CareTrust REIT Inc. (CTRE)vsEssential Utilities Inc (WTRG)
CTRE
CareTrust REIT Inc.
$39.48
+0.36%
REAL ESTATE · Cap: $8.75B
WTRG
Essential Utilities Inc
$37.54
+0.13%
UTILITIES · Cap: $10.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Essential Utilities Inc generates 419% more annual revenue ($2.47B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs 24.9%. CTRE appears more attractively valued with a PEG of 1.26. WTRG earns a higher WallStSmart Score of 60/100 (C+).
CTRE
Buy60
out of 100
Grade: C
WTRG
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+19.7%
Fair Value
$49.07
Current Price
$39.48
$9.59 discount
Margin of Safety
+47.4%
Fair Value
$71.13
Current Price
$37.54
$33.59 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 32.4%
Keeps 25 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
15.7% revenue growth
Areas to Watch
3.2% revenue growth
Weak financial health signals
Weak financial health signals
Expensive relative to growth rate
Earnings declined 30.0%
Negative free cash flow — burning cash
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 : WTRG
The strongest argument for WTRG centers on Operating Margin, Profit Margin, P/E Ratio. Profitability is solid with margins at 24.9% and operating margin at 32.4%. Revenue growth of 15.7% demonstrates continued momentum.
Bear Case : CTRE
The primary concerns for CTRE are Revenue Growth, Piotroski F-Score.
Bear Case : WTRG
The primary concerns for WTRG are Piotroski F-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CTRE profiles as a value stock while WTRG is a growth play — different risk/reward profiles.
CTRE carries more volatility with a beta of 0.79 — expect wider price swings.
WTRG is growing revenue faster at 15.7% — sustainability is the question.
CTRE generates stronger free cash flow (116M), providing more financial flexibility.
Bottom Line
CTRE scores higher overall (60/100 vs 60/100), backed by strong 67.3% margins. WTRG offers better value entry with a 47.4% margin of safety. 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.
Visit Website →Essential Utilities Inc
UTILITIES · UTILITIES - REGULATED WATER · USA
Essential Utilities, Inc. operates regulated utilities that provide water, wastewater, or natural gas services in the United States. The company is headquartered in Bryn Mawr, Pennsylvania.
Visit Website →Compare with Other REIT - HEALTHCARE FACILITIES Stocks
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