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CTRE vs SUN

Comparison between CareTrust REIT Inc (CTRE, Company) and Sunoco LP (SUN, Company).

CTRE is from the Real Estate sector, while SUN is from the Energy sector.

5-Year PerformanceSUN has outperformed CTRE, delivering a return of +20.3% compared to +15.0%

CTRE vs SUN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CTRE
$9.44B
SUN
$9.11B
Max Drawdown
Winner
CTRE
68.40%
SUN
79.87%
Sharpe Ratio
Winner
CTRE
1.12
SUN
1.09
5Y Beta
Winner
CTRE
0.20
SUN
0.39
Industry
CTRE
Reit - Healthcare Facilities
SUN
Oil & Gas Refining & Marketing
P/E Ratio
CTRE
27.19
Winner
SUN
10.42
Forward P/E
CTRE
21.32
Winner
SUN
13.81
PEG Ratio
Winner
CTRE
0.38
SUN
0.79
Dividend Yield
CTRE
3.73%
Winner
SUN
5.58%
5Y Dividends CAGR
CTRE
11.25%
Winner
SUN
13.42%
5Y EPS CAGR
Winner
CTRE
12.26%
SUN
0.77%
Debt to Equity
Winner
CTRE
21.65%
SUN
57.77%
Free Cash Flow Yield
CTRE
4.37%
Winner
SUN
9.17%
P/S Ratio
CTRE
18.84
Winner
SUN
0.41
P/B Ratio
CTRE
2.40
Winner
SUN
1.50

CTRE vs SUN - Historical Returns

Returns include dividend reinvestment.

1M
CTRE
-11.30%
Winner
SUN
-2.20%
3M
CTRE
-6.51%
Winner
SUN
+5.01%
6M
CTRE
-0.24%
Winner
SUN
+25.55%
1Y
Winner
CTRE
+33.86%
SUN
+33.27%
5Y(CAGR)
CTRE
+15.01%
Winner
SUN
+20.30%
10Y(CAGR)
CTRE
+15.66%
Winner
SUN
+18.06%
Max(CAGR)
CTRE
+15.11%
Winner
SUN
+17.24%

CTRE vs SUN - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearCTRESUN
2026+2.71%+28.07%
2025+42.11%+8.16%
2024+26.40%-3.70%
2023+26.17%+49.92%
2022-14.82%+13.29%
2021+11.71%+56.21%
2020+16.14%+5.58%
2019+19.96%+25.24%
2018+14.63%+6.01%
2017+14.34%+17.21%
2016+50.29%-24.42%
2015-3.79%-14.02%
2014+5.55%+58.77%
2013N/A+35.09%
2012N/A+9.95%

CTRE vs SUN Drawdown Comparison

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

The maximum drawdown for SUN was -65.45%, occurring on Mar 18, 2020. Recovery took 1621 trading sessions.

The current CTRE drawdown is -13.05%. The current SUN drawdown is -9.29%.

RankCTRESUN
#1-67.44%
May 21, 2019 - Feb 1, 2021
-65.45%
Aug 22, 2014 - Feb 1, 2021
#2-37.82%
Jun 2, 2014 - Feb 3, 2015
-21.29%
Mar 6, 2024 - Jan 12, 2026
#3-32.71%
Nov 7, 2017 - Nov 6, 2018
-20.82%
Feb 1, 2022 - Nov 1, 2022
#4-30.99%
Jul 21, 2021 - Oct 11, 2023
-14.64%
Mar 26, 2013 - Nov 6, 2013
#5-30.86%
Feb 3, 2015 - Jun 8, 2016
-12.50%
Feb 6, 2023 - Aug 30, 2023
#6-23.20%
Oct 30, 2024 - Jul 31, 2025
-12.17%
Dec 28, 2023 - Feb 15, 2024
#7-15.91%
Sep 7, 2016 - Jan 4, 2017
-12.06%
Mar 4, 2014 - Apr 28, 2014
#8-13.05%
May 13, 2026 - Jun 8, 2026
-10.06%
May 19, 2026 - May 29, 2026
#9-12.25%
Feb 26, 2026 - May 8, 2026
-9.10%
Oct 19, 2021 - Jan 4, 2022
#10-11.69%
Dec 14, 2018 - Jan 15, 2019
-8.43%
Jun 11, 2021 - Aug 3, 2021
#11-10.63%
Dec 13, 2023 - Feb 12, 2024
-8.18%
Sep 28, 2023 - Oct 18, 2023
#12-9.40%
Apr 26, 2021 - Jul 21, 2021
-7.27%
Apr 28, 2014 - May 19, 2014
#13-7.63%
Jun 23, 2017 - Sep 8, 2017
-7.02%
Nov 12, 2012 - Jan 2, 2013
#14-7.30%
Oct 3, 2025 - Oct 27, 2025
-6.86%
Feb 8, 2013 - Feb 26, 2013
#15-7.27%
Apr 27, 2017 - May 16, 2017
-6.57%
Feb 8, 2021 - Apr 6, 2021

Correlation

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

0.89
-101

Dividend Comparison (2012 - 2026)

CTRE vs SUN dividend yield comparison.

YearCTRESUN
20261.06%2.93%
20253.71%6.89%
20244.29%6.74%
20235.00%5.59%
20225.92%7.66%
20214.64%8.09%
20204.51%11.47%
20194.36%10.79%
20184.44%12.14%
20174.42%11.63%
20164.44%12.16%
20155.84%6.78%
201448.73%4.12%
20130.00%5.43%
20120.00%0.11%

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