AEIS vs CTRE

Comparison between Advanced Energy Industries Inc (AEIS, Company) and CareTrust REIT Inc (CTRE, Company).

AEIS is from the Industrials sector, while CTRE is from the Real Estate sector.

5-Year PerformanceAEIS has outperformed CTRE, delivering a return of +23.2% compared to +17.3%

AEIS vs CTRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AEIS(COMPANY)	CTRE(COMPANY)
Market Cap	$9.59B	$9.59B
Max Drawdown	92.51%	68.40%
Sharpe Ratio	1.41	1.29
5Y Beta	2.04	0.16
Industry	Electrical Equipment & Parts	Reit - Healthcare Facilities
P/E Ratio	50.14	27.61
Forward P/E	33.78	21.32
PEG Ratio	0.32	0.39
Dividend Yield	0.15%	3.35%
5Y Dividends CAGR	20.11%	11.62%
5Y EPS CAGR	4.44%	12.26%
Debt to Equity	82.09%	21.65%
Free Cash Flow Yield	0.71%	4.31%
P/S Ratio	5.30	19.14
P/B Ratio	7.90	2.44

Market Cap

Winner

AEIS

$9.59B

CTRE

$9.59B

Max Drawdown

AEIS

92.51%

Winner

CTRE

68.40%

Sharpe Ratio

Winner

AEIS

1.41

CTRE

1.29

5Y Beta

AEIS

2.04

Winner

CTRE

0.16

Industry

AEIS

Electrical Equipment & Parts

CTRE

Reit - Healthcare Facilities

P/E Ratio

AEIS

50.14

Winner

CTRE

27.61

Forward P/E

AEIS

33.78

Winner

CTRE

21.32

PEG Ratio

Winner

AEIS

0.32

CTRE

0.39

Dividend Yield

AEIS

0.15%

Winner

CTRE

3.35%

5Y Dividends CAGR

Winner

AEIS

20.11%

CTRE

11.62%

5Y EPS CAGR

AEIS

4.44%

Winner

CTRE

12.26%

Debt to Equity

AEIS

82.09%

Winner

CTRE

21.65%

Free Cash Flow Yield

AEIS

0.71%

Winner

CTRE

4.31%

P/S Ratio

Winner

AEIS

5.30

CTRE

19.14

P/B Ratio

AEIS

7.90

Winner

CTRE

2.44

AEIS vs CTRE - Historical Returns

Returns include dividend reinvestment.

Period	AEIS	CTRE
1 month	-18.75%	+2.59%
3 months	-25.56%	+8.10%
6 months	+13.45%	+14.67%
1 year	+108.77%	+37.20%
5 years(CAGR)	+23.22%	+17.25%
10 years(CAGR)	+21.84%	+16.68%
Max(CAGR)	+7.51%	+16.23%

AEIS

-18.75%

Winner

CTRE

+2.59%

AEIS

-25.56%

Winner

CTRE

+8.10%

AEIS

+13.45%

Winner

CTRE

+14.67%

Winner

AEIS

+108.77%

CTRE

+37.20%

5Y(CAGR)

Winner

AEIS

+23.22%

CTRE

+17.25%

10Y(CAGR)

Winner

AEIS

+21.84%

CTRE

+16.68%

Max(CAGR)

AEIS

+7.51%

Winner

CTRE

+16.23%

AEIS vs CTRE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AEIS	CTRE
2026	+30.50%	+17.92%
2025	+82.04%	+42.11%
2024	+9.24%	+26.40%
2023	+27.85%	+26.17%
2022	-7.15%	-14.82%
2021	-6.68%	+11.71%
2020	+35.21%	+16.14%
2019	+64.24%	+19.96%
2018	-38.15%	+14.63%
2017	+23.14%	+14.34%
2016	+102.25%	+50.29%
2015	+16.58%	-3.79%
2014	+3.58%	+5.55%
2013	+59.86%	N/A
2012	+25.31%	N/A
2011	-22.47%	N/A
2010	-12.40%	N/A
2009	+51.25%	N/A
2008	-22.02%	N/A
2007	-30.24%	N/A
2006	+56.47%	N/A
2005	+33.22%	N/A
2004	-65.39%	N/A
2003	+84.36%	N/A
2002	-52.71%	N/A
2001	+32.87%	N/A
2000	-50.42%	N/A
1999	+15.53%	N/A

AEIS vs CTRE Drawdown Comparison

The maximum drawdown for AEIS was -92.51%, occurring on Mar 9, 2009. Recovery took 4316 trading sessions.

The maximum drawdown for CTRE was -67.44%, occurring on Mar 18, 2020. Recovery took 428 trading sessions.

The current AEIS drawdown is -25.56%. The current CTRE drawdown is -3.32%.

Rank	AEIS	CTRE
#1	-92.51% Mar 1, 2000 - Apr 27, 2017	-67.44% May 21, 2019 - Feb 1, 2021
#2	-62.28% Oct 27, 2017 - Nov 23, 2020	-37.82% Jun 2, 2014 - Feb 3, 2015
#3	-43.73% Jan 19, 2021 - Jul 31, 2023	-32.71% Nov 7, 2017 - Nov 6, 2018
#4	-39.87% Feb 19, 2025 - Jun 24, 2025	-30.99% Jul 21, 2021 - Oct 11, 2023
#5	-35.08% May 1, 2026 - Jul 29, 2026	-30.86% Feb 3, 2015 - Jun 8, 2016
#6	-32.81% Aug 1, 2023 - Jan 21, 2025	-23.20% Oct 30, 2024 - Jul 31, 2025
#7	-24.20% Jun 8, 2017 - Oct 12, 2017	-15.91% Sep 7, 2016 - Jan 4, 2017
#8	-23.57% Nov 2, 1999 - Dec 22, 1999	-14.28% May 13, 2026 - Jul 17, 2026
#9	-20.17% Jan 26, 2000 - Feb 16, 2000	-12.25% Feb 26, 2026 - May 8, 2026
#10	-16.35% Nov 5, 2025 - Jan 5, 2026	-11.69% Dec 14, 2018 - Jan 15, 2019
#11	-16.30% Mar 24, 2026 - Apr 8, 2026	-10.63% Dec 13, 2023 - Feb 12, 2024
#12	-14.58% Mar 2, 2026 - Mar 24, 2026	-9.40% Apr 26, 2021 - Jul 21, 2021
#13	-12.84% Jan 21, 2025 - Feb 19, 2025	-7.63% Jun 23, 2017 - Sep 8, 2017
#14	-11.29% Dec 31, 1999 - Jan 18, 2000	-7.30% Oct 3, 2025 - Oct 27, 2025
#15	-10.57% Aug 13, 2025 - Sep 18, 2025	-7.27% Apr 27, 2017 - May 16, 2017

Correlation

Correlation between AEIS and CTRE is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2014 - 2026)

AEIS vs CTRE dividend yield comparison.

Year	AEIS	CTRE
2026	0.07%	1.86%
2025	0.19%	3.71%
2024	0.35%	4.29%
2023	0.37%	5.00%
2022	0.47%	5.92%
2021	0.44%	4.64%
2020	0.00%	4.51%
2019	0.00%	4.36%
2018	0.00%	4.44%
2017	0.00%	4.42%
2016	0.00%	4.44%
2015	0.00%	5.84%
2014	0.00%	48.73%