CareTrust REIT Inc. (CTRE)vsWelltower Inc (WELL)
CTRE
CareTrust REIT Inc.
$39.19
-0.66%
REAL ESTATE · Cap: $8.75B
WELL
Welltower Inc
$216.91
-0.20%
REAL ESTATE · Cap: $153.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 2370% more annual revenue ($11.77B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs 12.0%. CTRE appears more attractively valued with a PEG of 1.26. CTRE earns a higher WallStSmart Score of 60/100 (C).
CTRE
Buy60
out of 100
Grade: C
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+19.9%
Fair Value
$49.17
Current Price
$39.19
$9.98 discount
Margin of Safety
-57.6%
Fair Value
$131.92
Current Price
$216.91
$84.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 67 of every $100 in revenue as profit
Strong operational efficiency at 57.8%
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
3.2% revenue growth
Weak financial health signals
ROE of 3.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CTRE
The strongest argument for CTRE centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 67.3% and operating margin at 57.8%. PEG of 1.26 suggests the stock is reasonably priced for its growth.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.3% demonstrates continued momentum.
Bear Case : CTRE
The primary concerns for CTRE are Revenue Growth, Piotroski F-Score.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.3x leaves little room for execution misses.
Key Dynamics to Monitor
CTRE profiles as a value stock while WELL is a growth play — different risk/reward profiles.
WELL carries more volatility with a beta of 0.82 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
WELL generates stronger free cash flow (282M), providing more financial flexibility.
Bottom Line
CTRE scores higher overall (60/100 vs 57/100), backed by strong 67.3% margins. Both earn "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.
Visit Website →Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →Compare with Other REIT - HEALTHCARE FACILITIES Stocks
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