COMPARE · Data as of August 28, 2026
CTRE vs NHI
Verdict: Side-by-side breakdown using the Bull Rankings model. CTRE scored 81.0, NHI scored 74.0 — CTRE leads.
Compare another set
Different reporting periods. CTRE's fundamentals are as of June 2026, but NHI's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
CTRE
CareTrust REIT, Inc.
69.4Fin
$39.03 · $9.2B
fundamentals as of
Strength gap
3.4
NHI leads
NHI
National Health Investors, Inc.
72.8Fin
$72.03 · $3.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthCTRE+61.8%
- Strongest balance sheetCTRE0.72
Side by side · every name on one set of axes
Fundamentals, head-to-head
CTRE
NHI
4.0%B+
Yield
5.2%A-
+61.8%A
Rev
+12.1%B+
0.72B+
D/E
0.98B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
CTRECareTrust REIT, Inc.
Why now
REIT - Healthcare Facilities · market cap $9.2b. 11% off the 52-week high of $43.62. Revenue growing +62% — in hypergrowth territory. 13 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $45.38 (implying +16% upside).
Moat
Net margin 62% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma.
Risk
P/S 16.1x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
NHINational Health Investors, Inc.
Why now
REIT - Healthcare Facilities · market cap $3.5b. Down 21% from 52-week high of $91.38 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $82.13 (implying +14% upside).
Moat
Net margin 38% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Dividend payout 106% of earnings on a 5.2% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.