CTRE
CareTrust REIT, Inc.
REIT - Healthcare Facilities
Market Cap$8.76B
5Y Perf.+111.9%
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Stock Comparison
CTRE vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$150.14B
5Y Perf.+328.9%
CTRE vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | CTRE | WELL |
|---|---|---|
| Industry | REIT - Healthcare Facilities | REIT - Healthcare Facilities |
| Market Cap | $8.76B | $150.14B |
| Revenue (TTM) | $324M | $11.63B |
| Net Income (TTM) | $261M | $1.43B |
| Gross Margin | 96.6% | 39.1% |
| Operating Margin | 55.7% | 4.4% |
| Forward P/E | 26.5x | 78.9x |
| Total Debt | $0.00 | $21.38B |
| Cash & Equiv. | $198M | $5.03B |
CTRE vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
CTRE
WELL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| CareTrust REIT, Inc. (CTRE) | 100 | 211.9 | +111.9% |
| Welltower Inc. (WELL) | 100 | 428.9 | +328.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CTRE vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: CTRE leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Welltower Inc. is the stronger pick specifically for capital preservation and lower volatility and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
CTRE
CareTrust REIT, Inc.
The Real Estate Income Play
CTRE carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 0.14, yield 3.2%
- Rev growth 108.7%, EPS growth 96.3%, 3Y rev CAGR 36.5%
- 272.9% 10Y total return vs WELL's 230.2%
Best for: income & stability and growth exposure
WELL
Welltower Inc.
The Real Estate Income Play
WELL is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 0.13, Low D/E 49.5%, current ratio 5.34x
- Beta 0.13, yield 1.3%, current ratio 5.34x
- Beta 0.13 vs CTRE's 0.14
Best for: sleep-well-at-night and defensive
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | CTRE | 108.7% FFO/revenue growth vs WELL's 35.8% |
| Value | CTRE | Lower P/E (26.5x vs 78.9x) |
| Quality / Margins | CTRE | 80.6% margin vs WELL's 12.3% |
| Stability / Safety | WELL | Beta 0.13 vs CTRE's 0.14 |
| Dividends | CTRE | 3.2% yield, 2-year raise streak, vs WELL's 1.3% |
| Momentum (1Y) | WELL | +43.9% vs CTRE's +40.9% |
| Efficiency (ROA) | CTRE | 5.1% ROA vs WELL's 2.3%, ROIC 10.1% vs 0.5% |
CTRE vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
CTRE vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLCTRELAGGINGWELL
WELLWelltower Inc.
2leads
CTRECareTrust REIT, Inc.
4leads
6 Total Categories
CATEGORYLEADERvs WELLMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
CTRE6/6
Valuation MetricsMultiples, price ratios, and targets
CTRE5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
CTRE7/8
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL5/6
Risk & VolatilityBeta, volatility, and downside exposure
WELL2/2
Analyst OutlookRatings, price targets, and dividends
CTRE1/1
Income & Cash Flow (Last 12 Months)
CTRE leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 35.9x CTRE's $324M. CTRE is the more profitable business, keeping 80.6% of every revenue dollar as net income compared to WELL's 12.3%. On growth, CTRE holds the edge at +82.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | CTRECareTrust REIT, I… | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $324M | $11.6B |
| EBITDAEarnings before interest/tax | $262M | $2.8B |
| Net IncomeAfter-tax profit | $261M | $1.4B |
| Free Cash FlowCash after capex | $334M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +96.6% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +55.7% | +4.4% |
| Net MarginNet income ÷ Revenue | +80.6% | +12.3% |
| FCF MarginFCF ÷ Revenue | +103.2% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +82.4% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +66.7% | +22.5% |
CTRE leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
CTRE leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 25.1x trailing earnings, CTRE trades at a 84% valuation discount to WELL's 154.2x P/E. On an enterprise value basis, CTRE's 15.2x EV/EBITDA is more attractive than WELL's 66.8x.
| Metric | CTRECareTrust REIT, I… | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $8.8B | $150.1B |
| Enterprise ValueMkt cap + debt − cash | $8.6B | $166.5B |
| Trailing P/EPrice ÷ TTM EPS | 25.06x | 154.17x |
| Forward P/EPrice ÷ next-FY EPS est. | 26.46x | 78.89x |
| PEG RatioP/E ÷ EPS growth rate | 1.18x | — |
| EV / EBITDAEnterprise value multiple | 15.21x | 66.76x |
| Price / SalesMarket cap ÷ Revenue | 18.39x | 14.08x |
| Price / BookPrice ÷ Book value/share | 1.99x | 3.37x |
| Price / FCFMarket cap ÷ FCF | 22.24x | 52.72x |
CTRE leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
CTRE leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
CTRE delivers a 6.5% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $3 for WELL. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs CTRE's 6/9, reflecting strong financial health.
| Metric | CTRECareTrust REIT, I… | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +6.5% | +3.5% |
| ROA (TTM)Return on assets | +5.1% | +2.3% |
| ROICReturn on invested capital | +10.1% | +0.5% |
| ROCEReturn on capital employed | +11.0% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | — | 0.49x |
| Net DebtTotal debt minus cash | -$198M | $16.3B |
| Cash & Equiv.Liquid assets | $198M | $5.0B |
| Total DebtShort + long-term debt | $0 | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 10.76x | 0.26x |
CTRE leads this category, winning 7 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
WELL leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WELL five years ago would be worth $31,264 today (with dividends reinvested), compared to $20,154 for CTRE. Over the past 12 months, WELL leads with a +43.9% total return vs CTRE's +40.9%. The 3-year compound annual growth rate (CAGR) favors WELL at 41.3% vs CTRE's 30.0% — a key indicator of consistent wealth creation.
