SBRA vs. AVAH

Last updated Jun 5, 2026

SBRA (Sabra Health Care REIT, Inc.) and AVAH (Aveanna Healthcare Holdings Inc.) are both stocks. SBRA operates in REIT - Healthcare Facilities (Real Estate), while AVAH operates in Medical Care Facilities (Healthcare). Over the past 5 years, SBRA returned 8.44%/yr vs -11.29%/yr for AVAH. At a 0.25 correlation, their price movements are largely independent.

Performance

SBRA vs. AVAH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sabra Health Care REIT, Inc. (SBRA) and Aveanna Healthcare Holdings Inc. (AVAH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SBRA achieves a -3.94% return, which is significantly higher than AVAH's -18.85% return.

SBRA

• 1D: -2.32%
• 1M: -12.05%
• YTD: -3.94%
• 6M: -4.50%
• 1Y: 6.62%
• 3Y*: 24.26%
• 5Y*: 8.44%
• 10Y*: 6.10%

AVAH

• 1D: -2.21%
• 1M: 2.47%
• YTD: -18.85%
• 6M: -27.42%
• 1Y: 23.01%
• 3Y*: 74.40%
• 5Y*: -11.29%
• 10Y*: —

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

SBRA vs. AVAH - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
SBRA Sabra Health Care REIT, Inc.	-3.94%	17.02%	31.23%	26.26%	0.38%	-21.70%
AVAH Aveanna Healthcare Holdings Inc.	-18.85%	78.77%	70.52%	243.59%	-89.46%	-38.33%

Correlation

The correlation between SBRA and AVAH is 0.09, 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	0.09
Correlation (3Y) Calculated over the trailing 3-year period	0.24
Correlation (5Y) Calculated over the trailing 5-year period	0.24
Correlation (All Time) Calculated using the full available price history since Apr 29, 2021	0.25

The correlation between SBRA and AVAH shifts across timeframes, from 0.09 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap SBRA : $4.52B AVAH : $1.47B
EPS SBRA : $0.63 AVAH : $1.20
PE Ratio SBRA : 28.26 AVAH : 5.51
PS Ratio SBRA : 5.40 AVAH : 0.57
PB Ratio SBRA : 1.62 AVAH : 6.13
Total Revenue (TTM) SBRA : $812.84M AVAH : $2.52B
Gross Profit (TTM) SBRA : $379.92M AVAH : $823.98M
EBITDA (TTM) SBRA : $438.08M AVAH : $306.37M

Return for Risk

SBRA vs. AVAH — Risk / Return Rank

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

SBRA

SBRA Risk / Return Rank: 50
SBRA Sharpe Ratio Rank: 53
SBRA Sortino Ratio Rank: 45
SBRA Omega Ratio Rank: 44
SBRA Calmar Ratio Rank: 51
SBRA Martin Ratio Rank: 57

AVAH

AVAH Risk / Return Rank: 56
AVAH Sharpe Ratio Rank: 54
AVAH Sortino Ratio Rank: 60
AVAH Omega Ratio Rank: 57
AVAH Calmar Ratio Rank: 55
AVAH Martin Ratio Rank: 53

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.

SBRA vs. AVAH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sabra Health Care REIT, Inc. (SBRA) and Aveanna Healthcare Holdings Inc. (AVAH). 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.

	SBRA	AVAH	Difference
Sharpe ratio: Return per unit of total volatility	0.33	0.34	-0.01
Sortino ratio: Return per unit of downside risk	0.60	1.23	-0.63
Omega ratio: Gain probability vs. loss probability	1.07	1.15	-0.08
Calmar ratio: Return relative to maximum drawdown	0.41	0.59	-0.17
Martin ratio: Return relative to average drawdown	1.53	1.05	+0.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SBRA vs. AVAH - Sharpe Ratio Comparison

The current SBRA Sharpe Ratio is 0.33, which is comparable to the AVAH Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of SBRA and AVAH, 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

	SBRA	AVAH	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.33	0.34	-0.01
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.32	-0.15	+0.46
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.17	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.03	-0.14	+0.17

Drawdowns

SBRA vs. AVAH - Drawdown Comparison

The maximum SBRA drawdown since its inception was -99.49%, roughly equal to the maximum AVAH drawdown of -94.76%. Use the drawdown chart below to compare losses from any high point for SBRA and AVAH.

Drawdown Indicators

	SBRA	AVAH	Difference
Max Drawdown Largest peak-to-trough decline	-99.49%	-94.76%	-4.73%
Max Drawdown (1Y) Largest decline over 1 year	-16.10%	-39.44%	+23.34%
Max Drawdown (3Y) Largest decline over 3 years	-16.78%	-41.40%	+24.62%
Max Drawdown (5Y) Largest decline over 5 years	-36.79%	-94.76%	+57.97%
Max Drawdown (10Y) Largest decline over 10 years	-74.93%	—	—
Current Drawdown Current decline from peak	-16.10%	-48.56%	+32.46%
Average Drawdown Average peak-to-trough decline	-37.73%	-63.70%	+25.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.33%	21.90%	-17.57%

Volatility

SBRA vs. AVAH - Volatility Comparison

The current volatility for Sabra Health Care REIT, Inc. (SBRA) is 7.01%, while Aveanna Healthcare Holdings Inc. (AVAH) has a volatility of 16.86%. This indicates that SBRA experiences smaller price fluctuations and is considered to be less risky than AVAH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SBRA	AVAH	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.01%	16.86%	-9.85%
Volatility (6M) Calculated over the trailing 6-month period	15.04%	32.14%	-17.10%
Volatility (1Y) Calculated over the trailing 1-year period	19.91%	68.24%	-48.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.83%	78.18%	-51.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.40%	77.62%	-41.22%

Dividends

SBRA vs. AVAH - Dividend Comparison

SBRA's dividend yield for the trailing twelve months is around 6.79%, while AVAH has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVAH Aveanna Healthcare Holdings Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SBRA Sabra Health Care REIT, Inc.	6.79%	6.34%	6.93%	8.41%	9.65%	8.86%	7.77%	8.43%	10.92%	9.22%	6.84%	7.91%

Financials

SBRA vs. AVAH - Profitability Comparison

The chart below illustrates the profitability comparison between Sabra Health Care REIT, Inc. and Aveanna Healthcare Holdings Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SBRA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sabra Health Care REIT, Inc. reported a gross profit of 0.00 and revenue of 221.75M. Therefore, the gross margin over that period was 0.0%.

AVAH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Aveanna Healthcare Holdings Inc. reported a gross profit of 202.38M and revenue of 647.92M. Therefore, the gross margin over that period was 31.2%.

SBRA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sabra Health Care REIT, Inc. reported an operating income of 0.00 and revenue of 221.75M, resulting in an operating margin of 0.0%.

AVAH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Aveanna Healthcare Holdings Inc. reported an operating income of 75.94M and revenue of 647.92M, resulting in an operating margin of 11.7%.

SBRA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sabra Health Care REIT, Inc. reported a net income of 39.95M and revenue of 221.75M, resulting in a net margin of 18.0%.

AVAH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Aveanna Healthcare Holdings Inc. reported a net income of 41.65M and revenue of 647.92M, resulting in a net margin of 6.4%.

Frequently Asked Questions

Can I hold both SBRA and AVAH in my portfolio?

SBRA and AVAH have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SBRA or AVAH?

AVAH has higher volatility (16.86%) compared to SBRA (7.01%). In terms of maximum drawdown, SBRA dropped -99.49% vs AVAH's -94.76%.

Which has better risk-adjusted returns?

AVAH currently has the higher Sharpe Ratio (0.34 vs 0.33), 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.