CTRE vs. EPRT

Last updated Jun 4, 2026

CTRE (CareTrust REIT, Inc.) and EPRT (Essential Properties Realty Trust, Inc.) are both stocks. Both are in the Real Estate sector — CTRE in REIT - Healthcare Facilities, EPRT in REIT - Diversified. Over the past 5 years, CTRE returned 15.96%/yr vs 6.11%/yr for EPRT. A 0.53 correlation means they provide meaningful diversification when combined.

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.

Returns By Period

In the year-to-date period, CTRE achieves a 6.30% return, which is significantly higher than EPRT's 1.19% return.

CTRE

• 1D: -1.81%
• 1M: -3.72%
• YTD: 6.30%
• 6M: 2.89%
• 1Y: 37.48%
• 3Y*: 30.22%
• 5Y*: 15.96%
• 10Y*: 16.26%

EPRT

• 1D: -1.43%
• 1M: -4.22%
• YTD: 1.19%
• 6M: -3.21%
• 1Y: -6.14%
• 3Y*: 11.14%
• 5Y*: 6.11%
• 10Y*: —

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

CTRE vs. EPRT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
CTRE CareTrust REIT, Inc.	6.30%	39.35%	26.31%	27.31%	-13.67%	7.91%	13.67%	16.31%	14.04%
EPRT Essential Properties Realty Trust, Inc.	1.19%	-1.40%	27.32%	14.20%	-14.60%	41.19%	-9.72%	86.75%	3.10%

Correlation

The correlation between CTRE and EPRT is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.32
Correlation (3Y) Calculated over the trailing 3-year period	0.44
Correlation (5Y) Calculated over the trailing 5-year period	0.52
Correlation (All Time) Calculated using the full available price history since Jun 22, 2018	0.53

Over the past year, the correlation between CTRE and EPRT has dropped to 0.32 - well below their long-term average of 0.53, suggesting their price drivers have been diverging.

Fundamentals

Market Cap CTRE : $8.52B EPRT : $6.30B
EPS CTRE : $1.61 EPRT : $1.26
PE Ratio CTRE : 23.65 EPRT : 23.53
PEG Ratio CTRE : 0.60 EPRT : 1.85
PS Ratio CTRE : 16.92 EPRT : 10.21
PB Ratio CTRE : 2.06 EPRT : 1.44
Total Revenue (TTM) CTRE : $468.13M EPRT : $591.33M
Gross Profit (TTM) CTRE : $406.50M EPRT : $502.46M
EBITDA (TTM) CTRE : $490.99M EPRT : $476.93M

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: 82
CTRE Sharpe Ratio Rank: 82
CTRE Sortino Ratio Rank: 77
CTRE Omega Ratio Rank: 77
CTRE Calmar Ratio Rank: 82
CTRE Martin Ratio Rank: 89

EPRT

EPRT Risk / Return Rank: 23
EPRT Sharpe Ratio Rank: 26
EPRT Sortino Ratio Rank: 22
EPRT Omega Ratio Rank: 23
EPRT Calmar Ratio Rank: 24
EPRT Martin Ratio Rank: 22

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	1.59	-0.35	+1.94
Sortino ratio: Return per unit of downside risk	2.16	-0.37	+2.54
Omega ratio: Gain probability vs. loss probability	1.28	0.96	+0.32
Calmar ratio: Return relative to maximum drawdown	3.07	-0.47	+3.54
Martin ratio: Return relative to average drawdown	11.61	-0.94	+12.54
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 1.59, which is higher than the EPRT Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of CTRE and EPRT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CTRE	EPRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.59	-0.35	+1.94
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.66	0.27	+0.38
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	0.39	+0.04

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%	-13.23%	+0.98%
Max Drawdown (3Y) Largest decline over 3 years	-23.19%	-20.31%	-2.88%
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	-10.39%	-13.23%	+2.84%
Average Drawdown Average peak-to-trough decline	-10.58%	-13.94%	+3.36%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.24%	6.57%	-3.33%

Volatility

CTRE vs. EPRT - Volatility Comparison

CareTrust REIT, Inc. (CTRE) has a higher volatility of 9.26% compared to Essential Properties Realty Trust, Inc. (EPRT) at 4.81%. 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	9.26%	4.81%	+4.45%
Volatility (6M) Calculated over the trailing 6-month period	19.20%	12.77%	+6.43%
Volatility (1Y) Calculated over the trailing 1-year period	23.63%	17.74%	+5.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.48%	22.60%	+1.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.32%	38.56%	-3.24%

Dividends

CTRE vs. EPRT - Dividend Comparison

CTRE's dividend yield for the trailing twelve months is around 3.67%, less than EPRT's 4.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CTRE CareTrust REIT, Inc.	3.67%	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.	4.11%	4.06%	3.71%	4.38%	4.58%	3.47%	4.39%	3.55%	1.62%	0.00%	0.00%	0.00%

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 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%.

EPRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Essential Properties Realty Trust, Inc. reported a gross profit of 157.30M and revenue of 158.80M. Therefore, the gross margin over that period was 99.1%.

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%.

EPRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Essential Properties Realty Trust, Inc. reported an operating income of 89.65M and revenue of 158.80M, resulting in an operating margin of 56.5%.

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%.

EPRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Essential Properties Realty Trust, Inc. reported a net income of 59.79M and revenue of 158.80M, resulting in a net margin of 37.7%.

Frequently Asked Questions

Can I hold both CTRE and EPRT in my portfolio?

CTRE and EPRT have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CTRE or EPRT?

CTRE has higher volatility (9.26%) compared to EPRT (4.81%). In terms of maximum drawdown, CTRE dropped -67.43% vs EPRT's -73.67%.

Which has better risk-adjusted returns?

CTRE currently has the higher Sharpe Ratio (1.59 vs -0.35), 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.