WallStSmart

CareTrust REIT Inc. (CTRE)vsVentas Inc (VTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ventas Inc generates 1183% more annual revenue ($6.11B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs 4.3%. 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

VTR

Buy

51

out of 100

Grade: C-

Growth: 7.3Profit: 4.5Value: 4.0Quality: 3.8
Piotroski: 4/9Altman Z: 0.39
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
VTRUndervalued (+4.8%)

Margin of Safety

+4.8%

Fair Value

$90.03

Current Price

$88.02

$2.01 discount

UndervaluedFair: $90.03Overvalued

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

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.9%8/10

Revenue surging 21.9% year-over-year

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

VTR4 concerns · Avg: 3.0/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

Return on EquityProfitability
2.1%3/10

ROE of 2.1% — below average capital efficiency

Profit MarginProfitability
4.3%3/10

4.3% margin — thin

P/E RatioValuation
160.0x2/10

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 67.3% and operating margin at 57.8%. PEG of 1.26 suggests the stock is reasonably priced for its growth.

Bull Case : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.9% demonstrates continued momentum.

Bear Case : CTRE

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

Bear Case : VTR

The primary concerns for VTR are PEG Ratio, Return on Equity, Profit Margin. A P/E of 160.0x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

CTRE profiles as a value stock while VTR is a growth play — different risk/reward profiles.

CTRE carries more volatility with a beta of 0.79 — expect wider price swings.

VTR is growing revenue faster at 21.9% — sustainability is the question.

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

Bottom Line

CTRE scores higher overall (60/100 vs 51/100), backed by strong 67.3% 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.

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Ventas Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.

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