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CTRE vs WELL
Which Stock Would AI Choose? CareTrust REIT (CTRE) vs. Welltower (WELL) Stock Comparison
Key Takeaways
- Both CTRE and WELL operate as real estate investment trusts (REITs) focused on healthcare properties, but WELL boasts a significantly larger market capitalization of approximately $147 billion compared to CTRE's $8.5 billion.
- WELL has shown stronger year-to-date performance at around 13%, outpacing CTRE's 6% gain, amid positive sector momentum.
- CTRE offers a higher dividend yield of 4.1%, appealing to income-focused investors, versus WELL's 1.4%.
- Recent investments totaling $119 million have bolstered CTRE's growth pipeline, while WELL benefits from international expansion and an upsized credit facility.
- WELL trades at a higher price-to-earnings (P/E) ratio of 147 versus CTRE's 24, reflecting differing growth expectations.
Introduction
This stock comparison examines CTRE and WELL, two prominent healthcare REITs navigating a dynamic market environment. Investors interested in defensive sectors like healthcare real estate, which offer demographic tailwinds from aging populations, may find value in evaluating their relative performance. Traders seeking income through dividends or capital appreciation from property investments will appreciate insights into recent momentum, valuation metrics, and sector-specific drivers. With both stocks reflecting broader REIT trends amid interest rate sensitivities and operational expansions, this analysis highlights key contrasts in scale, yield, and growth trajectories to inform portfolio decisions.
CTRE Overview and Recent Performance
CareTrust REIT, Inc. (CTRE) is a self-administered REIT specializing in skilled nursing facilities (SNFs), senior housing, and other healthcare properties across 32 states and the UK. In recent market activity, CTRE has traded around $38, with a 52-week range of $27 to $42, supported by a market cap of $8.5 billion. Year-to-date gains stand at about 6%, trailing broader indices but reflecting steady demand in its niche. Sentiment has been lifted by announcements of $119 million in new investments, reloading its acquisition pipeline, and a dividend increase to $0.39 per share. Q4 2025 earnings beat estimates, underscoring operational resilience and effective capital deployment amid favorable healthcare leasing dynamics.
WELL Overview and Recent Performance
Welltower Inc. (WELL), an S&P 500 REIT, focuses on seniors housing and wellness communities in the US, UK, and Canada, operating over 2,000 properties. Recently, shares have hovered near $209, within a 52-week range of $143 to $216, backed by a substantial $147 billion market cap. Year-to-date performance exceeds 13%, driven by six-month gains of over 20% and outperformance versus industry peers. Key influences include UK senior care deals reshaping its profile, an upsized $6.25 billion credit line for liquidity, and anticipation for Q1 2026 earnings showing projected EPS growth. Despite some scrutiny on executive compensation, robust same-store growth and demographic trends have sustained positive market positioning.
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Head-to-Head Comparison
CTRE and WELL share healthcare REIT exposure but diverge in scale and focus: CTRE emphasizes SNFs with higher operational leverage, while WELL prioritizes diversified seniors housing for stability. Growth drivers include CTRE's targeted acquisitions versus WELL's international deals and operating platform. Recent momentum favors WELL with 12-month returns around 43-47% over CTRE's 34-40%. Risk factors involve interest rate sensitivity for both, though WELL's lower debt-to-equity (49% vs. 72%) offers a buffer. CTRE appeals for value with a lower P/E and higher yield, contrasting WELL's growth premium and sentiment from scale.
Tickeron AI Verdict
Tickeron’s AI models currently favor WELL with higher probability for continued outperformance, citing its superior recent momentum, larger scale, diversification, and catalysts like earnings growth and global expansion. CTRE remains attractive for value-oriented strategies given its yield and pipeline, but WELL's trend consistency positions it better in the prevailing market.
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. Disclaimers and Limitations
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 2 FA rating(s) are green whileWELL’s FA Score has 1 green FA rating(s).
