WallStSmart

CareTrust REIT Inc. (CTRE)vsUniversal Health Realty Income Trust (UHT)

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Smart Verdict

WallStSmart Research — data-driven comparison

CareTrust REIT Inc. generates 418% more annual revenue ($522.55M vs $100.97M). CTRE leads profitability with a 64.1% profit margin vs 17.7%. UHT appears more attractively valued with a PEG of 0.63. 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

UHT

Buy

59

out of 100

Grade: C

Growth: 4.7Profit: 7.5Value: 7.3Quality: 3.0
Piotroski: 4/9Altman Z: 0.36
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
UHTUndervalued (+46.7%)

Margin of Safety

+46.7%

Fair Value

$80.51

Current Price

$41.24

$39.27 discount

UndervaluedFair: $80.51Overvalued

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

UHT2 strengths · Avg: 9.0/10
Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

PEG RatioValuation
0.638/10

Growing faster than its price suggests

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

UHT4 concerns · Avg: 3.3/10
P/E RatioValuation
31.6x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

Market CapQuality
$561.41M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
0.362/10

Distress zone — elevated risk

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 : UHT

The strongest argument for UHT centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 17.7% and operating margin at 37.8%. PEG of 0.63 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 : UHT

The primary concerns for UHT are P/E Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.63 is elevated, increasing financial risk.

Key Dynamics to Monitor

UHT carries more volatility with a beta of 0.86 — 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 59/100), backed by strong 64.1% margins. UHT offers better value entry with a 46.7% 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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Universal Health Realty Income Trust

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Universal Health Realty Income Trust, a real estate investment trust, invests in healthcare and human service related facilities including intensive care hospitals, rehabilitation hospitals, subacute care facilities, medical / office buildings, emergency departments independent and child care centers.

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