WallStSmart

CareTrust REIT Inc. (CTRE)vsWheeler Real Estate Investment Trust Inc Pref (WHLRP)

VS

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

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 8.0Value: 6.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.46

WHLRP

Hold

44

out of 100

Grade: D

Growth: 4.0Profit: 6.5Value: 5.0Quality: 5.0
Piotroski: 6/9Altman Z: -0.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTREUndervalued (+13.8%)

Margin of Safety

+13.8%

Fair Value

$45.72

Current Price

$42.34

$3.38 discount

UndervaluedFair: $45.72Overvalued

Intrinsic value data unavailable for WHLRP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CTRE4 strengths · Avg: 9.3/10
Profit MarginProfitability
64.1%10/10

Keeps 64 of every $100 in revenue as profit

Operating MarginProfitability
57.8%10/10

Strong operational efficiency at 57.8%

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

WHLRP1 strengths · Avg: 10.0/10
Operating MarginProfitability
31.8%10/10

Strong operational efficiency at 31.8%

Areas to Watch

CTRE3 concerns · Avg: 3.7/10
P/E RatioValuation
27.1x4/10

Moderate valuation

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

WHLRP4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$7.18M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.9%3/10

5.9% margin — thin

Revenue GrowthGrowth
-1.4%2/10

Revenue declined 1.4%

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 64.1% and operating margin at 57.8%. PEG of 1.26 suggests the stock is reasonably priced for its growth.

Bull Case : WHLRP

The strongest argument for WHLRP centers on Operating Margin.

Bear Case : CTRE

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

Bear Case : WHLRP

The primary concerns for WHLRP are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 7.56 is elevated, increasing financial risk.

Key Dynamics to Monitor

WHLRP 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 44/100), 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.

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Wheeler Real Estate Investment Trust Inc Pref

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust Inc. Preferred (WHLRP) is a publicly traded real estate investment trust (REIT) that specializes in the acquisition and management of high-quality retail and community shopping centers across the United States. The company focuses on delivering strong risk-adjusted returns through strategic tenant partnerships and proactive property management, which enhances resilience and stability in volatile market conditions. With a dedication to sustainable growth and an adaptive approach to evolving retail trends, Wheeler REIT is strategically positioned to leverage new market opportunities, ultimately driving long-term shareholder value in the competitive commercial real estate sector.

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