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CTRE or OHI or WELL
Which Stock Would AI Choose? CareTrust REIT (CTRE) vs. Omega Healthcare Investors (OHI) vs. Welltower (WELL) Stock Comparison
Key Takeaways
- CareTrust REIT (CTRE), Omega Healthcare Investors (OHI), and Welltower (WELL) are all healthcare-focused real estate investment trusts (REITs) with portfolios centered on senior housing and skilled nursing facilities.
- Recent market activity shows varying degrees of price stability among the three, influenced by broader interest rate expectations and sector demand for senior care properties.
- Welltower (WELL) maintains the largest scale as an S&P 500 component, while CareTrust REIT (CTRE) and Omega Healthcare Investors (OHI) operate with more concentrated portfolios in the United States and select international markets.
- Dividend yields and coverage ratios remain key differentiators, with each company emphasizing operator relationships and portfolio quality in recent reporting periods.
- Sector exposure to aging demographics provides a common growth driver, though relative momentum depends on individual execution in acquisitions and lease structures.
- Market sentiment reflects ongoing investor focus on healthcare real estate resilience amid economic variables.
Introduction
Healthcare real estate investment trusts (REITs) represent a specialized segment of the market that appeals to income-oriented investors and those seeking exposure to demographic trends in senior care. CareTrust REIT (CTRE), Omega Healthcare Investors (OHI), and Welltower (WELL) share overlapping business models but differ in scale, geographic reach, and portfolio composition. This comparison provides traders and investors with a factual overview of their relative positioning, recent performance characteristics, and key operational contrasts to support informed evaluation of these securities in the current environment.
CTRE Overview and Recent Performance
CareTrust REIT (CTRE) is a self-administered real estate investment trust focused on the ownership, acquisition, and leasing of skilled nursing, senior housing, and other healthcare-related properties across the United States and the United Kingdom. The company emphasizes partnerships with high-quality operators and maintains a portfolio diversified by property type and location. In recent weeks, CareTrust REIT (CTRE) stock has exhibited measured price movements amid broader market conditions affecting REIT valuations. Sentiment has been supported by steady operator performance and portfolio growth initiatives, with attention to metrics such as earnings before interest, taxes, depreciation, amortization, and rent (EBITDAR) coverage contributing to investor assessments of financial stability.
OHI Overview and Recent Performance
Omega Healthcare Investors (OHI) operates as a real estate investment trust investing primarily in long-term healthcare facilities, with a focus on skilled nursing and assisted living properties in the United States, the United Kingdom, and Canada. The portfolio spans multiple operators and regions, emphasizing triple-net lease structures. Recent market activity for Omega Healthcare Investors (OHI) has reflected typical REIT sector dynamics, with price behavior influenced by interest rate sensitivity and demand for senior care assets. Key developments include ongoing management of operator relationships and portfolio maintenance, which have shaped sentiment around consistent income generation and geographic diversification.
WELL Overview and Recent Performance
Welltower (WELL) is an S&P 500 company positioned as a large-scale real estate investment trust specializing in seniors housing and wellness communities across the United States, the United Kingdom, and Canada. The firm integrates operational elements with real estate ownership and utilizes data-driven approaches for capital allocation. In recent weeks, Welltower (WELL) has shown relative resilience in stock performance compared to smaller peers, supported by its scale and focus on high-quality micro-markets. Market sentiment benefits from the company’s emphasis on occupancy trends and strategic investments in senior living, aligning with broader demographic tailwinds in the sector.
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Head-to-Head Comparison
CareTrust REIT (CTRE), Omega Healthcare Investors (OHI), and Welltower (WELL) all operate within the healthcare REIT sector, deriving growth from senior housing demand and triple-net or similar lease arrangements. Welltower (WELL) stands out for its larger asset base and S&P 500 inclusion, offering potentially greater liquidity and institutional visibility, whereas CareTrust REIT (CTRE) and Omega Healthcare Investors (OHI) provide more focused exposure with smaller market capitalizations. Recent momentum varies, with larger-scale entities like Welltower (WELL) often displaying steadier trends amid volatility, while smaller peers may exhibit higher sensitivity to acquisition news or operator-specific developments. Risk factors include interest rate fluctuations affecting valuations across all three, though portfolio concentration differs—Omega Healthcare Investors (OHI) emphasizes broader geographic spread, and CareTrust REIT (CTRE) highlights operator-centric selection. Valuation sensitivity remains elevated for the group due to yield dependencies, with market sentiment generally positive on long-term demographics but tempered by macroeconomic variables.
Tickeron AI Verdict
Based on observable factors such as scale, trend consistency in recent periods, and sector positioning, Tickeron’s AI would currently assign a higher probabilistic preference to Welltower (WELL) for its demonstrated stability and broader market presence, while noting that CareTrust REIT (CTRE) and Omega Healthcare Investors (OHI) could appeal in scenarios prioritizing yield or niche operator focus. This assessment remains probabilistic and subject to evolving market data.
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.
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 whileOHI’s FA Score has 2 green FA rating(s), and WELL’s FA Score reflects 3 green FA rating(s).
- CTRE’s FA Score: 1 green, 4 red.
