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Upturn AI SWOT - About
CTRE 
CareTrust REIT Inc. (CTRE)
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Upturn Advisory Summary
07/02/2025: CTRE (3-star) is a STRONG-BUY. BUY since 75 days. Profits (9.02%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $32.4
1 Year Target Price $32.4
| 6 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 35.09% | Avg. Invested days 63 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.84B USD | Price to earnings Ratio 32.75 | 1Y Target Price 32.4 |
Price to earnings Ratio 32.75 | 1Y Target Price 32.4 | ||
Volume (30-day avg) 9 | Beta 0.86 | 52 Weeks Range 24.23 - 32.05 | Updated Date 07/1/2025 |
52 Weeks Range 24.23 - 32.05 | Updated Date 07/1/2025 | ||
Dividends yield (FY) 4.38% | Basic EPS (TTM) 0.93 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 49.16% | Operating Margin (TTM) 69.95% |
Management Effectiveness
Return on Assets (TTM) 4.4% | Return on Equity (TTM) 6.96% |
Valuation
Trailing PE 32.75 | Forward PE 12.97 | Enterprise Value 6661322308 | Price to Sales(TTM) 17.7 |
Enterprise Value 6661322308 | Price to Sales(TTM) 17.7 | ||
Enterprise Value to Revenue 27.03 | Enterprise Value to EBITDA 26.56 | Shares Outstanding 191688992 | Shares Floating 190565699 |
Shares Outstanding 191688992 | Shares Floating 190565699 | ||
Percent Insiders 0.54 | Percent Institutions 96.03 |
Analyst Ratings
Rating 2 | Target Price 32.4 | Buy 1 | Strong Buy 6 |
Buy 1 | Strong Buy 6 | ||
Hold 1 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
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. It focuses on investing in healthcare-related properties, primarily skilled nursing facilities, assisted living facilities, and independent living facilities. The company has grown through acquisitions and strategic partnerships.
Core Business Areas
- Real Estate Investment: CareTrust REIT invests in income-producing healthcare properties, primarily skilled nursing and senior housing facilities. They lease these properties to healthcare operators.
Leadership and Structure
CareTrust REIT is led by a management team with experience in healthcare real estate. The company is structured as a real estate investment trust (REIT).
Top Products and Market Share
Key Offerings
- Skilled Nursing Facilities (SNFs): Leasing skilled nursing facilities is CareTrust's core business. Market share is difficult to pinpoint precisely but given the highly fragmented nature of SNF ownership and operation, CareTrust controls a small but meaningful percentage of the overall market (estimated to be under 5%). Competitors: Omega Healthcare Investors (OHI), National Health Investors (NHI), Sabra Health Care REIT (SBRA).
- Senior Housing (Assisted Living, Independent Living): CareTrust also leases assisted living and independent living facilities. These represent a smaller portion of their portfolio compared to SNFs. Market Share estimated less than 2%. Competitors: Welltower (WELL), Ventas (VTR), Healthpeak Properties (PEAK).
Market Dynamics
Industry Overview
The healthcare real estate market is driven by demographic trends, particularly the aging population. Increased demand for senior housing and skilled nursing is expected. Changes in reimbursement models and regulatory oversight also impact the industry.
Positioning
CareTrust REIT focuses on a specific segment of the healthcare real estate market, primarily SNFs and senior housing. Their strategy involves partnering with strong regional operators.
Total Addressable Market (TAM)
The total addressable market for healthcare real estate is estimated to be in the hundreds of billions of dollars. CareTrust is positioned to capture a small but significant portion of this TAM through strategic acquisitions and partnerships.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on a specific niche within healthcare real estate
- Strategic partnerships with regional operators
- Relatively young portfolio
Weaknesses
- Concentration in skilled nursing facilities exposes them to regulatory and reimbursement risks
- Smaller size compared to larger healthcare REITs
- Reliance on operators' ability to manage facilities effectively
- Sensitivity to interest rate changes
Opportunities
- Aging population drives demand for healthcare facilities
- Potential for acquisitions and portfolio growth
- Expanding into complementary healthcare real estate sectors
- Improved operator performance leading to increased rental revenue
Threats
- Changes in government reimbursement policies (Medicare, Medicaid)
- Increased regulatory scrutiny
- Operator financial distress
- Rising interest rates increase borrowing costs
- Economic downturn affecting occupancy rates
Competitors and Market Share
Key Competitors
- OHI
- NHI
- SBRA
- WELL
- VTR
- PEAK
Competitive Landscape
CareTrust REIT competes with larger and more established healthcare REITs. Their advantages include a focus on specific niches, experienced management, and strategic partnerships. Disadvantages include smaller size and sensitivity to reimbursement risks.
Major Acquisitions
Diversified Healthcare Portfolio
- Year: 2022
- Acquisition Price (USD millions): 120
- Strategic Rationale: Expanded geographic presence and diversified operator relationships.
Growth Trajectory and Initiatives
Historical Growth: CareTrust REIT has grown through acquisitions and organic growth. The company has expanded its portfolio of healthcare properties.
Future Projections: Analyst projections depend on market conditions and the company's performance. Factors include occupancy rates, rental revenue, and acquisitions.
Recent Initiatives: Recent initiatives include acquisitions of new properties and strategic partnerships with healthcare operators.
Summary
CareTrust REIT is a niche player in healthcare real estate, focusing on SNFs and senior housing. Their strength lies in strategic partnerships and experienced management. Reimbursement risks and interest rate sensitivity pose challenges. Successful acquisitions and improved operator performance are vital for future growth. The company has the potential to expand if it manages these risks effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can 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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