CTRE vs. EPRT

Last updated Apr 1, 2026

Compare and contrast key facts about CareTrust REIT, Inc. (CTRE) and Essential Properties Realty Trust, Inc. (EPRT).

Performance

CTRE vs. EPRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CareTrust REIT, Inc. (CTRE) and Essential Properties Realty Trust, Inc. (EPRT). The values are adjusted to include any dividend payments, if applicable.

CTRE vs. EPRT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
CTRE CareTrust REIT, Inc.	2.45%	39.35%	26.31%	27.31%	-13.67%	7.91%	13.67%	16.31%	14.04%
EPRT Essential Properties Realty Trust, Inc.	3.40%	-1.40%	27.32%	14.20%	-14.60%	41.19%	-9.72%	86.75%	3.10%

Fundamentals

EPS CTRE : $1.29 EPRT : $1.26
PE Ratio CTRE : 28.40 EPRT : 24.04
PEG Ratio CTRE : 0.72 EPRT : 1.89
PS Ratio CTRE : 22.90 EPRT : 10.84
Total Revenue (TTM) CTRE : $324.14M EPRT : $561.22M
Gross Profit (TTM) CTRE : $313.05M EPRT : $405.75M
EBITDA (TTM) CTRE : $381.80M EPRT : $453.96M

Returns By Period

In the year-to-date period, CTRE achieves a 2.45% return, which is significantly lower than EPRT's 3.40% return.

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%

EPRT

• 1D: -0.33%
• 1M: -9.64%
• YTD: 3.40%
• 6M: 4.13%
• 1Y: -3.18%
• 3Y*: 11.45%
• 5Y*: 9.72%
• 10Y*: —

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

Return for Risk

CTRE vs. EPRT — Risk / Return Rank

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

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

EPRT

EPRT Risk / Return Rank: 33
EPRT Sharpe Ratio Rank: 35
EPRT Sortino Ratio Rank: 28
EPRT Omega Ratio Rank: 28
EPRT Calmar Ratio Rank: 37
EPRT Martin Ratio Rank: 36

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.

CTRE vs. EPRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CareTrust REIT, Inc. (CTRE) and Essential Properties Realty Trust, Inc. (EPRT). 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	EPRT	Difference
Sharpe ratio Return per unit of total volatility	1.50	-0.16	+1.66
Sortino ratio Return per unit of downside risk	1.98	-0.09	+2.07
Omega ratio Gain probability vs. loss probability	1.26	0.99	+0.27
Calmar ratio Return relative to maximum drawdown	2.72	-0.17	+2.89
Martin ratio Return relative to average drawdown	11.49	-0.38	+11.87
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CTRE vs. EPRT - Sharpe Ratio Comparison

The current CTRE Sharpe Ratio is 1.50, which is higher than the EPRT Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of CTRE and EPRT, 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

	CTRE	EPRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.50	-0.16	+1.66
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.59	0.43	+0.16
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.48	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	0.41	+0.02

Correlation

The correlation between CTRE and EPRT is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

CTRE vs. EPRT - Dividend Comparison

CTRE's dividend yield for the trailing twelve months is around 3.81%, less than EPRT's 4.02% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
EPRT Essential Properties Realty Trust, Inc.	4.02%	4.06%	3.71%	4.38%	4.58%	3.47%	4.39%	3.55%	1.62%	0.00%	0.00%	0.00%

Drawdowns

CTRE vs. EPRT - Drawdown Comparison

The maximum CTRE drawdown since its inception was -67.43%, smaller than the maximum EPRT drawdown of -73.67%. Use the drawdown chart below to compare losses from any high point for CTRE and EPRT.

Drawdown Indicators

	CTRE	EPRT	Difference
Max Drawdown Largest peak-to-trough decline	-67.43%	-73.67%	+6.24%
Max Drawdown (1Y) Largest decline over 1 year	-12.25%	-12.73%	+0.48%
Max Drawdown (5Y) Largest decline over 5 years	-30.98%	-38.42%	+7.44%
Max Drawdown (10Y) Largest decline over 10 years	-67.43%	—	—
Current Drawdown Current decline from peak	-9.96%	-11.34%	+1.38%
Average Drawdown Average peak-to-trough decline	-10.68%	-14.07%	+3.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.90%	5.73%	-2.83%

Volatility

CTRE vs. EPRT - Volatility Comparison

CareTrust REIT, Inc. (CTRE) has a higher volatility of 10.24% compared to Essential Properties Realty Trust, Inc. (EPRT) at 4.12%. This indicates that CTRE's price experiences larger fluctuations and is considered to be riskier than EPRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CTRE	EPRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.24%	4.12%	+6.12%
Volatility (6M) Calculated over the trailing 6-month period	17.39%	12.53%	+4.86%
Volatility (1Y) Calculated over the trailing 1-year period	22.49%	20.20%	+2.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.21%	22.87%	+1.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.24%	38.90%	-3.66%

Financials

CTRE vs. EPRT - Profitability Comparison

The chart below illustrates the profitability comparison between CareTrust REIT, Inc. and Essential Properties Realty Trust, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

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%.

EPRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Essential Properties Realty Trust, Inc. reported a gross profit of 0.00 and revenue of 149.87M. Therefore, the gross margin over that period was 0.0%.

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%.

EPRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Essential Properties Realty Trust, Inc. reported an operating income of 98.75M and revenue of 149.87M, resulting in an operating margin of 65.9%.

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%.

EPRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Essential Properties Realty Trust, Inc. reported a net income of 68.07M and revenue of 149.87M, resulting in a net margin of 45.4%.