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CTRE 
CareTrust REIT Inc. (CTRE)
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Upturn Advisory Summary
12/03/2025: CTRE (4-star) is a STRONG-BUY. BUY since 182 days. Simulated Profits (35.17%). 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 $39.55
1 Year Target Price $39.55
| 6 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 67.5% | Avg. Invested days 81 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.36B USD | Price to earnings Ratio 27.52 | 1Y Target Price 39.55 |
Price to earnings Ratio 27.52 | 1Y Target Price 39.55 | ||
Volume (30-day avg) 9 | Beta 0.8 | 52 Weeks Range 24.00 - 37.90 | Updated Date 12/2/2025 |
52 Weeks Range 24.00 - 37.90 | Updated Date 12/2/2025 | ||
Dividends yield (FY) 3.48% | 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 27.52 | Forward PE 12.97 | Enterprise Value 8561776084 | Price to Sales(TTM) 19.51 |
Enterprise Value 8561776084 | Price to Sales(TTM) 19.51 | ||
Enterprise Value to Revenue 26.41 | Enterprise Value to EBITDA 22.42 | Shares Outstanding 223300322 | Shares Floating 222170422 |
Shares Outstanding 223300322 | Shares Floating 222170422 | ||
Percent Insiders 0.47 | Percent Institutions 102.43 |
Upturn AI SWOT
CareTrust REIT Inc.
Company Overview
History and Background
CareTrust REIT Inc. was founded in 2014, spun off from Ensign Group. It focuses on acquiring, developing, and leasing healthcare-related properties, primarily skilled nursing facilities, assisted living facilities, and independent living facilities.
Core Business Areas
- Real Estate Investments: Acquisition, development, and leasing of healthcare properties. Generates revenue through long-term leases.
- Tenant Relationships: Manages relationships with healthcare operators, ensuring stable rental income and property management.
Leadership and Structure
Greg Stapley is the CEO. The company operates with a board of directors and a management team focused on real estate investment and portfolio management.
Top Products and Market Share
Key Offerings
- Assisted Living Facilities (ALFs): CareTrust REIT leases ALFs to operators. The market is highly fragmented. Competitors include Ventas (VTR) and Welltower (WELL). Market share is difficult to definitively state due to leasing variability, but CareTrust is a significant player.
- Independent Living Facilities (ILFs): CareTrust REIT leases ILFs to operators. The market is highly fragmented. Competitors include Ventas (VTR) and Welltower (WELL). Market share is difficult to definitively state due to leasing variability, but CareTrust is a significant player.
- Skilled Nursing Facilities (SNFs): CareTrust REIT leases SNFs to operators. The market is highly fragmented. Competitors include Omega Healthcare Investors (OHI) and Sabra Health Care REIT (SBRA). Market share is difficult to definitively state due to leasing variability, but CareTrust is a significant player.
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by aging demographics, increasing demand for senior housing and care, and government regulations affecting healthcare financing. It is moderately cyclical based on occupancy rates and government funding changes.
Positioning
CareTrust REIT focuses on a diversified portfolio of healthcare properties, emphasizing strong operator relationships and a disciplined investment approach. It distinguishes itself through selective acquisitions and proactive asset management.
Total Addressable Market (TAM)
The total US healthcare real estate market is estimated to be in the hundreds of billions. CareTrust is positioned to capture a portion of this TAM through strategic acquisitions and expansions, focused on skilled nursing and senior housing.
Upturn SWOT Analysis
Strengths
- Strong relationships with operators
- Diversified portfolio across multiple states
- Disciplined investment strategy
- Experienced management team
Weaknesses
- Reliance on tenant performance
- Exposure to regulatory changes in healthcare
- Smaller market capitalization compared to larger REITs
- Concentration of assets in certain geographic areas
Opportunities
- Aging population driving demand for senior housing
- Acquisition opportunities in a fragmented market
- Potential for development and expansion of existing properties
- Increasing demand for specialized healthcare facilities
Threats
- Changes in government healthcare reimbursement policies
- Increased competition from other REITs
- Economic downturn affecting tenant occupancy and rent payments
- Rising interest rates increasing borrowing costs
Competitors and Market Share
Key Competitors
- OHI
- SBRA
- VTR
- WELL
Competitive Landscape
CareTrust REIT benefits from strong tenant relationships and a disciplined acquisition strategy. Its smaller size can be a disadvantage compared to larger REITs like Welltower and Ventas.
Growth Trajectory and Initiatives
Historical Growth: CareTrust REIT has grown through strategic acquisitions and expansions. Their growth has been steady but requires data that is not accessible.
Future Projections: Analysts expect continued growth driven by demographics and market demand, with increases in revenue and FFO (Funds From Operations). These projections require live data that is not accessible.
Recent Initiatives: Recent initiatives might include property acquisitions, portfolio diversification, and strategic partnerships with healthcare operators. This requires live data that is not accessible.
Summary
CareTrust REIT is a healthcare REIT with a diversified portfolio and strong operator relationships, positioning it well for long-term growth. The company faces challenges related to regulatory changes and reliance on tenant performance. Their growth is expected to continue, driven by aging demographics, but they must remain vigilant regarding macroeconomic conditions. Further acquisitions should benefit their growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- SEC Filings
Disclaimers:
This analysis is based on available information and general industry knowledge. It is not financial advice. Data accuracy is not guaranteed. Market share estimates are approximations.
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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