WallStSmart

CareTrust REIT Inc. (CTRE)vsWheeler Real Estate Investment Trust, Inc. (WHLRD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CareTrust REIT Inc. generates 499% more annual revenue ($571.43M vs $95.44M). CTRE leads profitability with a 62.2% profit margin vs 17.8%. 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

WHLRD

Hold

49

out of 100

Grade: D+

Growth: 4.0Profit: 7.5Value: 5.0Quality: 5.5
Piotroski: 6/9Altman Z: -0.17
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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

Intrinsic value data unavailable for WHLRD.

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

WHLRD1 strengths · Avg: 10.0/10
Operating MarginProfitability
32.1%10/10

Strong operational efficiency at 32.1%

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

WHLRD4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$33.60M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-13.9%2/10

Revenue declined 13.9%

Altman Z-ScoreHealth
-0.172/10

Distress zone — elevated risk

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 : WHLRD

The strongest argument for WHLRD centers on Operating Margin. Profitability is solid with margins at 17.8% and operating margin at 32.1%.

Bear Case : CTRE

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

Bear Case : WHLRD

The primary concerns for WHLRD are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 6.14 is elevated, increasing financial risk.

Key Dynamics to Monitor

CTRE profiles as a value stock while WHLRD is a declining play — different risk/reward profiles.

WHLRD carries more volatility with a beta of 1.08 — expect wider price swings.

CTRE is growing revenue faster at 3.2% — sustainability is the question.

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

Bottom Line

CTRE scores higher overall (60/100 vs 49/100), backed by strong 62.2% 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.

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Wheeler Real Estate Investment Trust, Inc.

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust, Inc. (WHLRD) is a specialized real estate investment trust (REIT) dedicated to the acquisition, ownership, and management of income-generating retail and mixed-use properties throughout the United States. The company strategically targets markets with favorable demographic trends, ensuring robust portfolio performance and stability through precise asset management and selective property investments. Committed to delivering sustainable income alongside long-term capital appreciation, Wheeler aims to maximize shareholder value while effectively adapting to the dynamic retail environment.

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