WallStSmart

CareTrust REIT Inc. (CTRE)vsOmega Healthcare Investors Inc (OHI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Omega Healthcare Investors Inc generates 160% more annual revenue ($1.24B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs 51.1%. CTRE appears more attractively valued with a PEG of 1.26. OHI earns a higher WallStSmart Score of 67/100 (B-).

CTRE

Buy

60

out of 100

Grade: C

Growth: 6.7Profit: 8.0Value: 6.7Quality: 7.0
Piotroski: 3/9Altman Z: 2.46

OHI

Strong Buy

67

out of 100

Grade: B-

Growth: 8.7Profit: 8.0Value: 6.0Quality: 6.0
Piotroski: 4/9Altman Z: 0.78
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTREUndervalued (+19.9%)

Margin of Safety

+19.9%

Fair Value

$49.17

Current Price

$39.19

$9.98 discount

UndervaluedFair: $49.17Overvalued
OHIUndervalued (+41.4%)

Margin of Safety

+41.4%

Fair Value

$79.77

Current Price

$46.98

$32.79 discount

UndervaluedFair: $79.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CTRE4 strengths · Avg: 9.3/10
Profit MarginProfitability
67.3%10/10

Keeps 67 of every $100 in revenue as profit

Operating MarginProfitability
57.8%10/10

Strong operational efficiency at 57.8%

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

OHI5 strengths · Avg: 8.8/10
Profit MarginProfitability
51.1%10/10

Keeps 51 of every $100 in revenue as profit

Operating MarginProfitability
64.1%10/10

Strong operational efficiency at 64.1%

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.7%8/10

16.7% revenue growth

EPS GrowthGrowth
39.3%8/10

Earnings expanding 39.3% YoY

Areas to Watch

CTRE2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

OHI2 concerns · Avg: 2.0/10
PEG RatioValuation
11.992/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.782/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CTRE

The strongest argument for CTRE centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 67.3% and operating margin at 57.8%. PEG of 1.26 suggests the stock is reasonably priced for its growth.

Bull Case : OHI

The strongest argument for OHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 51.1% and operating margin at 64.1%. Revenue growth of 16.7% demonstrates continued momentum.

Bear Case : CTRE

The primary concerns for CTRE are Revenue Growth, Piotroski F-Score.

Bear Case : OHI

The primary concerns for OHI are PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

CTRE profiles as a value stock while OHI is a growth play — different risk/reward profiles.

CTRE carries more volatility with a beta of 0.79 — expect wider price swings.

OHI is growing revenue faster at 16.7% — sustainability is the question.

OHI generates stronger free cash flow (210M), providing more financial flexibility.

Bottom Line

OHI scores higher overall (67/100 vs 60/100), backed by strong 51.1% margins and 16.7% revenue growth. CTRE offers better value entry with a 19.9% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

CareTrust REIT Inc.

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

CareTrust REIT, Inc. is a publicly traded, self-managed real estate investment trust engaged in the ownership, acquisition, development, and leasing of skilled nursing, senior housing, and other healthcare-related properties.

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Omega Healthcare Investors Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily skilled nursing and assisted living facilities.

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