WallStSmart

CareTrust REIT Inc. (CTRE)vsWest Pharmaceutical Services Inc (WST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

West Pharmaceutical Services Inc generates 576% more annual revenue ($3.22B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs 16.9%. CTRE appears more attractively valued with a PEG of 1.26. WST earns a higher WallStSmart Score of 67/100 (B-).

CTRE

Buy

60

out of 100

Grade: C

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

WST

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 2.7Quality: 7.3
Piotroski: 5/9Altman Z: 4.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTREUndervalued (+19.6%)

Margin of Safety

+19.6%

Fair Value

$48.97

Current Price

$41.60

$7.37 discount

UndervaluedFair: $48.97Overvalued
WSTSignificantly Overvalued (-32.4%)

Margin of Safety

-32.4%

Fair Value

$185.95

Current Price

$325.92

$139.97 premium

UndervaluedFair: $185.95Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CTRE4 strengths · Avg: 9.3/10
Profit MarginProfitability
67.3%10/10

Keeps 67 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

WST4 strengths · Avg: 9.0/10
EPS GrowthGrowth
56.1%10/10

Earnings expanding 56.1% YoY

Altman Z-ScoreHealth
4.9110/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
21.7%8/10

Strong operational efficiency at 21.7%

Revenue GrowthGrowth
21.0%8/10

Revenue surging 21.0% year-over-year

Areas to Watch

CTRE3 concerns · Avg: 3.7/10
P/E RatioValuation
25.2x4/10

Moderate valuation

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

WST2 concerns · Avg: 2.0/10
PEG RatioValuation
2.892/10

Expensive relative to growth rate

P/E RatioValuation
41.8x2/10

Premium valuation, high expectations priced in

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 67.3% and operating margin at 57.8%. PEG of 1.26 suggests the stock is reasonably priced for its growth.

Bull Case : WST

The strongest argument for WST centers on EPS Growth, Altman Z-Score, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 21.7%. Revenue growth of 21.0% demonstrates continued momentum.

Bear Case : CTRE

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

Bear Case : WST

The primary concerns for WST are PEG Ratio, P/E Ratio. A P/E of 41.8x leaves little room for execution misses.

Key Dynamics to Monitor

CTRE profiles as a value stock while WST is a growth play — different risk/reward profiles.

WST carries more volatility with a beta of 1.17 — expect wider price swings.

WST is growing revenue faster at 21.0% — sustainability is the question.

CTRE generates stronger free cash flow (90M), providing more financial flexibility.

Bottom Line

WST scores higher overall (67/100 vs 60/100), backed by strong 16.9% margins and 21.0% revenue growth. CTRE offers better value entry with a 19.6% margin of safety. Both earn "Strong 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.

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West Pharmaceutical Services Inc

HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA

West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.

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