WallStSmart

CareTrust REIT Inc. (CTRE)vsHealthpeak Properties Inc (DOC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Healthpeak Properties Inc generates 492% more annual revenue ($2.82B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs 2.5%. 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: 6.7Quality: 7.0
Piotroski: 3/9Altman Z: 2.46

DOC

Buy

54

out of 100

Grade: C-

Growth: 7.3Profit: 5.0Value: 4.7Quality: 3.5
Piotroski: 2/9Altman Z: 0.24
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTREUndervalued (+19.9%)

Margin of Safety

+19.9%

Fair Value

$49.17

Current Price

$39.19

$9.98 discount

UndervaluedFair: $49.17Overvalued
DOCUndervalued (+45.0%)

Margin of Safety

+45.0%

Fair Value

$30.85

Current Price

$16.42

$14.43 discount

UndervaluedFair: $30.85Overvalued

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
2.2x8/10

Reasonable price relative to book value

DOC3 strengths · Avg: 8.7/10
EPS GrowthGrowth
2448.0%10/10

Earnings expanding 2448.0% YoY

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.1%8/10

Strong operational efficiency at 20.1%

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

DOC4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.1%4/10

3.1% revenue growth

Return on EquityProfitability
1.2%3/10

ROE of 1.2% — below average capital efficiency

Profit MarginProfitability
2.5%3/10

2.5% margin — thin

Debt/EquityHealth
1.393/10

Elevated debt levels

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 : DOC

The strongest argument for DOC centers on EPS Growth, Price/Book, Operating Margin.

Bear Case : CTRE

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

Bear Case : DOC

The primary concerns for DOC are Revenue Growth, Return on Equity, Profit Margin. A P/E of 164.2x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

DOC 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.

DOC generates stronger free cash flow (242M), providing more financial flexibility.

Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CTRE scores higher overall (60/100 vs 54/100), backed by strong 67.3% margins. DOC offers better value entry with a 45.0% 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.

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Healthpeak Properties Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Physicians Realty Trust is a self-managed healthcare real estate company organized to acquire, selectively develop, own and manage healthcare properties that are rented to physicians, hospitals and healthcare delivery systems.

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