CareTrust REIT Inc. (CTRE)vsW. R. Berkley Corp (WRB)
CTRE
CareTrust REIT Inc.
$37.59
+1.21%
REAL ESTATE · Cap: $8.29B
WRB
W. R. Berkley Corp
$64.49
-0.83%
FINANCIAL SERVICES · Cap: $24.51B
Smart Verdict
WallStSmart Research — data-driven comparison
W. R. Berkley Corp generates 2987% more annual revenue ($14.71B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs 12.1%. CTRE appears more attractively valued with a PEG of 1.26. CTRE earns a higher WallStSmart Score of 76/100 (B+).
CTRE
Strong Buy76
out of 100
Grade: B+
WRB
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.4%
Fair Value
$73.48
Current Price
$37.59
$35.89 discount
Margin of Safety
-136.4%
Fair Value
$30.26
Current Price
$64.49
$34.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 67 of every $100 in revenue as profit
Strong operational efficiency at 67.1%
Revenue surging 55.1% year-over-year
Earnings expanding 77.1% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
1.5% revenue growth
Weak financial health signals
Expensive relative to growth rate
Earnings declined 21.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CTRE
The strongest argument for CTRE centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 67.3% and operating margin at 67.1%. Revenue growth of 55.1% demonstrates continued momentum.
Bull Case : WRB
The strongest argument for WRB centers on P/E Ratio, Price/Book.
Bear Case : CTRE
The primary concerns for CTRE are Piotroski F-Score.
Bear Case : WRB
The primary concerns for WRB are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CTRE profiles as a growth stock while WRB is a value play — different risk/reward profiles.
CTRE carries more volatility with a beta of 0.76 — expect wider price swings.
CTRE is growing revenue faster at 55.1% — sustainability is the question.
WRB generates stronger free cash flow (896M), providing more financial flexibility.
Bottom Line
CTRE scores higher overall (76/100 vs 55/100), backed by strong 67.3% margins and 55.1% revenue growth. 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. R. Berkley Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
W. R. Berkley Corporation is a commercial lines property & casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.
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