- OHI’s FA Score: 2 green, 3 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 6 TA indicator(s) are bullish while OHI’s TA Score has 5 bullish TA indicator(s), and WELL’s TA Score reflects 4 bullish TA indicator(s).
- CTRE’s TA Score: 6 bullish, 4 bearish.
- OHI’s TA Score: 5 bullish, 4 bearish.
- WELL’s TA Score: 4 bullish, 4 bearish.
Price Growth
CTRE (@Publishing: Books/Magazines) experienced а +1.20% price change this week, while OHI (@Publishing: Books/Magazines) price change was +3.67% , and WELL (@Publishing: Books/Magazines) price fluctuated +1.43% for the same time period.
The average weekly price growth across all stocks in the @Publishing: Books/Magazines industry was +0.22%. For the same industry, the average monthly price growth was +6.43%, and the average quarterly price growth was +23.24%.
Reported Earning Dates
CTRE is expected to report earnings on Aug 06, 2026.
OHI is expected to report earnings on Jul 29, 2026.
WELL is expected to report earnings on Nov 02, 2026.
Industries' Descriptions
@Publishing: Books/Magazines (+0.22% 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 | OHI | WELL | |
| Capitalization | 10.1B | 15.3B | 175B |
| EBITDA | 495M | 1.21B | 2.64B |
| Gain YTD | 21.252 | 19.366 | 34.730 |
| P/E Ratio | 27.19 | 24.83 | 119.97 |
| Revenue | 416M | 1.24B | 11.6B |
| Total Cash | N/A | 26.1M | 4.7B |
| Total Debt | 895M | 4.44B | 20B |
CTRE | OHI | WELL | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 84 | 36 | 39 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | 29 Undervalued | 92 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 5 | 3 | |
SMR RATING 1..100 | 74 | 64 | 88 | |
PRICE GROWTH RATING 1..100 | 40 | 40 | 4 | |
P/E GROWTH RATING 1..100 | 70 | 43 | 24 | |
SEASONALITY SCORE 1..100 | 75 | n/a | 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.
OHI's Valuation (29) in the Real Estate Investment Trusts industry is somewhat better than the same rating for CTRE (88) and is somewhat better than the same rating for WELL (92). This means that OHI's stock grew somewhat faster than CTRE’s and somewhat faster than 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 OHI (5) and is in the same range as CTRE (7). This means that WELL's stock grew similarly to OHI’s and similarly to CTRE’s over the last 12 months.
OHI's SMR Rating (64) in the Real Estate Investment Trusts industry is in the same range as CTRE (74) and is in the same range as WELL (88). This means that OHI's stock grew similarly to CTRE’s and similarly to WELL’s over the last 12 months.
WELL's Price Growth Rating (4) in the Real Estate Investment Trusts industry is somewhat better than the same rating for OHI (40) and is somewhat better than the same rating for CTRE (40). This means that WELL's stock grew somewhat faster than OHI’s and somewhat faster than CTRE’s over the last 12 months.
WELL's P/E Growth Rating (24) in the Real Estate Investment Trusts industry is in the same range as OHI (43) and is somewhat better than the same rating for CTRE (70). This means that WELL's stock grew similarly to OHI’s and somewhat faster than CTRE’s over the last 12 months.
| CTRE | OHI | WELL | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 42% | 2 days ago 42% | 2 days ago 38% |
| Stochastic ODDS (%) | 2 days ago 40% | 2 days ago 44% | 2 days ago 43% |
| Momentum ODDS (%) | 2 days ago 68% | N/A | N/A |
| MACD ODDS (%) | 5 days ago 62% | 2 days ago 75% | N/A |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 55% | 2 days ago 64% |
| TrendMonth ODDS (%) | 2 days ago 64% | 2 days ago 55% | 2 days ago 59% |
| Advances ODDS (%) | 12 days ago 66% | 5 days ago 58% | 5 days ago 63% |
| Declines ODDS (%) | 6 days ago 51% | 14 days ago 50% | 19 days ago 46% |
| BollingerBands ODDS (%) | 2 days ago 38% | 2 days ago 51% | 2 days ago 53% |
| Aroon ODDS (%) | 2 days ago 55% | 2 days ago 50% | 2 days ago 59% |
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OHI and
Correlation & Price change
A.I.dvisor indicates that over the last year, OHI has been closely correlated with CTRE. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if OHI jumps, then CTRE could also see price increases.
| Ticker / NAME | Correlation To OHI | 1D Price Change % | ||
|---|---|---|---|---|
| OHI | 100% | -0.62% | ||
| CTRE - OHI | 73% Closely correlated | -0.67% | ||
| WELL - OHI | 66% Loosely correlated | -1.48% | ||
| LTC - OHI | 64% Loosely correlated | -0.57% | ||
| AHR - OHI | 59% Loosely correlated | +0.02% | ||
| VTR - OHI | 58% Loosely correlated | -0.42% | ||
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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% | -1.48% | ||
| VTR - WELL | 80% Closely correlated | -0.42% | ||
| AHR - WELL | 70% Closely correlated | +0.02% | ||
| OHI - WELL | 66% Loosely correlated | -0.62% | ||
| CTRE - WELL | 65% Loosely correlated | -0.67% | ||
| REG - WELL | 63% Loosely correlated | +0.23% | ||
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