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ADEA vs. CARE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ADEA vs. CARE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Adeia Inc (ADEA) and Carter Bankshares, Inc. (CARE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ADEA achieves a 85.80% return, which is significantly higher than CARE's 52.54% return. Over the past 10 years, ADEA has outperformed CARE with an annualized return of 16.91%, while CARE has yielded a comparatively lower 9.15% annualized return.


ADEA

1D
-2.15%
1M
0.82%
YTD
85.80%
6M
144.66%
1Y
133.63%
3Y*
46.44%
5Y*
42.19%
10Y*
16.91%

CARE

1D
1.07%
1M
12.31%
YTD
52.54%
6M
50.09%
1Y
79.68%
3Y*
23.55%
5Y*
16.01%
10Y*
9.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ADEA vs. CARE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ADEA
Adeia Inc
85.80%25.22%14.75%33.53%92.17%-8.65%16.55%4.53%-21.13%-43.16%
CARE
Carter Bankshares, Inc.
52.54%11.77%17.50%-9.76%7.80%43.56%-54.48%58.13%-14.53%32.05%

Correlation

The correlation between ADEA and CARE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.36

Correlation (5Y)
Calculated over the trailing 5-year period

0.34

Correlation (10Y)
Calculated over the trailing 10-year period

0.29

Correlation (All Time)
Calculated using the full available price history since Aug 27, 2012

0.23

The correlation between ADEA and CARE shifts across timeframes, from 0.23 (all time) to 0.36 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ADEA:

$3.65B

CARE:

$652.68M

EPS

ADEA:

$1.08

CARE:

$4.87

PE Ratio

ADEA:

29.57

CARE:

6.13

PEG Ratio

ADEA:

2.06

CARE:

0.43

PS Ratio

ADEA:

7.84

CARE:

2.07

PB Ratio

ADEA:

7.81

CARE:

1.29

Total Revenue (TTM)

ADEA:

$460.49M

CARE:

$319.93M

Gross Profit (TTM)

ADEA:

$312.21M

CARE:

$256.97M

EBITDA (TTM)

ADEA:

$235.56M

CARE:

$142.80M

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Return for Risk

ADEA vs. CARE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADEA
ADEA Risk / Return Rank: 8989
Overall Rank
ADEA Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
ADEA Sortino Ratio Rank: 8787
Sortino Ratio Rank
ADEA Omega Ratio Rank: 9090
Omega Ratio Rank
ADEA Calmar Ratio Rank: 8888
Calmar Ratio Rank
ADEA Martin Ratio Rank: 9090
Martin Ratio Rank

CARE
CARE Risk / Return Rank: 9494
Overall Rank
CARE Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
CARE Sortino Ratio Rank: 9595
Sortino Ratio Rank
CARE Omega Ratio Rank: 9595
Omega Ratio Rank
CARE Calmar Ratio Rank: 9393
Calmar Ratio Rank
CARE Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ADEA vs. CARE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Adeia Inc (ADEA) and Carter Bankshares, Inc. (CARE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ADEACAREDifference
Sharpe ratioReturn per unit of total volatility

-0.87

Sortino ratioReturn per unit of downside risk

-1.06

Omega ratioGain probability vs. loss probability

1.40

1.53

-0.13

Calmar ratioReturn relative to maximum drawdown

3.86

5.06

-1.20

Martin ratioReturn relative to average drawdown

10.97

14.55

-3.58

ADEA vs. CARE - Sharpe Ratio Comparison

The current ADEA Sharpe Ratio is 2.16, which is comparable to the CARE Sharpe Ratio of 3.03. The chart below compares the historical Sharpe Ratios of ADEA and CARE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ADEA vs. CARE - Drawdown Comparison

The maximum ADEA drawdown since its inception was -80.75%, which is greater than CARE's maximum drawdown of -73.17%. Use the drawdown chart below to compare losses from any high point for ADEA and CARE.


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Drawdown Indicators


ADEACAREDifference

Max Drawdown

Largest peak-to-trough decline

-80.75%

-73.17%

-7.58%

Max Drawdown (1Y)

Largest decline over 1 year

-34.81%

-15.83%

-18.98%

Max Drawdown (3Y)

Largest decline over 3 years

-34.81%

-35.75%

+0.94%

Max Drawdown (5Y)

Largest decline over 5 years

-38.97%

-42.95%

+3.98%

Max Drawdown (10Y)

Largest decline over 10 years

-73.66%

-73.17%

-0.49%

Current Drawdown

Current decline from peak

-4.91%

0.00%

-4.91%

Average Drawdown

Average peak-to-trough decline

-37.82%

-19.46%

-18.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.25%

5.50%

+6.75%

Volatility

ADEA vs. CARE - Volatility Comparison

Adeia Inc (ADEA) has a higher volatility of 23.40% compared to Carter Bankshares, Inc. (CARE) at 8.65%. This indicates that ADEA's price experiences larger fluctuations and is considered to be riskier than CARE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ADEACAREDifference

Volatility (1M)

Calculated over the trailing 1-month period

23.40%

8.65%

+14.75%

Volatility (6M)

Calculated over the trailing 6-month period

50.06%

18.11%

+31.95%

Volatility (1Y)

Calculated over the trailing 1-year period

62.21%

26.45%

+35.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.42%

31.05%

+31.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.47%

36.81%

+19.66%

Dividends

ADEA vs. CARE - Dividend Comparison

ADEA's dividend yield for the trailing twelve months is around 0.63%, more than CARE's 0.33% yield.


PositionTTM20252024202320222021202020192018201720162015
ADEA
Adeia Inc
0.63%1.16%1.43%1.61%0.95%1.06%2.39%4.32%4.35%3.28%1.81%2.67%
CARE
Carter Bankshares, Inc.
0.33%0.00%0.00%0.00%0.00%0.00%1.31%0.00%0.00%0.00%2.26%2.96%

Financials

ADEA vs. CARE - Financials Comparison

This section allows you to compare key financial metrics between Adeia Inc and Carter Bankshares, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


50.00M100.00M150.00M200.00M20222023202420252026
104.77M
130.16M
(ADEA) Total Revenue
(CARE) Total Revenue
Values in USD except per share items

Frequently Asked Questions


ADEA and CARE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ADEA has higher volatility (23.40%) compared to CARE (8.65%). In terms of maximum drawdown, ADEA dropped -80.75% vs CARE's -73.17%.

CARE currently has the higher Sharpe Ratio (3.03 vs 2.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ADEA and CARE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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