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Side-by-side financial comparison of CareTrust REIT, Inc. (CTRE) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
CareTrust REIT, Inc. is the larger business by last-quarter revenue ($134.9M vs $121.1M, roughly 1.1× Porch Group, Inc.). CareTrust REIT, Inc. runs the higher net margin — 82.5% vs -3.9%, a 86.4% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs 55.1%). Over the past eight quarters, CareTrust REIT, Inc.'s revenue compounded faster (46.2% CAGR vs 26.4%).
CareTrust REIT, Inc.CTREEarnings & Financial Report
Target Healthcare REIT is a British property investment company which invests in healthcare properties and holds a large portfolio of care homes. It is structured as a real estate investment trust (REIT) and is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
CTRE vs PRCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $134.9M | $121.1M |
| Net Profit | $111.3M | $-4.7M |
| Gross Margin | — | 52.7% |
| Operating Margin | — | 34.7% |
| Net Margin | 82.5% | -3.9% |
| Revenue YoY | 55.1% | 100.0% |
| Net Profit YoY | 113.5% | 2.0% |
| EPS (diluted) | $0.52 | $-0.04 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $121.1M | ||
| Q4 25 | $134.9M | $112.3M | ||
| Q3 25 | $132.4M | $115.1M | ||
| Q2 25 | $112.5M | $107.0M | ||
| Q1 25 | $96.6M | $84.5M | ||
| Q4 24 | $86.9M | $75.3M | ||
| Q3 24 | $77.4M | $77.7M | ||
| Q2 24 | $68.9M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $111.3M | $-3.5M | ||
| Q3 25 | $74.9M | $-10.9M | ||
| Q2 25 | $68.5M | $2.6M | ||
| Q1 25 | $65.8M | $8.4M | ||
| Q4 24 | $52.1M | $30.5M | ||
| Q3 24 | $33.4M | $14.4M | ||
| Q2 24 | $10.8M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | — | 99.5% | ||
| Q3 25 | — | 75.6% | ||
| Q2 25 | — | 70.9% | ||
| Q1 25 | — | 77.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 79.4% | ||
| Q2 24 | — | 22.1% |
| Q1 26 | — | 34.7% | ||
| Q4 25 | — | 14.7% | ||
| Q3 25 | 58.1% | 14.2% | ||
| Q2 25 | 61.3% | 4.7% | ||
| Q1 25 | — | -1.5% | ||
| Q4 24 | — | 33.3% | ||
| Q3 24 | 43.0% | -3.2% | ||
| Q2 24 | 15.1% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | 82.5% | -3.1% | ||
| Q3 25 | 56.6% | -9.4% | ||
| Q2 25 | 60.9% | 2.4% | ||
| Q1 25 | 68.1% | 9.9% | ||
| Q4 24 | 60.0% | 40.5% | ||
| Q3 24 | 43.2% | 18.5% | ||
| Q2 24 | 15.6% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.52 | $0.00 | ||
| Q3 25 | $0.35 | $-0.10 | ||
| Q2 25 | $0.35 | $0.00 | ||
| Q1 25 | $0.35 | $0.07 | ||
| Q4 24 | $0.30 | $0.34 | ||
| Q3 24 | $0.21 | $0.12 | ||
| Q2 24 | $0.07 | $-0.65 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $198.0M | $68.4M |
| Total DebtLower is stronger | $894.2M | $391.3M |
| Stockholders' EquityBook value | $4.0B | $26.3M |
| Total Assets | $5.1B | $806.6M |
| Debt / EquityLower = less leverage | 0.22× | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | $198.0M | $57.3M | ||
| Q3 25 | $712.5M | $85.0M | ||
| Q2 25 | $306.1M | $79.8M | ||
| Q1 25 | $26.5M | $70.4M | ||
| Q4 24 | $213.8M | $191.7M | ||
| Q3 24 | $377.1M | $238.6M | ||
| Q2 24 | $495.1M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | $894.2M | $392.8M | ||
| Q3 25 | $893.8M | $387.1M | ||
| Q2 25 | $1.2B | $394.1M | ||
| Q1 25 | $822.1M | $409.2M | ||
| Q4 24 | $396.9M | $403.9M | ||
| Q3 24 | $396.7M | $399.0M | ||
| Q2 24 | $671.1M | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | $4.0B | $-24.6M | ||
| Q3 25 | $4.0B | $-27.9M | ||
| Q2 25 | $3.3B | $-29.3M | ||
| Q1 25 | $2.9B | $-52.4M | ||
| Q4 24 | $2.9B | $-43.2M | ||
| Q3 24 | $2.4B | $-77.0M | ||
| Q2 24 | $1.9B | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | $5.1B | $797.4M | ||
| Q3 25 | $5.1B | $787.7M | ||
| Q2 25 | $4.7B | $770.7M | ||
| Q1 25 | $3.9B | $802.3M | ||
| Q4 24 | $3.4B | $814.0M | ||
| Q3 24 | $2.9B | $867.3M | ||
| Q2 24 | $2.7B | $876.1M |
| Q1 26 | — | 14.87× | ||
| Q4 25 | 0.22× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.28× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.16× | — | ||
| Q2 24 | 0.35× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $394.0M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.54× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $394.0M | $1.2M | ||
| Q3 25 | $100.9M | $40.8M | ||
| Q2 25 | $100.8M | $35.6M | ||
| Q1 25 | $71.4M | $-11.2M | ||
| Q4 24 | $244.3M | $-26.6M | ||
| Q3 24 | $67.2M | $12.4M | ||
| Q2 24 | $53.0M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1M | ||
| Q3 25 | — | $40.7M | ||
| Q2 25 | — | $35.4M | ||
| Q1 25 | — | $-11.2M | ||
| Q4 24 | — | $-26.8M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 35.4% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | -13.3% | ||
| Q4 24 | — | -35.6% | ||
| Q3 24 | — | 15.7% | ||
| Q2 24 | — | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.54× | — | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.47× | 13.79× | ||
| Q1 25 | 1.08× | -1.33× | ||
| Q4 24 | 4.68× | -0.87× | ||
| Q3 24 | 2.01× | 0.86× | ||
| Q2 24 | 4.92× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
