COMP <GO>
CTRE vs BAC // ALTMAN Z-SCORE & DEBT/EQUITY
CareTrust REIT Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: CTRE 10
— BAC 2
■ METRIC PARITY
LAST: $36.14 (-0.69%) • MKT CAP: $8.54B
balance-sheet
—
LAST: $49.57 (-0.88%) • MKT CAP: $342.04B
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CTRE VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CTRE | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.20% | 2.50% | +4.70 | CTRE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.6x | 30.2x | -7.60 | CTRE | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | 2.10% | +2.50 | CTRE | /fcf-yield <GO> |
| Operating Margin | 75.00% | 32.90% | +42.10 | CTRE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 27.00% | +41.00 | CTRE | /net-margins <GO> |
| Revenue Growth (YoY) | 7.70% | 6.80% | +0.90 | CTRE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.03% | 0.00% | +3.03 | CTRE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | CTRE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.6 | 30.8 | +14.80 | CTRE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 0.90 | +0.18 | CTRE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.8x | 10.9x | +13.90 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.54B | $342.04B | -$333.50B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CTRE REV | BAC REV | CTRE GROSS % | BAC GROSS % | CTRE FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.2M | $113.10B | — | — | $394.0M | $7.52B |
| FY 2024 | $413.3M | $105.86B | — | — | $244.3M | -$13.57B |
| FY 2023 | $177.5M | $102.77B | — | — | $154.8M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CTRE // BETA 1.08
BAC // BETA 0.90