CTRE:NYE-CareTrust REIT Inc. (USD)

COMMON STOCK | REIT - Healthcare Facilities |

Last Closing

USD 29.17

Change

+0.20 (+0.69)%

Market Cap

USD 5.51B

Volume

1.04M

Analyst Target

USD 18.67
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-06-05 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
WELL Welltower Inc

+0.98 (+0.64%)

USD 97.26B
VTR Ventas Inc

+0.12 (+0.19%)

USD 28.94B
DOC Healthpeak Properties Inc

-0.02 (-0.12%)

USD 11.70B
AHR American Healthcare REIT, Inc.

+0.34 (+0.98%)

USD 5.17B
NHI National Health Investors Inc

+0.33 (+0.46%)

USD 3.38B
LTC LTC Properties Inc

-0.05 (-0.14%)

USD 1.65B
UHT Universal Health Realty Income..

-0.53 (-1.31%)

USD 0.55B
CHCT Community Healthcare Trust Inc

-0.13 (-0.79%)

USD 0.45B
GMRE-PA Global Medical REIT Inc

+0.08 (+0.32%)

USD 0.40B
OHI Omega Healthcare Investors Inc

+0.19 (+0.51%)

N/A

ETFs Containing CTRE

FCII:CA Franklin ClearBridge Sust.. 4.71 % 0.00 %

-0.06 (0.00%)

CAD 0.02B
NREA:CA NBI Global Real Assets In.. 4.70 % 0.00 %

-0.01 (0.00%)

CAD 1.35B
UTES Virtus Reaves Utilities E.. 4.68 % 0.95 %

-0.53 (0.00%)

USD 0.47B
HDLV 3.31 % 0.00 %

N/A

N/A
FOVL iShares Focused Value Fac.. 3.17 % 0.25 %

-0.10 (0.00%)

USD 0.03B
XLUY 3.00 % 0.00 %

N/A

N/A
DIVA 1.07 % 1.00 %

N/A

N/A
ULOV:LSE 0.72 % 0.00 %

N/A

N/A
FESM Fidelity Covington Trust 0.72 % 0.00 %

N/A

USD 1.79B
MUMC-B:CA Manulife Multifactor U.S... 0.44 % 0.00 %

-0.40 (0.00%)

CAD 0.05B
FVD First Trust Value Line® .. 0.00 % 0.70 %

-0.12 (0.00%)

N/A
PSCF Invesco S&P SmallCap Fina.. 0.00 % 0.29 %

-0.05 (0.00%)

USD 0.02B
TPHD Timothy Plan High Dividen.. 0.00 % 0.00 %

-0.05 (0.00%)

USD 0.29B
TPLC Timothy Plan US Large/Mid.. 0.00 % 0.00 %

-0.03 (0.00%)

USD 0.32B
MUMC:CA Manulife Multifactor U.S... 0.00 % 0.55 %

-0.05 (0.00%)

CAD 0.02B
FTGU:F First Trust Global Funds .. 0.00 % 0.00 %

N/A

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

-0.05 (0.00%)

USD 0.02B

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% 80% B- 80% B-
Dividend Return 1.24% 31% F 47% F
Total Return 9.08% 73% C 80% B-
Trailing 12 Months  
Capital Gain 11.59% 73% C 77% C+
Dividend Return 5.72% 60% D- 79% B-
Total Return 17.31% 73% C 81% B-
Trailing 5 Years  
Capital Gain 45.92% 85% B 64% D
Dividend Return 29.09% 62% D 76% C+
Total Return 75.01% 92% A 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.76% 71% C- 71% C-
Dividend Return 15.09% 76% C+ 78% C+
Total Return 5.33% 53% F 84% B
Risk Return Profile  
Volatility (Standard Deviation) 19.63% 65% D 50% F
Risk Adjusted Return 76.88% 88% B+ 86% B+
Market Capitalization 5.51B 70% C- 79% B-

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.

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.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

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.

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.