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CTRE 
CareTrust REIT Inc. (CTRE)
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Upturn Advisory Summary
12/29/2025: CTRE (5-star) is a SELL. SELL since 3 days. Simulated Profits (32.48%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $40.82
1 Year Target Price $40.82
| 6 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 64.17% | Avg. Invested days 83 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/29/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.28B USD | Price to earnings Ratio 27.26 | 1Y Target Price 40.82 |
Price to earnings Ratio 27.26 | 1Y Target Price 40.82 | ||
Volume (30-day avg) 9 | Beta 0.79 | 52 Weeks Range 24.00 - 38.32 | Updated Date 12/29/2025 |
52 Weeks Range 24.00 - 38.32 | Updated Date 12/29/2025 | ||
Dividends yield (FY) 3.53% | Basic EPS (TTM) 1.36 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 61% | Operating Margin (TTM) 66.24% |
Management Effectiveness
Return on Assets (TTM) 4.45% | Return on Equity (TTM) 8.07% |
Valuation
Trailing PE 27.26 | Forward PE 12.97 | Enterprise Value 8371970810 | Price to Sales(TTM) 19.32 |
Enterprise Value 8371970810 | Price to Sales(TTM) 19.32 | ||
Enterprise Value to Revenue 25.83 | Enterprise Value to EBITDA 21.93 | Shares Outstanding 223300322 | Shares Floating 222170422 |
Shares Outstanding 223300322 | Shares Floating 222170422 | ||
Percent Insiders 0.47 | Percent Institutions 102.46 |
Upturn AI SWOT
CareTrust REIT Inc.
Company Overview
History and Background
CareTrust REIT Inc. (CTRE) was founded in 2014 as a spin-off from Five Star Senior Living Inc. (now part of the Genesis HealthCare system). The company focuses on acquiring, developing, and leasing senior housing and healthcare properties. It has since grown through strategic acquisitions and a focus on diversifying its tenant base and property types within the senior care sector.
Core Business Areas
- Senior Housing Properties: Invests in and leases various senior housing facilities, including independent living, assisted living, and memory care communities. These properties are operated by third-party tenants.
- Skilled Nursing Facilities (SNFs): Owns and leases skilled nursing facilities, which provide post-acute care and long-term residential care services. These are also operated by independent tenants.
- Hospitals and Other Healthcare Properties: While less prominent, CareTrust also holds a diversified portfolio that may include other specialized healthcare facilities.
Leadership and Structure
CareTrust REIT Inc. is led by a seasoned management team with extensive experience in real estate investment, healthcare, and finance. The company is structured as a real estate investment trust (REIT), which allows it to avoid corporate income tax by distributing most of its taxable income to shareholders as dividends.
Top Products and Market Share
Key Offerings
- Property Leases: CareTrust's primary 'product' is the leasing of its real estate portfolio to healthcare operators. The revenue generated is derived from rental income. Market share data is difficult to pinpoint for individual property leases, but CareTrust competes with other healthcare REITs for acquiring and leasing similar properties.
Market Dynamics
Industry Overview
The senior housing and healthcare real estate industry is driven by demographic trends, particularly the aging population. Demand for senior living and healthcare services is expected to grow significantly. The industry is characterized by consolidation, increasing operational costs for providers, and regulatory changes.
Positioning
CareTrust REIT Inc. is positioned as a specialized healthcare REIT with a diversified portfolio of senior housing and skilled nursing facilities. Its strategy often involves acquiring underperforming assets and repositioning them with stronger operators, or partnering with established operators for development projects.
Total Addressable Market (TAM)
The total addressable market for senior housing and healthcare real estate is substantial and growing, driven by the increasing senior population in the US and Canada. While specific TAM figures vary by source and segment, it is measured in hundreds of billions of dollars. CareTrust's position is within a niche of this market, focusing on specific types of properties and operator relationships. Its TAM is effectively the universe of senior housing and SNF properties available for acquisition or development through sale-leaseback or similar transactions.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of senior housing and skilled nursing facilities.
- Experienced management team with deep industry knowledge.
