WallStSmart

CareTrust REIT Inc. (CTRE)vsWheeler Real Estate Investment Trust Inc Pref (WHLRP)

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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

Buy

60

out of 100

Grade: C

Growth: 6.7Profit: 8.0Value: 7.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.46

WHLRP

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 7.5Value: 5.0Quality: 5.5
Piotroski: 6/9Altman Z: -0.20
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTREUndervalued (+34.5%)

Margin of Safety

+34.5%

Fair Value

$60.16

Current Price

$38.62

$21.54 discount

UndervaluedFair: $60.16Overvalued

Intrinsic value data unavailable for WHLRP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CTRE4 strengths · Avg: 9.3/10
Profit MarginProfitability
62.2%10/10

Keeps 62 of every $100 in revenue as profit

Operating MarginProfitability
57.8%10/10

Strong operational efficiency at 57.8%

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

WHLRP1 strengths · Avg: 10.0/10
Operating MarginProfitability
32.1%10/10

Strong operational efficiency at 32.1%

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

WHLRP4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$7.18M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-13.9%2/10

Revenue declined 13.9%

Altman Z-ScoreHealth
-0.202/10

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 62.2% and operating margin at 57.8%. PEG of 1.26 suggests the stock is reasonably priced for its growth.

Bull Case : WHLRP

The strongest argument for WHLRP 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 : WHLRP

The primary concerns for WHLRP 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 WHLRP is a declining play — different risk/reward profiles.

WHLRP 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 52/100), backed by strong 62.2% 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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Wheeler Real Estate Investment Trust Inc Pref

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust Inc. Preferred (WHLRP) is a publicly traded real estate investment trust (REIT) that specializes in the acquisition and management of high-quality retail and community shopping centers across the United States. The company focuses on delivering strong risk-adjusted returns through strategic tenant partnerships and proactive property management, which enhances resilience and stability in volatile market conditions. With a dedication to sustainable growth and an adaptive approach to evolving retail trends, Wheeler REIT is strategically positioned to leverage new market opportunities, ultimately driving long-term shareholder value in the competitive commercial real estate sector.

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