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CTRE vs NNN

CTRE
CareTrust REIT, Inc.
NEUTRAL
Price
$37.96
Market Cap
$8.47B
Sector
Real Estate
AI Confidence
85%
NNN
NNN REIT, Inc.
NEUTRAL
Price
$43.79
Market Cap
$8.33B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
CTRE
24.18
NNN
21.15
Forward P/E
CTRE
22.3
NNN
20.65
P/B Ratio
CTRE
2.1
NNN
1.89
P/S Ratio
CTRE
17.79
NNN
8.99
EV/EBITDA
CTRE
22.36
NNN
15.62

Profitability

Gross Margin
CTRE
97.99%
NNN
95.96%
Operating Margin
CTRE
57.79%
NNN
62.22%
Profit Margin
CTRE
67.28%
NNN
42.08%
ROE
CTRE
9.17%
NNN
8.89%
ROA
CTRE
4.68%
NNN
3.92%

Growth

Revenue Growth
CTRE
3.2%
NNN
9.1%
Earnings Growth
CTRE
5.0%
NNN
-2.2%

Financial Health

Debt/Equity
CTRE
0.72
NNN
1.09
Current Ratio
CTRE
2.45
NNN
0.12
Quick Ratio
CTRE
1.54
NNN
0.08

Dividends

Dividend Yield
CTRE
4.11%
NNN
5.51%
Payout Ratio
CTRE
85.35%
NNN
114.01%

AI Verdict

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
NNN NEUTRAL

NNN presents as a stable but overvalued REIT, evidenced by a Piotroski F-Score of 4/9 and a current price ($43.79) significantly exceeding its Graham Number ($32.88) and Intrinsic Value ($14.49). While the company boasts a stellar track record of earnings beats and strong profit margins, the dividend payout ratio of 114.01% is a critical sustainability concern. Bearish insider activity from the CEO, COO, and CTO, combined with a 0/100 technical trend, suggests limited near-term upside. The stock is currently a defensive income play trading at a premium.

Strengths
Consistent earnings performance with 4/4 beats in the last 4 quarters
Strong profitability with a 42.08% profit margin and 62.22% operating margin
P/E ratio (21.15) is significantly lower than the sector average (39.75)
Risks
Unsustainable dividend payout ratio of 114.01%
Significant valuation gap between current price and Graham/Intrinsic values
Bearish insider sentiment with sales from top three executives (CEO, COO, CTO)

Compare Another Pair

CTRE vs NNN: Head-to-Head Comparison

This page compares CareTrust REIT, Inc. (CTRE) and NNN REIT, Inc. (NNN) 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.

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