The combination of Mark Minervini's Trend Template with a high-growth momentum filter creates a focused screening approach for identifying stocks that are both technically strong and fundamentally accelerating. The Trend Template ensures a stock is in a confirmed Stage 2 uptrend with aligned moving averages and strong relative strength, while the high-growth momentum rating checks that the underlying business is delivering accelerating earnings and revenue growth. This dual-filter method aims to find stocks where price momentum is backed by real fundamental improvement, a combination that Minervini has long argued is the hallmark of market leaders.
WELLTOWER INC (NYSE:WELL) is a healthcare infrastructure company that owns and manages over 2,000 seniors housing and wellness communities across the United States, Canada, and the United Kingdom. Its segments cover seniors housing operating properties, triple-net leases, and outpatient medical facilities, placing the firm at the intersection of real estate and an aging demographic trend.
Trend Template Compliance
Minervini's Trend Template requires a strict set of technical conditions, all of which WELL currently satisfies. The stock is trading at $244.84, well above its rising 50-day SMA of $218.95, its 150-day SMA of $205.71, and its 200-day SMA of $200.92. All three moving averages are sloping upward, and the 50-day SMA sits above both the 150-day and 200-day SMAs, confirming a bullish alignment across timeframes.
On the 52-week range, the current price sits 55% above the 52-week low of $158.24, far exceeding the 30% minimum threshold. It is also trading within 1% of its 52-week high of $246.43, which satisfies the requirement of being within 25% of the yearly high. The relative strength reading of 90.83 means WELL outperforms over 90% of all stocks, placing it firmly in the preferred 80s or 90s zone Minervini targets.
These technical conditions matter because they indicate institutional accumulation and a stock that is leading rather than lagging. Minervini's strategy explicitly avoids stocks that are cheap or beaten down, focusing instead on those with already proven momentum that is likely to persist.
High-Growth Fundamentals
The high-growth momentum screen adds a fundamental check to ensure the trend is supported by real business acceleration. WELL's latest quarterly earnings per share surged 155% year-over-year, a dramatic acceleration from the previous quarter's decline of 26%. Looking ahead, analysts expect next quarter's EPS to grow 42% compared to the same period last year.
Revenue growth has been equally consistent. The most recent quarter showed sales up 38% year-over-year, following gains of 41%, 31%, and 40% in the three preceding quarters. Full-year revenue grew 36% in the last reported fiscal year, building on 20% growth the year before. The company has beaten revenue estimates in all of the last four quarters, with an average beat of 4.6%.
Profit margins have also improved markedly. The latest quarterly profit margin came in at 21.7%, a sharp improvement from 11.8% four quarters ago and from the full-year margin of 8.6% in the most recent fiscal year. Free cash flow per share turned sharply positive, growing over 2,600% year-over-year to $2.06 per share.
Minervini's approach emphasizes that big earnings attract big attention from institutional investors. The combination of accelerating EPS, steady and consistent revenue growth, improving margins, and positive free cash flow creates the fundamental backdrop that often precedes sustained price appreciation.
Technical Assessment
The full technical analysis report assigns a Technical Rating of 10 out of 10 to WELL, indicating it is among the strongest stocks in the market from a trend perspective. Both the short-term and long-term trends are positive, and the stock has outperformed 90% of all stocks over the past year with gains that have been evenly distributed rather than concentrated in a short burst. Within its industry, WELL outperforms 88% of peers in the Diversified REITs sector.
The Setup Rating is currently 3 out of 10, which reflects that the recent price movement has been somewhat volatile. While the underlying trend is excellent, the stock has not yet formed a tight consolidation pattern that would offer a low-risk entry point. The report notes that waiting for a period of price contraction before entry would be prudent, as this would improve the risk-reward profile.
Support levels are identified at $231, $212, $200, and $195, providing reference points for potential stop-loss placement if a consolidation were to develop.
For investors seeking other candidates that pass this combined Trend Template and high-growth momentum screen, more results can be found via this dedicated screener.
Disclaimer: This article is for informational and educational purposes only and does not constitute investment advice. Always conduct your own research and consider your risk tolerance before making any trading decisions.
