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UHT vs. CTO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

UHT vs. CTO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Universal Health Realty Income Trust (UHT) and CTO Realty Growth, Inc. (CTO). The values are adjusted to include any dividend payments, if applicable.

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UHT vs. CTO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UHT
Universal Health Realty Income Trust
5.15%13.29%-7.45%-3.63%-15.25%-3.35%-43.24%96.94%-14.89%18.83%
CTO
CTO Realty Growth, Inc.
2.46%1.63%23.61%3.66%-3.99%56.60%15.32%15.71%-16.96%19.26%

Fundamentals

Market Cap

UHT:

$561.08M

CTO:

$596.04M

EPS

UHT:

$1.27

CTO:

$0.26

PE Ratio

UHT:

31.85

CTO:

72.25

PS Ratio

UHT:

3.77

CTO:

4.02

PB Ratio

UHT:

3.68

CTO:

1.05

Total Revenue (TTM)

UHT:

$148.68M

CTO:

$149.55M

Gross Profit (TTM)

UHT:

$140.39M

CTO:

$111.62M

EBITDA (TTM)

UHT:

$85.82M

CTO:

$8.95M

Returns By Period

In the year-to-date period, UHT achieves a 5.15% return, which is significantly higher than CTO's 2.46% return. Over the past 10 years, UHT has underperformed CTO with an annualized return of 1.75%, while CTO has yielded a comparatively higher 11.73% annualized return.


UHT

1D
0.67%
1M
-5.48%
YTD
5.15%
6M
7.19%
1Y
6.26%
3Y*
1.28%
5Y*
-4.61%
10Y*
1.75%

CTO

1D
0.27%
1M
-3.17%
YTD
2.46%
6M
18.20%
1Y
4.16%
3Y*
11.40%
5Y*
9.38%
10Y*
11.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

UHT vs. CTO — Risk / Return Rank

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

UHT
UHT Risk / Return Rank: 5050
Overall Rank
UHT Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
UHT Sortino Ratio Rank: 4343
Sortino Ratio Rank
UHT Omega Ratio Rank: 4343
Omega Ratio Rank
UHT Calmar Ratio Rank: 5454
Calmar Ratio Rank
UHT Martin Ratio Rank: 5555
Martin Ratio Rank

CTO
CTO Risk / Return Rank: 4545
Overall Rank
CTO Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
CTO Sortino Ratio Rank: 4040
Sortino Ratio Rank
CTO Omega Ratio Rank: 4040
Omega Ratio Rank
CTO Calmar Ratio Rank: 4848
Calmar Ratio Rank
CTO Martin Ratio Rank: 4848
Martin Ratio Rank
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.

UHT vs. CTO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Universal Health Realty Income Trust (UHT) and CTO Realty Growth, Inc. (CTO). 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.


UHTCTODifference

Sharpe ratio

Return per unit of total volatility

0.28

0.20

+0.09

Sortino ratio

Return per unit of downside risk

0.52

0.40

+0.13

Omega ratio

Gain probability vs. loss probability

1.07

1.05

+0.01

Calmar ratio

Return relative to maximum drawdown

0.47

0.23

+0.23

Martin ratio

Return relative to average drawdown

1.22

0.51

+0.71

UHT vs. CTO - Sharpe Ratio Comparison

The current UHT Sharpe Ratio is 0.28, which is higher than the CTO Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of UHT and CTO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


UHTCTODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.28

0.20

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.19

0.41

-0.60

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.05

0.42

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.25

+0.18

Correlation

The correlation between UHT and CTO is 0.31, 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

UHT vs. CTO - Dividend Comparison

UHT's dividend yield for the trailing twelve months is around 7.34%, less than CTO's 8.22% yield.


TTM20252024202320222021202020192018201720162015
UHT
Universal Health Realty Income Trust
7.34%7.55%7.85%6.66%5.95%4.71%4.29%2.32%4.37%3.51%3.96%5.12%
CTO
CTO Realty Growth, Inc.
8.22%8.26%7.71%8.77%8.17%6.51%31.73%0.73%0.51%0.28%0.22%0.15%

Drawdowns

UHT vs. CTO - Drawdown Comparison

The maximum UHT drawdown since its inception was -69.20%, smaller than the maximum CTO drawdown of -74.79%. Use the drawdown chart below to compare losses from any high point for UHT and CTO.


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Drawdown Indicators


UHTCTODifference

Max Drawdown

Largest peak-to-trough decline

-69.20%

-74.79%

+5.59%

Max Drawdown (1Y)

Largest decline over 1 year

-14.43%

-18.05%

+3.62%

Max Drawdown (5Y)

Largest decline over 5 years

-47.84%

-25.47%

-22.37%

Max Drawdown (10Y)

Largest decline over 10 years

-69.20%

-47.85%

-21.35%

Current Drawdown

Current decline from peak

-55.53%

-5.26%

-50.27%

Average Drawdown

Average peak-to-trough decline

-15.13%

-29.11%

+13.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.52%

8.33%

-2.81%

Volatility

UHT vs. CTO - Volatility Comparison

Universal Health Realty Income Trust (UHT) has a higher volatility of 7.06% compared to CTO Realty Growth, Inc. (CTO) at 4.92%. This indicates that UHT's price experiences larger fluctuations and is considered to be riskier than CTO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UHTCTODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.06%

4.92%

+2.14%

Volatility (6M)

Calculated over the trailing 6-month period

15.33%

13.58%

+1.75%

Volatility (1Y)

Calculated over the trailing 1-year period

22.08%

21.42%

+0.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.41%

23.04%

+1.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.50%

28.28%

+5.22%

Financials

UHT vs. CTO - Financials Comparison

This section allows you to compare key financial metrics between Universal Health Realty Income Trust and CTO Realty Growth, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


10.00M20.00M30.00M40.00M50.00M60.00M70.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
73.96M
38.34M
(UHT) Total Revenue
(CTO) Total Revenue
Values in USD except per share items

UHT vs. CTO - Profitability Comparison

The chart below illustrates the profitability comparison between Universal Health Realty Income Trust and CTO Realty Growth, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
94.4%
75.0%
Portfolio components
UHT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Universal Health Realty Income Trust reported a gross profit of 69.85M and revenue of 73.96M. Therefore, the gross margin over that period was 94.4%.

CTO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, CTO Realty Growth, Inc. reported a gross profit of 28.76M and revenue of 38.34M. Therefore, the gross margin over that period was 75.0%.

UHT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Universal Health Realty Income Trust reported an operating income of 27.69M and revenue of 73.96M, resulting in an operating margin of 37.4%.

CTO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, CTO Realty Growth, Inc. reported an operating income of 30.05M and revenue of 38.34M, resulting in an operating margin of 78.4%.

UHT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Universal Health Realty Income Trust reported a net income of 4.32M and revenue of 73.96M, resulting in a net margin of 5.9%.

CTO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, CTO Realty Growth, Inc. reported a net income of 26.46M and revenue of 38.34M, resulting in a net margin of 69.0%.