PortfoliosLab logoPortfoliosLab logo
CI vs. CVS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CI vs. CVS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cigna Corporation (CI) and CVS Health Corporation (CVS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CI achieves a 6.37% return, which is significantly lower than CVS's 22.94% return. Over the past 10 years, CI has outperformed CVS with an annualized return of 9.53%, while CVS has yielded a comparatively lower 3.04% annualized return.


CI

1D
3.14%
1M
3.25%
YTD
6.37%
6M
10.29%
1Y
-4.86%
3Y*
5.21%
5Y*
4.73%
10Y*
9.53%

CVS

1D
1.17%
1M
10.44%
YTD
22.94%
6M
29.01%
1Y
57.64%
3Y*
15.19%
5Y*
5.54%
10Y*
3.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CI vs. CVS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CI
Cigna Corporation
6.37%1.72%-6.27%-7.97%46.68%12.29%1.83%7.70%-6.46%52.29%
CVS
CVS Health Corporation
22.94%84.35%-40.77%-12.53%-7.63%54.87%-5.14%17.26%-7.04%-5.75%

Correlation

The correlation between CI and CVS is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.54

Correlation (3Y)
Calculated over the trailing 3-year period

0.46

Correlation (5Y)
Calculated over the trailing 5-year period

0.54

Correlation (10Y)
Calculated over the trailing 10-year period

0.51

Correlation (All Time)
Calculated using the full available price history since Dec 18, 1984

0.33

Over the past year, CI and CVS have become more correlated (0.54) than their long-term average of 0.33, meaning their price movements have been converging.

Fundamentals

Market Cap

CI:

$76.43B

CVS:

$122.69B

EPS

CI:

$23.59

CVS:

$2.30

PE Ratio

CI:

12.27

CVS:

41.67

PS Ratio

CI:

0.28

CVS:

0.30

PB Ratio

CI:

1.81

CVS:

1.58

Total Revenue (TTM)

CI:

$277.94B

CVS:

$407.91B

Gross Profit (TTM)

CI:

$19.38B

CVS:

$56.59B

EBITDA (TTM)

CI:

$10.03B

CVS:

$9.99B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CI vs. CVS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CI
CI Risk / Return Rank: 3434
Overall Rank
CI Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
CI Sortino Ratio Rank: 3131
Sortino Ratio Rank
CI Omega Ratio Rank: 3131
Omega Ratio Rank
CI Calmar Ratio Rank: 3535
Calmar Ratio Rank
CI Martin Ratio Rank: 3636
Martin Ratio Rank

CVS
CVS Risk / Return Rank: 8484
Overall Rank
CVS Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
CVS Sortino Ratio Rank: 8080
Sortino Ratio Rank
CVS Omega Ratio Rank: 8484
Omega Ratio Rank
CVS Calmar Ratio Rank: 8686
Calmar Ratio Rank
CVS Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CI vs. CVS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cigna Corporation (CI) and CVS Health Corporation (CVS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CICVSDifference
Sharpe ratioReturn per unit of total volatility

-2.02

Sortino ratioReturn per unit of downside risk

-2.26

Omega ratioGain probability vs. loss probability

1.00

1.35

-0.34

Calmar ratioReturn relative to maximum drawdown

-0.18

3.52

-3.71

Martin ratioReturn relative to average drawdown

-0.34

9.07

-9.40

CI vs. CVS - Sharpe Ratio Comparison

The current CI Sharpe Ratio is -0.15, which is lower than the CVS Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of CI and CVS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


CICVSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.15

1.87

-2.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

0.19

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.10

+0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.33

+0.01

Drawdowns

CI vs. CVS - Drawdown Comparison

The maximum CI drawdown since its inception was -84.34%, which is greater than CVS's maximum drawdown of -64.07%. Use the drawdown chart below to compare losses from any high point for CI and CVS.


Loading charts...

Drawdown Indicators


CICVSDifference

Max Drawdown

Largest peak-to-trough decline

-84.34%

-64.07%

-20.27%

Max Drawdown (1Y)

Largest decline over 1 year

-26.54%

-16.44%

-10.10%

Max Drawdown (3Y)

Largest decline over 3 years

-32.10%

-43.98%

+11.88%

Max Drawdown (5Y)

Largest decline over 5 years

-32.10%

-56.79%

+24.69%

Max Drawdown (10Y)

Largest decline over 10 years

-42.47%

-56.79%

+14.32%

Current Drawdown

Current decline from peak

-18.21%

-2.22%

-15.99%

Average Drawdown

Average peak-to-trough decline

-18.82%

-19.55%

+0.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.51%

6.37%

+8.14%

Volatility

CI vs. CVS - Volatility Comparison

Cigna Corporation (CI) has a higher volatility of 9.35% compared to CVS Health Corporation (CVS) at 8.85%. This indicates that CI's price experiences larger fluctuations and is considered to be riskier than CVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CICVSDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.35%

8.85%

+0.50%

Volatility (6M)

Calculated over the trailing 6-month period

18.86%

25.97%

-7.11%

Volatility (1Y)

Calculated over the trailing 1-year period

33.18%

31.01%

+2.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.43%

29.95%

-1.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.75%

29.30%

+1.45%

Dividends

CI vs. CVS - Dividend Comparison

CI's dividend yield for the trailing twelve months is around 2.12%, less than CVS's 2.77% yield.


PositionTTM20252024202320222021202020192018201720162015
CI
Cigna Corporation
2.12%2.19%2.03%1.64%1.35%1.74%0.02%0.02%0.02%0.02%0.03%0.03%
CVS
CVS Health Corporation
2.77%3.35%5.93%3.06%2.36%1.94%2.93%2.69%3.05%2.76%2.15%1.43%

Financials

CI vs. CVS - Financials Comparison

This section allows you to compare key financial metrics between Cigna Corporation and CVS Health Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


40.00B50.00B60.00B70.00B80.00B90.00B100.00B110.00B20222023202420252026
68.49B
100.43B
(CI) Total Revenue
(CVS) Total Revenue
Values in USD except per share items

CI vs. CVS - Profitability Comparison

The chart below illustrates the profitability comparison between Cigna Corporation and CVS Health Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%202220232024202520260
15.6%
Portfolio components
CI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cigna Corporation reported a gross profit of 0.00 and revenue of 68.49B. Therefore, the gross margin over that period was 0.0%.

CVS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CVS Health Corporation reported a gross profit of 15.62B and revenue of 100.43B. Therefore, the gross margin over that period was 15.6%.

CI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cigna Corporation reported an operating income of 2.36B and revenue of 68.49B, resulting in an operating margin of 3.4%.

CVS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CVS Health Corporation reported an operating income of 4.68B and revenue of 100.43B, resulting in an operating margin of 4.7%.

CI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cigna Corporation reported a net income of 1.65B and revenue of 68.49B, resulting in a net margin of 2.4%.

CVS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CVS Health Corporation reported a net income of 2.94B and revenue of 100.43B, resulting in a net margin of 2.9%.


Frequently Asked Questions


CI and CVS have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CI has higher volatility (9.35%) compared to CVS (8.85%). In terms of maximum drawdown, CI dropped -84.34% vs CVS's -64.07%.

CVS currently has the higher Sharpe Ratio (1.87 vs -0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for CI and CVS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer