Welltower (WELL) Return on Invested Capital [ROIC] (2010 - 2026)
Welltower (WELL) recorded Return on Invested Capital [ROIC] of -3.52% in Q2 2026, down 6.16 percentage points from 2.63% a year earlier but up 0.19 percentage points from the prior quarter.
Powered by 
Analysis
Welltower (WELL) Return on Invested Capital [ROIC] (2010 - 2026) Analysis & Trends
For FY2025, Welltower reported Return on Invested Capital [ROIC] of -12.99%, down 14.16 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has declined for four straight years, with a five-year change of -14.55 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 1.16% in FY2024 (-1.27 pp), 2.43% in FY2023 (-0.04 pp), 2.47% in FY2022 (-0.06 pp) and 2.53% in FY2021 (+0.97 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from -4.18% in Q4 2025 to 3.70% in Q3 2023 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined for nine consecutive quarters, with an average year-over-year change of -2.65 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 1.68 percentage points in Q3 2023, against a drop of 6.57 percentage points in Q4 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at -3.72% (Q1 2026), -4.18% (Q4 2025) and 1.95% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 177.74 Bn | 163.76 Bn | 1.47 Bn | -3.39% |
| 2 | Prologis | 120.05 Bn | 114.00 Bn | - | 4.98% |
| 3 | Simon Property | 74.18 Bn | 70.24 Bn | - | 9.59% |
| 4 | Public Storage | 62.09 Bn | 60.82 Bn | - | 7.86% |
| 5 | Realty Income | 55.76 Bn | 54.03 Bn | - | 3.56% |
| 6 | Ventas | 45.60 Bn | 44.27 Bn | - | 3.05% |
| 7 | Extra Space Storage | 33.58 Bn | 32.49 Bn | 650.96 Mn | 5.30% |
| 8 | Vici Properties | 27.29 Bn | 25.64 Bn | 1.06 Bn | 6.86% |
| 9 | Vivmark Residential | 24.52 Bn | 24.30 Bn | - | 6.19% |
| 10 | Essex Property Trust | 17.52 Bn | 17.27 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | -3.39% |
| Jun 30, 2026 | -3.52% |
| Mar 31, 2026 | -3.72% |
| Dec 31, 2025 | -4.18% |
| Sep 30, 2025 | 1.95% |
| Jun 30, 2025 | 2.63% |
| Mar 31, 2025 | 2.08% |
| Dec 31, 2024 | 2.39% |
| Sep 30, 2024 | 3.58% |
| Jun 30, 2024 | 2.69% |
| Mar 31, 2024 | 2.47% |
| Dec 31, 2023 | 2.88% |
| Sep 30, 2023 | 3.70% |
| Jun 30, 2023 | 3.52% |
| Mar 31, 2023 | 2.43% |
| Dec 31, 2022 | 1.90% |
| Sep 30, 2022 | 2.02% |
| Jun 30, 2022 | 2.29% |
| Mar 31, 2022 | 2.58% |
| Dec 31, 2021 | 2.49% |
API Access
Welltower Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=WELL&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "WELL", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=WELL&period=max&api_key=YOUR_API_KEY");
const data = await res.json();