CARE vs. AMGN
CARE (Carter Bankshares, Inc.) and AMGN (Amgen Inc.) are both stocks. CARE operates in Banks - Regional (Financial Services), while AMGN operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, CARE returned 9.78%/yr vs 11.54%/yr for AMGN. Their 0.13 correlation means their historical movements had little consistent relationship.
Performance
CARE vs. AMGN - 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 AMGN's 19.38% return. Over the past 10 years, CARE has underperformed AMGN with an annualized return of 9.78%, while AMGN has yielded a comparatively higher 11.54% 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%
AMGN
- 1D
- -0.64%
- 1M
- 2.94%
- 6M
- 14.30%
- YTD
- 19.38%
- 1Y
- 33.64%
- 3Y*
- 22.08%
- 5Y*
- 13.29%
- 10Y*
- 11.54%
- ALL TIME*
- 22.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AMGN Amgen Inc. | $985.57M | $876.84M | $944.78M |
| $13.80M | $12.78M | $11.54M |
CARE vs. AMGN - 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% |
AMGN Amgen Inc. | 19.38% | 29.67% | -6.77% | 13.46% | 20.43% | 0.87% | -1.99% | 27.60% | 15.23% | 22.27% |
Correlation
The correlation between CARE and AMGN is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.22 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.16 |
Correlation (All Time) Calculated using the full available price history since Aug 27, 2012 | 0.13 |
Fundamentals
CARE:
$768.44M
AMGN:
$207.87B
CARE:
$5.85
AMGN:
$14.36
CARE:
5.91
AMGN:
26.81
CARE:
0.42
AMGN:
1.54
CARE:
2.18
AMGN:
5.62
CARE:
1.40
AMGN:
22.80
CARE:
$348.48M
AMGN:
$37.24B
CARE:
$285.25M
AMGN:
$26.61B
CARE:
$171.65M
AMGN:
$17.27B
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Return for Risk
CARE vs. AMGN — Risk / Return Rank
CARE
AMGN
CARE vs. AMGN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carter Bankshares, Inc. (CARE) and Amgen Inc. (AMGN). 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 | AMGN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.48 | ||
| Sortino ratioReturn per unit of downside risk | +2.32 | ||
| Omega ratioGain probability vs. loss probability | 1.63 | 1.25 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 6.33 | 2.09 | +4.25 |
| Martin ratioReturn relative to average drawdown | 18.26 | 4.86 | +13.40 |
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Drawdowns
CARE vs. AMGN - Drawdown Comparison
The maximum CARE drawdown since its inception was -73.17%, which is greater than AMGN's maximum drawdown of -63.48%. Use the drawdown chart below to compare losses from any high point for CARE and AMGN.
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Drawdown Indicators
| CARE | AMGN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.17% | -63.48% | -9.69% |
Max Drawdown (1Y)Largest decline over 1 year | -15.83% | -16.57% | +0.74% |
Max Drawdown (3Y)Largest decline over 3 years | -31.75% | -22.74% | -9.01% |
Max Drawdown (5Y)Largest decline over 5 years | -42.95% | -24.86% | -18.09% |
Max Drawdown (10Y)Largest decline over 10 years | -73.17% | -24.86% | -48.31% |
Current DrawdownCurrent decline from peak | -0.03% | -2.02% | +1.99% |
Average DrawdownAverage peak-to-trough decline | -19.31% | -16.74% | -2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.49% | 7.11% | -1.62% |
Volatility
CARE vs. AMGN - Volatility Comparison
Carter Bankshares, Inc. (CARE) has a higher volatility of 8.70% compared to Amgen Inc. (AMGN) at 7.99%. This indicates that CARE's price experiences larger fluctuations and is considered to be riskier than AMGN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CARE | AMGN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.70% | 7.99% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 19.06% | 19.32% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.73% | 27.34% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.57% | 24.25% | +6.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.89% | 24.92% | +11.97% |
Dividends
CARE vs. AMGN - Dividend Comparison
CARE's dividend yield for the trailing twelve months is around 0.29%, less than AMGN's 2.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMGN Amgen Inc. | 2.54% | 2.91% | 3.45% | 2.96% | 2.95% | 3.13% | 2.78% | 2.41% | 2.71% | 2.65% | 2.74% | 1.95% |
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. AMGN - Financials Comparison
This section allows you to compare key financial metrics between Carter Bankshares, Inc. and Amgen 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. AMGN - 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%.
AMGN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Amgen Inc. reported a gross profit of 5.87B and revenue of 8.62B. Therefore, the gross margin over that period was 68.2%.
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%.
AMGN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Amgen Inc. reported an operating income of 2.67B and revenue of 8.62B, resulting in an operating margin of 30.9%.
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%.
AMGN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Amgen Inc. reported a net income of 1.82B and revenue of 8.62B, resulting in a net margin of 21.1%.
Frequently Asked Questions
CARE and AMGN have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CARE has higher volatility (8.70%) compared to AMGN (7.99%). In terms of maximum drawdown, CARE dropped -73.17% vs AMGN's -63.48%.
CARE currently has the higher Sharpe Ratio (3.75 vs 1.27), 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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