CareTrust REIT Inc. (CTRE)vsWheeler Real Estate Investment Trust, Inc. (WHLR)
CTRE
CareTrust REIT Inc.
$37.97
+1.42%
REAL ESTATE · Cap: $8.71B
WHLR
Wheeler Real Estate Investment Trust, Inc.
$0.80
-7.25%
REAL ESTATE · Cap: $1.74M
Smart Verdict
WallStSmart Research — data-driven comparison
CareTrust REIT Inc. generates 427% more annual revenue ($522.55M vs $99.06M). CTRE leads profitability with a 64.1% profit margin vs 5.9%. CTRE earns a higher WallStSmart Score of 60/100 (C).
CTRE
Buy60
out of 100
Grade: C
WHLR
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.4%
Fair Value
$46.03
Current Price
$37.97
$8.06 discount
Margin of Safety
+86.7%
Fair Value
$15.42
Current Price
$0.80
$14.62 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 57.8%
Conservative balance sheet, low leverage
Reasonable price relative to book value
Strong operational efficiency at 31.8%
Areas to Watch
3.2% revenue growth
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
5.9% margin — thin
Revenue declined 1.4%
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 64.1% and operating margin at 57.8%. PEG of 1.26 suggests the stock is reasonably priced for its growth.
Bull Case : WHLR
The strongest argument for WHLR centers on Operating Margin.
Bear Case : CTRE
The primary concerns for CTRE are Revenue Growth, Piotroski F-Score.
Bear Case : WHLR
The primary concerns for WHLR are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 7.56 is elevated, increasing financial risk.
Key Dynamics to Monitor
WHLR carries more volatility with a beta of 1.00 — expect wider price swings.
CTRE is growing revenue faster at 3.2% — sustainability is the question.
CTRE generates stronger free cash flow (87M), providing more financial flexibility.
Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CTRE scores higher overall (60/100 vs 40/100), backed by strong 64.1% margins. WHLR offers better value entry with a 86.7% 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.
Visit Website →Wheeler Real Estate Investment Trust, Inc.
REAL ESTATE · REIT - RETAIL · USA
Wheeler Real Estate Investment Trust, Inc. (WHLR) is a publicly traded REIT that specializes in the strategic acquisition and management of a diversified portfolio of retail and mixed-use properties across the United States. The company employs a value-oriented investment strategy, focusing on well-located assets with strong cash flow potential aimed at generating consistent income and capital appreciation. With a commitment to proactive asset management and strong tenant relationships, WHLR is well-equipped to adapt to the evolving retail landscape, positioning itself for sustainable growth and long-term value creation for its investors.
Visit Website →Compare with Other REIT - HEALTHCARE FACILITIES Stocks
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