No connection

Search Results

AMT vs CTRE

AMT
American Tower Corporation
NEUTRAL
Price
$171.78
Market Cap
$80.42B
Sector
Real Estate
AI Confidence
85%
CTRE
CareTrust REIT, Inc.
NEUTRAL
Price
$37.96
Market Cap
$8.47B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
AMT
31.81
CTRE
24.18
Forward P/E
AMT
24.78
CTRE
22.3
P/B Ratio
AMT
21.93
CTRE
2.1
P/S Ratio
AMT
7.56
CTRE
17.79
EV/EBITDA
AMT
18.91
CTRE
22.36

Profitability

Gross Margin
AMT
74.18%
CTRE
97.99%
Operating Margin
AMT
44.94%
CTRE
57.79%
Profit Margin
AMT
23.76%
CTRE
67.28%
ROE
AMT
26.28%
CTRE
9.17%
ROA
AMT
4.9%
CTRE
4.68%

Growth

Revenue Growth
AMT
7.5%
CTRE
3.2%
Earnings Growth
AMT
-33.2%
CTRE
5.0%

Financial Health

Debt/Equity
AMT
4.34
CTRE
0.72
Current Ratio
AMT
0.4
CTRE
2.45
Quick Ratio
AMT
0.34
CTRE
1.54

Dividends

Dividend Yield
AMT
3.99%
CTRE
4.11%
Payout Ratio
AMT
125.93%
CTRE
85.35%

AI Verdict

AMT NEUTRAL

AMT shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (23.8% margin)
Strong ROE of 26.3%
Risks
High valuation with P/E of 31.8
Premium vs Graham Number ($30.85)
High debt burden with D/E of 4.34
CTRE NEUTRAL

CareTrust REIT (CTRE) presents a dichotomy between strong balance sheet health and fundamental overvaluation. While the Piotroski F-Score of 4/9 indicates stable financial health and the Debt/Equity ratio (0.72) is significantly superior to the sector average (2.76), the stock trades at a substantial premium to its Graham Number ($25.3) and Intrinsic Value ($22.77). Recent performance is marred by a streak of four consecutive earnings misses with an average surprise of -11.89%, offsetting the bullish analyst consensus. The outlook remains neutral as the market price reflects growth expectations that are not currently supported by recent earnings delivery.

Strengths
Exceptional leverage profile with Debt/Equity (0.72) far below sector average (2.76)
Strong liquidity position evidenced by a Current Ratio of 2.45
High profitability margins (Profit Margin 67.28%)
Risks
Significant valuation gap between current price ($37.96) and Graham Number ($25.3)
Poor recent earnings track record (0/4 beats in the last 4 quarters)
High dividend payout ratio (85.35%) limiting capital reinvestment

Compare Another Pair

AMT vs CTRE: Head-to-Head Comparison

This page compares American Tower Corporation (AMT) and CareTrust REIT, Inc. (CTRE) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI Chat
Markets
Profile