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Upturn AI SWOT - About
CTRE 
CareTrust REIT Inc. (CTRE)
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Upturn Advisory Summary
09/16/2025: CTRE (4-star) is a STRONG-BUY. BUY since 127 days. Simulated Profits (21.20%). 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 $36.89
1 Year Target Price $36.89
| 6 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 50.17% | Avg. Invested days 71 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.63B USD | Price to earnings Ratio 28.07 | 1Y Target Price 36.89 |
Price to earnings Ratio 28.07 | 1Y Target Price 36.89 | ||
Volume (30-day avg) 9 | Beta 0.87 | 52 Weeks Range 24.23 - 34.92 | Updated Date 09/15/2025 |
52 Weeks Range 24.23 - 34.92 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 3.65% | Basic EPS (TTM) 1.22 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | 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 28.07 | Forward PE 12.97 | Enterprise Value 8467253930 | Price to Sales(TTM) 20.43 |
Enterprise Value 8467253930 | Price to Sales(TTM) 20.43 | ||
Enterprise Value to Revenue 30.56 | Enterprise Value to EBITDA 26.37 | Shares Outstanding 222746000 | Shares Floating 199290808 |
Shares Outstanding 222746000 | Shares Floating 199290808 | ||
Percent Insiders 0.47 | Percent Institutions 89.53 |
Upturn AI SWOT
CareTrust REIT Inc.
Company Overview
History and Background
CareTrust REIT, Inc. was founded in 2014 as a spin-off from The Ensign Group, Inc. It focuses on acquiring, developing, and leasing skilled nursing, assisted living, and independent living facilities.
Core Business Areas
- Real Estate Investments: Investing in healthcare-related real estate, primarily skilled nursing and senior housing facilities.
- Lease Operations: Leasing properties to operators under long-term lease agreements.
- Property Development and Expansion: Developing new properties and expanding existing facilities to meet market demand.
Leadership and Structure
Greg Stapley serves as the Chairman and CEO. The company operates with a board of directors and a management team responsible for overseeing investment, operations, and financial performance.
Top Products and Market Share
Key Offerings
- Assisted Living Facilities (ALFs): Leasing and investing in ALFs offering housing and supportive services for seniors. Competitors are the same as SNFs. Market share information specific to CareTrust's ALF revenue is not readily available, but the overall ALF market is highly fragmented.
- Skilled Nursing Facilities (SNFs): Leasing and investing in SNFs that provide rehabilitative, nursing, and custodial care. Competition includes Omega Healthcare Investors (OHI), National Health Investors (NHI), and Sabra Health Care REIT (SBRA). Market share information specific to CareTrust's SNF revenue is not readily available, but the overall SNF market is highly fragmented.
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by the aging population and the increasing demand for senior care services. It's influenced by regulatory changes, reimbursement rates, and economic conditions.
Positioning
CareTrust REIT focuses on relationships with regional operators, differentiating it from larger national REITs. This approach can lead to more tailored and collaborative partnerships.
Total Addressable Market (TAM)
The total addressable market for senior housing and care is substantial and growing. The market is estimated to be worth hundreds of billions of dollars annually. CareTrust is positioned to capture a portion of this TAM through strategic acquisitions and partnerships, but is limited by capital availability and competition.
Upturn SWOT Analysis
Strengths
- Strong relationships with regional operators
- Diversified portfolio of healthcare properties
- Experienced management team
- Disciplined investment approach
Weaknesses
- Smaller size compared to larger REIT competitors
- Reliance on a limited number of key operators
- Sensitivity to changes in government reimbursement rates
- High debt load
Opportunities
- Acquisition of additional healthcare properties
- Expansion into new geographic markets
- Development of new facilities
- Strategic partnerships with healthcare providers
Threats
- Increased competition in the healthcare REIT market
- Changes in government regulations
- Economic downturn impacting occupancy rates
- Rising interest rates
Competitors and Market Share
Key Competitors
- OHI
- NHI
- SBRA
Competitive Landscape
CareTrust is smaller compared to Omega Healthcare Investors, Sabra Health Care REIT and National Health Investors. However, its focus on regional operators provides competitive advantages.
Growth Trajectory and Initiatives
Historical Growth: CareTrust has grown through acquisitions and development of new facilities.
Future Projections: Future growth is expected to be driven by continued acquisitions and expansion in the senior care market. Analyst estimates vary.
Recent Initiatives: Recent initiatives includes strategic acquisitions to expand portfolio and focus on strengthening relationship with operators.
Summary
CareTrust REIT is a smaller player in the healthcare REIT market focusing on regional operators, presenting both opportunities and risks. Its strengths lie in its operator relationships, but its size and reliance on certain operators represent potential weaknesses. Future growth hinges on successful acquisitions and navigating regulatory and economic challenges. It needs to watch out for bigger companies with more negotiating power.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, Industry reports, Analyst estimates, Market Data
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
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 March 31, 2025, CareTrust REIT has expanded its tenant roster to 26 operators, and has grown its real estate portfolio to 249 net-leased healthcare properties across 32 states, consisting of 27,229 operating beds/units, excluding 6 properties classified as held for sale as of March 31, 2025. As of March 31, 2025, CareTrust REIT also had 21 other real estate related investments related to 113 healthcare properties across 17 states, consisting of 11,968 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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