WMT vs. CTRE
WMT (Walmart Inc.) and CTRE (CareTrust REIT, Inc.) are both stocks. WMT operates in Discount Stores (Consumer Defensive), while CTRE operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, WMT returned 19.62%/yr vs 15.71%/yr for CTRE. At a 0.19 correlation, their price movements are largely independent.
Performance
WMT vs. CTRE - Performance Comparison
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Returns By Period
In the year-to-date period, WMT achieves a 7.98% return, which is significantly higher than CTRE's 3.20% return. Over the past 10 years, WMT has outperformed CTRE with an annualized return of 19.62%, while CTRE has yielded a comparatively lower 15.71% annualized return.
WMT
- 1D
- 0.80%
- 1M
- -8.13%
- YTD
- 7.98%
- 6M
- 6.15%
- 1Y
- 23.97%
- 3Y*
- 34.37%
- 5Y*
- 22.47%
- 10Y*
- 19.62%
CTRE
- 1D
- -2.77%
- 1M
- -11.25%
- YTD
- 3.20%
- 6M
- -0.19%
- 1Y
- 32.18%
- 3Y*
- 29.03%
- 5Y*
- 14.79%
- 10Y*
- 15.71%
WMT vs. CTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMT Walmart Inc. | 7.98% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
CTRE CareTrust REIT, Inc. | 3.20% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
Correlation
The correlation between WMT and CTRE is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since May 30, 2014 | 0.19 |
Fundamentals
WMT:
$958.52B
CTRE:
$8.27B
WMT:
$2.88
CTRE:
$1.61
WMT:
41.62
CTRE:
22.96
WMT:
2.72
CTRE:
0.58
WMT:
1.32
CTRE:
16.43
WMT:
10.16
CTRE:
2.00
WMT:
$725.31B
CTRE:
$468.13M
WMT:
$181.16B
CTRE:
$406.50M
WMT:
$44.32B
CTRE:
$490.99M
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Return for Risk
WMT vs. CTRE — Risk / Return Rank
WMT
CTRE
WMT vs. CTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) 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.
| WMT | CTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.53 | 2.49 | -0.96 |
| Martin ratioReturn relative to average drawdown | 5.02 | 9.27 | -4.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WMT | CTRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.35 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.04 | 0.61 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | 0.45 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.42 | +0.21 |
Drawdowns
WMT vs. CTRE - Drawdown Comparison
The maximum WMT drawdown since its inception was -77.14%, which is greater than CTRE's maximum drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for WMT and CTRE.
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Drawdown Indicators
| WMT | CTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.14% | -67.43% | -9.71% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -13.01% | -2.74% |
Max Drawdown (3Y)Largest decline over 3 years | -21.93% | -23.19% | +1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -25.74% | -30.98% | +5.24% |
Max Drawdown (10Y)Largest decline over 10 years | -25.74% | -67.43% | +41.69% |
Current DrawdownCurrent decline from peak | -10.71% | -13.01% | +2.30% |
Average DrawdownAverage peak-to-trough decline | -14.63% | -10.58% | -4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 3.48% | +1.31% |
Volatility
WMT vs. CTRE - Volatility Comparison
Walmart Inc. (WMT) and CareTrust REIT, Inc. (CTRE) have volatilities of 10.26% and 9.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMT | CTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.26% | 9.84% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 18.59% | 19.50% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.72% | 23.93% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 24.53% | -2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.73% | 35.34% | -13.61% |
Dividends
WMT vs. CTRE - Dividend Comparison
WMT's dividend yield for the trailing twelve months is around 0.81%, less than CTRE's 3.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.78% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
WMT Walmart Inc. | 0.81% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Financials
WMT vs. CTRE - Financials Comparison
This section allows you to compare key financial metrics between Walmart Inc. and CareTrust REIT, 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.
Total Revenue: Total amount of money received from sales and other business activities
WMT vs. CTRE - Profitability Comparison
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a gross profit of 44.69B and revenue of 177.75B. Therefore, the gross margin over that period was 25.1%.
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%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported an operating income of 7.49B and revenue of 177.75B, resulting in an operating margin of 4.2%.
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%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a net income of 5.65B and revenue of 177.75B, resulting in a net margin of 3.2%.
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
WMT and CTRE have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WMT has higher volatility (10.26%) compared to CTRE (9.84%). In terms of maximum drawdown, WMT dropped -77.14% vs CTRE's -67.43%.
CTRE currently has the higher Sharpe Ratio (1.35 vs 1.02), 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.
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