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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) and Welltower (WELL) are both healthcare-focused real estate investment trusts (REITs) with exposure to senior housing and medical properties.
- Recent market activity shows both companies maintaining dividend payments, with WELL announcing a 15% increase to $0.85 per share in early June 2026 and CTRE declaring $0.39 per share later that month.
- CTRE has emphasized operator strength and demographic tailwinds in recent investor conferences, supporting its portfolio of skilled nursing and senior housing assets.
- WELL, as an S&P 500 component, benefits from a larger scale with over 2,500 communities across the U.S., U.K., and Canada, positioning it for broader market visibility.
- Relative performance in recent weeks reflects sector stability amid demographic trends, with both stocks showing resilience tied to healthcare real estate demand.
- Sector exposure for both centers on the silver economy, though WELL’s operating-company approach within a REIT structure contrasts with CTRE’s more traditional acquisition and leasing model.
Introduction
Investors and traders often compare healthcare REITs like CareTrust REIT (CTRE) and Welltower (WELL) to evaluate relative positioning within the senior housing and medical property sectors. These stocks attract attention from those seeking income-oriented strategies, demographic-driven growth, and exposure to aging populations. The comparison highlights differences in scale, business execution, and recent momentum that may influence portfolio allocation decisions in the current market environment.
CTRE Overview and Recent Performance
CareTrust REIT (CTRE) operates as a self-administered real estate investment trust focused on the ownership, acquisition, development, and leasing of skilled nursing, senior housing, and other healthcare-related properties. In recent weeks, the stock has reflected steady interest tied to demographic tailwinds and operator relationships, as highlighted in investor conferences. Key developments include a quarterly dividend declaration of $0.39 per share in mid-June 2026, payable in July, alongside ongoing investment activity and updated 2026 guidance that projects growth in normalized funds from operations (FFO). Sentiment has been supported by the company’s emphasis on strong operator performance and capital access, contributing to consistent positioning amid broader healthcare real estate demand.
WELL Overview and Recent Performance
Welltower (WELL) is an S&P 500 real estate investment trust positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada, with a portfolio exceeding 2,500 communities. Recent market activity has featured a 15% quarterly dividend increase to $0.85 per share approved in early June 2026, alongside announcements for second-quarter 2026 earnings release in late July. The company’s operating platform and data-driven capital allocation have sustained visibility, with performance reflecting its scale and international reach. Sentiment remains influenced by its role as a large-cap healthcare REIT and disciplined approach to partnerships in senior housing.
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Head-to-Head Comparison
In business model terms, CareTrust REIT (CTRE) emphasizes targeted acquisitions and leasing of healthcare assets with a focus on operator partnerships, while Welltower (WELL) integrates an operating-company framework within its REIT structure, leveraging data science for capital allocation across a significantly larger portfolio. Growth drivers for both center on demographic shifts favoring senior housing, though WELL’s international presence and scale offer broader diversification compared to CTRE’s more concentrated U.S.-centric approach. Recent momentum has shown resilience for both amid sector stability, with dividend actions underscoring capital return priorities—CTRE maintaining its payout and WELL enhancing its distribution. Risk factors include interest rate sensitivity common to REITs and operator performance variability, with WELL’s larger size potentially moderating certain concentration risks relative to CTRE. Market sentiment reflects shared healthcare real estate tailwinds, yet WELL’s S&P 500 status may attract different institutional flows than CTRE’s mid-cap profile.
Tickeron AI Verdict
Based on observable factors such as trend consistency in recent market activity, dividend stability, and positioning within demographic-driven sectors, Tickeron’s AI models currently indicate a probabilistic preference for Welltower (WELL) due to its larger scale, operating platform enhancements, and broader market visibility. CareTrust REIT (CTRE) demonstrates solid relative strengths in operator focus and guidance updates, supporting competitive positioning. Outcomes remain subject to evolving market conditions and sector dynamics.
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 Buy and WELL is a Buy.
