CareTrust REIT vs Sabra Health Care REIT
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The short version
- Sabra Health Care REIT is the larger business, with $775M of revenue in fiscal 2025 against $476M for CareTrust REIT, about 1.6 times as much.
- CareTrust REIT grew revenue faster (60.8%, against 10.2%).
- CareTrust REIT earned a higher return on the capital invested in it (9.3%, against 5.1%).
- Investors pay more for each dollar of Sabra Health Care REITβs earnings: a P/E of 75.2x against 22.9x for CareTrust REIT.
| Latest fiscal year | CTRE Β· FY25 | SBRA Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.6B | $4.9B |
| Revenue | $476M | $775M |
| Free cash flow | β | β |
| Net income | $321M | $156M |
| Growth | ||
| Revenue growth | 60.8% | 10.2% |
| 5-year growth | 21.7% | 5.3% |
| Share count change | 31.5% | 3.6% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β |
| Net margin | 67.3% | 20.1% |
| FCF margin | β | β |
| Return on capital | 9.3% | 5.1% |
| Return on equity | 9.2% | 5.6% |
| Balance sheet | ||
| Net debt | $696M | $2.5B |
| Net debt / EBITDA | 1.5x | 5.4x |
| Dividends and buybacks | $259M | $290M |
| Valuation & quality | ||
| P/E | 22.9x | 75.2x |
| Piotroski F-score | β | β |
Revenue
FY16
CTRE $105M
SBRA $261M
FY17
CTRE $133M
SBRA $408M
FY18
CTRE $157M
SBRA $623M
FY19
CTRE $163M
SBRA $662M
FY20
CTRE $178M
SBRA $599M
FY21
CTRE $192M
SBRA $570M
FY22
CTRE $196M
SBRA $625M
FY23
CTRE $218M
SBRA $648M
FY24
CTRE $296M
SBRA $703M
FY25
CTRE $476M
SBRA $775M
CTRE
SBRA
Operating margin
FY16
CTRE β
SBRA β
FY17
CTRE β
SBRA β
FY18
CTRE β
SBRA β
FY19
CTRE β
SBRA β
FY20
CTRE β
SBRA β
FY21
CTRE β
SBRA β
FY22
CTRE β
SBRA β
FY23
CTRE β
SBRA β
FY24
CTRE β
SBRA β
FY25
CTRE β
SBRA β
CTRE
SBRA
Free cash flow
FY16
CTRE $64.3M
SBRA β
FY17
CTRE $88.4M
SBRA β
FY18
CTRE $97.6M
SBRA β
FY19
CTRE $123M
SBRA β
FY20
CTRE β
SBRA β
FY21
CTRE β
SBRA β
FY22
CTRE β
SBRA β
FY23
CTRE β
SBRA β
FY24
CTRE β
SBRA β
FY25
CTRE β
SBRA β
CTRE
SBRA
Return on capital
FY16
CTRE β
SBRA 5.8%
FY17
CTRE β
SBRA 5.8%
FY18
CTRE β
SBRA 6.8%
FY19
CTRE β
SBRA 3.2%
FY20
CTRE β
SBRA 4.4%
FY21
CTRE β
SBRA 3.1%
FY22
CTRE β
SBRA 2.1%
FY23
CTRE 5.8%
SBRA 2.2%
FY24
CTRE 6.4%
SBRA 4.7%
FY25
CTRE 9.3%
SBRA 5.1%
CTRE
SBRA
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.