WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Omega Healthcare Investors Inc generates 150% more annual revenue ($1.19B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs 49.6%. CTRE appears more attractively valued with a PEG of 1.26. CTRE earns a higher WallStSmart Score of 74/100 (B).

CTRE

Strong Buy

74

out of 100

Grade: B

Growth: 10.0Profit: 8.0Value: 10.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.46

OHI

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 8.0Value: 7.3Quality: 7.0
Piotroski: 4/9Altman Z: 0.78
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTREUndervalued (+46.4%)

Margin of Safety

+46.4%

Fair Value

$73.48

Current Price

$36.10

$37.38 discount

UndervaluedFair: $73.48Overvalued
OHIUndervalued (+48.5%)

Margin of Safety

+48.5%

Fair Value

$90.79

Current Price

$44.79

$46.00 discount

UndervaluedFair: $90.79Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CTRE6 strengths · Avg: 9.5/10
Profit MarginProfitability
67.3%10/10

Keeps 67 of every $100 in revenue as profit

Operating MarginProfitability
67.1%10/10

Strong operational efficiency at 67.1%

Revenue GrowthGrowth
55.1%10/10

Revenue surging 55.1% year-over-year

EPS GrowthGrowth
77.1%10/10

Earnings expanding 77.1% YoY

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

OHI4 strengths · Avg: 9.0/10
Profit MarginProfitability
49.6%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
63.2%10/10

Strong operational efficiency at 63.2%

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
34.6%8/10

Earnings expanding 34.6% YoY

Areas to Watch

CTRE2 concerns · Avg: 3.5/10
P/E RatioValuation
25.6x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

OHI3 concerns · Avg: 2.0/10
PEG RatioValuation
11.992/10

Expensive relative to growth rate

Free Cash FlowQuality
$-486.00M2/10

Negative free cash flow — burning cash

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, Revenue Growth. Profitability is solid with margins at 67.3% and operating margin at 67.1%. Revenue growth of 55.1% demonstrates continued momentum.

Bull Case : OHI

The strongest argument for OHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 49.6% and operating margin at 63.2%. Revenue growth of 14.3% demonstrates continued momentum.

Bear Case : CTRE

The primary concerns for CTRE are P/E Ratio, Piotroski F-Score.

Bear Case : OHI

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

Key Dynamics to Monitor

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

CTRE carries more volatility with a beta of 0.76 — expect wider price swings.

CTRE is growing revenue faster at 55.1% — sustainability is the question.

CTRE generates stronger free cash flow (116M), providing more financial flexibility.

Bottom Line

CTRE scores higher overall (74/100 vs 67/100), backed by strong 67.3% margins and 55.1% revenue growth. OHI offers better value entry with a 48.5% margin of safety. Both earn "Strong Buy" and "Strong 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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