ALX vs. CTRE
ALX (Alexander's, Inc.) and CTRE (CareTrust REIT, Inc.) are both stocks. Both are in the Real Estate sector — ALX in REIT - Retail, CTRE in REIT - Healthcare Facilities. Over the past 10 years, ALX returned 3.24%/yr vs 16.31%/yr for CTRE. At a 0.38 correlation, their price movements are largely independent.
Performance
ALX vs. CTRE - Performance Comparison
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Returns By Period
In the year-to-date period, ALX achieves a 24.81% return, which is significantly higher than CTRE's 4.79% return. Over the past 10 years, ALX has underperformed CTRE with an annualized return of 3.24%, while CTRE has yielded a comparatively higher 16.31% annualized return.
ALX
- 1D
- 0.97%
- 1M
- 6.36%
- YTD
- 24.81%
- 6M
- 26.41%
- 1Y
- 25.47%
- 3Y*
- 23.63%
- 5Y*
- 7.30%
- 10Y*
- 3.24%
CTRE
- 1D
- 1.16%
- 1M
- -8.87%
- YTD
- 4.79%
- 6M
- 4.60%
- 1Y
- 29.93%
- 3Y*
- 30.42%
- 5Y*
- 15.62%
- 10Y*
- 16.31%
ALX vs. CTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALX Alexander's, Inc. | 24.81% | 18.43% | 1.40% | 6.35% | -9.12% | 0.20% | -10.24% | 14.13% | -19.06% | -3.48% |
CTRE CareTrust REIT, Inc. | 4.79% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
Correlation
The correlation between ALX and CTRE is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since May 29, 2014 | 0.38 |
The correlation between ALX and CTRE shifts across timeframes, from 0.20 (1 year) to 0.41 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
ALX:
$1.35B
CTRE:
$8.40B
ALX:
$4.01
CTRE:
$1.61
ALX:
65.37
CTRE:
23.31
ALX:
6.35
CTRE:
16.68
ALX:
$211.68M
CTRE:
$468.13M
ALX:
$134.57M
CTRE:
$406.50M
ALX:
$107.52M
CTRE:
$490.99M
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Return for Risk
ALX vs. CTRE — Risk / Return Rank
ALX
CTRE
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.
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.
| ALX | CTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.45 | 2.11 | -0.66 |
| Martin ratioReturn relative to average drawdown | 3.23 | 7.13 | -3.90 |
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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.
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Drawdown Indicators
| ALX | CTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.76% | -67.43% | -21.33% |
Max Drawdown (1Y)Largest decline over 1 year | -17.64% | -14.28% | -3.36% |
Max Drawdown (3Y)Largest decline over 3 years | -23.17% | -23.19% | +0.02% |
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 DrawdownCurrent decline from peak | -2.24% | -11.66% | +9.42% |
Average DrawdownAverage peak-to-trough decline | -20.26% | -10.58% | -9.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.91% | 4.21% | +3.70% |
Volatility
ALX vs. CTRE - Volatility Comparison
The current volatility for Alexander's, Inc. (ALX) is 6.81%, while CareTrust REIT, Inc. (CTRE) has a volatility of 7.55%. 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.
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Volatility by Period
| ALX | CTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.81% | 7.55% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 21.66% | 19.69% | +1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.82% | 23.73% | +7.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.04% | 24.55% | +1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.75% | 35.37% | -9.62% |
Dividends
ALX vs. CTRE - Dividend Comparison
ALX's dividend yield for the trailing twelve months is around 6.87%, more than CTRE's 3.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALX Alexander's, Inc. | 6.87% | 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. | 3.72% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
Financials
ALX vs. CTRE - Financials Comparison
This section allows you to compare key financial metrics between Alexander's, Inc. and CareTrust REIT, 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.
Total Revenue: Total amount of money received from sales and other business activities
ALX vs. CTRE - Profitability Comparison
ALX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alexander's, Inc. reported a gross profit of 24.43M and revenue of 53.41M. Therefore, the gross margin over that period was 45.7%.
CTRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a gross profit of 142.28M and revenue of 142.78M. Therefore, the gross margin over that period was 99.7%.
ALX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alexander's, Inc. reported an operating income of 13.95M and revenue of 53.41M, resulting in an operating margin of 26.1%.
CTRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported an operating income of 127.94M and revenue of 142.78M, resulting in an operating margin of 89.6%.
ALX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alexander's, Inc. reported a net income of 4.66M and revenue of 53.41M, resulting in a net margin of 8.7%.
CTRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a net income of 80.21M and revenue of 142.78M, resulting in a net margin of 56.2%.
Frequently Asked Questions
ALX and CTRE have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTRE has higher volatility (7.55%) compared to ALX (6.81%). In terms of maximum drawdown, ALX dropped -88.76% vs CTRE's -67.43%.
CTRE currently has the higher Sharpe Ratio (1.27 vs 0.83), 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.
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