CTRE vs. LLY
CTRE (CareTrust REIT, Inc.) and LLY (Eli Lilly and Company) are both stocks. CTRE operates in REIT - Healthcare Facilities (Real Estate), while LLY operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, CTRE returned 15.93%/yr vs 33.45%/yr for LLY. At a 0.17 correlation, their price movements are largely independent.
Performance
CTRE vs. LLY - 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 LLY's 5.78% return. Over the past 10 years, CTRE has underperformed LLY with an annualized return of 15.93%, while LLY has yielded a comparatively higher 33.45% annualized return.
CTRE
- 1D
- 0.27%
- 1M
- -10.43%
- YTD
- 3.00%
- 6M
- 3.57%
- 1Y
- 33.21%
- 3Y*
- 28.79%
- 5Y*
- 14.70%
- 10Y*
- 15.93%
LLY
- 1D
- -2.41%
- 1M
- 12.75%
- YTD
- 5.78%
- 6M
- 10.64%
- 1Y
- 39.26%
- 3Y*
- 37.45%
- 5Y*
- 39.59%
- 10Y*
- 33.45%
CTRE vs. LLY - 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% |
LLY Eli Lilly and Company | 5.78% | 40.25% | 33.30% | 60.91% | 34.26% | 66.08% | 31.04% | 16.14% | 40.45% | 17.83% |
Correlation
The correlation between CTRE and LLY is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since May 29, 2014 | 0.17 |
Fundamentals
CTRE:
$8.25B
LLY:
$1.02T
CTRE:
$1.61
LLY:
$28.14
CTRE:
22.92
LLY:
40.26
CTRE:
0.58
LLY:
0.81
CTRE:
16.40
LLY:
14.08
CTRE:
2.00
LLY:
32.54
CTRE:
$468.13M
LLY:
$72.25B
CTRE:
$406.50M
LLY:
$59.75B
CTRE:
$490.99M
LLY:
$32.97B
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Return for Risk
CTRE vs. LLY — Risk / Return Rank
CTRE
LLY
CTRE vs. LLY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CareTrust REIT, Inc. (CTRE) and Eli Lilly and Company (LLY). 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 | LLY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.42 | 1.72 | +0.70 |
| Martin ratioReturn relative to average drawdown | 8.51 | 4.28 | +4.23 |
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Drawdowns
CTRE vs. LLY - Drawdown Comparison
The maximum CTRE drawdown since its inception was -67.43%, roughly equal to the maximum LLY drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for CTRE and LLY.
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Drawdown Indicators
| CTRE | LLY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -68.24% | +0.81% |
Max Drawdown (1Y)Largest decline over 1 year | -13.41% | -23.64% | +10.23% |
Max Drawdown (3Y)Largest decline over 3 years | -23.19% | -34.48% | +11.29% |
Max Drawdown (5Y)Largest decline over 5 years | -30.98% | -34.48% | +3.50% |
Max Drawdown (10Y)Largest decline over 10 years | -67.43% | -34.48% | -32.95% |
Current DrawdownCurrent decline from peak | -13.17% | -2.41% | -10.76% |
Average DrawdownAverage peak-to-trough decline | -10.58% | -19.21% | +8.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 9.49% | -5.68% |
Volatility
CTRE vs. LLY - Volatility Comparison
The current volatility for CareTrust REIT, Inc. (CTRE) is 7.12%, while Eli Lilly and Company (LLY) has a volatility of 9.27%. This indicates that CTRE experiences smaller price fluctuations and is considered to be less risky than LLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTRE | LLY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.12% | 9.27% | -2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 19.70% | 27.16% | -7.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.07% | 38.01% | -13.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.55% | 32.46% | -7.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.34% | 30.19% | +5.15% |
Dividends
CTRE vs. LLY - Dividend Comparison
CTRE's dividend yield for the trailing twelve months is around 3.79%, more than LLY's 0.57% 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% |
LLY Eli Lilly and Company | 0.57% | 0.56% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.94% | 2.46% | 2.77% | 2.37% |
Financials
CTRE vs. LLY - Financials Comparison
This section allows you to compare key financial metrics between CareTrust REIT, Inc. and Eli Lilly and Company. 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. LLY - 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%.
LLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported a gross profit of 15.64B and revenue of 19.80B. Therefore, the gross margin over that period was 79.0%.
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%.
LLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported an operating income of 9.19B and revenue of 19.80B, resulting in an operating margin of 46.4%.
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%.
LLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported a net income of 7.40B and revenue of 19.80B, resulting in a net margin of 37.4%.
Frequently Asked Questions
CTRE and LLY have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LLY has higher volatility (9.27%) compared to CTRE (7.12%). In terms of maximum drawdown, CTRE dropped -67.43% vs LLY's -68.24%.
CTRE currently has the higher Sharpe Ratio (1.35 vs 1.07), 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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