WallStSmart

CareTrust REIT Inc. (CTRE)vsSabra Healthcare REIT Inc (SBRA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sabra Healthcare REIT Inc generates 51% more annual revenue ($863.77M vs $571.43M). CTRE leads profitability with a 62.2% profit margin vs 7.6%. CTRE appears more attractively valued with a PEG of 1.26. CTRE earns a higher WallStSmart Score of 60/100 (C).

CTRE

Buy

60

out of 100

Grade: C

Growth: 6.7Profit: 8.0Value: 7.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.46

SBRA

Hold

43

out of 100

Grade: D

Growth: 5.3Profit: 3.5Value: 4.7Quality: 5.5
Piotroski: 3/9Altman Z: 0.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTREUndervalued (+34.5%)

Margin of Safety

+34.5%

Fair Value

$60.16

Current Price

$38.62

$21.54 discount

UndervaluedFair: $60.16Overvalued
SBRAUndervalued (+84.4%)

Margin of Safety

+84.4%

Fair Value

$125.35

Current Price

$20.52

$104.83 discount

UndervaluedFair: $125.35Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CTRE4 strengths · Avg: 9.3/10
Profit MarginProfitability
62.2%10/10

Keeps 62 of every $100 in revenue as profit

Operating MarginProfitability
57.8%10/10

Strong operational efficiency at 57.8%

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

SBRA2 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
25.3%8/10

Revenue surging 25.3% year-over-year

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

SBRA4 concerns · Avg: 2.8/10
Return on EquityProfitability
5.6%3/10

ROE of 5.6% — below average capital efficiency

Profit MarginProfitability
7.6%3/10

7.6% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
5.282/10

Expensive relative to growth rate

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 62.2% and operating margin at 57.8%. PEG of 1.26 suggests the stock is reasonably priced for its growth.

Bull Case : SBRA

The strongest argument for SBRA centers on Price/Book, Revenue Growth. Revenue growth of 25.3% demonstrates continued momentum.

Bear Case : CTRE

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

Bear Case : SBRA

The primary concerns for SBRA are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 80.0x leaves little room for execution misses.

Key Dynamics to Monitor

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

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

SBRA is growing revenue faster at 25.3% — sustainability is the question.

CTRE generates stronger free cash flow (130M), providing more financial flexibility.

Bottom Line

CTRE scores higher overall (60/100 vs 43/100), backed by strong 62.2% margins. SBRA offers better value entry with a 84.4% margin of safety. Both earn "Buy" and "Hold" 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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Sabra Healthcare REIT Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

As of September 30, 2020, Sabra's investment portfolio included 425 real estate properties held for investment (consisting of (i) 287 skilled nursing / transitional care facilities, (ii) 64 senior housing communities (?

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