Welltower (WELL) Return on Invested Capital [ROIC] (2010 - 2026)
Welltower (WELL) recorded Return on Invested Capital [ROIC] of -12.89% in Q2 2026, up 0.74 percentage points from -13.63% a year earlier but down 0.45 percentage points from the prior quarter.
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Analysis
Welltower (WELL) Return on Invested Capital [ROIC] (2010 - 2026) Analysis & Trends
For FY2025, Welltower reported Return on Invested Capital [ROIC] of -13.28%, down 3.22 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of -3.75 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at -10.07% in FY2024 (-0.40 pp), -9.67% in FY2023 (+2.72 pp), -12.39% in FY2022 (-1.92 pp) and -10.46% in FY2021 (-0.93 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from -16.10% in Q2 2023 to -8.06% in Q3 2021 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] rose in three of the last eight quarters, with an average year-over-year change of -0.34 percentage points.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 5.28 percentage points in Q2 2024, against a drop of 7.29 percentage points in Q2 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at -12.44% (Q1 2026), -12.33% (Q4 2025) and -11.30% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 164.16 Bn | 146.67 Bn | 1.39 Bn | -12.89% |
| 2 | Prologis | 120.28 Bn | 124.68 Bn | - | - |
| 3 | Simon Property | 68.97 Bn | 70.18 Bn | - | - |
| 4 | Realty Income | 51.22 Bn | 53.60 Bn | - | 5.36% |
| 5 | Public Storage | 49.85 Bn | 48.94 Bn | - | - |
| 6 | Ventas | 43.09 Bn | 42.28 Bn | - | - |
| 7 | Extra Space Storage | 28.15 Bn | 28.15 Bn | 642.43 Mn | - |
| 8 | Vici Properties | 24.95 Bn | 23.07 Bn | 1.05 Bn | - |
| 9 | Vivmark Residential | 22.41 Bn | 22.60 Bn | - | 8.87% |
| 10 | Essex Property Trust | 17.26 Bn | 17.42 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -12.89% |
| Mar 31, 2026 | -12.44% |
| Dec 31, 2025 | -12.33% |
| Sep 30, 2025 | -11.30% |
| Jun 30, 2025 | -13.63% |
| Mar 31, 2025 | -11.56% |
| Dec 31, 2024 | -11.23% |
| Sep 30, 2024 | -13.13% |
| Jun 30, 2024 | -10.82% |
| Mar 31, 2024 | -8.89% |
| Dec 31, 2023 | -11.18% |
| Sep 30, 2023 | -15.36% |
| Jun 30, 2023 | -16.10% |
| Mar 31, 2023 | -12.40% |
| Dec 31, 2022 | -9.86% |
| Sep 30, 2022 | -9.30% |
| Jun 30, 2022 | -8.81% |
| Mar 31, 2022 | -10.72% |
| Dec 31, 2021 | -10.33% |
| Sep 30, 2021 | -8.06% |
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();