WallStSmart

CareTrust REIT Inc. (CTRE)vsDiversified Healthcare Trust (DHC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Diversified Healthcare Trust generates 223% more annual revenue ($1.54B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs -18.6%. CTRE appears more attractively valued with a PEG of 1.26. CTRE earns a higher WallStSmart Score of 76/100 (B+).

CTRE

Strong Buy

76

out of 100

Grade: B+

Growth: 10.0Profit: 8.0Value: 10.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.46

DHC

Hold

42

out of 100

Grade: D

Growth: 4.0Profit: 2.0Value: 6.7Quality: 7.0
Piotroski: 4/9Altman Z: -0.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTREUndervalued (+46.4%)

Margin of Safety

+46.4%

Fair Value

$73.48

Current Price

$37.59

$35.89 discount

UndervaluedFair: $73.48Overvalued

Intrinsic value data unavailable for DHC.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CTRE6 strengths · Avg: 9.5/10
Profit MarginProfitability
67.3%10/10

Keeps 67 of every $100 in revenue as profit

Operating MarginProfitability
67.1%10/10

Strong operational efficiency at 67.1%

Revenue GrowthGrowth
55.1%10/10

Revenue surging 55.1% year-over-year

EPS GrowthGrowth
77.1%10/10

Earnings expanding 77.1% YoY

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

DHC1 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Areas to Watch

CTRE1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

DHC4 concerns · Avg: 3.5/10
PEG RatioValuation
1.894/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Market CapQuality
$1.66B3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.613/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : CTRE

The strongest argument for CTRE centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 67.3% and operating margin at 67.1%. Revenue growth of 55.1% demonstrates continued momentum.

Bull Case : DHC

The strongest argument for DHC centers on Price/Book.

Bear Case : CTRE

The primary concerns for CTRE are Piotroski F-Score.

Bear Case : DHC

The primary concerns for DHC are PEG Ratio, Revenue Growth, Market Cap. Debt-to-equity of 1.61 is elevated, increasing financial risk.

Key Dynamics to Monitor

CTRE profiles as a growth stock while DHC is a turnaround play — different risk/reward profiles.

DHC carries more volatility with a beta of 2.39 — expect wider price swings.

CTRE is growing revenue faster at 55.1% — sustainability is the question.

CTRE generates stronger free cash flow (116M), providing more financial flexibility.

Bottom Line

CTRE scores higher overall (76/100 vs 42/100), backed by strong 67.3% margins and 55.1% revenue growth. Both earn "Strong 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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Diversified Healthcare Trust

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

DHC is a real estate investment trust, or REIT, that owns medical offices and life science properties, senior communities and wellness centers throughout the United States. The company is headquartered in Newton, MA.

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