LIVE
CTRE
CareTrust REIT, Inc. · Real Estate - Healthcare REIT / Senior Care
$37.06
-10.16% this month
VERSUS
⟷
COMPARE
OHI
Omega Healthcare Investors, Inc. · Real Estate - Healthcare REIT / Long-Term Care
$44.53
-8.64% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
CTRE
3
OHI
0
Comparison scoreboard
CTRE LEADS 3/5AI Score
CTRE N/A
OHI 37.3
1Y Return
CTRE ✓+29.17%
OHI +28.08%
Fwd P/E
CTRE ✓21.27
OHI 21.89
Target Up.
CTRE ✓+22.25%
OHI +13.74%
Op. Margin
CTRE N/A
OHI N/A
Metrics last refreshed: 6/20/2026
Quick take
CTRE vs OHI Stock Comparison: AI Score, Valuation, Performance and Upside
CTRE (CareTrust REIT) and OHI (Omega Healthcare Investors) are both healthcare REITs focused on skilled nursing and senior care real estate — CareTrust is smaller, more conservatively leveraged, and focused on high-quality regional operators with operational expertise from its Ensign Group heritage, while Omega is larger with 900+ properties, 70+ operator diversification, and higher dividend yield but more periodic operator credit distress.
CTRE vs OHI is growth-oriented skilled nursing REIT with operator expertise and clean balance sheet (CareTrust's conservative leverage, Ensign heritage operational insights, and high-quality regional operator focus — trading at lower yield but higher growth trajectory) versus large-scale senior care REIT with market-leading portfolio and high dividend income (Omega Healthcare's 900+ property portfolio, 70+ operator diversification, and industry-leading yield — accepting higher operator credit volatility) — quality-focused growth versus income-oriented scale.
Live analysis · updated 6/20/2026
CTRE holds the edge across 3 of 5 key metrics in this comparison. CTRE leads on both 1-year return (+29.17%) and forward P/E (21.27x vs 21.89x for OHI), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for CTRE (+22.25%) than for OHI (+13.74%).
Normalized 1Y performance
CTRE
OHI
Recent returns
CTRE
OHI
Analyst price targets & sentiment
CTRE · 13 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.4/5.0)
Price target range
analyst low$42.00
analyst high$49.00
analyst mean$45.31
current price$37.06
+22.3% upside to analyst mean
OHI · 17 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.3/5.0)
Price target range
analyst low$45.00
analyst high$63.00
analyst mean$50.65
current price$44.53
+13.7% upside to analyst mean
Who should consider this stock?
CTRE may suit investors who:
- →Value CareTrust's operational expertise from its Ensign heritage as a genuine underwriting advantage reducing adverse operator selection risk
- →Prefer lower leverage and a cleaner balance sheet providing financial flexibility to grow acquisitions opportunistically
- →Seek a healthcare REIT with dividend growth runway from a lower base rather than a high-yield REIT with limited growth headroom
OHI may suit investors who:
- →Prioritize high current income (6-9% dividend yield) from the largest dedicated skilled nursing REIT, accepting operator credit cycle risk
- →Value Omega's 70+ operator and 900+ property diversification as sufficient protection against individual operator failures
- →Believe skilled nursing occupancy recovery from COVID-19 lows will continue improving operator coverage ratios, supporting dividend sustainability
Performance & AI score
| Metric | CTRE | OHI |
|---|---|---|
| AI score | N/A | 37.3 |
| AI rank | N/A | #1420 |
| Latest close | $37.06 | $44.53 |
| 1M return | -10.16% | -8.64% |
| 6M return | +4.02% | +3.02% |
| 1Y return | +29.17% | +28.08% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CTRE | OHI |
|---|---|---|
| 1Y ago | $13.46K (+34.6%) started 2025-06-18 | $13.64K (+36.4%) started 2025-06-18 |
| 5Y ago | $27.25K (+172.5%) started 2021-06-18 | $30.09K (+200.9%) started 2021-06-18 |
| 10Y ago | $85.95K (+759.5%) started 2016-06-20 | $99.81K (+898.1%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | CTRE | OHI |
|---|---|---|
| Market cap | $8.76B | $13.88B |
| Trailing P/E | 23.46 | 21.51 |
| Forward P/E | 21.27 | 21.89 |
| Price/Sales | 16.75 | 11.29 |
| EV/Revenue | 17.96 | 14.83 |
| Analyst target | $45.31 | $50.65 |
| Target upside | +22.25% | +13.74% |
Growth, profitability & risk
| Metric | CTRE | OHI |
|---|---|---|
| Revenue growth | 3.20% | 14.30% |
| Earnings growth | 5.00% | 39.30% |
| EPS growth | +5.00% | +39.30% |
| FCF margin | +184.73% | +41.33% |
| Operating margin | N/A | N/A |
| Profit margin | 64.10% | 51.41% |
| ROIC proxy | 9.42% | 12.63% |
| Return on equity | 9.42% | 12.63% |
| Dividend yield | 4.21% | 6.00% |
| Beta | 0.79 | 0.58 |
| Debt/equity | 71.95 | 81.51 |
| Current ratio | 2.11 | 0.56 |
| Quick ratio | 1.75 | 0.31 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
CTRE max drawdown14.28%
OHI max drawdown10.86%
CTRE max wkly drop9.82%
OHI max wkly drop7.71%
5Y risk snapshot
CTRE max drawdown30.98%
OHI max drawdown26.70%
CTRE max wkly drop12.82%
OHI max wkly drop10.47%
10Y risk snapshot
CTRE max drawdown67.43%
OHI max drawdown66.92%
CTRE max wkly drop52.91%
OHI max wkly drop52.70%
Performance metrics by period
| Period | Metric | CTRE | OHI |
|---|---|---|---|
| 1Y | Growth | +29.17% | +28.08% |
| CAGR | +29.19% | +28.10% | |
| Sharpe ratio | 1.02 | 1.13 | |
| Max drawdown | 14.28% | 10.86% | |