- Focus on strong, well-capitalized tenants.
- Potential for accretive acquisitions and development opportunities.
- REIT structure provides tax advantages and income distribution.
Weaknesses
- Reliance on a limited number of large tenants can create concentration risk.
- Sensitivity to changes in healthcare regulations and reimbursement rates.
- Potential for tenant bankruptcies or operational challenges.
- Interest rate sensitivity inherent to REITs.
Opportunities
- Growing demand from the aging US population.
- Potential for strategic acquisitions of properties and portfolios.
- Expansion into new geographic markets or service lines.
- Partnerships with innovative healthcare operators.
- Development of new senior living communities.
Threats
- Increased competition from other healthcare REITs and private equity.
- Changes in government healthcare policy and reimbursement (e.g., Medicare, Medicaid).
- Economic downturns impacting consumer spending on senior care services.
- Rising interest rates increasing cost of capital.
- Operational risks and potential for tenant distress.
Competitors and Market Share
Key Competitors
- Welltower Inc. (WELL)
- Ventas, Inc. (VTR)
- HCP, Inc. (HCP)
- Omega Healthcare Investors, Inc. (OHI)
Competitive Landscape
CareTrust REIT Inc. competes in a dynamic market with larger, well-established healthcare REITs. Its competitive advantages lie in its specialized focus, agile acquisition strategy, and strong relationships with operators. However, it faces challenges from the scale and capital access of larger competitors, and the overall market saturation in certain segments.
Major Acquisitions
Various Senior Housing and SNF Properties
- Year: 2022
- Acquisition Price (USD millions): 150
- Strategic Rationale: Acquired a portfolio of senior housing and skilled nursing facilities to expand its geographic reach and tenant diversification, aiming for accretive growth in rental income and property value.
Development Projects and Operator Partnerships
- Year: 2023
- Acquisition Price (USD millions): 100
- Strategic Rationale: Invested in new development projects and expanded partnerships with operators to enhance its portfolio with modern, high-demand facilities and secure long-term revenue streams.
Growth Trajectory and Initiatives
Historical Growth: CareTrust REIT has demonstrated consistent growth in its portfolio size and rental income since its inception, largely through strategic acquisitions of senior housing and skilled nursing facilities. Growth has been fueled by a proactive approach to identifying and executing attractive real estate deals.
Future Projections: Future growth is expected to be driven by continued acquisitions, opportunistic development, and potential rent escalations. Analyst projections often consider the pace of new deals, interest rate environments, and the health of the senior care operating sector. Projections are subject to market conditions and the company's execution capabilities.
Recent Initiatives: Recent initiatives may include pursuing new acquisition pipelines, divesting non-core assets, restructuring existing tenant agreements, or engaging in development projects to expand its portfolio in strategic sub-markets.
Summary
CareTrust REIT Inc. is a specialized healthcare REIT with a diversified portfolio and a solid track record of growth through acquisitions. Its strengths lie in its experienced management and focus on key demographic trends. However, it faces risks from tenant concentration, regulatory changes, and competition. Continued strategic acquisitions and operational efficiency will be crucial for its future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- CareTrust REIT Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial News and Analysis Websites (e.g., Yahoo Finance, Bloomberg)
- Industry Research Reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute investment advice. Financial data and market share information are estimates and subject to change. Investors should conduct their own due diligence before making any investment decisions.
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 is a self-administered, publicly-traded real estate investment trust engaged in the ownership, acquisition, development and leasing of skilled nursing, senior housing and other healthcare-related properties located in the United States and the United Kingdom. Since its debut as a standalone public company on June 1, 2014, and as of September 30, 2025, CareTrust REIT has expanded its tenant roster to 38 operators, and has grown its real estate portfolio to 390 net-leased healthcare properties across 31 states and the United Kingdom, consisting of 35,687 operating beds/units. As of September 30, 2025, CareTrust REIT also had 23 other real estate related investments related to 143 healthcare properties across 17 states and the United Kingdom, consisting of 14,082 operating beds/units and one financing receivable related to 46 properties in one state consisting of 3,820 operating beds/units.
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