NAS10029,644+0.67%S&P7,651+0.17%GOLD$4,416+0.37%BTC$81,118+6.17%VIX14.81−4.08%live tape · as of 11:00 UTC
The Screen · Real Estate · REIT - Healthcare Facilities
CareTrust REIT Inc
CTRE · the NYSE · USD · Market cap $9.0B · 43 employees
CareTrust REIT, Inc.
FAIL · Does not pass the screen
38.17 USD
At the last full screen 2026-09-17
Screened 2026-09-17 · the tape above runs as of 11:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
CareTrust REIT Inc holds its Markdown at $38.17. The statistical read favours the buyers, held for 41 days.
As held on the ledger · 2026-09-17
Phase
Markdown · caution
Quantitative state
The statistical read favours the buyers, held for 41 days
Price at the screen
$38.17
Valuation
23.86 trailing · 21.52 forward price to earnings
Values screen
FAIL· score 70.0
Beta
0.79
The Workings
Five Screens, Shown in Full
Does not pass. Revenue purity
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
17.37%
Below 33%
Interest-bearing debt is just 17.4% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
4.05%
Below 49%
Money owed to the company is 4.0% of assets, under the 49% limit.
Pass
Revenue purity
28.96%
Below 5%
29.0% of revenue comes from non-compliant sources, over the 5% line.
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-09-17 screen. The gold marker is the market price at the same screen. The price runs 3.9% above the base estimate.
Third-party analyst targets: 13 covering, consensus Strong Buy. The average target sits +18% from the screen price.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-17 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Healthcare REITs Trading Well Above Fair Value
Nursing homes and senior housing sound like the sort of steady assets that should hold up in any cycle. CareTrust trades well above our fair value with a weak moat and minimal growth, so we pass.
Forward earnings sit at 24.6 times while revenue rises just 3 percent a year. Profit margins look healthy at 64 percent yet a 9 percent return on equity gives little cushion at the current price.
Tenant concentration and rising funding costs can still bite hard in healthcare real estate. The market price already assumes smooth sailing ahead. Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
CTRE trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-08-26Markdown · changed$38.83-9.4%Entry 5
The framework has shifted from distribution to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 9.4% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 35%. Our forward projection puts the odds of a 10% gain over the next month near 18%. The street (13 analysts) rates it strong buy, with a mean price target of $45.
2026-07-25Distribution$42.88+16.4%Entry 4
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 16.4% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 35%. Our forward projection puts the odds of a 10% gain over the next month near 18%. The street (13 analysts) rates it strong buy, with a mean price target of $45.
2026-07-18Distribution$36.85+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 35%. Our forward projection puts the odds of a 10% gain over the next month near 18%. The street (13 analysts) rates it strong buy, with a mean price target of $45.
2026-07-03Distribution$36.85+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Distribution$36.85Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
