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Upturn AI Summary - About
CareTrust REIT Inc.(CTRE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CTRE
09/28/2026: CTRE (3-star) is currently NOT-A-BUY. Pass it for now.
CareTrust REIT is a healthcare-focused real estate investment trust that generates reliable income through triple-net leases on skilled nursing and seniors housing properties. The company has a strong reputation for maintaining a conservative balance sheet and managing a diversified, high-quality group of regional operators. Its primary growth opportunity lies in capitalizing on the inevitable demographic demand driven by an aging U.S. population. However, the company faces risks from fluctuating interest rates, regulatory changes in healthcare funding, and tenant-level staffing pressures. It is best suited for income-focused investors looking for steady dividends, though they should continue to monitor lease coverage ratios and the company's cost of capital.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | CareTrust is a steady income-oriented REIT rather than a high-growth technology or sector-disrupting stock. |
| Momentum investor | Weak fit | The stock tends to be a slow and steady performer rather than a momentum-driven high-volatility play. |
| Value investor | Mixed fit | Investors might find value in its dividend yield, but valuation is tied closely to interest rate cycles. |
| Dividend investor | Strong fit | The company's business model is well-suited for investors seeking consistent income through dividends. |
| Low-risk investor | Strong fit while signal remains positive | Its focus on triple-net leases and conservative leverage makes it relatively stable compared to high-growth sectors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Real estate investment trusts are sensitive to interest rate fluctuations. |
| Valuation risk | Medium | FFO multiples can compress if interest rates remain high or grow. |
| Competition risk (Healthcare REITs) | Medium | The sector is crowded with larger, better-capitalized REITs competing for prime assets. |
| Business quality | Strong | The company has demonstrated quality management and a stable portfolio. |
| Dividend income | Strong | Dividend payments are supported by predictable, contractual rent income. |
| Execution risk | Medium | Acquisition success depends on finding operators that can maintain occupancy and profitability. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 36.31% | Avg. Invested days 73 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.84B USD | Price to earnings Ratio 23.38 | 1Y Target Price 45.15 |
Price to earnings Ratio 23.38 | 1Y Target Price 45.15 | ||
Volume (30-day avg) 2.3M shares | Beta 0.79 | 52 Weeks Range 31.84 - 43.62 | Updated Date 09/27/2026 |
52 Weeks Range 31.84 - 43.62 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 3.89% | Basic EPS (TTM) 1.6 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Rental Revenue | Lease payments from skilled nursing and seniors housing properties. | The company collects consistent rent checks from healthcare providers who operate the buildings. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 23.38 | Forward PE 21.32 | Enterprise Value 9.94B | Price to Sales(TTM) 15.47 |
Enterprise Value 9.94B | Price to Sales(TTM) 15.47 | ||
Enterprise Value to Revenue 21.96 | Enterprise Value to EBITDA 18.83 | Shares Outstanding 236.29M | Shares Floating 234.38M |
Shares Outstanding 236.29M | Shares Floating 234.38M | ||
Percent Insiders 0.78 | Percent Institutions 107.74 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About CareTrust REIT Inc.
Exchange NYSE | Headquarters Dana Point, CA, United States | ||
IPO Launch date 2014-05-29 | CEO, President & Director Mr. David Matthew Sedgwick | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees 43 | Website https://www.caretrustreit.com |
Full time employees 43 | 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 portfolio of long-term net-leased properties spanning the United States and United Kingdom, and a growing portfolio of quality operators leasing them, CareTrust is pursuing both external and organic growth opportunities across the US and internationally. CareTrust REIT, Inc. was established in 2013 and was incorporated in Maryland.
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