- CTRE’s FA Score: 2 green, 3 red.
- WELL’s FA Score: 1 green, 4 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, 4 bearish.
Price Growth
CTRE (@Publishing: Books/Magazines) experienced а +1.21% price change this week, while WELL (@Publishing: Books/Magazines) price change was -0.64% for the same time period.
The average weekly price growth across all stocks in the @Publishing: Books/Magazines industry was +1.82%. For the same industry, the average monthly price growth was -1.42%, and the average quarterly price growth was +17.08%.
Reported Earning Dates
CTRE is expected to report earnings on Jul 30, 2026.
WELL is expected to report earnings on Aug 03, 2026.
Industries' Descriptions
@Publishing: Books/Magazines (+1.82% 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 | 9.17B | 154B | 6% |
| EBITDA | 495M | 2.64B | 19% |
| Gain YTD | 4.793 | 14.716 | 33% |
| P/E Ratio | 23.73 | 102.15 | 23% |
| Revenue | 416M | 11.6B | 4% |
| Total Cash | 223M | 4.7B | 5% |
| Total Debt | 895M | 20B | 4% |
CTRE | WELL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 78 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 26 Undervalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 15 | 6 | |
SMR RATING 1..100 | 74 | 89 | |
PRICE GROWTH RATING 1..100 | 55 | 50 | |
P/E GROWTH RATING 1..100 | 78 | 36 | |
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 (26) in the Real Estate Investment Trusts industry is somewhat better than the same rating for WELL (81). This means that CTRE’s stock grew somewhat faster than WELL’s over the last 12 months.
WELL's Profit vs Risk Rating (6) in the Real Estate Investment Trusts industry is in the same range as CTRE (15). 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 (89). This means that CTRE’s stock grew similarly to WELL’s over the last 12 months.
WELL's Price Growth Rating (50) in the Real Estate Investment Trusts industry is in the same range as CTRE (55). This means that WELL’s stock grew similarly to CTRE’s over the last 12 months.
WELL's P/E Growth Rating (36) in the Real Estate Investment Trusts industry is somewhat better than the same rating for CTRE (78). This means that WELL’s stock grew somewhat faster than CTRE’s over the last 12 months.
| CTRE | WELL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 73% | 2 days ago 58% |
| Stochastic ODDS (%) | 2 days ago 65% | 2 days ago 48% |
| Momentum ODDS (%) | 2 days ago 50% | 2 days ago 64% |
| MACD ODDS (%) | 2 days ago 42% | 2 days ago 64% |
| TrendWeek ODDS (%) | 2 days ago 65% | 2 days ago 45% |
| TrendMonth ODDS (%) | 2 days ago 55% | 2 days ago 41% |
| Advances ODDS (%) | 2 days ago 66% | 2 days ago 62% |
| Declines ODDS (%) | 7 days ago 51% | 22 days ago 45% |
| BollingerBands ODDS (%) | 2 days ago 63% | 2 days ago 66% |
| Aroon ODDS (%) | 2 days ago 59% | 2 days ago 53% |
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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 71% 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% | +1.16% | ||
| OHI - CTRE | 71% Closely correlated | +1.28% | ||
| SBRA - CTRE | 69% Closely correlated | +0.83% | ||
| LTC - CTRE | 67% Closely correlated | +0.91% | ||
| WELL - CTRE | 62% Loosely correlated | +2.32% | ||
| NHI - CTRE | 61% Loosely correlated | +0.20% | ||
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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 78% 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% | +2.32% | ||
| VTR - WELL | 78% Closely correlated | +1.76% | ||
| AHR - WELL | 69% Closely correlated | +1.38% | ||
| CTRE - WELL | 65% Loosely correlated | +1.16% | ||
| OHI - WELL | 64% Loosely correlated | +1.28% | ||
| REG - WELL | 63% Loosely correlated | +0.62% | ||
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