CARE vs. AAPL
CARE (Carter Bankshares, Inc.) and AAPL (Apple Inc) are both stocks. CARE operates in Banks - Regional (Financial Services), while AAPL operates in Consumer Electronics (Technology). Over the past 10 years, CARE returned 9.78%/yr vs 29.23%/yr for AAPL. Their 0.16 correlation means their historical movements had little consistent relationship.
Performance
CARE vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, CARE achieves a 76.56% return, which is significantly higher than AAPL's 13.84% return. Over the past 10 years, CARE has underperformed AAPL with an annualized return of 9.78%, while AAPL has yielded a comparatively higher 29.23% annualized return.
CARE
- 1D
- 1.32%
- 1M
- 4.38%
- 6M
- 62.13%
- YTD
- 76.56%
- 1Y
- 104.91%
- 3Y*
- 32.89%
- 5Y*
- 24.79%
- 10Y*
- 9.78%
- ALL TIME*
- 11.04%
AAPL
- 1D
- -7.35%
- 1M
- 0.09%
- 6M
- 19.27%
- YTD
- 13.84%
- 1Y
- 53.24%
- 3Y*
- 16.99%
- 5Y*
- 16.79%
- 10Y*
- 29.23%
- ALL TIME*
- 19.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AAPL Apple Inc | $19.18B | $17.68B | $17.20B |
| $13.80M | $12.78M | $11.54M |
CARE vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CARE Carter Bankshares, Inc. | 76.56% | 11.77% | 17.50% | -9.76% | 7.80% | 43.56% | -54.48% | 58.13% | -14.53% | 32.05% |
AAPL Apple Inc | 13.84% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Correlation
The correlation between CARE and AAPL is 0.19, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.19 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.20 |
Correlation (All Time) Calculated using the full available price history since Aug 27, 2012 | 0.16 |
Fundamentals
CARE:
$768.44M
AAPL:
$4.54T
CARE:
$5.85
AAPL:
$8.69
CARE:
5.91
AAPL:
35.54
CARE:
0.42
AAPL:
4.68
CARE:
2.18
AAPL:
9.82
CARE:
1.40
AAPL:
42.38
CARE:
$348.48M
AAPL:
$466.82B
CARE:
$285.25M
AAPL:
$227.12B
CARE:
$171.65M
AAPL:
$168.49B
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Return for Risk
CARE vs. AAPL — Risk / Return Rank
CARE
AAPL
CARE vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carter Bankshares, Inc. (CARE) and Apple Inc (AAPL). 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.
| CARE | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.84 | ||
| Sortino ratioReturn per unit of downside risk | +1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.63 | 1.35 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 6.33 | 3.60 | +2.74 |
| Martin ratioReturn relative to average drawdown | 18.26 | 8.56 | +9.70 |
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Drawdowns
CARE vs. AAPL - Drawdown Comparison
The maximum CARE drawdown since its inception was -73.17%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for CARE and AAPL.
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Drawdown Indicators
| CARE | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.17% | -81.80% | +8.63% |
Max Drawdown (1Y)Largest decline over 1 year | -15.83% | -13.80% | -2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -31.75% | -33.36% | +1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -42.95% | -33.36% | -9.59% |
Max Drawdown (10Y)Largest decline over 10 years | -73.17% | -38.52% | -34.65% |
Current DrawdownCurrent decline from peak | -0.03% | -9.17% | +9.14% |
Average DrawdownAverage peak-to-trough decline | -19.31% | -29.52% | +10.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.49% | 5.79% | -0.30% |
Volatility
CARE vs. AAPL - Volatility Comparison
The current volatility for Carter Bankshares, Inc. (CARE) is 8.70%, while Apple Inc (AAPL) has a volatility of 11.52%. This indicates that CARE experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CARE | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.70% | 11.52% | -2.82% |
Volatility (6M)Calculated over the trailing 6-month period | 19.06% | 20.71% | -1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.73% | 25.91% | +0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.57% | 28.02% | +2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.89% | 29.12% | +7.77% |
Dividends
CARE vs. AAPL - Dividend Comparison
CARE's dividend yield for the trailing twelve months is around 0.29%, less than AAPL's 0.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.34% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
CARE Carter Bankshares, Inc. | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.31% | 0.00% | 0.00% | 0.00% | 2.26% | 2.96% |
Financials
CARE vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Carter Bankshares, Inc. and Apple 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
CARE vs. AAPL - Profitability Comparison
CARE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Carter Bankshares, Inc. reported a gross profit of 67.22M and revenue of 90.22M. Therefore, the gross margin over that period was 74.5%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Apple Inc reported a gross profit of 54.77B and revenue of 109.42B. Therefore, the gross margin over that period was 50.1%.
CARE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Carter Bankshares, Inc. reported an operating income of 37.24M and revenue of 90.22M, resulting in an operating margin of 41.3%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Apple Inc reported an operating income of 35.70B and revenue of 109.42B, resulting in an operating margin of 32.6%.
CARE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Carter Bankshares, Inc. reported a net income of 28.91M and revenue of 90.22M, resulting in a net margin of 32.0%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Apple Inc reported a net income of 29.79B and revenue of 109.42B, resulting in a net margin of 27.2%.
Frequently Asked Questions
CARE and AAPL have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPL has higher volatility (11.52%) compared to CARE (8.70%). In terms of maximum drawdown, CARE dropped -73.17% vs AAPL's -81.80%.
CARE currently has the higher Sharpe Ratio (3.75 vs 1.92), 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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