| Metric | CTRECareTrust REIT, I… | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +9.4% | +15.0% |
| 1-Year ReturnPast 12 months | +40.9% | +43.9% |
| 3-Year ReturnCumulative with dividends | +119.5% | +182.2% |
| 5-Year ReturnCumulative with dividends | +101.5% | +212.6% |
| 10-Year ReturnCumulative with dividends | +272.9% | +230.2% |
| CAGR (3Y)Annualised 3-year return | +30.0% | +41.3% |
WELL leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
WELL leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WELL is the less volatile stock with a 0.13 beta — it tends to amplify market swings less than CTRE's 0.14 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WELL currently trades 97.6% from its 52-week high vs CTRE's 94.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CTRECareTrust REIT, I… | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.14x | 0.13x |
| 52-Week HighHighest price in past year | $41.72 | $219.59 |
| 52-Week LowLowest price in past year | $27.72 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +94.3% | +97.6% |
| RSI (14)Momentum oscillator 0–100 | 54.7 | 62.6 |
| Avg Volume (50D)Average daily shares traded | 2.5M | 2.6M |
WELL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
CTRE leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates CTRE as "Buy" and WELL as "Buy". Consensus price targets imply 8.0% upside for CTRE (target: $43) vs 5.7% for WELL (target: $227). For income investors, CTRE offers the higher dividend yield at 3.23% vs WELL's 1.29%.
| Metric | CTRECareTrust REIT, I… | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $42.50 | $226.50 |
| # AnalystsCovering analysts | 19 | 34 |
| Dividend YieldAnnual dividend ÷ price | +3.2% | +1.3% |
| Dividend StreakConsecutive years of raises | 2 | 2 |
| Dividend / ShareAnnual DPS | $1.27 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
CTRE leads this category, winning 1 of 1 comparable metric.
Key Takeaway
CTRE leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). WELL leads in 2 (Total Returns, Risk & Volatility).
Best OverallCareTrust REIT, Inc. (CTRE)Leads 4 of 6 categories
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CTRE vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CTRE or WELL a better buy right now?
For growth investors, CareTrust REIT, Inc.
(CTRE) is the stronger pick with 108. 7% revenue growth year-over-year, versus 35. 8% for Welltower Inc. (WELL). CareTrust REIT, Inc. (CTRE) offers the better valuation at 25. 1x trailing P/E (26. 5x forward), making it the more compelling value choice. Analysts rate CareTrust REIT, Inc. (CTRE) a "Buy" — based on 19 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CTRE or WELL?
On trailing P/E, CareTrust REIT, Inc.
(CTRE) is the cheapest at 25. 1x versus Welltower Inc. at 154. 2x. On forward P/E, CareTrust REIT, Inc. is actually cheaper at 26. 5x.
03Which is the better long-term investment — CTRE or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +212. 6%, compared to +101. 5% for CareTrust REIT, Inc. (CTRE). Over 10 years, the gap is even starker: CTRE returned +272. 9% versus WELL's +230. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CTRE or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus CareTrust REIT, Inc. 's 0. 14β — meaning CTRE is approximately 3% more volatile than WELL relative to the S&P 500.
05Which is growing faster — CTRE or WELL?
By revenue growth (latest reported year), CareTrust REIT, Inc.
(CTRE) is pulling ahead at 108. 7% versus 35. 8% for Welltower Inc. (WELL). On earnings-per-share growth, the picture is similar: CareTrust REIT, Inc. grew EPS 96. 3% year-over-year, compared to -11. 5% for Welltower Inc.. Over a 3-year CAGR, CTRE leads at 36. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CTRE or WELL?
CareTrust REIT, Inc.
(CTRE) is the more profitable company, earning 67. 3% net margin versus 8. 8% for Welltower Inc. — meaning it keeps 67. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CTRE leads at 98. 7% versus 3. 3% for WELL. At the gross margin level — before operating expenses — CTRE leads at 98. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CTRE or WELL more undervalued right now?
On forward earnings alone, CareTrust REIT, Inc.
(CTRE) trades at 26. 5x forward P/E versus 78. 9x for Welltower Inc. — 52. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CTRE: 8. 0% to $42. 50.
08Which pays a better dividend — CTRE or WELL?
All stocks in this comparison pay dividends.
CareTrust REIT, Inc. (CTRE) offers the highest yield at 3. 2%, versus 1. 3% for Welltower Inc. (WELL).
09Is CTRE or WELL better for a retirement portfolio?
For long-horizon retirement investors, CareTrust REIT, Inc.
(CTRE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 14), 3. 2% yield, +272. 9% 10Y return). Both have compounded well over 10 years (CTRE: +272. 9%, WELL: +230. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CTRE and WELL?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(CTRE: 82.4% · WELL: 40.3%)Net Margin>
%
(CTRE: 80.6% · WELL: 12.3%)P/E Ratio<
x
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