SBR vs. CTRE

Last updated Apr 1, 2026

Compare and contrast key facts about Sabine Royalty Trust (SBR) and CareTrust REIT, Inc. (CTRE).

Performance

SBR vs. CTRE - Performance Comparison

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

SBR vs. CTRE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SBR Sabine Royalty Trust	11.26%	14.04%	4.06%	-13.10%	132.08%	60.71%	-24.24%	15.77%	-9.61%	34.83%
CTRE CareTrust REIT, Inc.	2.45%	39.35%	26.31%	27.31%	-13.67%	7.91%	13.67%	16.31%	15.89%	14.12%

Fundamentals

EPS SBR : $5.44 CTRE : $1.29
PE Ratio SBR : 13.86 CTRE : 28.40
PEG Ratio SBR : 0.37 CTRE : 0.72
PS Ratio SBR : 13.25 CTRE : 22.90
Total Revenue (TTM) SBR : $82.92M CTRE : $324.14M
Gross Profit (TTM) SBR : $82.92M CTRE : $313.05M
EBITDA (TTM) SBR : $78.91M CTRE : $381.80M

Returns By Period

In the year-to-date period, SBR achieves a 11.26% return, which is significantly higher than CTRE's 2.45% return. Over the past 10 years, SBR has outperformed CTRE with an annualized return of 19.10%, while CTRE has yielded a comparatively lower 16.71% annualized return.

SBR

• 1D: -1.14%
• 1M: 3.69%
• YTD: 11.26%
• 6M: -2.75%
• 1Y: 19.33%
• 3Y*: 10.16%
• 5Y*: 30.75%
• 10Y*: 19.10%

CTRE

• 1D: 1.08%
• 1M: -8.80%
• YTD: 2.45%
• 6M: 7.80%
• 1Y: 33.55%
• 3Y*: 28.99%
• 5Y*: 14.07%
• 10Y*: 16.71%

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

Return for Risk

SBR vs. CTRE — Risk / Return Rank

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

SBR

SBR Risk / Return Rank: 64
SBR Sharpe Ratio Rank: 69
SBR Sortino Ratio Rank: 60
SBR Omega Ratio Rank: 60
SBR Calmar Ratio Rank: 66
SBR Martin Ratio Rank: 64

CTRE

CTRE Risk / Return Rank: 83
CTRE Sharpe Ratio Rank: 85
CTRE Sortino Ratio Rank: 79
CTRE Omega Ratio Rank: 78
CTRE Calmar Ratio Rank: 84
CTRE Martin Ratio Rank: 91

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.

SBR vs. CTRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sabine Royalty Trust (SBR) 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.

	SBR	CTRE	Difference
Sharpe ratio Return per unit of total volatility	0.76	1.50	-0.74
Sortino ratio Return per unit of downside risk	1.12	1.98	-0.87
Omega ratio Gain probability vs. loss probability	1.15	1.26	-0.11
Calmar ratio Return relative to maximum drawdown	1.11	2.72	-1.61
Martin ratio Return relative to average drawdown	2.35	11.49	-9.14
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SBR vs. CTRE - Sharpe Ratio Comparison

The current SBR Sharpe Ratio is 0.76, which is lower than the CTRE Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of SBR and CTRE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SBR	CTRE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.76	1.50	-0.74
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.97	0.59	+0.39
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.61	0.48	+0.14
Sharpe Ratio (All Time) Calculated using the full available price history	0.54	0.43	+0.11

Correlation

The correlation between SBR and CTRE is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

SBR vs. CTRE - Dividend Comparison

SBR's dividend yield for the trailing twelve months is around 6.46%, more than CTRE's 3.81% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SBR Sabine Royalty Trust	6.46%	7.53%	8.41%	9.41%	10.13%	7.72%	8.59%	7.49%	8.98%	5.31%	5.50%	11.82%
CTRE CareTrust REIT, Inc.	3.81%	3.71%	4.29%	5.00%	5.92%	4.64%	4.51%	4.36%	4.44%	4.42%	4.44%	5.84%

Drawdowns

SBR vs. CTRE - Drawdown Comparison

The maximum SBR drawdown since its inception was -56.40%, smaller than the maximum CTRE drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for SBR and CTRE.

Drawdown Indicators

	SBR	CTRE	Difference
Max Drawdown Largest peak-to-trough decline	-56.40%	-67.43%	+11.03%
Max Drawdown (1Y) Largest decline over 1 year	-18.54%	-12.25%	-6.29%
Max Drawdown (5Y) Largest decline over 5 years	-34.56%	-30.98%	-3.58%
Max Drawdown (10Y) Largest decline over 10 years	-50.71%	-67.43%	+16.72%
Current Drawdown Current decline from peak	-5.90%	-9.96%	+4.06%
Average Drawdown Average peak-to-trough decline	-13.68%	-10.68%	-3.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.74%	2.90%	+5.84%

Volatility

SBR vs. CTRE - Volatility Comparison

The current volatility for Sabine Royalty Trust (SBR) is 7.64%, while CareTrust REIT, Inc. (CTRE) has a volatility of 10.24%. This indicates that SBR 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

	SBR	CTRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.64%	10.24%	-2.60%
Volatility (6M) Calculated over the trailing 6-month period	19.15%	17.39%	+1.76%
Volatility (1Y) Calculated over the trailing 1-year period	25.48%	22.49%	+2.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.85%	24.21%	+7.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.36%	35.24%	-3.88%

Financials

SBR vs. CTRE - Profitability Comparison

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

SBR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sabine Royalty Trust reported a gross profit of 25.52M and revenue of 25.52M. Therefore, the gross margin over that period was 100.0%.

CTRE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, CareTrust REIT, Inc. reported a gross profit of 101.66M and revenue of 104.27M. Therefore, the gross margin over that period was 97.5%.

SBR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sabine Royalty Trust reported an operating income of 24.75M and revenue of 25.52M, resulting in an operating margin of 97.0%.

CTRE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, CareTrust REIT, Inc. reported an operating income of 59.55M and revenue of 104.27M, resulting in an operating margin of 57.1%.

SBR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sabine Royalty Trust reported a net income of 24.75M and revenue of 25.52M, resulting in a net margin of 97.0%.

CTRE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, CareTrust REIT, Inc. reported a net income of 74.90M and revenue of 104.27M, resulting in a net margin of 71.8%.