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CTRE vs WELL
Which Stock Would AI Choose? CareTrust REIT (CTRE) vs. Welltower (WELL) Stock Comparison
Key Takeaways
- CareTrust REIT (CTRE) focuses on triple-net leased skilled nursing facilities with stable rental income, while Welltower (WELL) operates a diversified healthcare REIT portfolio including senior housing operating assets that capture occupancy and pricing upside.
- In recent market activity, CTRE completed a $400 million skilled nursing acquisition effective September 1, 2026, and maintains a roughly $600 million investment pipeline, supporting growth in funds from operations (FFO).
- WELL reported strong second-quarter 2026 results with same-store net operating income (NOI) growth of 15.5% year-over-year, including 20.5% growth in its senior housing operating portfolio, and raised its full-year normalized FFO guidance.
- CTRE offers a higher dividend yield of approximately 4.1% with a quarterly payout of $0.39 per share, compared with WELL’s lower yield following its 15% dividend increase to $0.85 per share.
- Market positioning differs markedly: CTRE maintains lower leverage and a smaller market capitalization near $9 billion, whereas WELL holds a market capitalization exceeding $160 billion with broader scale and liquidity.
- Recent sentiment for both reflects sector tailwinds in healthcare real estate, with CTRE emphasizing disciplined acquisitions and WELL highlighting operational momentum in senior housing.
Introduction
Healthcare real estate investment trusts (REITs) have drawn sustained investor attention amid demographic shifts and evolving demand for senior care and medical facilities. CareTrust REIT (CTRE) and Welltower (WELL) represent two distinct approaches within this sector, with CTRE emphasizing predictable triple-net lease arrangements and WELL incorporating operating portfolios that participate directly in property performance. This comparison examines their business models, recent performance trends, and relative positioning to assist traders and investors evaluating healthcare REIT exposure in the current market environment. The analysis highlights contrasts in scale, growth drivers, and risk profiles relevant to those constructing diversified real estate allocations.
CTRE Overview and Recent Performance
CareTrust REIT (CTRE) is a healthcare-focused REIT that primarily owns and leases skilled nursing facilities under triple-net arrangements, providing operators with long-term leases featuring inflation-linked escalators. In recent weeks, the company announced the acquisition of a Southwest skilled nursing portfolio for $400 million effective September 1, 2026, adding over 2,600 beds and expanding its near-term pipeline to approximately $600 million. This activity follows earlier investments totaling $1.5 billion year-to-date at attractive yields. Stock performance has reflected these developments, with shares trading near $37.50–$38.20 amid broader sector interest. Institutional ownership remains high at approximately 88%, and the company maintains conservative leverage with a net debt-to-EBITDA ratio near 1.0x. Sentiment has been supported by consistent 100% rent collection and raised 2026 guidance for normalized FFO per share.
WELL Overview and Recent Performance
Welltower (WELL) operates as a large-scale healthcare REIT with significant exposure to senior housing operating portfolios, medical office buildings, and other healthcare properties. The company reported robust second-quarter 2026 results, including same-store NOI growth of 15.5% year-over-year driven by 20.5% growth in its senior housing operating segment from higher occupancy and revenue per occupied room. Year-to-date investments reached $15.5 billion on a pro rata basis. In recent market activity, shares have traded near $229 following a modest pullback from 52-week highs above $255, with year-to-date gains exceeding 20%. WELL raised its quarterly dividend by 15% to $0.85 per share and updated full-year normalized FFO guidance upward. Credit rating outlooks were upgraded to positive by major agencies, underscoring balance sheet strength and liquidity.
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Head-to-Head Comparison
CareTrust REIT (CTRE) and Welltower (WELL) differ substantially in scale and operational approach. CTRE employs a triple-net lease model that delivers predictable rental income with lower operational involvement, resulting in higher margins and simpler risk management compared with WELL’s senior housing operating portfolio, which benefits from occupancy and pricing gains but introduces greater volatility tied to labor costs and resident demand. Growth drivers contrast as well: CTRE pursues accretive acquisitions at high single-digit yields with a reloaded pipeline, while WELL leverages its size for large-scale deployments and organic same-store NOI expansion exceeding 15%. Recent momentum favors WELL’s operational outperformance, yet CTRE offers a materially higher dividend yield and lower leverage profile. Sector exposure remains aligned in healthcare real estate, though market sentiment reflects WELL’s larger liquidity and analyst coverage alongside CTRE’s niche focus on skilled nursing. Risk factors include interest rate sensitivity for both, with WELL facing greater exposure to operating expenses.
Tickeron AI Verdict
Based on observable factors such as trend consistency in operational metrics, acquisition pipeline visibility, and relative positioning within the healthcare REIT sector, Tickeron’s AI models would currently assign a modestly higher probabilistic preference to Welltower (WELL). The company’s demonstrated same-store NOI acceleration and scale provide broader momentum signals, though CareTrust REIT (CTRE) presents a compelling alternative for investors prioritizing yield stability and lower leverage. Any such assessment remains probabilistic and subject to evolving market data rather than a definitive recommendation.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CTRE is a StrongBuy and WELL is a Hold.
