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Upturn AI SWOT - About
CTRE 
CareTrust REIT Inc. (CTRE)
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Upturn Advisory Summary
04/22/2025: CTRE (3-star) is a STRONG-BUY. BUY since 26 days. Profits (0.18%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 12.24% | Avg. Invested days 47 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.28B USD | Price to earnings Ratio 35.2 | 1Y Target Price 31.67 |
Price to earnings Ratio 35.2 | 1Y Target Price 31.67 | ||
Volume (30-day avg) 1909645 | Beta 0.91 | 52 Weeks Range 23.30 - 32.41 | Updated Date 04/24/2025 |
52 Weeks Range 23.30 - 32.41 | Updated Date 04/24/2025 | ||
Dividends yield (FY) 4.73% | Basic EPS (TTM) 0.8 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date 2025-04-30 | When Before Market | Estimate - | Actual - |
Profitability
Profit Margin 42.22% | Operating Margin (TTM) 62.08% |
Management Effectiveness
Return on Assets (TTM) 4.35% | Return on Equity (TTM) 5.72% |
Valuation
Trailing PE 35.2 | Forward PE 12.97 | Enterprise Value 5499566428 | Price to Sales(TTM) 17.84 |
Enterprise Value 5499566428 | Price to Sales(TTM) 17.84 | ||
Enterprise Value to Revenue 24.09 | Enterprise Value to EBITDA 26 | Shares Outstanding 187662000 | Shares Floating 186562194 |
Shares Outstanding 187662000 | Shares Floating 186562194 | ||
Percent Insiders 0.55 | Percent Institutions 98.62 |
Analyst Ratings
Rating 4.22 | Target Price 31.67 | Buy 1 | Strong Buy 6 |
Buy 1 | Strong Buy 6 | ||
Hold 1 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
CareTrust REIT Inc.
Company Overview
History and Background
CareTrust REIT, Inc. was founded in 2014 as a spin-off from Ensign Group, Inc. It is a real estate investment trust (REIT) that invests in healthcare-related properties.
Core Business Areas
- Real Estate Investments: CareTrust REIT acquires, develops, and leases skilled nursing facilities (SNFs), assisted living facilities (ALFs), and independent living facilities (ILFs).
- Leasing Operations: CareTrust REIT generates revenue primarily through leasing its properties to healthcare operators.
Leadership and Structure
Greg Stapley serves as the CEO. The company operates under a typical REIT structure with a board of directors and executive management team.
Top Products and Market Share
Key Offerings
- Skilled Nursing Facilities (SNFs): CareTrust's primary revenue comes from leasing SNFs to operators. Market share is fragmented within the healthcare REIT sector, and CareTrust competes with larger REITs such as Welltower and Ventas. No hard revenue data is available for just SNFs. Competitors include Welltower (WELL), Ventas (VTR), National Health Investors (NHI).
- Assisted Living Facilities (ALFs) and Independent Living Facilities (ILFs): CareTrust also invests in and leases ALFs and ILFs. This diversifies their portfolio. Again, market share is fragmented. Competitors include Welltower (WELL), Ventas (VTR), National Health Investors (NHI).
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by an aging population, increasing demand for senior care services, and favorable demographics. It is a competitive landscape with larger and smaller players.
Positioning
CareTrust REIT focuses on a mix of SNFs and senior housing properties, often partnering with regional operators. Its competitive advantages lie in its operator relationships and disciplined investment strategy.
Total Addressable Market (TAM)
The TAM for healthcare real estate is estimated to be in the hundreds of billions of dollars, with ongoing growth expected. CareTrust is a smaller player in this large market, with opportunities to expand through acquisitions and development.
Upturn SWOT Analysis
Strengths
- Strong operator relationships
- Disciplined investment strategy
- Diversified portfolio of healthcare properties
- Experienced management team
Weaknesses
- Smaller market capitalization compared to larger REITs
- Concentration in skilled nursing facilities which can be more susceptible to regulatory changes
- Dependence on tenant operators' financial performance
Opportunities
- Acquisitions of additional healthcare properties
- Development of new facilities
- Expansion into new geographic markets
- Strategic partnerships
Threats
- Changes in government healthcare regulations and reimbursement rates
- Increased competition from other REITs and investors
- Economic downturn affecting occupancy rates
- Rising interest rates increasing borrowing costs
Competitors and Market Share
Key Competitors
- Welltower (WELL)
- Ventas (VTR)
- National Health Investors (NHI)
Competitive Landscape
CareTrust REIT competes with larger REITs with deeper pockets. CareTrust differentiates itself through strong operator relationships and a focus on specific market segments.
Major Acquisitions
Diversicare Healthcare Services, Inc.
- Year: 2023
- Acquisition Price (USD millions): 74
- Strategic Rationale: This investment expands CTRE's tenant base and strengthens its portfolio in the skilled nursing sector.
Growth Trajectory and Initiatives
Historical Growth: CareTrust REIT has grown through acquisitions and organic growth in its portfolio. Fill from company's annual reports.
Future Projections: Analyst estimates for future growth can be found on financial websites. Fill based on analyst consensus.
Recent Initiatives: CareTrust REIT has been actively acquiring properties and developing new relationships with operators. Fill based on company's press releases.
Summary
CareTrust REIT is a smaller player in the healthcare REIT sector, focusing on skilled nursing and senior housing. Its strong operator relationships and disciplined investment strategy are key strengths. Regulatory changes and competition are potential threats. The company's growth depends on continued acquisitions and successful management of its portfolio.
Similar Companies
LTC
LTC Properties Inc
LTC
LTC Properties Inc
NHI
National Health Investors Inc
NHI
National Health Investors Inc
VTR
Ventas Inc
VTR
Ventas Inc
WELL
Welltower Inc
WELL
Welltower Inc
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- Company Filings (SEC)
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share figures are estimates and may vary. Financial data should be independently verified.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CareTrust REIT Inc.
Exchange NYSE | Headquaters San Clemente, CA, United States | ||
IPO Launch date 2014-05-29 | CEO, President & Director Mr. David M. Sedgwick | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees 21 | Website https://www.caretrustreit.com |
Full time employees 21 | Website https://www.caretrustreit.com | ||
CareTrust REIT, Inc. is a self-administered, publicly-traded real estate investment trust engaged in the ownership, acquisition, development and leasing of skilled nursing, seniors housing and other healthcare-related properties. With a nationwide portfolio of long-term net-leased properties, and a growing portfolio of quality operators leasing them, CareTrust REIT is pursuing both external and organic growth opportunities across the United States.
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