WallStSmart

CareTrust REIT Inc. (CTRE)vsVentas Inc (VTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ventas Inc generates 1128% more annual revenue ($6.42B vs $522.55M). CTRE leads profitability with a 64.1% profit margin vs 4.1%. 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: 6.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.46

VTR

Hold

45

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 2.7Quality: 4.0
Piotroski: 4/9Altman Z: 0.43
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
VTRSignificantly Overvalued (-21.9%)

Margin of Safety

-21.9%

Fair Value

$76.69

Current Price

$93.51

$16.82 premium

UndervaluedFair: $76.69Overvalued

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

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

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

VTR4 concerns · Avg: 3.0/10
PEG RatioValuation
1.744/10

Expensive relative to growth rate

Return on EquityProfitability
2.0%3/10

ROE of 2.0% — below average capital efficiency

Profit MarginProfitability
4.1%3/10

4.1% margin — thin

P/E RatioValuation
170.0x2/10

Premium valuation, high expectations priced in

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 : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum.

Bear Case : CTRE

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

Bear Case : VTR

The primary concerns for VTR are PEG Ratio, Return on Equity, Profit Margin. A P/E of 170.0x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

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

VTR is growing revenue faster at 21.7% — sustainability is the question.

CTRE generates stronger free cash flow (87M), providing more financial flexibility.

Bottom Line

CTRE scores higher overall (60/100 vs 45/100), backed by strong 64.1% margins. 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.

Visit Website →

Ventas Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.

Want to dig deeper into these stocks?