CareTrust REIT Inc. (CTRE)vsWheeler Real Estate Investment Trust, Inc. (WHLR)
CTRE
CareTrust REIT Inc.
$38.11
-1.32%
REAL ESTATE · Cap: $9.29B
WHLR
Wheeler Real Estate Investment Trust, Inc.
$0.39
+4.98%
REAL ESTATE · Cap: $1.56M
Smart Verdict
WallStSmart Research — data-driven comparison
CareTrust REIT Inc. generates 499% more annual revenue ($571.43M vs $95.44M). CTRE leads profitability with a 62.2% profit margin vs 17.8%. CTRE earns a higher WallStSmart Score of 60/100 (C).
CTRE
Buy60
out of 100
Grade: C
WHLR
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.5%
Fair Value
$60.16
Current Price
$38.11
$22.05 discount
Margin of Safety
+72.5%
Fair Value
$7.45
Current Price
$0.39
$7.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 57.8%
Conservative balance sheet, low leverage
Reasonable price relative to book value
Strong operational efficiency at 32.1%
Areas to Watch
3.2% revenue growth
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
Revenue declined 13.9%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CTRE
The strongest argument for CTRE centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 62.2% and operating margin at 57.8%. PEG of 1.26 suggests the stock is reasonably priced for its growth.
Bull Case : WHLR
The strongest argument for WHLR centers on Operating Margin. Profitability is solid with margins at 17.8% and operating margin at 32.1%.
Bear Case : CTRE
The primary concerns for CTRE are Revenue Growth, Piotroski F-Score.
Bear Case : WHLR
The primary concerns for WHLR are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 6.12 is elevated, increasing financial risk.
Key Dynamics to Monitor
CTRE profiles as a value stock while WHLR is a declining play — different risk/reward profiles.
WHLR 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.
CTRE generates stronger free cash flow (130M), providing more financial flexibility.
Bottom Line
CTRE scores higher overall (60/100 vs 48/100), backed by strong 62.2% margins. WHLR offers better value entry with a 72.5% margin of safety. Both earn "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.
Visit Website →Wheeler Real Estate Investment Trust, Inc.
REAL ESTATE · REIT - RETAIL · USA
Wheeler Real Estate Investment Trust, Inc. (WHLR) is a publicly traded real estate investment trust (REIT) that focuses on the acquisition and management of a diverse portfolio of retail and mixed-use properties across the United States. Utilizing a value-oriented investment strategy, WHLR identifies strategically located assets that offer strong cash flow potential to generate stable income and capital appreciation for its investors. The company is committed to proactive asset management and fostering robust tenant relationships, which are essential for mitigating risks in a changing retail landscape. With a strong emphasis on sustainability and long-term value creation, WHLR is poised for continuous growth in the dynamic commercial real estate sector.
Visit Website →Compare with Other REIT - HEALTHCARE FACILITIES Stocks
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