CUZ vs. CTRE

Last updated Jun 4, 2026

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 1.60%/yr vs 16.26%/yr for CTRE. At a 0.46 correlation, their price movements are largely independent.

Performance

CUZ vs. CTRE - Performance Comparison

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

Returns By Period

In the year-to-date period, CUZ achieves a 8.57% return, which is significantly higher than CTRE's 6.30% return. Over the past 10 years, CUZ has underperformed CTRE with an annualized return of 1.60%, while CTRE has yielded a comparatively higher 16.26% annualized return.

CUZ

• 1D: -0.26%
• 1M: 6.95%
• YTD: 8.57%
• 6M: 9.37%
• 1Y: -0.21%
• 3Y*: 16.01%
• 5Y*: -2.22%
• 10Y*: 1.60%

CTRE

• 1D: -1.81%
• 1M: -3.72%
• YTD: 6.30%
• 6M: 2.89%
• 1Y: 37.48%
• 3Y*: 30.22%
• 5Y*: 15.96%
• 10Y*: 16.26%

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

CUZ vs. CTRE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CUZ Cousins Properties Incorporated	8.57%	-12.14%	32.57%	2.02%	-34.67%	23.30%	-14.76%	34.58%	-12.73%	12.47%
CTRE CareTrust REIT, Inc.	6.30%	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 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.20
Correlation (3Y) Calculated over the trailing 3-year period	0.29
Correlation (5Y) Calculated over the trailing 5-year period	0.42
Correlation (10Y) Calculated over the trailing 10-year period	0.48
Correlation (All Time) Calculated using the full available price history since May 30, 2014	0.46

Over the past year, the correlation between CUZ and CTRE has dropped to 0.20 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.

Fundamentals

Market Cap CUZ : $4.53B CTRE : $8.52B
EPS CUZ : $0.12 CTRE : $1.61
PE Ratio CUZ : 235.57 CTRE : 23.65
PS Ratio CUZ : 6.15 CTRE : 16.92
PB Ratio CUZ : 1.00 CTRE : 2.06
Total Revenue (TTM) CUZ : $744.24M CTRE : $468.13M
Gross Profit (TTM) CUZ : $398.94M CTRE : $406.50M
EBITDA (TTM) CUZ : $580.60M CTRE : $490.99M

Return for Risk

CUZ vs. CTRE — Risk / Return Rank

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

CUZ

CUZ Risk / Return Rank: 37
CUZ Sharpe Ratio Rank: 40
CUZ Sortino Ratio Rank: 34
CUZ Omega Ratio Rank: 34
CUZ Calmar Ratio Rank: 39
CUZ Martin Ratio Rank: 40

CTRE

CTRE Risk / Return Rank: 82
CTRE Sharpe Ratio Rank: 82
CTRE Sortino Ratio Rank: 77
CTRE Omega Ratio Rank: 77
CTRE Calmar Ratio Rank: 82
CTRE Martin Ratio Rank: 89

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.

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.

	CUZ	CTRE	Difference
Sharpe ratio Return per unit of total volatility	-0.01	1.59	-1.60
Sortino ratio Return per unit of downside risk	0.17	2.16	-2.00
Omega ratio Gain probability vs. loss probability	1.02	1.28	-0.26
Calmar ratio Return relative to maximum drawdown	-0.01	3.07	-3.08
Martin ratio Return relative to average drawdown	-0.02	11.61	-11.62
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CUZ vs. CTRE - Sharpe Ratio Comparison

The current CUZ Sharpe Ratio is -0.01, which is lower than the CTRE Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of CUZ and CTRE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CUZ	CTRE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.01	1.59	-1.60
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.08	0.66	-0.73
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.05	0.46	-0.41
Sharpe Ratio (All Time) Calculated using the full available price history	0.14	0.43	-0.29

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.

Drawdown Indicators

	CUZ	CTRE	Difference
Max Drawdown Largest peak-to-trough decline	-82.87%	-67.43%	-15.44%
Max Drawdown (1Y) Largest decline over 1 year	-27.66%	-12.25%	-15.41%
Max Drawdown (3Y) Largest decline over 3 years	-29.36%	-23.19%	-6.17%
Max Drawdown (5Y) Largest decline over 5 years	-54.28%	-30.98%	-23.30%
Max Drawdown (10Y) Largest decline over 10 years	-54.28%	-67.43%	+13.15%
Current Drawdown Current decline from peak	-53.69%	-10.39%	-43.30%
Average Drawdown Average peak-to-trough decline	-35.44%	-10.58%	-24.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.36%	3.24%	+10.12%

Volatility

CUZ vs. CTRE - Volatility Comparison

The current volatility for Cousins Properties Incorporated (CUZ) is 7.27%, while CareTrust REIT, Inc. (CTRE) has a volatility of 9.26%. 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.

Volatility by Period

	CUZ	CTRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.27%	9.26%	-1.99%
Volatility (6M) Calculated over the trailing 6-month period	21.58%	19.20%	+2.38%
Volatility (1Y) Calculated over the trailing 1-year period	25.61%	23.63%	+1.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.91%	24.48%	+4.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.09%	35.32%	-5.23%

Dividends

CUZ vs. CTRE - Dividend Comparison

CUZ's dividend yield for the trailing twelve months is around 4.70%, more than CTRE's 3.67% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CTRE CareTrust REIT, Inc.	3.67%	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	4.70%	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 - Profitability Comparison

The chart below illustrates the profitability comparison between Cousins Properties Incorporated and CareTrust REIT, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

CUZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cousins Properties Incorporated reported a gross profit of 0.00 and revenue of 756.00K. 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 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%.

CUZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cousins Properties Incorporated reported an operating income of 0.00 and revenue of 756.00K, 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 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%.

CUZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cousins Properties Incorporated reported a net income of -186.00K and revenue of 756.00K, resulting in a net margin of -24.6%.

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%.

Frequently Asked Questions

Can I hold both CUZ and CTRE in my portfolio?

CUZ and CTRE have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CUZ or CTRE?

CTRE has higher volatility (9.26%) compared to CUZ (7.27%). In terms of maximum drawdown, CUZ dropped -82.87% vs CTRE's -67.43%.

Which has better risk-adjusted returns?

CTRE currently has the higher Sharpe Ratio (1.59 vs -0.01), 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.