DFS vs. ELV
Compare and contrast key facts about Discover Financial Services (DFS) and Elevance Health Inc (ELV).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFS or ELV.
Key characteristics
| DFS | ELV | |
|---|---|---|
| YTD Return | 11.40% | 11.82% |
| 1Y Return | 33.76% | 16.20% |
| 3Y Return (Ann) | 5.12% | 12.11% |
| 5Y Return (Ann) | 11.27% | 16.40% |
| 10Y Return (Ann) | 10.64% | 19.43% |
| Sharpe Ratio | 0.97 | 0.68 |
| Daily Std Dev | 35.62% | 20.91% |
| Max Drawdown | -84.16% | -67.19% |
| Current Drawdown | -5.02% | -2.61% |
Fundamentals
| DFS | ELV | |
|---|---|---|
| Market Cap | $32.00B | $124.87B |
| EPS | $8.79 | $26.49 |
| PE Ratio | 14.53 | 20.28 |
| PEG Ratio | 3.28 | 1.14 |
| Revenue (TTM) | $9.90B | $171.75B |
| Gross Profit (TTM) | $10.47B | $40.11B |
| EBITDA (TTM) | $96.60M | $11.15B |
Correlation
The correlation between DFS and ELV is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DFS vs. ELV - Performance Comparison
The year-to-date returns for both investments are quite close, with DFS having a 11.40% return and ELV slightly higher at 11.82%. Over the past 10 years, DFS has underperformed ELV with an annualized return of 10.64%, while ELV has yielded a comparatively higher 19.43% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DFS vs. ELV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Discover Financial Services (DFS) and Elevance Health Inc (ELV). 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.
Dividends
DFS vs. ELV - Dividend Comparison
DFS's dividend yield for the trailing twelve months is around 2.25%, more than ELV's 1.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFS Discover Financial Services | 2.25% | 2.40% | 2.35% | 1.63% | 1.94% | 1.98% | 2.54% | 1.69% | 1.61% | 2.01% | 1.40% | 1.07% |
ELV Elevance Health Inc | 1.15% | 1.26% | 1.00% | 0.98% | 1.18% | 1.06% | 1.14% | 1.20% | 1.81% | 1.79% | 1.39% | 1.62% |
Drawdowns
DFS vs. ELV - Drawdown Comparison
The maximum DFS drawdown since its inception was -84.16%, which is greater than ELV's maximum drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for DFS and ELV. For additional features, visit the drawdowns tool.
Volatility
DFS vs. ELV - Volatility Comparison
Discover Financial Services (DFS) has a higher volatility of 7.00% compared to Elevance Health Inc (ELV) at 5.25%. This indicates that DFS's price experiences larger fluctuations and is considered to be riskier than ELV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DFS vs. ELV - Financials Comparison
This section allows you to compare key financial metrics between Discover Financial Services and Elevance Health 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.
Total Revenue: Total amount of money received from sales and other business activities