CTRE vs. TOL
CTRE (CareTrust REIT, Inc.) and TOL (Toll Brothers, Inc.) are both stocks. CTRE operates in REIT - Healthcare Facilities (Real Estate), while TOL operates in Residential Construction (Consumer Cyclical). Over the past 10 years, CTRE returned 15.71%/yr vs 18.17%/yr for TOL. At a 0.27 correlation, their price movements are largely independent.
Performance
CTRE vs. TOL - Performance Comparison
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Returns By Period
In the year-to-date period, CTRE achieves a 3.20% return, which is significantly higher than TOL's 1.81% return. Over the past 10 years, CTRE has underperformed TOL with an annualized return of 15.71%, while TOL has yielded a comparatively higher 18.17% annualized return.
CTRE
- 1D
- -2.77%
- 1M
- -11.25%
- YTD
- 3.20%
- 6M
- -0.19%
- 1Y
- 32.18%
- 3Y*
- 29.03%
- 5Y*
- 14.79%
- 10Y*
- 15.71%
TOL
- 1D
- -0.54%
- 1M
- -0.53%
- YTD
- 1.81%
- 6M
- 1.08%
- 1Y
- 28.78%
- 3Y*
- 23.72%
- 5Y*
- 18.54%
- 10Y*
- 18.17%
CTRE vs. TOL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.20% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
TOL Toll Brothers, Inc. | 1.81% | 8.28% | 23.45% | 108.62% | -29.97% | 68.43% | 11.53% | 21.40% | -30.69% | 55.85% |
Correlation
The correlation between CTRE and TOL is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since May 30, 2014 | 0.27 |
The correlation between CTRE and TOL shifts across timeframes, from 0.15 (1 year) to 0.28 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
CTRE:
$8.27B
TOL:
$13.19B
CTRE:
$1.61
TOL:
$13.19
CTRE:
22.96
TOL:
10.40
CTRE:
0.58
TOL:
0.47
CTRE:
16.43
TOL:
2.10
CTRE:
2.00
TOL:
1.56
CTRE:
$468.13M
TOL:
$6.37B
CTRE:
$406.50M
TOL:
$2.71B
CTRE:
$490.99M
TOL:
$1.76B
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Return for Risk
CTRE vs. TOL — Risk / Return Rank
CTRE
TOL
CTRE vs. TOL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CareTrust REIT, Inc. (CTRE) and Toll Brothers, Inc. (TOL). 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 | TOL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 1.15 | +1.34 |
| Martin ratioReturn relative to average drawdown | 9.27 | 2.90 | +6.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CTRE | TOL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.85 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.52 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.44 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.29 | +0.13 |
Drawdowns
CTRE vs. TOL - Drawdown Comparison
The maximum CTRE drawdown since its inception was -67.43%, smaller than the maximum TOL drawdown of -76.39%. Use the drawdown chart below to compare losses from any high point for CTRE and TOL.
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Drawdown Indicators
| CTRE | TOL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -76.39% | +8.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -25.13% | +12.12% |
Max Drawdown (3Y)Largest decline over 3 years | -23.19% | -45.97% | +22.78% |
Max Drawdown (5Y)Largest decline over 5 years | -30.98% | -45.97% | +14.99% |
Max Drawdown (10Y)Largest decline over 10 years | -67.43% | -73.11% | +5.68% |
Current DrawdownCurrent decline from peak | -13.01% | -17.28% | +4.27% |
Average DrawdownAverage peak-to-trough decline | -10.58% | -32.27% | +21.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 9.95% | -6.47% |
Volatility
CTRE vs. TOL - Volatility Comparison
The current volatility for CareTrust REIT, Inc. (CTRE) is 9.84%, while Toll Brothers, Inc. (TOL) has a volatility of 12.13%. This indicates that CTRE experiences smaller price fluctuations and is considered to be less risky than TOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTRE | TOL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.84% | 12.13% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 19.50% | 24.47% | -4.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.93% | 33.94% | -10.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 35.94% | -11.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.34% | 41.08% | -5.74% |
Dividends
CTRE vs. TOL - Dividend Comparison
CTRE's dividend yield for the trailing twelve months is around 3.78%, more than TOL's 0.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.78% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
TOL Toll Brothers, Inc. | 0.74% | 0.72% | 0.71% | 0.81% | 1.54% | 0.86% | 1.01% | 1.11% | 1.25% | 0.50% | 0.00% | 0.00% |
Financials
CTRE vs. TOL - Financials Comparison
This section allows you to compare key financial metrics between CareTrust REIT, Inc. and Toll Brothers, Inc.. 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. TOL - 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%.
TOL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Toll Brothers, Inc. reported a gross profit of 568.77M and revenue of -2.15B. Therefore, the gross margin over that period was -26.5%.
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%.
TOL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Toll Brothers, Inc. reported an operating income of 346.64M and revenue of -2.15B, resulting in an operating margin of -16.2%.
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%.
TOL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Toll Brothers, Inc. reported a net income of 260.59M and revenue of -2.15B, resulting in a net margin of -12.2%.
Frequently Asked Questions
CTRE and TOL have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TOL has higher volatility (12.13%) compared to CTRE (9.84%). In terms of maximum drawdown, CTRE dropped -67.43% vs TOL's -76.39%.
CTRE currently has the higher Sharpe Ratio (1.35 vs 0.85), 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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