WallStSmart

CareTrust REIT Inc. (CTRE)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 2175% more annual revenue ($10.84B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs 8.6%. 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

WELL

Hold

39

out of 100

Grade: F

Growth: 7.3Profit: 5.5Value: 2.0Quality: 7.5
Piotroski: 4/9Altman Z: 1.20
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
WELLSignificantly Overvalued (-2038.7%)

Margin of Safety

-2038.7%

Fair Value

$9.72

Current Price

$195.94

$186.22 premium

UndervaluedFair: $9.72Overvalued

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

WELL2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
41.3%10/10

Revenue surging 41.3% year-over-year

Market CapQuality
$148.73B9/10

Large-cap with strong market position

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

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
2.5%3/10

ROE of 2.5% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
149.1x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-26.3%2/10

Earnings declined 26.3%

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 : WELL

The strongest argument for WELL centers on Revenue Growth, Market Cap. Revenue growth of 41.3% demonstrates continued momentum.

Bear Case : CTRE

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

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 149.1x leaves little room for execution misses.

Key Dynamics to Monitor

CTRE profiles as a growth stock while WELL is a hypergrowth play — different risk/reward profiles.

WELL carries more volatility with a beta of 0.81 — expect wider price swings.

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

WELL generates stronger free cash flow (647M), providing more financial flexibility.

Bottom Line

CTRE scores higher overall (74/100 vs 39/100), backed by strong 67.3% margins and 55.1% revenue growth. Both earn "Strong 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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Welltower Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.

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