CTRE vs. JNJ
CTRE (CareTrust REIT, Inc.) and JNJ (Johnson & Johnson) are both stocks. CTRE operates in REIT - Healthcare Facilities (Real Estate), while JNJ operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, CTRE returned 15.93%/yr vs 10.46%/yr for JNJ. At a 0.21 correlation, their price movements are largely independent.
Performance
CTRE vs. JNJ - Performance Comparison
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Returns By Period
In the year-to-date period, CTRE achieves a 3.00% return, which is significantly lower than JNJ's 17.68% return. Over the past 10 years, CTRE has outperformed JNJ with an annualized return of 15.93%, while JNJ has yielded a comparatively lower 10.46% annualized return.
CTRE
- 1D
- 0.27%
- 1M
- -13.17%
- YTD
- 3.00%
- 6M
- 3.57%
- 1Y
- 32.29%
- 3Y*
- 28.79%
- 5Y*
- 14.70%
- 10Y*
- 15.93%
JNJ
- 1D
- 1.07%
- 1M
- 5.14%
- YTD
- 17.68%
- 6M
- 15.11%
- 1Y
- 57.60%
- 3Y*
- 17.82%
- 5Y*
- 10.94%
- 10Y*
- 10.46%
CTRE vs. JNJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.00% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
JNJ Johnson & Johnson | 17.68% | 47.48% | -4.81% | -8.58% | 5.97% | 11.44% | 10.82% | 16.22% | -5.13% | 24.43% |
Correlation
The correlation between CTRE and JNJ is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since May 29, 2014 | 0.21 |
Fundamentals
CTRE:
$8.25B
JNJ:
$588.98B
CTRE:
$1.61
JNJ:
$8.65
CTRE:
22.92
JNJ:
27.85
CTRE:
0.58
JNJ:
0.93
CTRE:
16.40
JNJ:
6.08
CTRE:
2.00
JNJ:
7.25
CTRE:
$468.13M
JNJ:
$96.36B
CTRE:
$406.50M
JNJ:
$66.60B
CTRE:
$490.99M
JNJ:
$31.62B
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Return for Risk
CTRE vs. JNJ — Risk / Return Rank
CTRE
JNJ
CTRE vs. JNJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CareTrust REIT, Inc. (CTRE) and Johnson & Johnson (JNJ). 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.
| CTRE | JNJ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.07 | ||
| Sortino ratioReturn per unit of downside risk | -3.06 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.61 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 2.42 | 5.28 | -2.86 |
| Martin ratioReturn relative to average drawdown | 8.51 | 15.52 | -7.01 |
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Drawdowns
CTRE vs. JNJ - Drawdown Comparison
The maximum CTRE drawdown since its inception was -67.43%, which is greater than JNJ's maximum drawdown of -50.67%. Use the drawdown chart below to compare losses from any high point for CTRE and JNJ.
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Drawdown Indicators
| CTRE | JNJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -50.67% | -16.76% |
Max Drawdown (1Y)Largest decline over 1 year | -13.41% | -10.96% | -2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -23.19% | -15.95% | -7.24% |
Max Drawdown (5Y)Largest decline over 5 years | -30.98% | -18.41% | -12.57% |
Max Drawdown (10Y)Largest decline over 10 years | -67.43% | -27.37% | -40.06% |
Current DrawdownCurrent decline from peak | -13.17% | -2.54% | -10.63% |
Average DrawdownAverage peak-to-trough decline | -10.58% | -11.90% | +1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 3.72% | +0.09% |
Volatility
CTRE vs. JNJ - Volatility Comparison
CareTrust REIT, Inc. (CTRE) has a higher volatility of 7.12% compared to Johnson & Johnson (JNJ) at 5.47%. This indicates that CTRE's price experiences larger fluctuations and is considered to be riskier than JNJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTRE | JNJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.12% | 5.47% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 19.70% | 12.16% | +7.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.07% | 16.94% | +7.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.55% | 16.87% | +7.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.34% | 18.48% | +16.86% |
Dividends
CTRE vs. JNJ - Dividend Comparison
CTRE's dividend yield for the trailing twelve months is around 3.79%, more than JNJ's 2.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.79% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
JNJ Johnson & Johnson | 2.18% | 2.48% | 3.40% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% |
Financials
CTRE vs. JNJ - Financials Comparison
This section allows you to compare key financial metrics between CareTrust REIT, Inc. and Johnson & Johnson. 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. JNJ - 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%.
JNJ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Johnson & Johnson reported a gross profit of 17.20B and revenue of 24.06B. Therefore, the gross margin over that period was 71.5%.
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%.
JNJ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Johnson & Johnson reported an operating income of 6.40B and revenue of 24.06B, resulting in an operating margin of 26.6%.
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%.
JNJ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Johnson & Johnson reported a net income of 5.24B and revenue of 24.06B, resulting in a net margin of 21.8%.
Frequently Asked Questions
CTRE and JNJ have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTRE has higher volatility (7.12%) compared to JNJ (5.47%). In terms of maximum drawdown, CTRE dropped -67.43% vs JNJ's -50.67%.
JNJ currently has the higher Sharpe Ratio (3.42 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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