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CTRE vs. WELL: A Head-to-Head Stock Comparison

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Here’s a clear look at CTRE and WELL, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

Both CTRE and WELL are Real Estate Investment Trusts (REITs). These entities are required to distribute the majority of their taxable income to shareholders, often resulting in higher dividend yields.

SymbolCTREWELL
Company NameCareTrust REIT, Inc.Welltower Inc.
CountryUnited StatesUnited States
GICS SectorReal EstateReal Estate
GICS IndustryHealth Care REITsHealth Care REITs
Market Capitalization7.61 billion USD110.29 billion USD
ExchangeNYSENYSE
Listing DateMay 29, 2014March 19, 1980
Security TypeREITREIT

Historical Performance

This chart compares the performance of CTRE and WELL by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

CTRE vs. WELL: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolCTREWELL
5-Day Price Return0.92%0.81%
13-Week Price Return20.62%12.25%
26-Week Price Return32.10%10.15%
52-Week Price Return18.28%39.96%
Month-to-Date Return7.42%-0.10%
Year-to-Date Return26.28%30.84%
10-Day Avg. Volume5.11M2.16M
3-Month Avg. Volume2.05M2.77M
3-Month Volatility18.82%19.16%
Beta0.850.92

Profitability

Return on Equity (TTM)

CTRE

7.61%

Health Care REITs Industry

Max
10.72%
Q3
6.35%
Median
5.14%
Q1
1.99%
Min
1.33%

In the upper quartile for the Health Care REITs industry, CTRE’s Return on Equity of 7.61% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

WELL

3.42%

Health Care REITs Industry

Max
10.72%
Q3
6.35%
Median
5.14%
Q1
1.99%
Min
1.33%

WELL’s Return on Equity of 3.42% is on par with the norm for the Health Care REITs industry, indicating its profitability relative to shareholder equity is typical for the sector.

CTRE vs. WELL: A comparison of their Return on Equity (TTM) against the Health Care REITs industry benchmark.

Net Profit Margin (TTM)

CTRE

58.90%

Health Care REITs Industry

Max
65.42%
Q3
41.17%
Median
26.13%
Q1
5.90%
Min
-44.62%

In the Health Care REITs industry, Net Profit Margin is often not the primary profitability metric.

WELL

12.18%

Health Care REITs Industry

Max
65.42%
Q3
41.17%
Median
26.13%
Q1
5.90%
Min
-44.62%

In the Health Care REITs industry, Net Profit Margin is often not the primary profitability metric.

CTRE vs. WELL: A comparison of their Net Profit Margin (TTM) against the Health Care REITs industry benchmark.

Operating Profit Margin (TTM)

CTRE

62.03%

Health Care REITs Industry

Max
86.51%
Q3
46.69%
Median
36.79%
Q1
14.52%
Min
-33.46%

In the Health Care REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.

WELL

14.52%

Health Care REITs Industry

Max
86.51%
Q3
46.69%
Median
36.79%
Q1
14.52%
Min
-33.46%

In the Health Care REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.

CTRE vs. WELL: A comparison of their Operating Profit Margin (TTM) against the Health Care REITs industry benchmark.

Profitability at a Glance

SymbolCTREWELL
Return on Equity (TTM)7.61%3.42%
Return on Assets (TTM)5.90%2.16%
Net Profit Margin (TTM)58.90%12.18%
Operating Profit Margin (TTM)62.03%14.52%
Gross Profit Margin (TTM)98.44%40.56%

Financial Strength

Current Ratio (MRQ)

CTRE

1.75

Health Care REITs Industry

Max
3.23
Q3
1.92
Median
1.21
Q1
0.19
Min
0.07

CTRE’s Current Ratio of 1.75 aligns with the median group of the Health Care REITs industry, indicating that its short-term liquidity is in line with its sector peers.

WELL

1.92

Health Care REITs Industry

Max
3.23
Q3
1.92
Median
1.21
Q1
0.19
Min
0.07

WELL’s Current Ratio of 1.92 aligns with the median group of the Health Care REITs industry, indicating that its short-term liquidity is in line with its sector peers.

CTRE vs. WELL: A comparison of their Current Ratio (MRQ) against the Health Care REITs industry benchmark.

Debt-to-Equity Ratio (MRQ)

CTRE

0.35

Health Care REITs Industry

Max
1.14
Q3
1.00
Median
0.89
Q1
0.65
Min
0.28

Falling into the lower quartile for the Health Care REITs industry, CTRE’s Debt-to-Equity Ratio of 0.35 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.

WELL

0.45

Health Care REITs Industry

Max
1.14
Q3
1.00
Median
0.89
Q1
0.65
Min
0.28

Falling into the lower quartile for the Health Care REITs industry, WELL’s Debt-to-Equity Ratio of 0.45 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.

CTRE vs. WELL: A comparison of their Debt-to-Equity Ratio (MRQ) against the Health Care REITs industry benchmark.