CTRE | WELL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 10 | 72 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 94 Overvalued | |
PROFIT vs RISK RATING 1..100 | 13 | 3 | |
SMR RATING 1..100 | 74 | 86 | |
PRICE GROWTH RATING 1..100 | 58 | 45 | |
P/E GROWTH RATING 1..100 | 60 | 33 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CTRE's Valuation (84) in the Real Estate Investment Trusts industry is in the same range as WELL (94). This means that CTRE’s stock grew similarly to WELL’s over the last 12 months.
WELL's Profit vs Risk Rating (3) in the Real Estate Investment Trusts industry is in the same range as CTRE (13). This means that WELL’s stock grew similarly to CTRE’s over the last 12 months.
CTRE's SMR Rating (74) in the Real Estate Investment Trusts industry is in the same range as WELL (86). This means that CTRE’s stock grew similarly to WELL’s over the last 12 months.
WELL's Price Growth Rating (45) in the Real Estate Investment Trusts industry is in the same range as CTRE (58). This means that WELL’s stock grew similarly to CTRE’s over the last 12 months.
WELL's P/E Growth Rating (33) in the Real Estate Investment Trusts industry is in the same range as CTRE (60). This means that WELL’s stock grew similarly to CTRE’s over the last 12 months.
| CTRE | WELL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 64% | N/A |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 75% |
| Momentum ODDS (%) | 2 days ago 49% | 2 days ago 43% |
| MACD ODDS (%) | 2 days ago 33% | 2 days ago 40% |
| TrendWeek ODDS (%) | 2 days ago 51% | 2 days ago 44% |
| TrendMonth ODDS (%) | 2 days ago 52% | 2 days ago 40% |
| Advances ODDS (%) | 5 days ago 67% | N/A |
| Declines ODDS (%) | 2 days ago 50% | 2 days ago 46% |
| BollingerBands ODDS (%) | 2 days ago 73% | 2 days ago 66% |
| Aroon ODDS (%) | 2 days ago 56% | 2 days ago 46% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CTRE’s FA Score shows that 1 FA rating(s) are green while WELL’s FA Score has 2 green FA rating(s).
- CTRE’s FA Score: 1 green, 4 red.
- WELL’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CTRE’s TA Score shows that 4 TA indicator(s) are bullish while WELL’s TA Score has 2 bullish TA indicator(s).
- CTRE’s TA Score: 4 bullish, 4 bearish.
- WELL’s TA Score: 2 bullish, 6 bearish.
Price Growth
CTRE (@Publishing: Books/Magazines) experienced а -2.76% price change this week, while WELL (@Publishing: Books/Magazines) price change was -2.86% for the same time period.
The average weekly price growth across all stocks in the @Publishing: Books/Magazines industry was -2.52%. For the same industry, the average monthly price growth was -5.30%, and the average quarterly price growth was +5.47%.
Reported Earning Dates
CTRE is expected to report earnings on Nov 11, 2026.
WELL is expected to report earnings on Oct 26, 2026.
Industries' Descriptions
@Publishing: Books/Magazines (-2.52% weekly)The industry includes companies that publish and market books and magazines/periodicals. John Wiley & Sons, Inc., Meredith Corporation and Scholastic Corporation are some of the biggest companies in this industry. Like many other industries, publishing companies have branched out into online/digital publications (while retaining their original print business), to capture the burgeoning market in electronic media. Business could be cyclical in certain cases, since weak consumer sentiment during an economic downturn might depress sales of some magazines and books.
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CTRE and
Correlation & Price change
A.I.dvisor indicates that over the last year, CTRE has been closely correlated with OHI. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if CTRE jumps, then OHI could also see price increases.
| Ticker / NAME | Correlation To CTRE | 1D Price Change % | ||
|---|---|---|---|---|
| CTRE | 100% | -1.83% | ||
| OHI - CTRE | 76% Closely correlated | -2.33% | ||
| SBRA - CTRE | 70% Closely correlated | -2.64% | ||
| LTC - CTRE | 70% Closely correlated | -0.47% | ||
| NHI - CTRE | 68% Closely correlated | -0.84% | ||
| WELL - CTRE | 67% Closely correlated | -1.43% | ||
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WELL and
Correlation & Price change
A.I.dvisor indicates that over the last year, WELL has been closely correlated with VTR. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if WELL jumps, then VTR could also see price increases.
| Ticker / NAME | Correlation To WELL | 1D Price Change % | ||
|---|---|---|---|---|
| WELL | 100% | -1.43% | ||
| VTR - WELL | 80% Closely correlated | -1.52% | ||
| AHR - WELL | 73% Closely correlated | -1.11% | ||
| OHI - WELL | 67% Closely correlated | -2.33% | ||
| CTRE - WELL | 66% Closely correlated | -1.83% | ||
| LTC - WELL | 65% Loosely correlated | -0.47% | ||
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