ALX vs. CTRE

Last updated Apr 1, 2026

Compare and contrast key facts about Alexander's, Inc. (ALX) and CareTrust REIT, Inc. (CTRE).

Performance

ALX vs. CTRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alexander's, Inc. (ALX) and CareTrust REIT, Inc. (CTRE). The values are adjusted to include any dividend payments, if applicable.

ALX vs. CTRE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ALX Alexander's, Inc.	10.50%	18.43%	1.40%	6.35%	-9.12%	0.20%	-10.24%	14.13%	-19.06%	-3.48%
CTRE CareTrust REIT, Inc.	2.45%	39.35%	26.31%	27.31%	-13.67%	7.91%	13.67%	16.31%	15.89%	14.12%

Fundamentals

EPS ALX : $5.50 CTRE : $1.29
PE Ratio ALX : 42.98 CTRE : 28.40
Total Revenue (TTM) ALX : $0.00 CTRE : $324.14M
Gross Profit (TTM) ALX : $0.00 CTRE : $313.05M
EBITDA (TTM) ALX : -$35.06M CTRE : $381.80M

Returns By Period

In the year-to-date period, ALX achieves a 10.50% return, which is significantly higher than CTRE's 2.45% return. Over the past 10 years, ALX has underperformed CTRE with an annualized return of 1.74%, while CTRE has yielded a comparatively higher 16.71% annualized return.

ALX

• 1D: -0.30%
• 1M: 0.67%
• YTD: 10.50%
• 6M: 4.74%
• 1Y: 22.42%
• 3Y*: 16.30%
• 5Y*: 4.28%
• 10Y*: 1.74%

CTRE

• 1D: 1.08%
• 1M: -8.80%
• YTD: 2.45%
• 6M: 7.80%
• 1Y: 33.55%
• 3Y*: 28.99%
• 5Y*: 14.07%
• 10Y*: 16.71%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

ALX vs. CTRE — Risk / Return Rank

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

ALX

ALX Risk / Return Rank: 64
ALX Sharpe Ratio Rank: 68
ALX Sortino Ratio Rank: 58
ALX Omega Ratio Rank: 62
ALX Calmar Ratio Rank: 67
ALX Martin Ratio Rank: 66

CTRE

CTRE Risk / Return Rank: 83
CTRE Sharpe Ratio Rank: 85
CTRE Sortino Ratio Rank: 79
CTRE Omega Ratio Rank: 78
CTRE Calmar Ratio Rank: 84
CTRE Martin Ratio Rank: 91

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.

ALX vs. CTRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alexander's, Inc. (ALX) and CareTrust REIT, Inc. (CTRE). 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.

	ALX	CTRE	Difference
Sharpe ratio Return per unit of total volatility	0.75	1.50	-0.75
Sortino ratio Return per unit of downside risk	1.08	1.98	-0.91
Omega ratio Gain probability vs. loss probability	1.16	1.26	-0.10
Calmar ratio Return relative to maximum drawdown	1.21	2.72	-1.51
Martin ratio Return relative to average drawdown	2.70	11.49	-8.79
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ALX vs. CTRE - Sharpe Ratio Comparison

The current ALX Sharpe Ratio is 0.75, which is lower than the CTRE Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of ALX and CTRE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ALX	CTRE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.75	1.50	-0.75
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.17	0.59	-0.42
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.07	0.48	-0.41
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	0.43	-0.14

Correlation

The correlation between ALX and CTRE is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ALX vs. CTRE - Dividend Comparison

ALX's dividend yield for the trailing twelve months is around 7.62%, more than CTRE's 3.81% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ALX Alexander's, Inc.	7.62%	8.26%	9.00%	8.43%	8.18%	6.92%	6.49%	5.45%	5.91%	4.29%	3.75%	3.64%
CTRE CareTrust REIT, Inc.	3.81%	3.71%	4.29%	5.00%	5.92%	4.64%	4.51%	4.36%	4.44%	4.42%	4.44%	5.84%

Drawdowns

ALX vs. CTRE - Drawdown Comparison

The maximum ALX drawdown since its inception was -88.76%, which is greater than CTRE's maximum drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for ALX and CTRE.

Drawdown Indicators

	ALX	CTRE	Difference
Max Drawdown Largest peak-to-trough decline	-88.76%	-67.43%	-21.33%
Max Drawdown (1Y) Largest decline over 1 year	-17.64%	-12.25%	-5.39%
Max Drawdown (5Y) Largest decline over 5 years	-37.38%	-30.98%	-6.40%
Max Drawdown (10Y) Largest decline over 10 years	-47.90%	-67.43%	+19.53%
Current Drawdown Current decline from peak	-5.82%	-9.96%	+4.14%
Average Drawdown Average peak-to-trough decline	-20.36%	-10.68%	-9.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.89%	2.90%	+4.99%

Volatility

ALX vs. CTRE - Volatility Comparison

The current volatility for Alexander's, Inc. (ALX) is 5.72%, while CareTrust REIT, Inc. (CTRE) has a volatility of 10.24%. This indicates that ALX experiences smaller price fluctuations and is considered to be less risky than CTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ALX	CTRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.72%	10.24%	-4.52%
Volatility (6M) Calculated over the trailing 6-month period	20.41%	17.39%	+3.02%
Volatility (1Y) Calculated over the trailing 1-year period	30.22%	22.49%	+7.73%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.54%	24.21%	+1.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.46%	35.24%	-9.78%

Financials

ALX vs. CTRE - Profitability Comparison

The chart below illustrates the profitability comparison between Alexander's, Inc. and CareTrust REIT, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

ALX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Alexander's, Inc. reported a gross profit of -158.07M and revenue of -159.93M. Therefore, the gross margin over that period was 98.8%.

CTRE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, CareTrust REIT, Inc. reported a gross profit of 101.66M and revenue of 104.27M. Therefore, the gross margin over that period was 97.5%.

ALX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Alexander's, Inc. reported an operating income of -50.52M and revenue of -159.93M, resulting in an operating margin of 31.6%.

CTRE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, CareTrust REIT, Inc. reported an operating income of 59.55M and revenue of 104.27M, resulting in an operating margin of 57.1%.

ALX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Alexander's, Inc. reported a net income of 3.82M and revenue of -159.93M, resulting in a net margin of -2.4%.

CTRE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, CareTrust REIT, Inc. reported a net income of 74.90M and revenue of 104.27M, resulting in a net margin of 71.8%.