CTRE vs. AAPL
CTRE (CareTrust REIT, Inc.) and AAPL (Apple Inc) are both stocks. CTRE operates in REIT - Healthcare Facilities (Real Estate), while AAPL operates in Consumer Electronics (Technology). Over the past 10 years, CTRE returned 15.71%/yr vs 29.63%/yr for AAPL. At a 0.19 correlation, their price movements are largely independent.
Performance
CTRE vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, CTRE achieves a 3.20% return, which is significantly lower than AAPL's 11.12% return. Over the past 10 years, CTRE has underperformed AAPL with an annualized return of 15.71%, while AAPL has yielded a comparatively higher 29.63% annualized return.
CTRE
- 1D
- -2.77%
- 1M
- -11.25%
- YTD
- 3.20%
- 6M
- -0.19%
- 1Y
- 32.18%
- 3Y*
- 29.03%
- 5Y*
- 14.79%
- 10Y*
- 15.71%
AAPL
- 1D
- -1.89%
- 1M
- 2.90%
- YTD
- 11.12%
- 6M
- 8.71%
- 1Y
- 48.46%
- 3Y*
- 19.11%
- 5Y*
- 19.46%
- 10Y*
- 29.63%
CTRE vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.20% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
AAPL Apple Inc | 11.12% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Correlation
The correlation between CTRE and AAPL is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since May 30, 2014 | 0.19 |
The correlation between CTRE and AAPL shifts across timeframes, from 0.03 (1 year) to 0.20 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
CTRE:
$8.27B
AAPL:
$4.45T
CTRE:
$1.61
AAPL:
$8.24
CTRE:
22.96
AAPL:
36.61
CTRE:
0.58
AAPL:
4.82
CTRE:
16.43
AAPL:
9.94
CTRE:
2.00
AAPL:
41.82
CTRE:
$468.13M
AAPL:
$451.44B
CTRE:
$406.50M
AAPL:
$216.07B
CTRE:
$490.99M
AAPL:
$153.63B
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Return for Risk
CTRE vs. AAPL — Risk / Return Rank
CTRE
AAPL
CTRE vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CareTrust REIT, Inc. (CTRE) 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.
| CTRE | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.21 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.39 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 3.53 | -1.04 |
| Martin ratioReturn relative to average drawdown | 9.27 | 8.89 | +0.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CTRE | AAPL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 2.18 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.71 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 1.03 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.44 | -0.02 |
Drawdowns
CTRE vs. AAPL - Drawdown Comparison
The maximum CTRE drawdown since its inception was -67.43%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for CTRE and AAPL.
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Drawdown Indicators
| CTRE | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -81.80% | +14.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -13.80% | +0.79% |
Max Drawdown (3Y)Largest decline over 3 years | -23.19% | -33.36% | +10.17% |
Max Drawdown (5Y)Largest decline over 5 years | -30.98% | -33.36% | +2.38% |
Max Drawdown (10Y)Largest decline over 10 years | -67.43% | -38.52% | -28.91% |
Current DrawdownCurrent decline from peak | -13.01% | -4.33% | -8.68% |
Average DrawdownAverage peak-to-trough decline | -10.58% | -29.60% | +19.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 5.48% | -2.00% |
Volatility
CTRE vs. AAPL - Volatility Comparison
CareTrust REIT, Inc. (CTRE) has a higher volatility of 9.84% compared to Apple Inc (AAPL) at 5.68%. This indicates that CTRE's price experiences larger fluctuations and is considered to be riskier 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
| CTRE | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.84% | 5.68% | +4.16% |
Volatility (6M)Calculated over the trailing 6-month period | 19.50% | 15.99% | +3.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.93% | 22.41% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 27.47% | -2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.34% | 28.91% | +6.43% |
Dividends
CTRE vs. AAPL - Dividend Comparison
CTRE's dividend yield for the trailing twelve months is around 3.78%, more than AAPL's 0.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.35% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
CTRE CareTrust REIT, Inc. | 3.78% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
Financials
CTRE vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between CareTrust REIT, 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
CTRE vs. AAPL - Profitability Comparison
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%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a gross profit of 54.78B and revenue of 111.18B. Therefore, the gross margin over that period was 49.3%.
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%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported an operating income of 35.89B and revenue of 111.18B, resulting in an operating margin of 32.3%.
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%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a net income of 29.58B and revenue of 111.18B, resulting in a net margin of 26.6%.
Frequently Asked Questions
CTRE and AAPL have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTRE has higher volatility (9.84%) compared to AAPL (5.68%). In terms of maximum drawdown, CTRE dropped -67.43% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.18 vs 1.35), 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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