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Welltower Inc (NYSE:WELL) Shows High-Growth Momentum and Stage 2 Uptrend Strength
The combination of Mark Minervini's Trend Template with a high-growth momentum filter creates a focused screening approach for identifying stocks that are both technically strong and fundamentally accelerating. The Trend Template ensures a stock is in a confirmed Stage 2 uptrend with aligned moving averages and strong relative strength, while the high-growth momentum rating checks that the underlying business is delivering accelerating earnings and revenue growth. This dual-filter method aims to find stocks where price momentum is backed by real fundamental improvement, a combination that Minervini has long argued is the hallmark of market leaders.
WELLTOWER INC (NYSE:WELL) is a healthcare infrastructure company that owns and manages over 2,000 seniors housing and wellness communities across the United States, Canada, and the United Kingdom. Its segments cover seniors housing operating properties, triple-net leases, and outpatient medical facilities, placing the firm at the intersection of real estate and an aging demographic trend.
Trend Template Compliance
Minervini's Trend Template requires a strict set of technical conditions, all of which WELL currently satisfies. The stock is trading at $244.84, well above its rising 50-day SMA of $218.95, its 150-day SMA of $205.71, and its 200-day SMA of $200.92. All three moving averages are sloping upward, and the 50-day SMA sits above both the 150-day and 200-day SMAs, confirming a bullish alignment across timeframes.
On the 52-week range, the current price sits 55% above the 52-week low of $158.24, far exceeding the 30% minimum threshold. It is also trading within 1% of its 52-week high of $246.43, which satisfies the requirement of being within 25% of the yearly high. The relative strength reading of 90.83 means WELL outperforms over 90% of all stocks, placing it firmly in the preferred 80s or 90s zone Minervini targets.
These technical conditions matter because they indicate institutional accumulation and a stock that is leading rather than lagging. Minervini's strategy explicitly avoids stocks that are cheap or beaten down, focusing instead on those with already proven momentum that is likely to persist.
High-Growth Fundamentals
The high-growth momentum screen adds a fundamental check to ensure the trend is supported by real business acceleration. WELL's latest quarterly earnings per share surged 155% year-over-year, a dramatic acceleration from the previous quarter's decline of 26%. Looking ahead, analysts expect next quarter's EPS to grow 42% compared to the same period last year.
Revenue growth has been equally consistent. The most recent quarter showed sales up 38% year-over-year, following gains of 41%, 31%, and 40% in the three preceding quarters. Full-year revenue grew 36% in the last reported fiscal year, building on 20% growth the year before. The company has beaten revenue estimates in all of the last four quarters, with an average beat of 4.6%.
Profit margins have also improved markedly. The latest quarterly profit margin came in at 21.7%, a sharp improvement from 11.8% four quarters ago and from the full-year margin of 8.6% in the most recent fiscal year. Free cash flow per share turned sharply positive, growing over 2,600% year-over-year to $2.06 per share.
Minervini's approach emphasizes that big earnings attract big attention from institutional investors. The combination of accelerating EPS, steady and consistent revenue growth, improving margins, and positive free cash flow creates the fundamental backdrop that often precedes sustained price appreciation.
Technical Assessment
The full technical analysis report assigns a Technical Rating of 10 out of 10 to WELL, indicating it is among the strongest stocks in the market from a trend perspective. Both the short-term and long-term trends are positive, and the stock has outperformed 90% of all stocks over the past year with gains that have been evenly distributed rather than concentrated in a short burst. Within its industry, WELL outperforms 88% of peers in the Diversified REITs sector.
The Setup Rating is currently 3 out of 10, which reflects that the recent price movement has been somewhat volatile. While the underlying trend is excellent, the stock has not yet formed a tight consolidation pattern that would offer a low-risk entry point. The report notes that waiting for a period of price contraction before entry would be prudent, as this would improve the risk-reward profile.
Support levels are identified at $231, $212, $200, and $195, providing reference points for potential stop-loss placement if a consolidation were to develop.
For investors seeking other candidates that pass this combined Trend Template and high-growth momentum screen, more results can be found via this dedicated screener.
Disclaimer: This article is for informational and educational purposes only and does not constitute investment advice. Always conduct your own research and consider your risk tolerance before making any trading decisions.
Read full article here »