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CVS vs. T
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CVS vs. T - Performance Comparison

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

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Returns By Period

In the year-to-date period, CVS achieves a 24.42% return, which is significantly higher than T's -7.40% return. Over the past 10 years, CVS has outperformed T with an annualized return of 3.16%, while T has yielded a comparatively lower 2.86% annualized return.


CVS

1D
1.20%
1M
7.21%
YTD
24.42%
6M
29.02%
1Y
58.27%
3Y*
14.98%
5Y*
6.17%
10Y*
3.16%

T

1D
-1.10%
1M
-10.57%
YTD
-7.40%
6M
-7.40%
1Y
-16.38%
3Y*
18.39%
5Y*
6.60%
10Y*
2.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CVS vs. T - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CVS
CVS Health Corporation
24.42%84.35%-40.77%-12.53%-7.63%54.87%-5.14%17.26%-7.04%-5.75%
T
AT&T Inc.
-7.40%13.97%44.08%-2.74%5.76%-8.09%-21.37%45.55%-22.25%-4.01%

Correlation

The correlation between CVS and T is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.18

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

0.21

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

0.29

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

0.33

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

0.27

The correlation between CVS and T shifts across timeframes, from 0.18 (1 year) to 0.33 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

CVS:

$2.30

T:

$3.04

PE Ratio

CVS:

42.17

T:

7.39

PS Ratio

CVS:

0.30

T:

1.29

Total Revenue (TTM)

CVS:

$407.91B

T:

$125.65B

Gross Profit (TTM)

CVS:

$56.59B

T:

$105.41B

EBITDA (TTM)

CVS:

$9.99B

T:

$54.70B

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Return for Risk

CVS vs. T — Risk / Return Rank

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

CVS
CVS Risk / Return Rank: 8585
Overall Rank
CVS Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
CVS Sortino Ratio Rank: 8181
Sortino Ratio Rank
CVS Omega Ratio Rank: 8585
Omega Ratio Rank
CVS Calmar Ratio Rank: 8787
Calmar Ratio Rank
CVS Martin Ratio Rank: 8787
Martin Ratio Rank

T
T Risk / Return Rank: 1111
Overall Rank
T Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
T Sortino Ratio Rank: 1212
Sortino Ratio Rank
T Omega Ratio Rank: 1313
Omega Ratio Rank
T Calmar Ratio Rank: 1414
Calmar Ratio Rank
T Martin Ratio Rank: 44
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.

CVS vs. T - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CVS Health Corporation (CVS) and AT&T Inc. (T). 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.


CVSTDifference
Sharpe ratioReturn per unit of total volatility

+2.64

Sortino ratioReturn per unit of downside risk

+3.28

Omega ratioGain probability vs. loss probability

1.35

0.89

+0.46

Calmar ratioReturn relative to maximum drawdown

3.56

-0.75

+4.31

Martin ratioReturn relative to average drawdown

9.17

-1.59

+10.75

CVS vs. T - Sharpe Ratio Comparison

The current CVS Sharpe Ratio is 1.89, which is higher than the T Sharpe Ratio of -0.75. The chart below compares the historical Sharpe Ratios of CVS and T, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CVSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.89

-0.75

+2.64

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.28

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.11

0.12

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.38

-0.04

Drawdowns

CVS vs. T - Drawdown Comparison

The maximum CVS drawdown since its inception was -64.07%, roughly equal to the maximum T drawdown of -64.15%. Use the drawdown chart below to compare losses from any high point for CVS and T.


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Drawdown Indicators


CVSTDifference

Max Drawdown

Largest peak-to-trough decline

-64.07%

-64.15%

+0.08%

Max Drawdown (1Y)

Largest decline over 1 year

-16.44%

-21.87%

+5.43%

Max Drawdown (3Y)

Largest decline over 3 years

-43.98%

-21.87%

-22.11%

Max Drawdown (5Y)

Largest decline over 5 years

-56.79%

-32.01%

-24.78%

Max Drawdown (10Y)

Largest decline over 10 years

-56.79%

-42.35%

-14.44%

Current Drawdown

Current decline from peak

-1.05%

-21.87%

+20.82%

Average Drawdown

Average peak-to-trough decline

-19.55%

-15.72%

-3.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.37%

10.34%

-3.97%

Volatility

CVS vs. T - Volatility Comparison

CVS Health Corporation (CVS) has a higher volatility of 8.88% compared to AT&T Inc. (T) at 7.50%. This indicates that CVS's price experiences larger fluctuations and is considered to be riskier than T based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CVSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.88%

7.50%

+1.38%

Volatility (6M)

Calculated over the trailing 6-month period

25.90%

17.57%

+8.33%

Volatility (1Y)

Calculated over the trailing 1-year period

31.07%

21.98%

+9.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.96%

23.97%

+5.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.30%

23.71%

+5.59%

Dividends

CVS vs. T - Dividend Comparison

CVS's dividend yield for the trailing twelve months is around 2.74%, less than T's 4.93% yield.


PositionTTM20252024202320222021202020192018201720162015
CVS
CVS Health Corporation
2.74%3.35%5.93%3.06%2.36%1.94%2.93%2.69%3.05%2.76%2.15%1.43%
T
AT&T Inc.
4.93%4.47%4.87%6.62%6.66%8.46%7.23%5.22%7.01%5.04%4.51%5.46%

Financials

CVS vs. T - Financials Comparison

This section allows you to compare key financial metrics between CVS Health Corporation and AT&T Inc.. 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


20.00B40.00B60.00B80.00B100.00B20222023202420252026
100.43B
33.47B
(CVS) Total Revenue
(T) Total Revenue
Values in USD except per share items

Frequently Asked Questions


CVS and T have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CVS has higher volatility (8.88%) compared to T (7.50%). In terms of maximum drawdown, CVS dropped -64.07% vs T's -64.15%.

CVS currently has the higher Sharpe Ratio (1.89 vs -0.75), 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

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