CTRE vs. SBR

Last updated Apr 2, 2026

Compare and contrast key facts about CareTrust REIT, Inc. (CTRE) and Sabine Royalty Trust (SBR).

Performance

CTRE vs. SBR - Performance Comparison

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

CTRE vs. SBR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CTRE CareTrust REIT, Inc.	3.79%	39.35%	26.31%	27.31%	-13.67%	7.91%	13.67%	16.31%	15.89%	14.12%
SBR Sabine Royalty Trust	8.14%	14.04%	4.06%	-13.10%	132.08%	60.71%	-24.24%	15.77%	-9.61%	34.83%

Fundamentals

EPS CTRE : $1.29 SBR : $5.44
PE Ratio CTRE : 28.77 SBR : 13.47
PEG Ratio CTRE : 0.73 SBR : 0.36
PS Ratio CTRE : 23.20 SBR : 12.88
Total Revenue (TTM) CTRE : $324.14M SBR : $82.92M
Gross Profit (TTM) CTRE : $313.05M SBR : $82.92M
EBITDA (TTM) CTRE : $381.80M SBR : $78.91M

Returns By Period

In the year-to-date period, CTRE achieves a 3.79% return, which is significantly lower than SBR's 8.14% return. Over the past 10 years, CTRE has underperformed SBR with an annualized return of 16.86%, while SBR has yielded a comparatively higher 18.76% annualized return.

CTRE

• 1D: 1.31%
• 1M: -8.22%
• YTD: 3.79%
• 6M: 7.47%
• 1Y: 35.78%
• 3Y*: 29.55%
• 5Y*: 14.37%
• 10Y*: 16.86%

SBR

• 1D: -2.80%
• 1M: -0.05%
• YTD: 8.14%
• 6M: -5.50%
• 1Y: 14.18%
• 3Y*: 9.12%
• 5Y*: 30.01%
• 10Y*: 18.76%

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

Return for Risk

CTRE vs. SBR — Risk / Return Rank

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

CTRE

CTRE Risk / Return Rank: 84
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

SBR

SBR Risk / Return Rank: 56
SBR Sharpe Ratio Rank: 61
SBR Sortino Ratio Rank: 51
SBR Omega Ratio Rank: 52
SBR Calmar Ratio Rank: 60
SBR Martin Ratio Rank: 59

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. SBR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CareTrust REIT, Inc. (CTRE) and Sabine Royalty Trust (SBR). 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	SBR	Difference
Sharpe ratio Return per unit of total volatility	1.60	0.56	+1.04
Sortino ratio Return per unit of downside risk	2.09	0.87	+1.21
Omega ratio Gain probability vs. loss probability	1.28	1.12	+0.16
Calmar ratio Return relative to maximum drawdown	2.88	0.86	+2.02
Martin ratio Return relative to average drawdown	11.95	1.83	+10.12
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. SBR - Sharpe Ratio Comparison

The current CTRE Sharpe Ratio is 1.60, which is higher than the SBR Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of CTRE and SBR, 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	SBR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.60	0.56	+1.04
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.60	0.95	-0.35
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.48	0.60	-0.12
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	0.53	-0.10

Correlation

The correlation between CTRE and SBR is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

CTRE vs. SBR - Dividend Comparison

CTRE's dividend yield for the trailing twelve months is around 3.76%, less than SBR's 6.65% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CTRE CareTrust REIT, Inc.	3.76%	3.71%	4.29%	5.00%	5.92%	4.64%	4.51%	4.36%	4.44%	4.42%	4.44%	5.84%
SBR Sabine Royalty Trust	6.65%	7.53%	8.41%	9.41%	10.13%	7.72%	8.59%	7.49%	8.98%	5.31%	5.50%	11.82%

Drawdowns

CTRE vs. SBR - Drawdown Comparison

The maximum CTRE drawdown since its inception was -67.43%, which is greater than SBR's maximum drawdown of -56.40%. Use the drawdown chart below to compare losses from any high point for CTRE and SBR.

Drawdown Indicators

	CTRE	SBR	Difference
Max Drawdown Largest peak-to-trough decline	-67.43%	-56.40%	-11.03%
Max Drawdown (1Y) Largest decline over 1 year	-12.25%	-18.54%	+6.29%
Max Drawdown (5Y) Largest decline over 5 years	-30.98%	-34.56%	+3.58%
Max Drawdown (10Y) Largest decline over 10 years	-67.43%	-50.71%	-16.72%
Current Drawdown Current decline from peak	-8.78%	-8.54%	-0.24%
Average Drawdown Average peak-to-trough decline	-10.68%	-13.68%	+3.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.96%	8.75%	-5.79%

Volatility

CTRE vs. SBR - Volatility Comparison

CareTrust REIT, Inc. (CTRE) has a higher volatility of 10.22% compared to Sabine Royalty Trust (SBR) at 7.77%. This indicates that CTRE's price experiences larger fluctuations and is considered to be riskier than SBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CTRE	SBR	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.22%	7.77%	+2.45%
Volatility (6M) Calculated over the trailing 6-month period	17.32%	19.35%	-2.03%
Volatility (1Y) Calculated over the trailing 1-year period	22.52%	25.62%	-3.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.14%	31.86%	-7.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.23%	31.36%	+3.87%

Financials

CTRE vs. SBR - Profitability Comparison

The chart below illustrates the profitability comparison between CareTrust REIT, Inc. and Sabine Royalty Trust 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%.

SBR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sabine Royalty Trust reported a gross profit of 25.52M and revenue of 25.52M. Therefore, the gross margin over that period was 100.0%.

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%.

SBR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sabine Royalty Trust reported an operating income of 24.75M and revenue of 25.52M, resulting in an operating margin of 97.0%.

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%.

SBR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sabine Royalty Trust reported a net income of 24.75M and revenue of 25.52M, resulting in a net margin of 97.0%.