Welltower (WELL) Return on Invested Capital [ROIC] (2009 - 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.
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Analysis
Welltower (WELL) Return on Invested Capital [ROIC] (2009 - 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 | 181.70 Bn | 168.77 Bn | 1.47 Bn | 0.65% |
| 2 | Prologis | 123.65 Bn | 122.03 Bn | - | 4.98% |
| 3 | Simon Property | 80.48 Bn | 78.58 Bn | - | 9.67% |
| 4 | Public Storage | 62.76 Bn | 62.20 Bn | 112.08 Mn | 2.59% |
| 5 | Realty Income | 56.61 Bn | 57.99 Bn | - | 3.56% |
| 6 | Ryman Hospitality Properties | 47.80 Bn | 46.64 Bn | 266.41 Mn | 9.75% |
| 7 | Ventas | 47.78 Bn | 46.95 Bn | -3.39 Bn | 9.63% |
| 8 | Vivmark Residential | 38.23 Bn | 37.98 Bn | - | 0.37% |
| 9 | Extra Space Storage | 33.20 Bn | 32.98 Bn | 650.96 Mn | 5.30% |
| 10 | Vici Properties | 27.53 Bn | 26.31 Bn | 1.06 Bn | 6.86% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 0.65% |
| Jun 30, 2026 | 0.57% |
| Mar 31, 2026 | 0.60% |
| Dec 31, 2025 | 0.29% |
| Sep 30, 2025 | 3.26% |
| Jun 30, 2025 | 3.88% |
| Mar 31, 2025 | 2.81% |
| Dec 31, 2024 | 2.78% |
| 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();