CTRE vs AEIS

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

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

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

CTRE vs AEIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

CTRE

$9.59B

Winner

AEIS

$9.59B

Max Drawdown

Winner

CTRE

68.40%

AEIS

92.51%

Sharpe Ratio

CTRE

1.29

Winner

AEIS

1.41

5Y Beta

Winner

CTRE

0.16

AEIS

2.04

Industry

CTRE

Reit - Healthcare Facilities

AEIS

Electrical Equipment & Parts

P/E Ratio

Winner

CTRE

27.61

AEIS

50.14

Forward P/E

Winner

CTRE

21.32

AEIS

33.78

PEG Ratio

CTRE

0.39

Winner

AEIS

0.32

Dividend Yield

Winner

CTRE

3.35%

AEIS

0.15%

5Y Dividends CAGR

CTRE

11.62%

Winner

AEIS

20.11%

5Y EPS CAGR

Winner

CTRE

12.26%

AEIS

4.44%

Debt to Equity

Winner

CTRE

21.65%

AEIS

82.09%

Free Cash Flow Yield

Winner

CTRE

4.31%

AEIS

0.71%

P/S Ratio

CTRE

19.14

Winner

AEIS

5.30

P/B Ratio

Winner

CTRE

2.44

AEIS

7.90

CTRE vs AEIS - Historical Returns

Returns include dividend reinvestment.

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

Winner

CTRE

+2.59%

AEIS

-18.75%

Winner

CTRE

+8.10%

AEIS

-25.56%

Winner

CTRE

+14.67%

AEIS

+13.45%

CTRE

+37.20%

Winner

AEIS

+108.77%

5Y(CAGR)

CTRE

+17.25%

Winner

AEIS

+23.22%

10Y(CAGR)

CTRE

+16.68%

Winner

AEIS

+21.84%

Max(CAGR)

Winner

CTRE

+16.23%

AEIS

+7.51%

CTRE vs AEIS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

CTRE vs AEIS Drawdown Comparison

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

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

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

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

Correlation

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

0.89

-101

Dividend Comparison (2014 - 2026)

CTRE vs AEIS dividend yield comparison.

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