CareTrust REIT (CTRE) Valuation Check After US$142 Million Skilled Nursing Portfolio Acquisition

Simply Wall St.01-12

AdvertisementWhy CareTrust REIT’s latest acquisition matters for shareholders CareTrust REIT (CTRE) has agreed to acquire six Mid Atlantic skilled nursing facilities for about US$142 million, adding ...

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This suggests...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK6142":"多户式住宅房地产信托","REIT":"ALPS Active REIT ETF","8C8U.SI":"Cent Accom REIT","BK4203":"医疗保健房地产投资信托","BK4225":"医疗保健房地产信托","CFA.SI":"NikkoAM-STC Asia REIT","CTRE":"CareTrust REIT Inc."},"translate_title":"CareTrust REIT(CTRE)以1.42亿美元收购熟练护理投资组合后的估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CTRE":1.5,"REIT":1.5,"CFA.SI":1.5,"8C8U.SI":1.5},"content_text":"AdvertisementWhy CareTrust REIT’s latest acquisition matters for shareholders CareTrust REIT (CTRE) has agreed to acquire six Mid Atlantic skilled nursing facilities for about US$142 million, adding 532 licensed beds under a new long term triple net lease with inflation linked rent escalators. See our latest analysis for CareTrust REIT. The acquisition follows a period of steady share price strength, with a 90 day share price return of 12.41% and a 1 year total shareholder return of 47.35%. This suggests that momentum has been building rather than fading. If this kind of healthcare real estate story interests you, it can be useful to see what else is available in the sector, starting with healthcare stocks. With the shares up 47.35% over the past year and trading about 9% below the US$40.70 analyst target, plus an estimated 36% intrinsic discount, you have to ask: Is CareTrust still underappreciated, or is future growth already priced in? Most Popular Narrative: 8.3% Undervalued With CareTrust REIT last closing at US$37.33 against a narrative fair value of about US$40.70, the valuation hinges heavily on acquisition driven growth and margins. The expanded investment pipeline of approximately $600 million, mainly in skilled nursing, seniors housing, and U.K. care homes, gives strong visibility into continued external growth, bolstering FFO and supporting durable, long-term dividend increases. Read the complete narrative. Curious what has to happen for that pipeline to justify today’s valuation gap? Revenue expansion, margin strength, and a lower future P/E all sit at the core. The exact mix of those assumptions might surprise you. Result: Fair Value of $40.70 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that story can change quickly if large acquisitions fail to integrate cleanly or if higher skilled nursing exposure encounters tougher reimbursement or regulatory conditions. Find out about the key risks to this CareTrust REIT narrative.  Build Your Own CareTrust REIT Narrative If you look at the numbers and come to a different conclusion, or just want to test your own assumptions, you can build a tailored thesis in a few minutes by starting with Do it your way. A great starting point for your CareTrust REIT research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If you are serious about building a stronger portfolio, do not stop at just one stock. Use the Simply Wall St Screener to uncover more differentiated ideas.  Target reliable cash generators by scanning for these 12 dividend stocks with yields > 3% that may help support more consistent income streams in your portfolio. Back the next wave of technological change by turning to these 28 AI penny stocks that are tied to real business models rather than hype alone. Position yourself early in potential turnaround stories by reviewing these 3539 penny stocks with strong financials that already show solid fundamentals beneath their smaller market size.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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