CareTrust REIT Inc. (CTRE)vsW P Carey Inc (WPC)
CTRE
CareTrust REIT Inc.
$38.95
-1.91%
REAL ESTATE · Cap: $8.70B
WPC
W P Carey Inc
$72.93
+1.21%
REAL ESTATE · Cap: $16.05B
Smart Verdict
WallStSmart Research — data-driven comparison
W P Carey Inc generates 258% more annual revenue ($1.71B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs 27.3%. CTRE appears more attractively valued with a PEG of 1.26. WPC earns a higher WallStSmart Score of 72/100 (B).
CTRE
Buy60
out of 100
Grade: C
WPC
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+20.1%
Fair Value
$49.28
Current Price
$38.95
$10.33 discount
Margin of Safety
+54.1%
Fair Value
$157.51
Current Price
$72.93
$84.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 67 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 50.9%
Earnings expanding 218.1% YoY
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
3.2% revenue growth
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 5.7% — below average capital efficiency
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 67.3% and operating margin at 57.8%. PEG of 1.26 suggests the stock is reasonably priced for its growth.
Bull Case : WPC
The strongest argument for WPC centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 27.3% and operating margin at 50.9%. PEG of 1.47 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 : WPC
The primary concerns for WPC are P/E Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
CTRE profiles as a value stock while WPC is a mature play — different risk/reward profiles.
WPC carries more volatility with a beta of 0.79 — expect wider price swings.
WPC is growing revenue faster at 8.8% — sustainability is the question.
WPC generates stronger free cash flow (221M), providing more financial flexibility.
Bottom Line
WPC scores higher overall (72/100 vs 60/100), backed by strong 27.3% margins. CTRE offers better value entry with a 20.1% margin of safety. Both earn "Strong 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.
Visit Website →W P Carey Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
WP Carey is among the largest net-lease REITs with an enterprise value of approximately $ 18 billion and a diversified portfolio of operationally critical commercial real estate that includes 1,215 net-lease properties covering approximately 142 million square feet as of March 30. September 2020.
Compare with Other REIT - HEALTHCARE FACILITIES Stocks
Want to dig deeper into these stocks?