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Upturn AI SWOT - About
CTRE 
CareTrust REIT Inc. (CTRE)
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Upturn Advisory Summary
10/23/2025: CTRE (4-star) is a STRONG-BUY. BUY since 154 days. Simulated Profits (25.24%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $37.89
1 Year Target Price $37.89
| 6 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 55.19% | Avg. Invested days 76 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.79B USD | Price to earnings Ratio 28.63 | 1Y Target Price 37.89 |
Price to earnings Ratio 28.63 | 1Y Target Price 37.89 | ||
Volume (30-day avg) 9 | Beta 0.84 | 52 Weeks Range 24.00 - 35.68 | Updated Date 10/23/2025 |
52 Weeks Range 24.00 - 35.68 | Updated Date 10/23/2025 | ||
Dividends yield (FY) 3.57% | Basic EPS (TTM) 1.22 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date 2025-10-30 | When After Market | Estimate 0.4 | Actual - |
Profitability
Profit Margin 58.9% | Operating Margin (TTM) 67.26% |
Management Effectiveness
Return on Assets (TTM) 4.22% | Return on Equity (TTM) 8.28% |
Valuation
Trailing PE 28.63 | Forward PE 12.97 | Enterprise Value 8661043249 | Price to Sales(TTM) 20.87 |
Enterprise Value 8661043249 | Price to Sales(TTM) 20.87 | ||
Enterprise Value to Revenue 31.26 | Enterprise Value to EBITDA 26.98 | Shares Outstanding 222746343 | Shares Floating 199290808 |
Shares Outstanding 222746343 | Shares Floating 199290808 | ||
Percent Insiders 0.47 | Percent Institutions 90.3 |
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. to focus on skilled nursing, assisted living, and independent living facilities. Since its inception, it has grown its portfolio through acquisitions and strategic partnerships, aiming to provide real estate capital to healthcare operators.
Core Business Areas
- Real Estate Investment: Investing in and owning healthcare-related real estate properties, primarily skilled nursing facilities, assisted living facilities, independent living facilities, and continuing care retirement communities.
- Leasing: Leasing its properties to healthcare operators under long-term lease agreements, generating rental income.
- Property Management & Development: Offers property management services and undertakes limited property development and redevelopment projects to improve existing assets.
Leadership and Structure
CareTrust REIT operates with a Board of Directors and a management team led by the CEO, Greg Stapley. The organizational structure is designed to support its real estate investment and leasing activities, with teams focused on acquisitions, asset management, finance, and legal.
Top Products and Market Share
Key Offerings
- Skilled Nursing Facilities (SNFs): CareTrust REIT invests in and leases SNFs to operators. SNFs provide 24-hour nursing care, rehabilitation services, and other medical services to patients recovering from illness or injury. Market share data is not readily available but is within the fragmented long-term care industry. Competitors include Omega Healthcare Investors (OHI), Sabra Health Care REIT (SBRA), and National Health Investors (NHI).
- Assisted Living Facilities (ALFs): CareTrust REIT also invests in and leases ALFs, which provide housing and support services to seniors who need assistance with activities of daily living. Market share data is not readily available within the fragmented long-term care industry. Competitors include Welltower Inc. (WELL), Ventas (VTR), and Healthpeak Properties (PEAK).
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by the aging population, increasing demand for senior housing and care services, and the need for capital to upgrade and expand healthcare facilities. It is influenced by government regulations, reimbursement rates, and economic conditions.
Positioning
CareTrust REIT positions itself as a capital provider for healthcare operators, focusing on building long-term relationships and providing flexible real estate solutions. Its competitive advantages include its experienced management team, diversified portfolio, and disciplined investment approach.
Total Addressable Market (TAM)
The TAM for healthcare real estate is substantial, estimated at hundreds of billions of dollars. CareTrust REIT is positioned to capture a portion of this market through strategic acquisitions and partnerships, although specific TAM percentages are unavailable.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Disciplined investment strategy
- Long-term lease agreements
- Diversified portfolio of properties and operators
- Strong relationships with operators
Weaknesses
- Tenant concentration risk (reliance on a limited number of operators)
- Sensitivity to government reimbursement policies
- Potential for operator bankruptcies or lease defaults
- Dependence on external financing for growth
Opportunities
- Acquisitions of additional healthcare properties
- Expansion into new geographic markets
- Development of new healthcare facilities
- Strategic partnerships with healthcare operators
- Increasing demand for senior housing and care services
Threats
- Changes in government regulations and reimbursement policies
- Increased competition from other healthcare REITs
- Rising interest rates and borrowing costs
- Economic downturns impacting operator profitability
- Negative press impacting the public view of the healthcare industry
Competitors and Market Share
Key Competitors
- OHI
- SBRA
- NHI
- VTR
- WELL
Competitive Landscape
CareTrust REIT operates in a competitive market with larger REITs. Its focus on skilled nursing and assisted living facilities, combined with its operator relationships, differentiates it from some competitors. Its size, however, can be a disadvantage.
Major Acquisitions
Guardian Healthcare Properties
- Year: 2014
- Acquisition Price (USD millions): 268
- Strategic Rationale: Expanded portfolio and diversified operator base.
Growth Trajectory and Initiatives
Historical Growth: CareTrust REIT has grown its portfolio and revenue through acquisitions and strategic partnerships. Requires gathering current data to examine the specific growth rates over the past years.
Future Projections: Analyst estimates suggest continued growth for CareTrust REIT, driven by demographic trends and increasing demand for healthcare real estate. Specific projections vary based on market conditions and company performance.
Recent Initiatives: Recent initiatives may include acquisitions of new properties, partnerships with healthcare operators, and investments in property improvements.
Summary
CareTrust REIT is a growing healthcare REIT focused on skilled nursing and assisted living facilities. Its strengths lie in its experienced management and disciplined investment strategy. Key challenges include tenant concentration and sensitivity to government policies. Future growth is expected due to demographic trends, but competitive pressures and interest rate risks must be carefully managed.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports
- Analyst Estimates
- Company Investor Relations
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Investment decisions should be made in consultation with a qualified financial advisor. Market share are estimates.
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 seniors housing and healthcare-related properties. CareTrust REIT generates revenues primarily by leasing properties to a diverse group of local, regional and national seniors housing operators, healthcare services providers, and other healthcare-related businesses. Since its debut as a standalone public company on June 1, 2014, and as of June 30, 2025, CareTrust REIT has expanded its tenant roster to 39 operators, and has grown its real estate portfolio to 393 net-leased healthcare properties across 32 states and the United Kingdom, consisting of 35,719 operating beds/units. As of June 30, 2025, CareTrust REIT also had 22 other real estate related investments related to 142 healthcare properties across 17 states, consisting of 13,944 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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