TSE:WELL

WELL Health Technologies (WELL.TO)

4.21
-0.05 (1.17%)
as of Jul 16, 2026, 3:05:03 pm Market Open.
296 watching
0
Investor Insights
star iconJul 16, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

WELL Health Technologies has experienced a tumultuous journey, particularly following its pandemic-era success. On one hand, experts recognize the company's strong revenue growth and potential for market share expansion, particularly in Canada, noting a significant organic growth rate of 19%. However, concerns persist regarding its execution strategy and the regulatory environment affecting healthcare mergers. Many analysts highlight the firm’s cheap valuation metrics, trading at around 9x PE, yet the stock struggles to find its footing. The ongoing divestiture of US operations is seen as a necessary step, but the slow execution has left investors cautious, leading to a sense of wait-and-see among market participants. Overall, optimism surrounds its crown jewel technology and future IPO potential, suggesting that patience could be rewarded in the long run.

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Consensus
Cautious
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Valuation
Undervalued
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KNT
BUY

It has had a very strong start to 2023 and has had minimal impacts from inflation and supply chain issues. It has 95% recurring revenue and organic growth of 21% year over year. Trades at 13.3 X EBITDA.

BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

2024  Expectations :

Q4 EPS 3.7c; revenue $146.1M. 

2022 EPS 12c; revenue $538.5M

2023 EPS 21c; revenue $621M

We would consider it a buy today. 
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BUY ON WEAKNESS

Fantastic CEO that has history of success
Aggregator of healthcare companies.
Valuation and profitability not in a great space.
Wants to see consistent profitability.


HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Strategy of acquiring clinics and digital assets. Strong player in digital health space in Canada. Entry into lucrative US market. Expensive valuation; high share price risk.
BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Strategy of acquiring clinics and digital assets. Strong player in digital health space in Canada. Entry into lucrative US market. Expensive valuation; high share price risk. Unlock Premium - Try 5i Free

WATCH
Doesn't see them going into medical marijuana. They're looking for businesses they can easily absorb and expand their distribution. They're doing very well now. Has owned this in the past and is watching it. Is waiting for the market to stabilize.
HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Valuation has come to down significantly. Greater focus on organic growth. Potential to be a long-term dominant player. Taken on more debt.
DON'T BUY
Covered his short in June, as it had fallen too far, too fast. If it stays expensive, it may end up a hedge for him again. If it starts growing into its valuation, it could be a long. It's down to the metrics. Right now, he'd avoid.
BUY
It should continue to integrate the telehealth side with traditional medicine. Got extended during the pandemic and has come back down to earth. Once the rotation from shareholders is over, the stock will continue to build a base on earnings and then move up. Recent numbers were decent and he has re-added.
DON'T BUY
Not a profitable company that will struggle with rising interest rates. Better places for capital. Wait until later date to invest. Business model in the long term will survive (healthcare will always be required).
WATCH
It continues to grow and execute and management has delivered, but the market isn't interested in this type of stock. It did a recent acquisition and financial raise. It is building a digital platform for doctors - patient records etc.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS of $0.03 beat estimates and revenues were also ahead of expectations at $115.68M. Revenues increased 573% yoy for the quarter. Management expects 2022 revenues to top $500M and the company should be profitable. Very good results. Unlock Premium - Try 5i Free

DON'T BUY
The founding CEO has an excellent track record. He owned his previous company which did well. The valuation ripped higher and got ahead of itself--not their fault. However, in healthcare tech, there are names with better PEs.
COMMENT
Is in the online health service business, a huge growth area. It's a younger growth story without great cash flow but well positioned in Canada in the online health field. Doesn't own but is on his radar screen.
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock price should not go below $3. 5i did not expect shares to go this low. Investors are not reacting to fundamentals recently. Nothing has changed for the company. More acquisitions should happen. Management is following their 5 year plan and doing a good job. Unlock Premium - Try 5i Free

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