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CareTrust REIT, Inc. (CTRE) stock analysis

CTRENYSEReal Estate Investment TrustsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 13/3013% above fair value
$38.15−0.46 (-1.19%)

Close on Nov 12, 2026Market cap $9.01BP/E 24.0Yield 3.51%

StockData Score

Prices as of Nov 11, 2026How the score works

Value2Growth4Performance4Health0Dividend3

Mixed13 of 30 checks passed

CareTrust REIT passes 13 of the 30 checks behind our score; 10 could not be run for lack of data and count as not passed. Each dot in the shape is one check — hover it for the numbers.

Valuation
2/6
Growth
4/6
Past performance
4/6
Financial health
0/6
Dividend
3/6

What stands out

  • Earnings grew over 5 years

    Net income grew 31.7% a year on average over the last five fiscal years.

  • Revenue growing 10%+ a year

    Revenue grew 34.4% a year over the last three fiscal years.

  • Earnings growth accelerating

    Net income grew 39.3% over the last twelve months, against a 5-year average of 31.7% a year.

  • P/E below its 5-year median

    CareTrust REIT's P/E of 24.3 is below its own 5-year median of 35.3.

What to watch

  • Margin of safety under 20%

    The price is 13.2% above fair value, so there is no margin of safety.

  • Trading above fair value

    The share price of $38.61 is above our fair value estimate of $34.10.

  • Return on equity under 15%

    Return on equity was 7.8% over the last twelve months and averaged 5.4% over five years; we look for 15% on both.

  • Bankruptcy risk in the grey zone

    The Altman Z-score is 2.42; above 3 is the safe zone and below 1.8 the distress zone.

Valuation2/6

  • P/E below its 5-year median

    CareTrust REIT's P/E of 24.3 is below its own 5-year median of 35.3.

  • P/E below the industry

    CareTrust REIT's P/E of 24.3 is below the Miscellaneous Investing median of 26.3.

  • EV/EBITDA against its history

    Needs positive EBITDA and price history.

  • P/B above the industry

    CareTrust REIT's price-to-book of 1.71 is above the Miscellaneous Investing median of 1.20.

  • Trading above fair value

    The share price of $38.61 is above our fair value estimate of $34.10.

  • Margin of safety under 20%

    The price is 13.2% above fair value, so there is no margin of safety.

Growth4/6

  • Revenue growing 10%+ a year

    Revenue grew 34.4% a year over the last three fiscal years.

  • EPS growth over 3 years

    Needs positive EPS three years ago and today.

  • Earnings growth accelerating

    Net income grew 39.3% over the last twelve months, against a 5-year average of 31.7% a year.

  • Growing faster than the industry

    Revenue grew 43.6% over the last twelve months; the Miscellaneous Investing median is 4.6%.

  • Guidance raised

    CareTrust REIT raised its Full Year 2026 Cash rental revenue outlook on Aug 6, 2026.

  • Gross margin trend

    This company does not report gross profit.

Past performance4/6

  • Return on equity under 15%

    Return on equity was 7.8% over the last twelve months and averaged 5.4% over five years; we look for 15% on both.

  • Return on invested capital

    Needs operating income and invested capital.

  • Return on equity above the industry

    CareTrust REIT's return on equity of 7.8% is above the Miscellaneous Investing median of 3.1%.

  • Earnings grew over 5 years

    Net income grew 31.7% a year on average over the last five fiscal years.

  • Net margin above its 5-year average

    Net margin was 59.2% over the last twelve months, against a 5-year average of 33.6%.

  • Net margin above the industry

    CareTrust REIT's net margin of 59.2% is above the Miscellaneous Investing median of 10.3%.

Financial health0/6

  • Debt level

    Needs debt and equity figures.

  • Debt trend

    Needs a balance sheet from five years ago with positive equity.

  • Debt coverage

    Needs operating cash flow.

  • Interest coverage

    Interest expense is not reported separately.

  • Short-term liquidity

    The balance sheet is not split into current and non-current items.

  • Bankruptcy risk in the grey zone

    The Altman Z-score is 2.42; above 3 is the safe zone and below 1.8 the distress zone.

Dividend3/6

  • Pays a dividend

    CareTrust REIT paid dividends worth 3.9% of the share price over the last twelve months.

  • Yield below Treasuries

    The 3.9% yield is below the 4.4% on a 1-year Treasury.

  • Yield in the top quarter

    The top quarter of US dividend payers yield 3.8% or more; CareTrust REIT yields 3.9%.

  • Dividend not cut

    The dividend per share has not fallen by more than 10% in any of the last 10 fiscal years.

  • Not covered by earnings

    Dividends take 90.7% of net income, leaving little room.

  • Cash-flow cover

    Needs dividends paid and free cash flow.

Scores of similar companies

Fair value

How we estimate it

Our estimate per share

$34.10

The share price is 13% above this estimate.

20%+ below
Near fair value
20%+ above
$38.61Price$34.10Fair value
MethodMultiple usedOwn 5Y medianIndustry medianValue per shareWeight
P/E30.9×35.3×26.3×$49.0840%
EV/EBITDA9.5×–9.5×$24.0135%
P/B1.7×2.2×1.2×$38.0910%
Earnings power7.4% cost of equity––$15.0515%
Fair value$34.10100%

Valuation over time

Using the earnings and balance sheet published at each date, not today's.

  • P/E at month end
  • Own 5-year median 35.3
  • Miscellaneous Investing median 26.3

An estimate from reported numbers and market multiples, not a price target or investment advice. It can be far off for companies whose profits are about to change sharply.

Market risk

From the past year of daily prices.

Liquidity

Low risk

Average value traded per day
$99.95M
Value traded per 1% price move
$81.74M

Downside

Low risk

Typical loss in a bad month
10.9%
Volatility (annualized)
25%
Sharpe ratio, 1 year
0.04
Beta to the S&P 500 (5Y)
0.51

Typical bad-month loss, week by week

25%: high

Margins

Share of revenue, fiscal years 2011 to 2025

Gross margin

–

Net margin

67.3%+21.9 pts over 5 years

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