SBRA vs. CTRE

Last updated Apr 1, 2026

Compare and contrast key facts about Sabra Health Care REIT, Inc. (SBRA) and CareTrust REIT, Inc. (CTRE).

Performance

SBRA vs. CTRE - Performance Comparison

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

SBRA vs. CTRE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SBRA Sabra Health Care REIT, Inc.	3.06%	17.02%	31.23%	26.26%	0.38%	-16.16%	-11.33%	41.14%	-3.73%	-16.83%
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 SBRA : $0.63 CTRE : $1.29
PE Ratio SBRA : 30.52 CTRE : 28.40
PEG Ratio SBRA : 0.17 CTRE : 0.72
PS Ratio SBRA : 6.10 CTRE : 22.90
Total Revenue (TTM) SBRA : $774.63M CTRE : $324.14M
Gross Profit (TTM) SBRA : $372.04M CTRE : $313.05M
EBITDA (TTM) SBRA : $426.24M CTRE : $381.80M

Returns By Period

In the year-to-date period, SBRA achieves a 3.06% return, which is significantly higher than CTRE's 2.45% return. Over the past 10 years, SBRA has underperformed CTRE with an annualized return of 8.13%, while CTRE has yielded a comparatively higher 16.71% annualized return.

SBRA

• 1D: -1.08%
• 1M: -6.42%
• YTD: 3.06%
• 6M: 6.43%
• 1Y: 17.42%
• 3Y*: 28.26%
• 5Y*: 9.63%
• 10Y*: 8.13%

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

SBRA vs. CTRE — Risk / Return Rank

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

SBRA

SBRA Risk / Return Rank: 68
SBRA Sharpe Ratio Rank: 71
SBRA Sortino Ratio Rank: 64
SBRA Omega Ratio Rank: 59
SBRA Calmar Ratio Rank: 70
SBRA Martin Ratio Rank: 74

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.

SBRA vs. CTRE - Risk-Adjusted Trends Comparison

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

	SBRA	CTRE	Difference
Sharpe ratio Return per unit of total volatility	0.84	1.50	-0.66
Sortino ratio Return per unit of downside risk	1.30	1.98	-0.69
Omega ratio Gain probability vs. loss probability	1.15	1.26	-0.12
Calmar ratio Return relative to maximum drawdown	1.39	2.72	-1.33
Martin ratio Return relative to average drawdown	4.21	11.49	-7.28
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. CTRE - Sharpe Ratio Comparison

The current SBRA Sharpe Ratio is 0.84, which is lower than the CTRE Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of SBRA 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

	SBRA	CTRE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.84	1.50	-0.66
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.36	0.59	-0.23
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.22	0.48	-0.25
Sharpe Ratio (All Time) Calculated using the full available price history	0.04	0.43	-0.39

Correlation

The correlation between SBRA and CTRE is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

SBRA vs. CTRE - Dividend Comparison

SBRA's dividend yield for the trailing twelve months is around 6.24%, more than CTRE's 3.81% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SBRA Sabra Health Care REIT, Inc.	6.24%	6.34%	6.93%	8.41%	9.65%	8.86%	7.77%	8.43%	10.92%	9.22%	6.84%	7.91%
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

SBRA vs. CTRE - Drawdown Comparison

The maximum SBRA drawdown since its inception was -99.49%, which is greater than CTRE's maximum drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for SBRA and CTRE.

Drawdown Indicators

	SBRA	CTRE	Difference
Max Drawdown Largest peak-to-trough decline	-99.49%	-67.43%	-32.06%
Max Drawdown (1Y) Largest decline over 1 year	-12.18%	-12.25%	+0.07%
Max Drawdown (5Y) Largest decline over 5 years	-36.79%	-30.98%	-5.81%
Max Drawdown (10Y) Largest decline over 10 years	-74.93%	-67.43%	-7.50%
Current Drawdown Current decline from peak	-8.03%	-9.96%	+1.93%
Average Drawdown Average peak-to-trough decline	-37.98%	-10.68%	-27.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.03%	2.90%	+1.13%

Volatility

SBRA vs. CTRE - Volatility Comparison

The current volatility for Sabra Health Care REIT, Inc. (SBRA) is 5.49%, while CareTrust REIT, Inc. (CTRE) has a volatility of 10.24%. This indicates that SBRA 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

	SBRA	CTRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.49%	10.24%	-4.75%
Volatility (6M) Calculated over the trailing 6-month period	14.73%	17.39%	-2.66%
Volatility (1Y) Calculated over the trailing 1-year period	20.85%	22.49%	-1.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.90%	24.21%	+2.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.51%	35.24%	+1.27%

Financials

SBRA vs. CTRE - Profitability Comparison

The chart below illustrates the profitability comparison between Sabra Health Care REIT, Inc. and CareTrust REIT, 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 Apr 2026, Sabra Health Care REIT, Inc. reported a gross profit of 0.00 and revenue of 211.90M. 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 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%.

SBRA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sabra Health Care REIT, Inc. reported an operating income of 0.00 and revenue of 211.90M, 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 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%.

SBRA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sabra Health Care REIT, Inc. reported a net income of 26.48M and revenue of 211.90M, resulting in a net margin of 12.5%.

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%.