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LUMN vs CTRE

Comparison between Lumen Technologies Inc (LUMN, Company) and CareTrust REIT Inc (CTRE, Company).

LUMN is from the Communication Services sector, while CTRE is from the Real Estate sector.

5-Year PerformanceCTRE has outperformed LUMN, delivering a return of +15.6% compared to -8.5%

LUMN vs CTRE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
LUMN
$8.45B
CTRE
$8.40B
Max Drawdown
LUMN
98.02%
Winner
CTRE
68.40%
Sharpe Ratio
Winner
LUMN
1.25
CTRE
1.14
5Y Beta
LUMN
2.13
Winner
CTRE
0.20
Industry
LUMN
Telecom Services
CTRE
Reit - Healthcare Facilities
P/E Ratio
Winner
LUMN
-4.84
CTRE
24.17
Forward P/E
LUMN
98.04
Winner
CTRE
21.32
PEG Ratio
Winner
LUMN
-0.01
CTRE
0.34
Dividend Yield
LUMN
N/A
CTRE
3.77%
5Y Dividends CAGR
LUMN
-14.27%
Winner
CTRE
11.25%
5Y EPS CAGR
LUMN
11.55%
Winner
CTRE
12.26%
Debt to Equity
Winner
LUMN
0.00%
CTRE
21.65%
Free Cash Flow Yield
Winner
LUMN
58.80%
CTRE
4.92%

LUMN vs CTRE - Historical Returns

Returns include dividend reinvestment.

1M
LUMN
-14.03%
Winner
CTRE
-8.87%
3M
Winner
LUMN
+19.50%
CTRE
+1.17%
6M
LUMN
+4.12%
Winner
CTRE
+4.60%
1Y
Winner
LUMN
+90.80%
CTRE
+27.26%
5Y(CAGR)
LUMN
-8.50%
Winner
CTRE
+15.55%
10Y(CAGR)
LUMN
-6.36%
Winner
CTRE
+16.27%
Max(CAGR)
LUMN
-1.32%
Winner
CTRE
+15.21%

LUMN vs CTRE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLUMNCTRE
2026+5.20%+4.35%
2025+38.50%+42.11%
2024+180.95%+26.40%
2023-65.92%+26.17%
2022-56.05%-14.82%
2021+39.27%+11.71%
2020-17.27%+16.14%
2019-7.07%+19.96%
2018-2.38%+14.63%
2017-26.69%+14.34%
2016+2.43%+50.29%
2015-31.81%-3.79%
2014+32.52%+5.55%
2013-15.46%N/A
2012+12.83%N/A
2011-13.90%N/A
2010+36.31%N/A
2009+39.54%N/A
2008-28.38%N/A
2007-4.65%N/A
2006+32.72%N/A
2005-4.04%N/A
2004+9.14%N/A
2003+8.37%N/A
2002-10.02%N/A
2001-8.15%N/A
2000-20.51%N/A
1999+17.66%N/A

LUMN vs CTRE Drawdown Comparison

The maximum drawdown for LUMN was -95.27%, occurring on Nov 1, 2023. This drawdown has not yet recovered.

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

The current LUMN drawdown is -60.94%. The current CTRE drawdown is -11.66%.

RankLUMNCTRE
#1-95.27%
Nov 3, 2014 - Nov 1, 2023
-67.44%
May 21, 2019 - Feb 1, 2021
#2-54.02%
Jul 6, 2007 - Sep 28, 2010
-37.82%
Jun 2, 2014 - Feb 3, 2015
#3-53.30%
Dec 7, 1999 - Apr 16, 2007
-32.71%
Nov 7, 2017 - Nov 6, 2018
#4-29.65%
Dec 21, 2010 - Aug 1, 2012
-30.99%
Jul 21, 2021 - Oct 11, 2023
#5-28.85%
Sep 13, 2012 - Jul 29, 2014
-30.86%
Feb 3, 2015 - Jun 8, 2016
#6-7.64%
Sep 5, 2014 - Oct 30, 2014
-23.20%
Oct 30, 2024 - Jul 31, 2025
#7-4.37%
Nov 19, 1999 - Dec 6, 1999
-15.91%
Sep 7, 2016 - Jan 4, 2017
#8-3.32%
Jun 4, 2007 - Jun 14, 2007
-14.28%
May 13, 2026 - Jun 17, 2026
#9-3.24%
Aug 13, 2012 - Sep 6, 2012
-12.25%
Feb 26, 2026 - May 8, 2026
#10-3.16%
Nov 4, 2010 - Dec 1, 2010
-11.69%
Dec 14, 2018 - Jan 15, 2019
#11-2.83%
Jul 29, 2014 - Aug 11, 2014
-10.63%
Dec 13, 2023 - Feb 12, 2024
#12-1.95%
May 8, 2007 - May 23, 2007
-9.40%
Apr 26, 2021 - Jul 21, 2021
#13-1.92%
Jun 14, 2007 - Jul 6, 2007
-7.63%
Jun 23, 2017 - Sep 8, 2017
#14-1.84%
Oct 6, 2010 - Oct 21, 2010
-7.30%
Oct 3, 2025 - Oct 27, 2025
#15-1.72%
Dec 14, 2010 - Dec 20, 2010
-7.27%
Apr 27, 2017 - May 16, 2017

Correlation

Correlation between LUMN and CTRE is -0.64 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.64
-101

Dividend Comparison (1999 - 2026)

LUMN vs CTRE dividend yield comparison.

YearLUMNCTRE
20260.00%1.04%
20250.00%3.71%
20240.00%4.29%
20230.00%5.00%
202214.37%5.92%
20217.97%4.64%
202010.26%4.51%
20197.57%4.36%
201814.26%4.44%
201712.95%4.42%
20169.08%4.44%
20158.59%5.84%
20145.46%48.73%
20136.78%0.00%
20127.41%0.00%
20117.80%0.00%
20106.28%0.00%
20097.73%0.00%
20087.93%0.00%
20070.63%0.00%
20060.57%0.00%
20050.72%0.00%
20040.65%0.00%
20030.67%0.00%
20020.71%0.00%
20010.61%0.00%
20000.53%0.00%
19990.09%0.00%

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