CUZ vs. CTRE
CUZ (Cousins Properties Incorporated) and CTRE (CareTrust REIT, Inc.) are both stocks. Both are in the Real Estate sector — CUZ in REIT - Office, CTRE in REIT - Healthcare Facilities. Over the past 10 years, CUZ returned 3.60%/yr vs 17.01%/yr for CTRE. Their 0.46 correlation means their historical movements had little consistent relationship.
Performance
CUZ vs. CTRE - Performance Comparison
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Returns By Period
In the year-to-date period, CUZ achieves a 27.01% return, which is significantly higher than CTRE's 18.37% return. Over the past 10 years, CUZ has underperformed CTRE with an annualized return of 3.60%, while CTRE has yielded a comparatively higher 17.01% annualized return.
CUZ
- 1D
- -1.19%
- 1M
- 2.64%
- 6M
- 28.13%
- YTD
- 27.01%
- 1Y
- 24.80%
- 3Y*
- 15.19%
- 5Y*
- 0.16%
- 10Y*
- 3.60%
- ALL TIME*
- 5.57%
CTRE
- 1D
- 0.72%
- 1M
- 0.43%
- 6M
- 14.63%
- YTD
- 18.37%
- 1Y
- 36.36%
- 3Y*
- 32.52%
- 5Y*
- 17.31%
- 10Y*
- 17.01%
- ALL TIME*
- 16.20%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $82.24M | $89.67M | $108.98M | |
| $56.34M | $49.06M | $49.74M |
CUZ vs. CTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CUZ Cousins Properties Incorporated | 27.01% | -12.14% | 32.57% | 2.02% | -34.67% | 23.30% | -14.76% | 34.58% | -12.73% | 12.47% |
CTRE CareTrust REIT, Inc. | 18.37% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
Correlation
The correlation between CUZ and CTRE is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.30 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.48 |
Correlation (All Time) Calculated using the full available price history since May 29, 2014 | 0.46 |
Over the past year, the correlation between CUZ and CTRE has dropped to 0.24 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
Fundamentals
CUZ:
$5.19B
CTRE:
$9.91B
CUZ:
-$0.12
CTRE:
$1.57
CUZ:
6.87
CTRE:
19.12
CUZ:
1.16
CTRE:
2.27
CUZ:
$767.02M
CTRE:
$468.13M
CUZ:
$413.51M
CTRE:
$406.50M
CUZ:
$493.04M
CTRE:
$490.99M
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Return for Risk
CUZ vs. CTRE — Risk / Return Rank
CUZ
CTRE
CUZ vs. CTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cousins Properties Incorporated (CUZ) and CareTrust REIT, Inc. (CTRE). 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.
| CUZ | CTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.82 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.26 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | 2.62 | -1.77 |
| Martin ratioReturn relative to average drawdown | 1.90 | 8.57 | -6.67 |
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Drawdowns
CUZ vs. CTRE - Drawdown Comparison
The maximum CUZ drawdown since its inception was -82.87%, which is greater than CTRE's maximum drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for CUZ and CTRE.
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Drawdown Indicators
| CUZ | CTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.87% | -67.43% | -15.44% |
Max Drawdown (1Y)Largest decline over 1 year | -26.21% | -14.28% | -11.93% |
Max Drawdown (3Y)Largest decline over 3 years | -29.36% | -23.19% | -6.17% |
Max Drawdown (5Y)Largest decline over 5 years | -54.28% | -29.08% | -25.20% |
Max Drawdown (10Y)Largest decline over 10 years | -54.28% | -67.43% | +13.15% |
Current DrawdownCurrent decline from peak | -45.83% | -3.36% | -42.47% |
Average DrawdownAverage peak-to-trough decline | -35.50% | -10.51% | -24.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.71% | 4.35% | +7.36% |
Volatility
CUZ vs. CTRE - Volatility Comparison
The current volatility for Cousins Properties Incorporated (CUZ) is 6.11%, while CareTrust REIT, Inc. (CTRE) has a volatility of 7.82%. This indicates that CUZ experiences smaller price fluctuations and is considered to be less risky than CTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CUZ | CTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.11% | 7.82% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 21.61% | 20.98% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.33% | 24.72% | +1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.94% | 24.68% | +4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.10% | 35.41% | -5.31% |
Dividends
CUZ vs. CTRE - Dividend Comparison
CUZ's dividend yield for the trailing twelve months is around 4.06%, more than CTRE's 3.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.46% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
CUZ Cousins Properties Incorporated | 4.06% | 4.97% | 4.18% | 5.26% | 5.02% | 2.31% | 4.45% | 2.74% | 2.47% | 3.24% | 27.10% | 3.39% |
Financials
CUZ vs. CTRE - Financials Comparison
This section allows you to compare key financial metrics between Cousins Properties Incorporated and CareTrust REIT, 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
CUZ vs. CTRE - Profitability Comparison
CUZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Cousins Properties Incorporated reported a gross profit of 0.00 and revenue of 547.00K. Therefore, the gross margin over that period was 0.0%.
CTRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.
CUZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Cousins Properties Incorporated reported an operating income of 0.00 and revenue of 547.00K, resulting in an operating margin of 0.0%.
CTRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, CareTrust REIT, Inc. reported an operating income of 127.94M and revenue of 142.78M, resulting in an operating margin of 89.6%.
CUZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Cousins Properties Incorporated reported a net income of -76.00K and revenue of 547.00K, resulting in a net margin of -13.9%.
CTRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, CareTrust REIT, Inc. reported a net income of 80.21M and revenue of 142.78M, resulting in a net margin of 56.2%.
Frequently Asked Questions
CUZ and CTRE have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTRE has higher volatility (7.82%) compared to CUZ (6.11%). In terms of maximum drawdown, CUZ dropped -82.87% vs CTRE's -67.43%.
CTRE currently has the higher Sharpe Ratio (1.51 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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