MAIN vs. CTRE
MAIN (Main Street Capital Corporation) and CTRE (CareTrust REIT, Inc.) are both stocks. MAIN operates in Asset Management (Financial Services), while CTRE operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, MAIN returned 13.19%/yr vs 15.93%/yr for CTRE. At a 0.27 correlation, their price movements are largely independent.
Performance
MAIN vs. CTRE - Performance Comparison
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Returns By Period
In the year-to-date period, MAIN achieves a -10.97% return, which is significantly lower than CTRE's 3.00% return. Over the past 10 years, MAIN has underperformed CTRE with an annualized return of 13.19%, while CTRE has yielded a comparatively higher 15.93% annualized return.
MAIN
- 1D
- 0.54%
- 1M
- 2.49%
- YTD
- -10.97%
- 6M
- -12.92%
- 1Y
- -3.94%
- 3Y*
- 18.74%
- 5Y*
- 12.76%
- 10Y*
- 13.19%
CTRE
- 1D
- 0.27%
- 1M
- -13.17%
- YTD
- 3.00%
- 6M
- 3.57%
- 1Y
- 32.29%
- 3Y*
- 28.79%
- 5Y*
- 14.70%
- 10Y*
- 15.93%
MAIN vs. CTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAIN Main Street Capital Corporation | -10.97% | 10.74% | 47.30% | 28.22% | -11.37% | 48.31% | -19.54% | 36.88% | -8.27% | 16.62% |
CTRE CareTrust REIT, Inc. | 3.00% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
Correlation
The correlation between MAIN and CTRE is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since May 29, 2014 | 0.27 |
Over the past year, the correlation between MAIN and CTRE has dropped to 0.07 - well below their long-term average of 0.27, suggesting their price drivers have been diverging.
Fundamentals
MAIN:
$4.72B
CTRE:
$8.25B
MAIN:
$5.22
CTRE:
$1.61
MAIN:
9.97
CTRE:
22.92
MAIN:
1.14
CTRE:
0.58
MAIN:
6.63
CTRE:
16.40
MAIN:
1.52
CTRE:
2.00
MAIN:
$704.17M
CTRE:
$468.13M
MAIN:
$499.08M
CTRE:
$406.50M
MAIN:
$396.90M
CTRE:
$490.99M
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Return for Risk
MAIN vs. CTRE — Risk / Return Rank
MAIN
CTRE
MAIN vs. CTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Main Street Capital Corporation (MAIN) 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.
| MAIN | CTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.51 | ||
| Sortino ratioReturn per unit of downside risk | -1.93 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.24 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 2.42 | -2.60 |
| Martin ratioReturn relative to average drawdown | -0.35 | 8.51 | -8.87 |
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Drawdowns
MAIN vs. CTRE - Drawdown Comparison
The maximum MAIN drawdown since its inception was -64.53%, roughly equal to the maximum CTRE drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for MAIN and CTRE.
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Drawdown Indicators
| MAIN | CTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.53% | -67.43% | +2.90% |
Max Drawdown (1Y)Largest decline over 1 year | -22.43% | -13.41% | -9.02% |
Max Drawdown (3Y)Largest decline over 3 years | -22.43% | -23.19% | +0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -27.06% | -30.98% | +3.92% |
Max Drawdown (10Y)Largest decline over 10 years | -64.53% | -67.43% | +2.90% |
Current DrawdownCurrent decline from peak | -18.28% | -13.17% | -5.11% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -10.58% | +3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.18% | 3.81% | +7.37% |
Volatility
MAIN vs. CTRE - Volatility Comparison
The current volatility for Main Street Capital Corporation (MAIN) is 5.82%, while CareTrust REIT, Inc. (CTRE) has a volatility of 7.12%. This indicates that MAIN 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
| MAIN | CTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 7.12% | -1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 20.12% | 19.70% | +0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.84% | 24.07% | +0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.57% | 24.55% | -2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.30% | 35.34% | -8.04% |
Dividends
MAIN vs. CTRE - Dividend Comparison
MAIN's dividend yield for the trailing twelve months is around 8.25%, more than CTRE's 3.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.79% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
MAIN Main Street Capital Corporation | 8.25% | 7.00% | 7.02% | 8.55% | 7.97% | 5.74% | 6.99% | 6.76% | 8.43% | 7.49% | 7.42% | 9.15% |
Financials
MAIN vs. CTRE - Financials Comparison
This section allows you to compare key financial metrics between Main Street Capital Corporation 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
MAIN vs. CTRE - Profitability Comparison
MAIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Main Street Capital Corporation reported a gross profit of 0.00 and revenue of 140.11M. 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%.
MAIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Main Street Capital Corporation reported an operating income of 0.00 and revenue of 140.11M, 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%.
MAIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Main Street Capital Corporation reported a net income of 90.82M and revenue of 140.11M, resulting in a net margin of 64.8%.
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
MAIN and CTRE have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTRE has higher volatility (7.12%) compared to MAIN (5.82%). In terms of maximum drawdown, MAIN dropped -64.53% vs CTRE's -67.43%.
CTRE currently has the higher Sharpe Ratio (1.35 vs -0.16), 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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