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 undervalued. 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 whileWELL’s FA Score has 3 green FA rating(s).
- CTRE’s FA Score: 1 green, 4 red.
- WELL’s FA Score: 3 green, 2 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 6 bullish TA indicator(s).
- CTRE’s TA Score: 4 bullish, 6 bearish.
- WELL’s TA Score: 6 bullish, 3 bearish.
Price Growth
CTRE (@Publishing: Books/Magazines) experienced а -2.56% price change this week, while WELL (@Publishing: Books/Magazines) price change was +0.80% for the same time period.
The average weekly price growth across all stocks in the @Publishing: Books/Magazines industry was -0.43%. For the same industry, the average monthly price growth was +4.79%, and the average quarterly price growth was +17.42%.
Reported Earning Dates
CTRE is expected to report earnings on Jul 30, 2026.
WELL is expected to report earnings on Jul 27, 2026.
Industries' Descriptions
@Publishing: Books/Magazines (-0.43% 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.
| CTRE | WELL | CTRE / WELL | |
| Capitalization | 9.53B | 166B | 6% |
| EBITDA | 495M | 2.64B | 19% |
| Gain YTD | 13.829 | 27.248 | 51% |
| P/E Ratio | 25.53 | 113.31 | 23% |
| Revenue | 416M | 11.6B | 4% |
| Total Cash | N/A | 4.7B | - |
| Total Debt | 895M | 20B | 4% |
CTRE | WELL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 41 | 35 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 67 Overvalued | 90 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 3 | |
SMR RATING 1..100 | 74 | 88 | |
PRICE GROWTH RATING 1..100 | 46 | 12 | |
P/E GROWTH RATING 1..100 | 77 | 28 | |
SEASONALITY SCORE 1..100 | 85 | 50 |
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 (67) in the Real Estate Investment Trusts industry is in the same range as WELL (90). 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 (9). 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 (88). This means that CTRE’s stock grew similarly to WELL’s over the last 12 months.
WELL's Price Growth Rating (12) in the Real Estate Investment Trusts industry is somewhat better than the same rating for CTRE (46). This means that WELL’s stock grew somewhat faster than CTRE’s over the last 12 months.
WELL's P/E Growth Rating (28) in the Real Estate Investment Trusts industry is somewhat better than the same rating for CTRE (77). This means that WELL’s stock grew somewhat faster than CTRE’s over the last 12 months.
| CTRE | WELL | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 42% | 1 day ago 42% |
| Stochastic ODDS (%) | 1 day ago 41% | 1 day ago 47% |
| Momentum ODDS (%) | 1 day ago 48% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 69% | 1 day ago 60% |
| TrendWeek ODDS (%) | 1 day ago 52% | 1 day ago 63% |
| TrendMonth ODDS (%) | 1 day ago 64% | 1 day ago 59% |
| Advances ODDS (%) | 12 days ago 66% | 12 days ago 62% |
| Declines ODDS (%) | 4 days ago 52% | 4 days ago 46% |
| BollingerBands ODDS (%) | 1 day ago 49% | N/A |
| Aroon ODDS (%) | 1 day ago 58% | 1 day ago 59% |
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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 72% 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% | +0.27% | ||
| OHI - CTRE | 72% Closely correlated | +0.29% | ||
| SBRA - CTRE | 69% Closely correlated | +0.71% | ||
| LTC - CTRE | 68% Closely correlated | +2.08% | ||
| WELL - CTRE | 64% Loosely correlated | +1.28% | ||
| NHI - CTRE | 62% Loosely correlated | +0.76% | ||
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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% | +1.28% | ||
| VTR - WELL | 80% Closely correlated | +1.54% | ||
| AHR - WELL | 70% Closely correlated | +1.46% | ||
| OHI - WELL | 66% Loosely correlated | +0.29% | ||
| CTRE - WELL | 65% Loosely correlated | +0.27% | ||
| REG - WELL | 63% Loosely correlated | +0.40% | ||
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