WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Omega Healthcare Investors Inc generates 141% more annual revenue ($1.26B vs $522.55M). OHI leads profitability with a 68.1% profit margin vs 64.1%. CTRE appears more attractively valued with a PEG of 1.26. OHI earns a higher WallStSmart Score of 69/100 (B-).

CTRE

Buy

60

out of 100

Grade: C

Growth: 6.7Profit: 8.0Value: 6.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.46

OHI

Strong Buy

69

out of 100

Grade: B-

Growth: 8.0Profit: 8.5Value: 6.0Quality: 4.5
Piotroski: 4/9Altman Z: 0.78
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTREUndervalued (+13.7%)

Margin of Safety

+13.7%

Fair Value

$45.63

Current Price

$41.94

$3.69 discount

UndervaluedFair: $45.63Overvalued
OHIUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$75.35

Current Price

$49.01

$26.34 discount

UndervaluedFair: $75.35Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CTRE4 strengths · Avg: 9.3/10
Profit MarginProfitability
64.1%10/10

Keeps 64 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
2.3x8/10

Reasonable price relative to book value

OHI4 strengths · Avg: 9.5/10
Profit MarginProfitability
68.1%10/10

Keeps 68 of every $100 in revenue as profit

Operating MarginProfitability
61.5%10/10

Strong operational efficiency at 61.5%

EPS GrowthGrowth
161.3%10/10

Earnings expanding 161.3% YoY

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

CTRE3 concerns · Avg: 3.7/10
P/E RatioValuation
26.5x4/10

Moderate valuation

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 64.1% 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, EPS Growth. Profitability is solid with margins at 68.1% and operating margin at 61.5%. Revenue growth of 11.2% demonstrates continued momentum.

Bear Case : CTRE

The primary concerns for CTRE are P/E Ratio, 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 mature 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 11.2% — sustainability is the question.

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

Bottom Line

OHI scores higher overall (69/100 vs 60/100), backed by strong 68.1% margins and 11.2% revenue growth. 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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