LOW vs. CTRE
LOW (Lowe's Companies, Inc.) and CTRE (CareTrust REIT, Inc.) are both stocks. LOW operates in Home Improvement Retail (Consumer Cyclical), while CTRE operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, LOW returned 12.33%/yr vs 15.71%/yr for CTRE. At a 0.25 correlation, their price movements are largely independent.
Performance
LOW vs. CTRE - Performance Comparison
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Returns By Period
In the year-to-date period, LOW achieves a -12.96% return, which is significantly lower than CTRE's 3.20% return. Over the past 10 years, LOW has underperformed CTRE with an annualized return of 12.33%, while CTRE has yielded a comparatively higher 15.71% annualized return.
LOW
- 1D
- -1.31%
- 1M
- -9.26%
- YTD
- -12.96%
- 6M
- -14.26%
- 1Y
- -5.86%
- 3Y*
- 1.78%
- 5Y*
- 3.71%
- 10Y*
- 12.33%
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%
LOW vs. CTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOW Lowe's Companies, Inc. | -12.96% | -0.33% | 13.01% | 14.03% | -21.49% | 63.34% | 36.40% | 32.23% | 1.22% | 33.29% |
CTRE CareTrust REIT, Inc. | 3.20% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
Correlation
The correlation between LOW and CTRE 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 | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since May 30, 2014 | 0.25 |
The correlation between LOW and CTRE shifts across timeframes, from 0.11 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
LOW:
$116.46B
CTRE:
$8.27B
LOW:
$11.86
CTRE:
$1.61
LOW:
17.54
CTRE:
22.96
LOW:
19.16
CTRE:
0.58
LOW:
1.32
CTRE:
16.43
LOW:
$88.43B
CTRE:
$468.13M
LOW:
$29.89B
CTRE:
$406.50M
LOW:
$11.50B
CTRE:
$490.99M
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Return for Risk
LOW vs. CTRE — Risk / Return Rank
LOW
CTRE
LOW vs. CTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lowe's Companies, Inc. (LOW) 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.
| LOW | CTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.58 | ||
| Sortino ratioReturn per unit of downside risk | -2.04 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.24 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | 2.49 | -2.70 |
| Martin ratioReturn relative to average drawdown | -0.49 | 9.27 | -9.77 |
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
| LOW | CTRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.23 | 1.35 | -1.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.61 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.45 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.42 | +0.04 |
Drawdowns
LOW vs. CTRE - Drawdown Comparison
The maximum LOW drawdown since its inception was -62.52%, smaller than the maximum CTRE drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for LOW and CTRE.
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Drawdown Indicators
| LOW | CTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.52% | -67.43% | +4.91% |
Max Drawdown (1Y)Largest decline over 1 year | -27.75% | -13.01% | -14.74% |
Max Drawdown (3Y)Largest decline over 3 years | -27.75% | -23.19% | -4.56% |
Max Drawdown (5Y)Largest decline over 5 years | -33.86% | -30.98% | -2.88% |
Max Drawdown (10Y)Largest decline over 10 years | -48.63% | -67.43% | +18.80% |
Current DrawdownCurrent decline from peak | -27.29% | -13.01% | -14.28% |
Average DrawdownAverage peak-to-trough decline | -16.60% | -10.58% | -6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.96% | 3.48% | +8.48% |
Volatility
LOW vs. CTRE - Volatility Comparison
The current volatility for Lowe's Companies, Inc. (LOW) is 6.36%, while CareTrust REIT, Inc. (CTRE) has a volatility of 9.84%. This indicates that LOW 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
| LOW | CTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.36% | 9.84% | -3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 19.88% | 19.50% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.77% | 23.93% | +1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.15% | 24.53% | +1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.14% | 35.34% | -6.20% |
Dividends
LOW vs. CTRE - Dividend Comparison
LOW's dividend yield for the trailing twelve months is around 2.31%, less than CTRE's 3.78% 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% |
LOW Lowe's Companies, Inc. | 2.31% | 1.95% | 1.82% | 1.93% | 1.86% | 1.08% | 1.40% | 1.72% | 1.93% | 1.64% | 1.77% | 1.34% |
Financials
LOW vs. CTRE - Financials Comparison
This section allows you to compare key financial metrics between Lowe's Companies, Inc. 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
LOW vs. CTRE - Profitability Comparison
LOW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lowe's Companies, Inc. reported a gross profit of 7.54B and revenue of 23.08B. Therefore, the gross margin over that period was 32.7%.
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%.
LOW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lowe's Companies, Inc. reported an operating income of 2.55B and revenue of 23.08B, resulting in an operating margin of 11.1%.
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%.
LOW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lowe's Companies, Inc. reported a net income of 1.63B and revenue of 23.08B, resulting in a net margin of 7.1%.
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
LOW and CTRE 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.
CTRE has higher volatility (9.84%) compared to LOW (6.36%). In terms of maximum drawdown, LOW dropped -62.52% vs CTRE's -67.43%.
CTRE currently has the higher Sharpe Ratio (1.35 vs -0.23), 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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