UHS vs CTRE

Comparison between Universal Health Services Inc - Class B (UHS, Company) and CareTrust REIT Inc (CTRE, Company).

UHS is from the Healthcare sector, while CTRE is from the Real Estate sector.

5-Year PerformanceCTRE has outperformed UHS, delivering a return of +17.5% compared to -1.2%

UHS vs CTRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UHS(COMPANY)	CTRE(COMPANY)
Market Cap	$9.42B	$9.44B
Max Drawdown	56.43%	68.40%
Sharpe Ratio	-0.53	1.76
5Y Beta	0.57	0.21
Industry	Medical Care Facilities	Reit - Healthcare Facilities
P/E Ratio	7.01	27.19
Forward P/E	6.71	21.32
PEG Ratio	0.14	0.38
Dividend Yield	0.51%	3.39%
5Y Dividends CAGR	N/A	11.25%
5Y EPS CAGR	18.25%	12.26%
Debt to Equity	63.07%	21.65%
Free Cash Flow Yield	9.69%	4.37%

Market Cap

UHS

$9.42B

Winner

CTRE

$9.44B

Max Drawdown

Winner

UHS

56.43%

CTRE

68.40%

Sharpe Ratio

UHS

-0.53

Winner

CTRE

1.76

5Y Beta

UHS

0.57

Winner

CTRE

0.21

Industry

UHS

Medical Care Facilities

CTRE

Reit - Healthcare Facilities

P/E Ratio

Winner

UHS

7.01

CTRE

27.19

Forward P/E

Winner

UHS

6.71

CTRE

21.32

PEG Ratio

Winner

UHS

0.14

CTRE

0.38

Dividend Yield

UHS

0.51%

Winner

CTRE

3.39%

5Y Dividends CAGR

UHS

N/A

CTRE

11.25%

5Y EPS CAGR

Winner

UHS

18.25%

CTRE

12.26%

Debt to Equity

UHS

63.07%

Winner

CTRE

21.65%

Free Cash Flow Yield

Winner

UHS

9.69%

CTRE

4.37%

UHS vs CTRE - Historical Returns

Returns include dividend reinvestment.

Period	UHS	CTRE
1 month	-13.01%	+4.85%
3 months	-29.22%	+0.94%
6 months	-39.92%	+11.00%
1 year	-23.22%	+48.93%
5 years(CAGR)	-1.24%	+17.49%
10 years(CAGR)	+1.24%	+17.39%
Max(CAGR)	+12.30%	+16.13%

UHS

-13.01%

Winner

CTRE

+4.85%

UHS

-29.22%

Winner

CTRE

+0.94%

UHS

-39.92%

Winner

CTRE

+11.00%

UHS

-23.22%

Winner

CTRE

+48.93%

5Y(CAGR)

UHS

-1.24%

Winner

CTRE

+17.49%

10Y(CAGR)

UHS

+1.24%

Winner

CTRE

+17.39%

Max(CAGR)

UHS

+12.30%

Winner

CTRE

+16.13%

UHS vs CTRE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UHS	CTRE
2026	-33.49%	+13.67%
2025	+21.85%	+42.11%
2024	+15.19%	+26.40%
2023	+7.53%	+26.17%
2022	+7.42%	-14.82%
2021	-3.61%	+11.71%
2020	-3.22%	+16.14%
2019	+22.69%	+19.96%
2018	+1.16%	+14.63%
2017	+6.60%	+14.34%
2016	-9.49%	+50.29%
2015	+8.02%	-3.79%
2014	+38.42%	+5.55%
2013	+64.01%	N/A
2012	+29.95%	N/A
2011	-10.12%	N/A
2010	+40.17%	N/A
2009	+60.97%	N/A
2008	-25.13%	N/A
2007	-7.73%	N/A
2006	+18.90%	N/A
2005	+6.90%	N/A
2004	-16.42%	N/A
2003	+15.58%	N/A
2002	+6.12%	N/A
2001	-15.03%	N/A
2000	+200.13%	N/A
1999	+19.76%	N/A

UHS vs CTRE Drawdown Comparison

The maximum drawdown for UHS was -56.30%, occurring on Mar 18, 2020. Recovery took 418 trading sessions.

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

The current UHS drawdown is -40.05%. The current CTRE drawdown is -3.77%.

Rank	UHS	CTRE
#1	-56.30% Sep 10, 2019 - May 7, 2021	-67.44% May 21, 2019 - Feb 1, 2021
#2	-52.49% Sep 12, 2008 - Oct 8, 2009	-37.82% Jun 2, 2014 - Feb 3, 2015
#3	-44.89% Aug 3, 2021 - Jan 11, 2024	-32.71% Nov 7, 2017 - Nov 6, 2018
#4	-43.31% May 10, 2011 - Jan 22, 2013	-30.99% Jul 21, 2021 - Oct 11, 2023
#5	-40.05% Nov 26, 2025 - May 29, 2026	-30.86% Feb 3, 2015 - Jun 8, 2016
#6	-38.13% Oct 16, 2002 - Feb 12, 2004	-23.20% Oct 30, 2024 - Jul 31, 2025
#7	-35.64% Sep 24, 2024 - Nov 25, 2025	-15.91% Sep 7, 2016 - Jan 4, 2017
#8	-34.03% Aug 4, 2015 - Jul 26, 2019	-12.25% Feb 26, 2026 - May 8, 2026
#9	-32.38% Dec 27, 2000 - Oct 16, 2002	-11.69% Dec 14, 2018 - Jan 15, 2019
#10	-29.08% Feb 12, 2004 - Apr 29, 2005	-10.63% Dec 13, 2023 - Feb 12, 2024
#11	-28.25% Jun 3, 2010 - Dec 17, 2010	-9.40% Apr 26, 2021 - Jul 21, 2021
#12	-28.14% Jun 14, 2005 - Jun 1, 2007	-7.63% Jun 23, 2017 - Sep 8, 2017
#13	-25.59% Jun 4, 2007 - Apr 28, 2008	-7.30% Oct 3, 2025 - Oct 27, 2025
#14	-21.01% Feb 4, 2000 - Mar 31, 2000	-7.27% Apr 27, 2017 - May 16, 2017
#15	-16.52% Oct 9, 2009 - Jan 14, 2010	-6.16% Feb 4, 2021 - Mar 12, 2021

Correlation

Correlation between UHS and CTRE is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2003 - 2026)

UHS vs CTRE dividend yield comparison.

Year	UHS	CTRE
2026	0.14%	0.95%
2025	0.37%	3.71%
2024	0.45%	4.29%
2023	0.52%	5.00%
2022	0.57%	5.92%
2021	0.62%	4.64%
2020	0.15%	4.51%
2019	0.42%	4.36%
2018	0.34%	4.44%
2017	0.35%	4.42%
2016	0.38%	4.44%
2015	0.33%	5.84%
2014	0.27%	48.73%
2013	0.25%	0.00%
2012	1.24%	0.00%
2011	0.51%	0.00%
2010	0.46%	0.00%
2009	0.48%	0.00%
2008	0.85%	0.00%
2007	0.63%	0.00%
2006	0.58%	0.00%
2005	0.68%	0.00%
2004	0.72%	0.00%
2003	0.15%	0.00%