CareTrust REIT Inc. (CTRE)vsW. R. Berkley Corp (WRB)
CTRE
CareTrust REIT Inc.
$41.60
+5.32%
REAL ESTATE · Cap: $8.82B
WRB
W. R. Berkley Corp
$65.68
-1.28%
FINANCIAL SERVICES · Cap: $24.77B
Smart Verdict
WallStSmart Research — data-driven comparison
W. R. Berkley Corp generates 3017% more annual revenue ($14.85B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs 12.6%. CTRE appears more attractively valued with a PEG of 1.26. WRB earns a higher WallStSmart Score of 65/100 (C+).
CTRE
Buy60
out of 100
Grade: C
WRB
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+19.6%
Fair Value
$48.97
Current Price
$41.60
$7.37 discount
Intrinsic value data unavailable for WRB.
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
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 26.0% YoY
Areas to Watch
Moderate valuation
3.2% revenue growth
Weak financial health signals
4.0% revenue growth
Weak financial health signals
Expensive relative to growth rate
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 : WRB
The strongest argument for WRB centers on Return on Equity, P/E Ratio, Price/Book.
Bear Case : CTRE
The primary concerns for CTRE are P/E Ratio, Revenue Growth, Piotroski F-Score.
Bear Case : WRB
The primary concerns for WRB are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CTRE carries more volatility with a beta of 0.79 — expect wider price swings.
WRB is growing revenue faster at 4.0% — sustainability is the question.
WRB generates stronger free cash flow (640M), providing more financial flexibility.
Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WRB scores higher overall (65/100 vs 60/100). CTRE offers better value entry with a 19.6% margin of safety. 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 →W. R. Berkley Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
W. R. Berkley Corporation is a commercial lines property & casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.
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