WallStSmart

CareTrust REIT Inc. (CTRE)vsNational Health Investors Inc (NHI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CareTrust REIT Inc. generates 26% more annual revenue ($476.39M vs $379.29M). CTRE leads profitability with a 67.3% profit margin vs 37.5%. 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

NHI

Hold

48

out of 100

Grade: D+

Growth: 4.0Profit: 8.0Value: 4.7Quality: 7.5
Piotroski: 3/9Altman Z: 2.46
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
NHISignificantly Overvalued (-329.6%)

Margin of Safety

-329.6%

Fair Value

$20.54

Current Price

$83.12

$62.58 premium

UndervaluedFair: $20.54Overvalued

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

NHI3 strengths · Avg: 9.3/10
Profit MarginProfitability
37.5%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
62.5%10/10

Strong operational efficiency at 62.5%

Price/BookValuation
2.5x8/10

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

NHI4 concerns · Avg: 2.8/10
P/E RatioValuation
27.3x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
4.762/10

Expensive relative to growth rate

Revenue GrowthGrowth
-11.7%2/10

Revenue declined 11.7%

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 : NHI

The strongest argument for NHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 37.5% and operating margin at 62.5%.

Bear Case : CTRE

The primary concerns for CTRE are Piotroski F-Score.

Bear Case : NHI

The primary concerns for NHI are P/E Ratio, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

CTRE profiles as a growth stock while NHI is a declining play — different risk/reward profiles.

CTRE carries more volatility with a beta of 0.76 — 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 48/100), 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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National Health Investors Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in the sale and leaseback, joint ventures, mortgages, and interim financing of discretionary and medical-based home and investment investments. in needs.

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