| Max daily drop | 8.03% | 4.32% | |
| Max wkly drop | 9.82% | 7.71% | |
| 5Y | Growth | +107.01% | +85.02% |
| CAGR | +15.67% | +13.10% | |
| Sharpe ratio | 0.54 | 0.44 | |
| Max drawdown | 30.98% | 26.70% | |
| Max daily drop | 8.03% | 6.55% | |
| Max wkly drop | 12.82% | 10.47% | |
| 10Y | Growth | +352.02% | +203.12% |
| CAGR | +16.29% | +11.74% | |
| Sharpe ratio | 0.47 | 0.36 | |
| Max drawdown | 67.43% | 66.92% | |
| Max daily drop | 30.66% | 28.27% | |
| Max wkly drop | 52.91% | 52.70% |
Business comparison
| Category | CTRE | OHI |
|---|---|---|
| Company | CareTrust REIT, Inc. | Omega Healthcare Investors, Inc. |
| Sector | Real Estate - Healthcare REIT / Senior Care | Real Estate - Healthcare REIT / Long-Term Care |
| Industry | N/A | N/A |
| Core business | CareTrust REIT is a self-administered real estate investment trust that owns and leases healthcare-related properties — skilled nursing facilities (SNFs), assisted living facilities (ALFs), and senior housing — primarily to regional senior care operators under triple-net (NNN) leases. CareTrust spun out of The Ensign Group (a senior care operator) in 2014, taking Ensign's real estate portfolio public while Ensign retained the operating businesses. CareTrust owns approximately 200+ facilities in the western and southern United States. The REIT's investment team brings deep operational understanding from the Ensign heritage when evaluating facility acquisitions. | Omega Healthcare Investors is one of the largest U.S. healthcare REITs focused on long-term care real estate — primarily skilled nursing facilities and assisted living/senior housing. Omega owns approximately 900+ properties in 42 states and the United Kingdom, leased to over 70 operators under triple-net leases. Omega has navigated multiple operator credit cycles (including operator bankruptcies, SNF reimbursement shocks, and COVID-19's severe impact on skilled nursing occupancy). Omega pays a consistent high dividend yield (typically 6-9%) that attracts income-focused investors. |
| Investor focus | Investors track CareTrust's acquisition pipeline and deployment pace, lease coverage ratios (operator EBITDAR as a multiple of rent), dividend growth, leverage metrics, and operator roster quality. | Investors track Omega's lease coverage ratios across the operator base, rent collection rates, dividend sustainability (funds available for distribution versus dividends paid), leverage, and occupancy recovery at SNF facilities post-COVID. |
CTRE strengths
- →Operator insight advantage from Ensign heritage — CareTrust's leadership includes former Ensign Group operators who understand what makes a high-quality SNF tenant; this reduces adverse selection when acquiring properties and evaluating new operators
- →Conservative balance sheet and low leverage provides financial flexibility — CareTrust historically maintained lower debt ratios than OHI and sector peers; a cleaner balance sheet means CareTrust can access capital markets opportunistically when others are constrained
- →Focus on smaller, high-quality regional operators differentiates from REITs concentrated in large national operators — regional operators often have stronger community ties, better staff retention, and easier management than multi-state corporate chains
OHI strengths
- →Portfolio scale and operator diversification reduce single-operator concentration risk — with 70+ operators across 42 states, Omega can absorb distress at individual operators without catastrophic portfolio impact
- →Deep long-term care relationship network provides deal sourcing advantages — Omega has been investing in SNF real estate for decades; operators seeking sale-leaseback financing approach Omega because of its track record
- →High dividend yield (6-9%) makes OHI attractive to income-oriented investors — healthcare REIT yields are among the highest in the REIT sector, compensating for operator credit risk
Risks to watch — CTRE
- →SNF operator financial health is cyclical and Medicaid reimbursement-dependent — unexpected reimbursement cuts can impair operator coverage ratios and trigger lease restructurings
- →Slower acquisition pace means growth is more lumpy — CareTrust has fewer acquisitions per quarter than OHI's larger portfolio; growth depends on finding quality operator partnerships
- →Regional concentration in Western U.S. creates geographic dependency — California or Western state Medicaid rate changes would affect CareTrust more than a nationally diversified REIT
Risks to watch — OHI
- →Operator credit risk has materialized multiple times — Omega has experienced significant operator distress and lease restructurings in 2022-2023; recovery and re-leasing demonstrates resilience but creates unpredictable earnings
- →COVID-19 permanently impaired skilled nursing occupancy in some markets — recovery has been partial; structural shift to at-home care and assisted living may permanently reduce SNF demand
- →High leverage constrains capital allocation flexibility — Omega carries more debt than CareTrust; rising interest rates increase debt service costs and reduce the spread between borrowing cost and rental yield
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