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

Performance

CVS vs. TJX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CVS Health Corporation (CVS) and The TJX Companies, Inc. (TJX). 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 22.94% return, which is significantly higher than TJX's 5.26% return. Over the past 10 years, CVS has underperformed TJX with an annualized return of 3.04%, while TJX has yielded a comparatively higher 17.10% annualized return.


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%

TJX

1D
1.31%
1M
3.72%
YTD
5.26%
6M
5.49%
1Y
27.72%
3Y*
28.57%
5Y*
21.37%
10Y*
17.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CVS vs. TJX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CVS
CVS Health Corporation
22.94%84.35%-40.77%-12.53%-7.63%54.87%-5.14%17.26%-7.04%-5.75%
TJX
The TJX Companies, Inc.
5.26%28.73%30.56%19.69%6.73%12.83%12.25%38.76%18.94%3.46%

Correlation

The correlation between CVS and TJX is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.04

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

0.12

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

0.22

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

0.29

Correlation (All Time)
Calculated using the full available price history since Jan 6, 1988

0.28

Over the past year, the correlation between CVS and TJX has dropped to 0.04 - well below their long-term average of 0.28, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

CVS:

$122.69B

TJX:

$180.00B

EPS

CVS:

$2.30

TJX:

$5.15

PE Ratio

CVS:

41.67

TJX:

31.22

PS Ratio

CVS:

0.30

TJX:

2.94

PB Ratio

CVS:

1.58

TJX:

4.98

Total Revenue (TTM)

CVS:

$407.91B

TJX:

$61.58B

Gross Profit (TTM)

CVS:

$56.59B

TJX:

$19.36B

EBITDA (TTM)

CVS:

$9.99B

TJX:

$8.31B

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Return for Risk

CVS vs. TJX — Risk / Return Rank

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

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

TJX
TJX Risk / Return Rank: 8181
Overall Rank
TJX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
TJX Sortino Ratio Rank: 8181
Sortino Ratio Rank
TJX Omega Ratio Rank: 7676
Omega Ratio Rank
TJX Calmar Ratio Rank: 7979
Calmar Ratio Rank
TJX Martin Ratio Rank: 8585
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. TJX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CVS Health Corporation (CVS) and The TJX Companies, Inc. (TJX). 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.


CVSTJXDifference
Sharpe ratioReturn per unit of total volatility

+0.30

Sortino ratioReturn per unit of downside risk

-0.10

Omega ratioGain probability vs. loss probability

1.35

1.28

+0.07

Calmar ratioReturn relative to maximum drawdown

3.52

2.56

+0.97

Martin ratioReturn relative to average drawdown

9.07

8.81

+0.26

CVS vs. TJX - Sharpe Ratio Comparison

The current CVS Sharpe Ratio is 1.87, which is comparable to the TJX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of CVS and TJX, 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


CVSTJXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.87

1.56

+0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

0.96

-0.78

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.10

0.66

-0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.54

-0.20

Drawdowns

CVS vs. TJX - Drawdown Comparison

The maximum CVS drawdown since its inception was -64.07%, roughly equal to the maximum TJX drawdown of -64.59%. Use the drawdown chart below to compare losses from any high point for CVS and TJX.


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Drawdown Indicators


CVSTJXDifference

Max Drawdown

Largest peak-to-trough decline

-64.07%

-64.59%

+0.52%

Max Drawdown (1Y)

Largest decline over 1 year

-16.44%

-10.89%

-5.55%

Max Drawdown (3Y)

Largest decline over 3 years

-43.98%

-11.04%

-32.94%

Max Drawdown (5Y)

Largest decline over 5 years

-56.79%

-27.68%

-29.11%

Max Drawdown (10Y)

Largest decline over 10 years

-56.79%

-42.55%

-14.24%

Current Drawdown

Current decline from peak

-2.22%

-2.28%

+0.06%

Average Drawdown

Average peak-to-trough decline

-19.55%

-13.08%

-6.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.37%

3.15%

+3.22%

Volatility

CVS vs. TJX - Volatility Comparison

CVS Health Corporation (CVS) has a higher volatility of 8.85% compared to The TJX Companies, Inc. (TJX) at 8.27%. This indicates that CVS's price experiences larger fluctuations and is considered to be riskier than TJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CVSTJXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.85%

8.27%

+0.58%

Volatility (6M)

Calculated over the trailing 6-month period

25.97%

14.06%

+11.91%

Volatility (1Y)

Calculated over the trailing 1-year period

31.01%

17.82%

+13.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.95%

22.29%

+7.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.30%

26.04%

+3.26%

Dividends

CVS vs. TJX - Dividend Comparison

CVS's dividend yield for the trailing twelve months is around 2.77%, more than TJX's 1.09% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
TJX
The TJX Companies, Inc.
1.09%1.07%1.21%1.38%1.44%1.37%0.34%1.45%1.66%1.57%1.32%1.14%

Financials

CVS vs. TJX - Financials Comparison

This section allows you to compare key financial metrics between CVS Health Corporation and The TJX Companies, 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
14.32B
(CVS) Total Revenue
(TJX) Total Revenue
Values in USD except per share items

CVS vs. TJX - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%20222023202420252026
15.6%
31.3%
Portfolio components
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%.

TJX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The TJX Companies, Inc. reported a gross profit of 4.48B and revenue of 14.32B. Therefore, the gross margin over that period was 31.3%.

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%.

TJX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The TJX Companies, Inc. reported an operating income of 1.69B and revenue of 14.32B, resulting in an operating margin of 11.8%.

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%.

TJX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The TJX Companies, Inc. reported a net income of 1.33B and revenue of 14.32B, resulting in a net margin of 9.3%.


Frequently Asked Questions


CVS and TJX have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CVS has higher volatility (8.85%) compared to TJX (8.27%). In terms of maximum drawdown, CVS dropped -64.07% vs TJX's -64.59%.

CVS currently has the higher Sharpe Ratio (1.87 vs 1.56), 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.

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