CTRE vs NHI
CareTrust REIT, Inc. and National Health Investors, Inc., both Real Estate
CareTrust REIT, Inc. is the larger company at $8.8B against $3.4B. On trailing earnings NHI is the cheaper of the two at a P/E of 23.7 against 25.4, a gap that is only a bargain if the two are growing at similar rates. Over the past year CTRE returned +26% against +1.9% for NHI. Ryufin's sector-relative Smart Score puts NHI ahead, 10/10 against 7/10.
| Figure | CTRE | NHI |
|---|---|---|
| Last close | $39.96 | $73.38 |
| Market cap | $8.8B | $3.4B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 25.4 | 23.7 |
| Dividend yield | 3.4% | 5.0% |
| 1-year return | +26% | +1.9% |
| 5-year return | +112% | +43% |
| Ryufin Smart Scoresector-relative, 1–10 | 7/10 | 10/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
CareTrust REIT, Inc.
Revenue of $143M in Q1 2026, net income $80M.
National Health Investors, Inc.
Revenue of $115M in Q1 2026, net income $40M.
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