PKST vs. CTRE

Last updated Jun 4, 2026

PKST (Peakstone Realty Trust) and CTRE (CareTrust REIT, Inc.) are both stocks. Both are in the Real Estate sector — PKST in REIT - Office, CTRE in REIT - Healthcare Facilities. Over the past 5 years, PKST returned 30.76%/yr vs 15.96%/yr for CTRE. At a 0.08 correlation, their price movements are largely independent.

Performance

PKST vs. CTRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Peakstone Realty Trust (PKST) 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, PKST achieves a 46.27% return, which is significantly higher than CTRE's 6.30% return.

PKST

• 1D: 0.00%
• 1M: 0.05%
• YTD: 46.27%
• 6M: 52.50%
• 1Y: 69.52%
• 3Y*: 12.38%
• 5Y*: 30.76%
• 10Y*: —

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)

PKST vs. CTRE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
PKST Peakstone Realty Trust	46.27%	36.25%	-40.23%	196.47%	4.66%	5.39%
CTRE CareTrust REIT, Inc.	6.30%	39.35%	26.31%	27.31%	-13.67%	3.84%

Correlation

The correlation between PKST and CTRE is -0.01, 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	-0.01
Correlation (3Y) Calculated over the trailing 3-year period	0.14
Correlation (5Y) Calculated over the trailing 5-year period	0.08
Correlation (All Time) Calculated using the full available price history since Feb 16, 2021	0.08

The correlation between PKST and CTRE shifts across timeframes, from -0.01 (1 year) to 0.14 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap PKST : $780.45M CTRE : $8.52B
EPS PKST : -$7.48 CTRE : $1.61
PS Ratio PKST : 5.89 CTRE : 16.92
PB Ratio PKST : 1.07 CTRE : 2.06
Total Revenue (TTM) PKST : $131.48M CTRE : $468.13M
Gross Profit (TTM) PKST : $63.10M CTRE : $406.50M
EBITDA (TTM) PKST : -$218.47M CTRE : $490.99M

Return for Risk

PKST vs. CTRE — Risk / Return Rank

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

PKST

PKST Risk / Return Rank: 93
PKST Sharpe Ratio Rank: 89
PKST Sortino Ratio Rank: 94
PKST Omega Ratio Rank: 96
PKST Calmar Ratio Rank: 93
PKST Martin Ratio Rank: 94

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.

PKST vs. CTRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Peakstone Realty Trust (PKST) 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.

	PKST	CTRE	Difference
Sharpe ratio Return per unit of total volatility	2.13	1.59	+0.54
Sortino ratio Return per unit of downside risk	3.83	2.16	+1.67
Omega ratio Gain probability vs. loss probability	1.63	1.28	+0.35
Calmar ratio Return relative to maximum drawdown	5.78	3.07	+2.71
Martin ratio Return relative to average drawdown	18.27	11.61	+6.67
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PKST vs. CTRE - Sharpe Ratio Comparison

The current PKST Sharpe Ratio is 2.13, which is higher than the CTRE Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of PKST 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

	PKST	CTRE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.13	1.59	+0.54
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.44	0.66	-0.21
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.46	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	0.43	+0.01

Drawdowns

PKST vs. CTRE - Drawdown Comparison

The maximum PKST drawdown since its inception was -73.28%, which is greater than CTRE's maximum drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for PKST and CTRE.

Drawdown Indicators

	PKST	CTRE	Difference
Max Drawdown Largest peak-to-trough decline	-73.28%	-67.43%	-5.85%
Max Drawdown (1Y) Largest decline over 1 year	-16.14%	-12.25%	-3.89%
Max Drawdown (3Y) Largest decline over 3 years	-72.80%	-23.19%	-49.61%
Max Drawdown (5Y) Largest decline over 5 years	-73.28%	-30.98%	-42.30%
Max Drawdown (10Y) Largest decline over 10 years	—	-67.43%	—
Current Drawdown Current decline from peak	-39.29%	-10.39%	-28.90%
Average Drawdown Average peak-to-trough decline	-37.92%	-10.58%	-27.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.09%	3.24%	+1.85%

Volatility

PKST vs. CTRE - Volatility Comparison

The current volatility for Peakstone Realty Trust (PKST) is 0.22%, while CareTrust REIT, Inc. (CTRE) has a volatility of 9.26%. This indicates that PKST 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

	PKST	CTRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.22%	9.26%	-9.04%
Volatility (6M) Calculated over the trailing 6-month period	32.36%	19.20%	+13.16%
Volatility (1Y) Calculated over the trailing 1-year period	43.72%	23.63%	+20.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	69.57%	24.48%	+45.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	68.05%	35.32%	+32.73%

Dividends

PKST vs. CTRE - Dividend Comparison

PKST's dividend yield for the trailing twelve months is around 2.02%, less 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%
PKST Peakstone Realty Trust	2.02%	4.53%	8.13%	3.76%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

PKST vs. CTRE - Profitability Comparison

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

PKST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Peakstone Realty Trust reported a gross profit of 0.00 and revenue of 25.66M. 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%.

PKST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Peakstone Realty Trust reported an operating income of -19.34M and revenue of 25.66M, resulting in an operating margin of -75.4%.

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%.

PKST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Peakstone Realty Trust reported a net income of -17.49M and revenue of 25.66M, resulting in a net margin of -68.2%.

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%.

Frequently Asked Questions

Can I hold both PKST and CTRE in my portfolio?

PKST and CTRE have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PKST or CTRE?

CTRE has higher volatility (9.26%) compared to PKST (0.22%). In terms of maximum drawdown, PKST dropped -73.28% vs CTRE's -67.43%.

Which has better risk-adjusted returns?

PKST currently has the higher Sharpe Ratio (2.13 vs 1.59), 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.