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SUN vs CTRE

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

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

5-Year PerformanceSUN has outperformed CTRE, delivering a return of +23.2% compared to +18.8%

SUN vs CTRE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SUN
$9.63B
CTRE
$9.61B
Max Drawdown
SUN
79.87%
Winner
CTRE
68.40%
Sharpe Ratio
SUN
1.13
Winner
CTRE
1.82
5Y Beta
SUN
0.41
Winner
CTRE
0.20
Industry
SUN
Oil & Gas Refining & Marketing
CTRE
Reit - Healthcare Facilities
P/E Ratio
Winner
SUN
11.52
CTRE
27.68
Forward P/E
Winner
SUN
8.32
CTRE
21.32
PEG Ratio
SUN
1.41
Winner
CTRE
0.39
Dividend Yield
Winner
SUN
5.36%
CTRE
3.31%
5Y Dividends CAGR
Winner
SUN
13.42%
CTRE
11.25%
5Y EPS CAGR
SUN
-0.14%
Winner
CTRE
12.26%
Debt to Equity
SUN
57.77%
Winner
CTRE
21.65%
Free Cash Flow Yield
Winner
SUN
8.67%
CTRE
4.30%
P/S Ratio
Winner
SUN
0.43
CTRE
19.19
P/B Ratio
Winner
SUN
1.51
CTRE
2.38

SUN vs CTRE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SUN
+10.15%
CTRE
+6.61%
3M
Winner
SUN
+19.50%
CTRE
+5.96%
6M
Winner
SUN
+37.65%
CTRE
+19.26%
1Y
SUN
+31.11%
Winner
CTRE
+55.76%
5Y(CAGR)
Winner
SUN
+23.17%
CTRE
+18.75%
10Y(CAGR)
Winner
SUN
+17.98%
CTRE
+17.65%
Max(CAGR)
Winner
SUN
+17.92%
CTRE
+16.45%

SUN vs CTRE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearSUNCTRE
2026+37.05%+16.76%
2025+8.16%+42.11%
2024-3.70%+26.40%
2023+49.92%+26.17%
2022+13.29%-14.82%
2021+56.21%+11.71%
2020+5.58%+16.14%
2019+25.24%+19.96%
2018+6.01%+14.63%
2017+17.21%+14.34%
2016-24.42%+50.29%
2015-14.02%-3.79%
2014+58.77%+5.55%
2013+35.09%N/A
2012+9.95%N/A

SUN vs CTRE Drawdown Comparison

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

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

The current CTRE drawdown is -1.15%.

RankSUNCTRE
#1-65.45%
Aug 22, 2014 - Feb 1, 2021
-67.44%
May 21, 2019 - Feb 1, 2021
#2-21.29%
Mar 6, 2024 - Jan 12, 2026
-37.82%
Jun 2, 2014 - Feb 3, 2015
#3-20.82%
Feb 1, 2022 - Nov 1, 2022
-32.71%
Nov 7, 2017 - Nov 6, 2018
#4-14.64%
Mar 26, 2013 - Nov 6, 2013
-30.99%
Jul 21, 2021 - Oct 11, 2023
#5-12.50%
Feb 6, 2023 - Aug 30, 2023
-30.86%
Feb 3, 2015 - Jun 8, 2016
#6-12.17%
Dec 28, 2023 - Feb 15, 2024
-23.20%
Oct 30, 2024 - Jul 31, 2025
#7-12.06%
Mar 4, 2014 - Apr 28, 2014
-15.91%
Sep 7, 2016 - Jan 4, 2017
#8-9.10%
Oct 19, 2021 - Jan 4, 2022
-12.25%
Feb 26, 2026 - May 8, 2026
#9-8.43%
Jun 11, 2021 - Aug 3, 2021
-11.69%
Dec 14, 2018 - Jan 15, 2019
#10-8.18%
Sep 28, 2023 - Oct 18, 2023
-10.63%
Dec 13, 2023 - Feb 12, 2024
#11-7.27%
Apr 28, 2014 - May 19, 2014
-9.40%
Apr 26, 2021 - Jul 21, 2021
#12-7.02%
Nov 12, 2012 - Jan 2, 2013
-7.63%
Jun 23, 2017 - Sep 8, 2017
#13-6.86%
Feb 8, 2013 - Feb 26, 2013
-7.30%
Oct 3, 2025 - Oct 27, 2025
#14-6.57%
Feb 8, 2021 - Apr 6, 2021
-7.27%
Apr 27, 2017 - May 16, 2017
#15-6.26%
Mar 19, 2026 - Apr 29, 2026
-6.16%
Feb 4, 2021 - Mar 12, 2021

Correlation

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

0.89
-101

Dividend Comparison (2012 - 2026)

SUN vs CTRE dividend yield comparison.

YearSUNCTRE
20262.74%0.93%
20256.89%3.71%
20246.74%4.29%
20235.59%5.00%
20227.66%5.92%
20218.09%4.64%
202011.47%4.51%
201910.79%4.36%
201812.14%4.44%
201711.63%4.42%
201612.16%4.44%
20156.78%5.84%
20144.12%48.73%
20135.43%0.00%
20120.11%0.00%

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