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Upturn AI SWOT - About
CTRE 
CareTrust REIT Inc. (CTRE)
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Upturn Advisory Summary
04/01/2025: CTRE (3-star) is a STRONG-BUY. BUY since 12 days. Profits (0.00%). 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 12.04% | Avg. Invested days 45 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.43B USD | Price to earnings Ratio 36.18 | 1Y Target Price 31.78 |
Price to earnings Ratio 36.18 | 1Y Target Price 31.78 | ||
Volume (30-day avg) 1883469 | Beta 1.15 | 52 Weeks Range 22.27 - 32.41 | Updated Date 03/31/2025 |
52 Weeks Range 22.27 - 32.41 | Updated Date 03/31/2025 | ||
Dividends yield (FY) 4.63% | Basic EPS (TTM) 0.79 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 42.22% | Operating Margin (TTM) 62.08% |
Management Effectiveness
Return on Assets (TTM) 4.35% | Return on Equity (TTM) 5.72% |
Valuation
Trailing PE 36.18 | Forward PE 12.97 | Enterprise Value 5617793421 | Price to Sales(TTM) 18.34 |
Enterprise Value 5617793421 | Price to Sales(TTM) 18.34 | ||
Enterprise Value to Revenue 24.61 | Enterprise Value to EBITDA 26.56 | Shares Outstanding 187662000 | Shares Floating 186562194 |
Shares Outstanding 187662000 | Shares Floating 186562194 | ||
Percent Insiders 0.55 | Percent Institutions 98.65 |
Analyst Ratings
Rating 4.1 | Target Price 32.2 | Buy 1 | Strong Buy 6 |
Buy 1 | Strong Buy 6 | ||
Hold 2 | 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, Inc. It is a real estate investment trust (REIT) that invests in healthcare-related properties.
Core Business Areas
- Real Estate Investments: CareTrust REIT acquires, develops, and leases skilled nursing facilities (SNFs), assisted living facilities (ALFs), and independent living facilities (ILFs).
- Leasing Operations: CareTrust REIT generates revenue primarily through leasing its properties to healthcare operators.
Leadership and Structure
Greg Stapley serves as the CEO. The company operates under a typical REIT structure with a board of directors and executive management team.
Top Products and Market Share
Key Offerings
- Skilled Nursing Facilities (SNFs): CareTrust's primary revenue comes from leasing SNFs to operators. Market share is fragmented within the healthcare REIT sector, and CareTrust competes with larger REITs such as Welltower and Ventas. No hard revenue data is available for just SNFs. Competitors include Welltower (WELL), Ventas (VTR), National Health Investors (NHI).
- Assisted Living Facilities (ALFs) and Independent Living Facilities (ILFs): CareTrust also invests in and leases ALFs and ILFs. This diversifies their portfolio. Again, market share is fragmented. Competitors include Welltower (WELL), Ventas (VTR), National Health Investors (NHI).
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by an aging population, increasing demand for senior care services, and favorable demographics. It is a competitive landscape with larger and smaller players.
Positioning
CareTrust REIT focuses on a mix of SNFs and senior housing properties, often partnering with regional operators. Its competitive advantages lie in its operator relationships and disciplined investment strategy.
Total Addressable Market (TAM)
The TAM for healthcare real estate is estimated to be in the hundreds of billions of dollars, with ongoing growth expected. CareTrust is a smaller player in this large market, with opportunities to expand through acquisitions and development.
Upturn SWOT Analysis
Strengths
- Strong operator relationships
- Disciplined investment strategy
- Diversified portfolio of healthcare properties
- Experienced management team
Weaknesses
- Smaller market capitalization compared to larger REITs
- Concentration in skilled nursing facilities which can be more susceptible to regulatory changes
- Dependence on tenant operators' financial performance
Opportunities
- Acquisitions of additional healthcare properties
- Development of new facilities
- Expansion into new geographic markets
- Strategic partnerships
Threats
- Changes in government healthcare regulations and reimbursement rates
- Increased competition from other REITs and investors
- Economic downturn affecting occupancy rates
- Rising interest rates increasing borrowing costs
Competitors and Market Share
Key Competitors
- Welltower (WELL)
- Ventas (VTR)
- National Health Investors (NHI)
Competitive Landscape
CareTrust REIT competes with larger REITs with deeper pockets. CareTrust differentiates itself through strong operator relationships and a focus on specific market segments.
Major Acquisitions
Diversicare Healthcare Services, Inc.
- Year: 2023
- Acquisition Price (USD millions): 74
- Strategic Rationale: This investment expands CTRE's tenant base and strengthens its portfolio in the skilled nursing sector.
Growth Trajectory and Initiatives
Historical Growth: CareTrust REIT has grown through acquisitions and organic growth in its portfolio. Fill from company's annual reports.
Future Projections: Analyst estimates for future growth can be found on financial websites. Fill based on analyst consensus.
Recent Initiatives: CareTrust REIT has been actively acquiring properties and developing new relationships with operators. Fill based on company's press releases.
Summary
CareTrust REIT is a smaller player in the healthcare REIT sector, focusing on skilled nursing and senior housing. Its strong operator relationships and disciplined investment strategy are key strengths. Regulatory changes and competition are potential threats. The company's growth depends on continued acquisitions and successful management of its portfolio.
Similar Companies
- WELL
- VTR
- NHI
- LTC
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- Company Filings (SEC)
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share figures are estimates and may vary. Financial data should be independently verified.
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, 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.
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