NCLH vs CTRE

Comparison between Norwegian Cruise Line Holdings Ltd (NCLH, Company) and CareTrust REIT Inc (CTRE, Company).

NCLH is from the Consumer Cyclical sector, while CTRE is from the Real Estate sector.

5-Year PerformanceCTRE has outperformed NCLH, delivering a return of +16.8% compared to -4.2%

NCLH vs CTRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NCLH(COMPANY)	CTRE(COMPANY)
Market Cap	$9.06B	$9.09B
Max Drawdown	87.81%	68.40%
Sharpe Ratio	-0.11	1.16
5Y Beta	1.84	0.17
Industry	Travel Services	Reit - Healthcare Facilities
P/E Ratio	15.82	26.16
Forward P/E	11.42	21.32
PEG Ratio	N/A	0.37
Dividend Yield	N/A	3.46%
5Y Dividends CAGR	N/A	11.62%
5Y EPS CAGR	N/A	12.26%
Debt to Equity	0.00%	21.65%
Free Cash Flow Yield	-10.48%	4.55%

Market Cap

NCLH

$9.06B

Winner

CTRE

$9.09B

Max Drawdown

NCLH

87.81%

Winner

CTRE

68.40%

Sharpe Ratio

NCLH

-0.11

Winner

CTRE

1.16

5Y Beta

NCLH

1.84

Winner

CTRE

0.17

Industry

NCLH

Travel Services

CTRE

Reit - Healthcare Facilities

P/E Ratio

Winner

NCLH

15.82

CTRE

26.16

Forward P/E

Winner

NCLH

11.42

CTRE

21.32

PEG Ratio

NCLH

N/A

CTRE

0.37

Dividend Yield

NCLH

N/A

CTRE

3.46%

5Y Dividends CAGR

NCLH

N/A

CTRE

11.62%

5Y EPS CAGR

NCLH

N/A

CTRE

12.26%

Debt to Equity

Winner

NCLH

0.00%

CTRE

21.65%

Free Cash Flow Yield

NCLH

-10.48%

Winner

CTRE

4.55%

NCLH vs CTRE - Historical Returns

Returns include dividend reinvestment.

Period	NCLH	CTRE
1 month	-2.04%	+9.33%
3 months	-6.58%	+1.93%
6 months	-13.73%	+9.23%
1 year	-13.24%	+35.81%
5 years(CAGR)	-4.20%	+16.79%
10 years(CAGR)	-7.10%	+16.17%
Max(CAGR)	-1.68%	+15.86%

NCLH

-2.04%

Winner

CTRE

+9.33%

NCLH

-6.58%

Winner

CTRE

+1.93%

NCLH

-13.73%

Winner

CTRE

+9.23%

NCLH

-13.24%

Winner

CTRE

+35.81%

5Y(CAGR)

NCLH

-4.20%

Winner

CTRE

+16.79%

10Y(CAGR)

NCLH

-7.10%

Winner

CTRE

+16.17%

Max(CAGR)

NCLH

-1.68%

Winner

CTRE

+15.86%

NCLH vs CTRE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	NCLH	CTRE
2026	-13.39%	+12.72%
2025	-13.89%	+42.11%
2024	+40.45%	+26.40%
2023	+68.97%	+26.17%
2022	-44.82%	-14.82%
2021	-12.60%	+11.71%
2020	-56.77%	+16.14%
2019	+37.82%	+19.96%
2018	-22.87%	+14.63%
2017	+24.44%	+14.34%
2016	-26.66%	+50.29%
2015	+25.48%	-3.79%
2014	+34.99%	+5.55%
2013	+43.08%	N/A

NCLH vs CTRE Drawdown Comparison

The maximum drawdown for NCLH was -87.81%, occurring on Mar 18, 2020. 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 NCLH drawdown is -69.06%. The current CTRE drawdown is -4.58%.

Rank	NCLH	CTRE
#1	-87.81% Nov 2, 2015 - Mar 18, 2020	-67.44% May 21, 2019 - Feb 1, 2021
#2	-19.67% Jan 16, 2014 - Sep 2, 2014	-37.82% Jun 2, 2014 - Feb 3, 2015
#3	-16.00% Sep 2, 2014 - Oct 30, 2014	-32.71% Nov 7, 2017 - Nov 6, 2018
#4	-12.22% Jul 31, 2015 - Oct 26, 2015	-30.99% Jul 21, 2021 - Oct 11, 2023
#5	-12.07% May 24, 2013 - Aug 13, 2013	-30.86% Feb 3, 2015 - Jun 8, 2016
#6	-11.75% Apr 9, 2015 - May 15, 2015	-23.20% Oct 30, 2024 - Jul 31, 2025
#7	-10.62% Dec 29, 2014 - Feb 19, 2015	-15.91% Sep 7, 2016 - Jan 4, 2017
#8	-10.18% Sep 19, 2013 - Nov 21, 2013	-14.28% May 13, 2026 - Jun 17, 2026
#9	-7.89% Nov 27, 2013 - Dec 20, 2013	-12.25% Feb 26, 2026 - May 8, 2026
#10	-7.34% Feb 19, 2013 - May 2, 2013	-11.69% Dec 14, 2018 - Jan 15, 2019
#11	-5.30% Jan 28, 2013 - Feb 4, 2013	-10.63% Dec 13, 2023 - Feb 12, 2024
#12	-5.18% Aug 15, 2013 - Sep 17, 2013	-9.40% Apr 26, 2021 - Jul 21, 2021
#13	-5.11% May 19, 2015 - Jul 10, 2015	-7.63% Jun 23, 2017 - Sep 8, 2017
#14	-4.73% Mar 20, 2015 - Mar 27, 2015	-7.30% Oct 3, 2025 - Oct 27, 2025
#15	-4.51% May 8, 2013 - May 20, 2013	-7.27% Apr 27, 2017 - May 16, 2017

Correlation

Correlation between NCLH and CTRE is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.55

-101