Interest Coverage Ratio (TTM)

CTRE

6.85

Health Care REITs Industry

Max
5.10
Q3
3.14
Median
1.96
Q1
1.08
Min
-1.73

With an Interest Coverage Ratio of 6.85, CTRE demonstrates a superior capacity to service its debt, placing it well above the typical range for the Health Care REITs industry. This stems from either robust earnings or a conservative debt load.

WELL

1.96

Health Care REITs Industry

Max
5.10
Q3
3.14
Median
1.96
Q1
1.08
Min
-1.73

WELL’s Interest Coverage Ratio of 1.96 is positioned comfortably within the norm for the Health Care REITs industry, indicating a standard and healthy capacity to cover its interest payments.

CTRE vs. WELL: A comparison of their Interest Coverage Ratio (TTM) against the Health Care REITs industry benchmark.

Financial Strength at a Glance

SymbolCTREWELL
Current Ratio (MRQ)1.751.92
Quick Ratio (MRQ)1.751.92
Debt-to-Equity Ratio (MRQ)0.350.45
Interest Coverage Ratio (TTM)6.851.96

Growth

Revenue Growth

CTRE vs. WELL: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

CTRE vs. WELL: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

CTRE

2.84%

Health Care REITs Industry

Max
8.28%
Q3
6.85%
Median
5.55%
Q1
4.58%
Min
1.56%

CTRE’s Dividend Yield of 2.84% is in the lower quartile for the Health Care REITs industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

WELL

1.50%

Health Care REITs Industry

Max
8.28%
Q3
6.85%
Median
5.55%
Q1
4.58%
Min
1.56%

WELL’s Dividend Yield of 1.50% is below the typical range for the Health Care REITs industry. This indicates that shareholder returns are likely driven more by potential capital appreciation than by dividend income.

CTRE vs. WELL: A comparison of their Dividend Yield (TTM) against the Health Care REITs industry benchmark.

Dividend Payout Ratio (TTM)

CTRE

96.34%

Health Care REITs Industry

Max
234.45%
Q3
210.75%
Median
158.46%
Q1
117.20%
Min
0.00%

CTRE’s Dividend Payout Ratio of 96.34% is in the lower quartile for the Health Care REITs industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

WELL

150.35%

Health Care REITs Industry

Max
234.45%
Q3
210.75%
Median
158.46%
Q1
117.20%
Min
0.00%

WELL’s Dividend Payout Ratio of 150.35% is within the typical range for the Health Care REITs industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

CTRE vs. WELL: A comparison of their Dividend Payout Ratio (TTM) against the Health Care REITs industry benchmark.

Dividend at a Glance

SymbolCTREWELL
Dividend Yield (TTM)2.84%1.50%
Dividend Payout Ratio (TTM)96.34%150.35%

Valuation

Price-to-Earnings Ratio (TTM)

CTRE

33.91

Health Care REITs Industry

Max
96.07
Q3
55.85
Median
27.80
Q1
24.06
Min
14.42

The P/E Ratio is often not the primary metric for valuation in the Health Care REITs industry.

WELL

100.33

Health Care REITs Industry

Max
96.07
Q3
55.85
Median
27.80
Q1
24.06
Min
14.42

The P/E Ratio is often not the primary metric for valuation in the Health Care REITs industry.

CTRE vs. WELL: A comparison of their Price-to-Earnings Ratio (TTM) against the Health Care REITs industry benchmark.

Price-to-Sales Ratio (TTM)

CTRE

19.97

Health Care REITs Industry

Max
18.19
Q3
10.43
Median
6.09
Q1
4.41
Min
2.67

With a P/S Ratio of 19.97, CTRE trades at a valuation that eclipses even the highest in the Health Care REITs industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

WELL

12.22

Health Care REITs Industry

Max
18.19
Q3
10.43
Median
6.09
Q1
4.41
Min
2.67

WELL’s P/S Ratio of 12.22 is in the upper echelon for the Health Care REITs industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

CTRE vs. WELL: A comparison of their Price-to-Sales Ratio (TTM) against the Health Care REITs industry benchmark.

Price-to-Book Ratio (MRQ)

CTRE

1.78

Health Care REITs Industry

Max
2.80
Q3
2.26
Median
1.54
Q1
0.86
Min
0.76

CTRE’s P/B Ratio of 1.78 is within the conventional range for the Health Care REITs industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

WELL

2.80

Health Care REITs Industry

Max
2.80
Q3
2.26
Median
1.54
Q1
0.86
Min
0.76

WELL’s P/B Ratio of 2.80 is in the upper tier for the Health Care REITs industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.

CTRE vs. WELL: A comparison of their Price-to-Book Ratio (MRQ) against the Health Care REITs industry benchmark.

Valuation at a Glance

SymbolCTREWELL
Price-to-Earnings Ratio (TTM)33.91100.33
Price-to-Sales Ratio (TTM)19.9712.22
Price-to-Book Ratio (MRQ)1.782.80
Price-to-Free Cash Flow Ratio (TTM)244.3643.37