CTRE:NYE-CareTrust REIT Inc. (USD)

COMMON STOCK | REIT - Healthcare Facilities |

Last Closing

USD 24.93

Change

-0.69 (-2.69)%

Market Cap

USD 5.04B

Volume

1.83M

Analyst Target

USD 18.67
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

CareTrust REIT, Inc.'s ("CareTrust REIT" or the "Company") primary business consists of acquiring, financing, developing and owning real property to be leased to third-party tenants in the healthcare sector. As of March 31, 2024, the Company owned directly or through a joint venture and leased to independent operators, 228 skilled nursing facilities ("SNFs"), multi-service campuses, assisted living facilities ("ALFs") and independent living facilities ("ILFs") consisting of 24,189 operational beds and units located in 29 states with the highest concentration of properties by rental income located in California and Texas. As of March 31, 2024, the Company also had other real estate related investments consisting of one preferred equity investment, nine real estate secured loans receivable and four mezzanine loans receivable with a carrying value of $233.3 million.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-21 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
WELL Welltower Inc

-1.74 (-1.16%)

USD 88.79B
VTR Ventas Inc

-0.77 (-1.15%)

USD 29.08B
DOC Healthpeak Properties Inc

-0.03 (-0.15%)

USD 13.70B
AHR American Healthcare REIT, Inc.

-0.56 (-2.01%)

USD 4.42B
NHI National Health Investors Inc

-0.80 (-1.15%)

USD 3.08B
LTC LTC Properties Inc

-0.17 (-0.49%)

USD 1.54B
CHCT Community Healthcare Trust Inc

-0.14 (-0.74%)

USD 0.56B
UHT Universal Health Realty Income..

-0.29 (-0.74%)

USD 0.54B
GMRE-PA Global Medical REIT Inc

-0.06 (-0.22%)

USD 0.41B
OHI Omega Healthcare Investors Inc

-0.47 (-1.30%)

N/A

ETFs Containing CTRE

FCII:CA Franklin ClearBridge Sust.. 5.17 % 0.00 %

-0.05 (-1.74%)

CAD 0.02B
UTES Virtus Reaves Utilities E.. 4.89 % 0.95 %

-1.27 (-1.74%)

USD 0.42B
CINF:CA CI Global Infrastructure .. 4.66 % 0.00 %

-0.04 (-1.74%)

CAD 0.27B
DXN:CA Dynamic Active Global Inf.. 4.16 % 0.00 %

-0.17 (-1.74%)

CAD 0.03B
INFR ClearBridge Sustainable I.. 3.49 % 0.47 %

-0.06 (-1.74%)

USD 9.00M
HDLV 3.31 % 0.00 %

N/A

N/A
ECLN First Trust EIP Carbon Im.. 3.16 % 0.00 %

N/A

USD 0.01B
FOVL iShares Focused Value Fac.. 3.08 % 0.25 %

-0.93 (-1.74%)

USD 0.03B
CBLS Elevation Series Trust 3.07 % 0.00 %

-0.28 (-1.74%)

USD 0.04B
XLUY 3.00 % 0.00 %

N/A

N/A
CBSE Elevation Series Trust 2.95 % 0.00 %

-0.80 (-1.74%)

USD 0.02B
HDLV:PA Invesco S&P 500 High Divi.. 2.51 % 0.00 %

+0.41 (+-1.74%)

USD 0.34B
HDLV:F 2.51 % 0.00 %

N/A

N/A
HDLV:XETRA 2.51 % 0.00 %

N/A

N/A
CZA Invesco Zacks Mid-Cap ETF 2.36 % 0.65 %

-1.17 (-1.74%)

N/A
DVY iShares Select Dividend E.. 1.92 % 0.39 %

-0.62 (-1.74%)

N/A
DJXXF 1.92 % 0.00 %

N/A

N/A
EXX5:F 1.81 % 0.00 %

N/A

N/A
EXX5:XETRA 1.81 % 0.00 %

N/A

N/A
TPHE Timothy Plan - Timothy Pl.. 1.64 % 0.00 %

-0.23 (-1.74%)

USD 0.06B
CDC VictoryShares US EQ Incom.. 1.63 % 0.35 %

+0.09 (+-1.74%)

USD 0.79B
TPHD Timothy Plan High Dividen.. 1.63 % 0.00 %

-0.35 (-1.74%)

USD 0.24B
PSCF Invesco S&P SmallCap Fina.. 1.36 % 0.29 %

-1.11 (-1.74%)

USD 0.02B
DIVA 1.07 % 1.00 %

N/A

N/A
ULOV:LSE 0.72 % 0.00 %

N/A

N/A
TPLE Timothy Plan - Timothy Pl.. 0.69 % 0.00 %

-0.46 (-1.74%)

USD 0.07B
TPLC Timothy Plan US Large/Mid.. 0.65 % 0.00 %

-0.77 (-1.74%)

USD 0.26B
BTAL AGFiQ U.S. Market Neutral.. 0.49 % 0.00 %

+0.30 (+-1.74%)

N/A
CFA VictoryShares US 500 Vola.. 0.37 % 0.35 %

-1.21 (-1.74%)

USD 0.54B
FVD First Trust Value Line® .. 0.00 % 0.70 %

-0.04 (-1.74%)

N/A
USVM VictoryShares US Small Mi.. 0.00 % 0.25 %

-2.09 (-1.74%)

USD 0.89B
BLES Inspire Global Hope ETF 0.00 % 0.62 %

-0.59 (-1.74%)

USD 0.11B
FTGU:F 0.00 % 0.00 %

N/A

N/A
XU61:XETRA 0.00 % 0.00 %

N/A

N/A
JPGL:XETRA 0.00 % 0.00 %

N/A

N/A
HSMV First Trust Horizon Manag.. 0.00 % 0.00 %

-0.18 (-1.74%)

USD 0.02B
JPGL:F 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (REIT - Healthcare Facilities) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -7.84% 7% C- 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.84% 7% C- 12% F
Trailing 12 Months  
Capital Gain 7.97% 36% F 58% F
Dividend Return 6.28% 50% F 79% B-
Total Return 14.25% 36% F 66% D+
Trailing 5 Years  
Capital Gain 7.13% 92% A 52% F
Dividend Return 24.62% 62% D 73% C
Total Return 31.76% 85% B 56% F
Average Annual (5 Year Horizon)  
Capital Gain 11.44% 86% B+ 67% D+
Dividend Return 16.76% 86% B+ 74% C
Total Return 5.32% 50% F 84% B
Risk Return Profile  
Volatility (Standard Deviation) 22.78% 57% F 47% F
Risk Adjusted Return 73.57% 86% B+ 82% B
Market Capitalization 5.04B 70% C- 78% C+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.