $239.3L $234.2C $234.6VOL 3.58M
RES: $240.7SUP: $217.5SMA50: $233.5SMA200: $218.5
$260.0$240.1$220.3$200.5$180.6RES $240.7SUP $217.5$234.62026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WELL Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
48.0%/yr Implied 5Y Growth

vs. +40.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on WELL today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WELL. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for WELL today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

WELL Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Welltower Inc. (WELL)?

In FY 2025 (10-K), WELL converted $8.5B of revenue into a 23.2% gross margin, 13.1% operating margin, and $2.5B in free cash flow (29.6% FCF margin).