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CareTrust REIT, Inc. (CTRE) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

CareTrust REIT, Inc.

CTREMarket cap $8.46BPrice $35.8

Country🇺🇸United States

SectorReal Estate

IndustryHealthcare REITs

Owns and leases nursing homes, senior housing, and skilled nursing facilities across the U.S., collecting rent instead of running the medical side. Its triple-net leases push operating costs onto tenants, making it a landlord riding America's aging population boom.

In Bastion Portfolios?

52W Return+6%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+34%10

Revenue Forecast

Rev CAGR (1y)+36%9

Rev CAGR (3y)+25%9

Rev CAGR (5y)+19%9

Earnings Forecast

EPS Growth Y+1+98%10

EPS Growth Y+2+23%8

EPS Growth Y+3+44%9

Quality

Margins

EBIT Margin66%10

Net Income Margin62%10

Free Cash Flow Margin75%10

Debt

Net Debt/EBITDA2.44

Efficiency

ROE9%4

ROA7%7

Earnings Stability55

GEAR+VERY STRONG99

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)204

P/E Ratio (Forward 3y)136

P/BV1.97

EV Multiples

EV/EBITDA Fwd154

EV/EBIT Fwd204

Yield

Free Cash Flow Yield5.1%6

Dividend Yield4.4%9

Momentum

Short term

1 month return-7%3

3 month return-11%3

YTD return+2%5

Mid term

Price vs 52wHigh83%6

1 year return+10%6

Long term

3 year return+92%7

5 year return+123%8

Risk Shield

Price Risk

Beta0.29

Volatility25%8

Free Cash Flow

Free Cash Flow Margin75%10

Free Cash Flow Yield5.1%6

Quality

ROCE7%4

Earnings Stability55

Net Debt/EBITDA2.44

02Growth

Is it actually growing, and how fast?

CTRECareTrust REIT

Revenue FY25$228M

GROWTH RATING↗

VERY STRONG94 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+34%10

Revenue, next 1Y+36%9

Revenue, next 3Y, CAGR+25%9

Revenue, next 5Y, CAGR+19%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+98%10

EPS growth, FY27E+23%8

EPS growth, FY28E+44%9

GROWTH ASSESSMENT

STRENGTHS

It out-grows 94% of companies worldwide.

Revenue grew 34%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Revenue is set to grow 25%/yr over the next 3 years, ahead of most of the market.9/10

The runway holds up: revenue is set to grow 19%/yr over five years.9/10

Earnings are set to grow faster than sales (EPS about 44%/yr vs revenue 25%/yr), so margins should widen.

WATCH

Revenue grew 34%/yr over the last 3 years; forecasts see it cooling to 25%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE45 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%3

3-month return-11%3

YTD return+2%5

MID & LONG-TERM▾SCORE

% of 52-week high83%6

1-year return+10%6

3-year return+92%7

5-year return+123%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +92% over three years and +123% over five, ahead of 70% of the market.

WATCH

It's up 10% over the past year, but 17% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level so far this year (+2%).

WEAKNESSES

The stock is underperforming over the past month (-7%) and over three months (-11%).

BOTTOM LINE

Long-Term Winner, Cooling Off

Multi-year returns are elite even though the latest weeks are quieter. Often a quality compounder taking a breather rather than breaking down. The one thing to watch: the stock is underperforming over the past month and over three months.

04Value

Are you paying a fair price for it?

Stop guessing on CareTrust REIT, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

CTRECareTrust REIT

Revenue FY25$228M

GROWTH RATING↗

VERY STRONG94 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+34%10

Revenue, next 1Y+36%9

Revenue, next 3Y, CAGR+25%9

Revenue, next 5Y, CAGR+19%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+98%10

EPS growth, FY27E+23%8

EPS growth, FY28E+44%9

GROWTH ASSESSMENT

STRENGTHS

It out-grows 94% of companies worldwide.

Revenue grew 34%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Revenue is set to grow 25%/yr over the next 3 years, ahead of most of the market.9/10

The runway holds up: revenue is set to grow 19%/yr over five years.9/10

Earnings are set to grow faster than sales (EPS about 44%/yr vs revenue 25%/yr), so margins should widen.

WATCH

Revenue grew 34%/yr over the last 3 years; forecasts see it cooling to 25%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE45 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%3

3-month return-11%3

YTD return+2%5

MID & LONG-TERM▾SCORE

% of 52-week high83%6

1-year return+10%6

3-year return+92%7

5-year return+123%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +92% over three years and +123% over five, ahead of 70% of the market.

WATCH

It's up 10% over the past year, but 17% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level so far this year (+2%).

WEAKNESSES

The stock is underperforming over the past month (-7%) and over three months (-11%).

BOTTOM LINE

Long-Term Winner, Cooling Off

04Value

Are you paying a fair price for it?

Stop guessing on CareTrust REIT, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community