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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
10/27/2026: CTRE (3-star) is currently NOT-A-BUY. Pass it for now.
CareTrust REIT Inc. is a healthcare-focused real estate investment trust that leases skilled nursing and senior housing properties to third-party operators. The company is known for its conservative balance sheet, triple-net lease model, and disciplined approach to property acquisitions, which supports stable cash flows. Its primary growth opportunity lies in capitalizing on the aging U.S. population to acquire and consolidate fragmented senior care markets. Investors should monitor risks such as rising operator labor costs, potential reimbursement changes, and sensitivity to interest rates. CareTrust may suit dividend-focused investors seeking long-term exposure to the healthcare sector, provided they understand the risks associated with operator-reliant business models.
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 | While the company grows through acquisitions, it is primarily an income-oriented REIT. |
| Momentum investor | Mixed fit | This style is conditional on a positive market upturn, as REITs are highly sensitive to interest rate cycles. |
| Value investor | Strong fit | CareTrust is often viewed as a value play due to its disciplined management and conservative valuation metrics. |
| Dividend investor | Strong fit | Consistent dividend payments make this a suitable choice for those seeking reliable income. |
| Low-risk investor | Strong fit while signal remains positive | The triple-net structure and conservative balance sheet help mitigate fundamental business risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Share prices can fluctuate based on interest rate sentiment. |
| Valuation risk | Medium | FFO multiples can adjust significantly based on macroeconomic outlooks. |
| Competition risk (Healthcare REITs) | Medium | Larger competitors can outbid CareTrust for premium assets. |
| Business quality | Medium | The company relies on the operational success of its third-party tenants. |
| Dividend income | Low | The dividend is supported by stable, long-term lease contracts. |
| Execution risk | Medium | Acquisition integration and operator selection are critical to long-term performance. |
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 40.86% | Avg. Invested days 74 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/27/2026 |
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 8.74B USD | Price to earnings Ratio 22.83 | 1Y Target Price 43.64 |
Price to earnings Ratio 22.83 | 1Y Target Price 43.64 | ||
Volume (30-day avg) 2.5M shares | Beta 0.77 | 52 Weeks Range 32.40 - 43.16 | Updated Date 10/27/2026 |
52 Weeks Range 32.40 - 43.16 | Updated Date 10/27/2026 | ||
Dividends yield (FY) 3.96% | Basic EPS (TTM) 1.62 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Skilled Nursing Leases | Rental income from triple-net leases on skilled nursing facilities. | Most revenue comes from stable rent payments from nursing home operators. |
| Senior Housing Leases | Rental income from assisted and independent living properties. | Rent from senior living communities provides a second steady income stream. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 22.83 | Forward PE 21.32 | Enterprise Value 9.81B | Price to Sales(TTM) 15.29 |
Enterprise Value 9.81B | Price to Sales(TTM) 15.29 | ||
Enterprise Value to Revenue 21.67 | Enterprise Value to EBITDA 18.58 | Shares Outstanding 236.29M | Shares Floating 234.38M |
Shares Outstanding 236.29M | Shares Floating 234.38M | ||
Percent Insiders 0.78 | Percent Institutions 108.93 |
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.
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