CareTrust REIT vs Omega Healthcare Investors
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KIRA’s take AI analyst
I put CareTrust REIT and Omega Healthcare Investors side by side, using each one’s latest annual report. Here is what stands out:
- Omega Healthcare Investors is the larger business, with $1.2B of revenue in fiscal 2025 against $476M for CareTrust REIT, about 2.5 times as much.
- CareTrust REIT grew revenue faster (60.8%, against 13.2%).
- CareTrust REIT earned a higher return on the capital invested in it (9.3%, against 8.8%).
- Investors pay more for each dollar of CareTrust REIT’s earnings: a P/E of 22.6x against 16.5x for Omega Healthcare Investors.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
CareTrust REIT
CTRE
5/7
Revenue growth5-year growthNet marginReturn on capitalNet debt / EBITDA
Omega Healthcare Investors
OHI
2/7
Return on equityShare count change
Side by side
Best in the row
| Latest fiscal year | CTRE FY25 | OHI FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.5B | $14.6B |
| Revenue | $476M | $1.2B |
| Free cash flow | — | $798M |
| Net income | $321M | $590M |
| Growth | ||
| Revenue growth | 60.8% | 13.2% |
| 5-year growth | 21.7% | 5.9% |
| Share count change | 31.5% | 12.8% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | — | — |
| Net margin | 67.3% | 49.6% |
| FCF margin | — | 67.0% |
| Return on capital | 9.3% | 8.8% |
| Return on equity | 9.2% | 12.2% |
| Balance sheet | ||
| Net debt | $696M | $4.2B |
| Net debt / EBITDA | 1.5x | 3.6x |
| Dividends and buybacks | $259M | $780M |
| Valuation & quality | ||
| P/E | 22.6x | 16.5x |
| Piotroski F-score | — | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.