CareTrust REIT Inc. (CTRE)vsWheeler Real Estate Investment Trust, Inc. (WHLRD)
CTRE
CareTrust REIT Inc.
$42.34
-0.91%
REAL ESTATE · Cap: $10.13B
WHLRD
Wheeler Real Estate Investment Trust, Inc.
$36.98
+2.72%
REAL ESTATE · Cap: $33.60M
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 61/100 (C+).
CTRE
Buy61
out of 100
Grade: C+
WHLRD
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.8%
Fair Value
$45.72
Current Price
$42.34
$3.38 discount
Intrinsic value data unavailable for WHLRD.
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
Moderate valuation
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 : WHLRD
The strongest argument for WHLRD centers on Operating Margin.
Bear Case : CTRE
The primary concerns for CTRE are P/E Ratio, Revenue Growth, Piotroski F-Score.
Bear Case : WHLRD
The primary concerns for WHLRD are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 7.45 is elevated, increasing financial risk.
Key Dynamics to Monitor
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 (87M), providing more financial flexibility.
Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CTRE scores higher overall (61/100 vs 41/100), 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 →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.
Visit Website →Compare with Other REIT - HEALTHCARE FACILITIES Stocks
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