WELLNEUTRAL

WELL Return on Equity (ROE) Analysis

3.8%

Updated 33h ago·SEC filings & market data

Key Takeaway

Return on equity (ROE) measures how much profit a company generates for every dollar of shareholders’ equity, so WELL’s 3.8% means it earns $0.038 per dollar of equity.

Sector Performance

21th percentile

WELL

3.8%

Sector Median

13.3%

Sector Avg

16.9%

Prior Period

3.7%(Jul 2026)

↑ Improving

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Deep Analysis

Return on equity (ROE) measures how much profit a company generates for every dollar of shareholders’ equity, so WELL’s 3.8% means it earns $0.038 per dollar of equity.

This sits well below the sector median of 13.3%, placing the company in the 20th percentile among its peers. The year-over-year change is not available, but the quarter-over-quarter change is +2.7%, and the only two historical values are 3.8% and 3.7% (most recent first); the eight-quarter trend direction is also not available. The combination of a low ROE level with a small positive quarterly move suggests limited immediate improvement, meaning the stock carries more risk of underperforming its sector while offering a slight upside if the trend continues. This metric contradicts the overall NEUTRAL verdict because a 20th-percentile ROE relative to a 13.3% median points to below-average profitability that would typically warrant a more cautious stance.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about WELL?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

Who are WELL's closest peers by Return on Equity (ROE)?

The closest peers by Return on Equity (ROE) include: LOW (-67.1%), MAR (-69.0%), BMBL (-76.9%), WBA (-82.7%), NIO (-84.0%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.