WallStSmart

CareTrust REIT Inc. (CTRE)vsWeyerhaeuser Company (WY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Weyerhaeuser Company generates 1215% more annual revenue ($6.87B vs $522.55M). CTRE leads profitability with a 64.1% profit margin vs 5.8%. CTRE appears more attractively valued with a PEG of 1.26. CTRE earns a higher WallStSmart Score of 60/100 (C).

CTRE

Buy

60

out of 100

Grade: C

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

WY

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 4.5Value: 4.0Quality: 6.0
Piotroski: 2/9Altman Z: 1.46
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTREUndervalued (+14.4%)

Margin of Safety

+14.4%

Fair Value

$46.03

Current Price

$37.97

$8.06 discount

UndervaluedFair: $46.03Overvalued
WYSignificantly Overvalued (-28.9%)

Margin of Safety

-28.9%

Fair Value

$21.02

Current Price

$24.48

$3.46 premium

UndervaluedFair: $21.02Overvalued

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
2.1x8/10

Reasonable price relative to book value

WY2 strengths · Avg: 9.0/10
EPS GrowthGrowth
96.6%10/10

Earnings expanding 96.6% YoY

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

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

WY4 concerns · Avg: 2.8/10
Return on EquityProfitability
4.2%3/10

ROE of 4.2% — below average capital efficiency

Profit MarginProfitability
5.8%3/10

5.8% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
44.4x2/10

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

Bull Case : WY

The strongest argument for WY centers on EPS Growth, Price/Book. PEG of 1.35 suggests the stock is reasonably priced for its growth.

Bear Case : CTRE

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

Bear Case : WY

The primary concerns for WY are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 44.4x leaves little room for execution misses.

Key Dynamics to Monitor

WY carries more volatility with a beta of 0.91 — 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 (60/100 vs 57/100), backed by strong 64.1% margins. 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 →

Weyerhaeuser Company

REAL ESTATE · REIT - SPECIALTY · USA

Weyerhaeuser Company is an American timberland company which owns nearly 12,400,000 acres of timberlands in the U.S. and manages an additional 14,000,000 acres timberlands under long-term licenses in Canada. The company also manufactures wood products. Weyerhaeuser is a real estate investment trust.

Visit Website →

Want to dig deeper into these stocks?