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ELV vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ELV and AAPL is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

ELV vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Elevance Health Inc (ELV) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

0.00%20,000.00%40,000.00%60,000.00%80,000.00%100,000.00%NovemberDecember2025FebruaryMarchApril
2,441.77%
78,933.23%
ELV
AAPL

Key characteristics

Sharpe Ratio

ELV:

-0.73

AAPL:

0.80

Sortino Ratio

ELV:

-0.88

AAPL:

1.30

Omega Ratio

ELV:

0.88

AAPL:

1.19

Calmar Ratio

ELV:

-0.57

AAPL:

0.78

Martin Ratio

ELV:

-0.98

AAPL:

2.94

Ulcer Index

ELV:

20.21%

AAPL:

8.85%

Daily Std Dev

ELV:

27.17%

AAPL:

32.69%

Max Drawdown

ELV:

-67.19%

AAPL:

-81.80%

Current Drawdown

ELV:

-24.16%

AAPL:

-19.11%

Fundamentals

Market Cap

ELV:

$96.88B

AAPL:

$3.13T

EPS

ELV:

$25.68

AAPL:

$6.30

PE Ratio

ELV:

16.70

AAPL:

33.07

PEG Ratio

ELV:

0.77

AAPL:

2.01

PS Ratio

ELV:

0.53

AAPL:

7.91

PB Ratio

ELV:

2.28

AAPL:

46.04

Total Revenue (TTM)

ELV:

$183.12B

AAPL:

$305.01B

Gross Profit (TTM)

ELV:

$114.62B

AAPL:

$141.83B

EBITDA (TTM)

ELV:

$45.56B

AAPL:

$106.62B

Returns By Period

In the year-to-date period, ELV achieves a 14.79% return, which is significantly higher than AAPL's -16.34% return. Over the past 10 years, ELV has underperformed AAPL with an annualized return of 12.13%, while AAPL has yielded a comparatively higher 21.84% annualized return.


ELV

YTD

14.79%

1M

-2.06%

6M

-0.02%

1Y

-20.74%

5Y*

11.22%

10Y*

12.13%

AAPL

YTD

-16.34%

1M

-5.53%

6M

-9.36%

1Y

23.77%

5Y*

25.03%

10Y*

21.84%

*Annualized

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Risk-Adjusted Performance

ELV vs. AAPL — Risk-Adjusted Performance Rank

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

ELV
The Risk-Adjusted Performance Rank of ELV is 1717
Overall Rank
The Sharpe Ratio Rank of ELV is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of ELV is 1515
Sortino Ratio Rank
The Omega Ratio Rank of ELV is 1515
Omega Ratio Rank
The Calmar Ratio Rank of ELV is 1515
Calmar Ratio Rank
The Martin Ratio Rank of ELV is 2929
Martin Ratio Rank

AAPL
The Risk-Adjusted Performance Rank of AAPL is 7777
Overall Rank
The Sharpe Ratio Rank of AAPL is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPL is 7474
Sortino Ratio Rank
The Omega Ratio Rank of AAPL is 7575
Omega Ratio Rank
The Calmar Ratio Rank of AAPL is 8080
Calmar Ratio Rank
The Martin Ratio Rank of AAPL is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ELV vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Elevance Health Inc (ELV) and Apple Inc (AAPL). 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.


The chart of Sharpe ratio for ELV, currently valued at -0.73, compared to the broader market-2.00-1.000.001.002.003.00
ELV: -0.73
AAPL: 0.80
The chart of Sortino ratio for ELV, currently valued at -0.88, compared to the broader market-6.00-4.00-2.000.002.004.00
ELV: -0.88
AAPL: 1.30
The chart of Omega ratio for ELV, currently valued at 0.88, compared to the broader market0.501.001.502.00
ELV: 0.88
AAPL: 1.19
The chart of Calmar ratio for ELV, currently valued at -0.57, compared to the broader market0.001.002.003.004.005.00
ELV: -0.57
AAPL: 0.78
The chart of Martin ratio for ELV, currently valued at -0.98, compared to the broader market-5.000.005.0010.0015.0020.00
ELV: -0.98
AAPL: 2.94

The current ELV Sharpe Ratio is -0.73, which is lower than the AAPL Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of ELV and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
-0.73
0.80
ELV
AAPL

Dividends

ELV vs. AAPL - Dividend Comparison

ELV's dividend yield for the trailing twelve months is around 1.57%, more than AAPL's 0.48% yield.


TTM20242023202220212020201920182017201620152014
ELV
Elevance Health Inc
1.57%1.77%1.26%1.00%0.98%1.18%1.06%1.14%1.20%1.81%1.79%1.39%
AAPL
Apple Inc
0.48%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%

Drawdowns

ELV vs. AAPL - Drawdown Comparison

The maximum ELV drawdown since its inception was -67.19%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for ELV and AAPL. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-24.16%
-19.11%
ELV
AAPL

Volatility

ELV vs. AAPL - Volatility Comparison

The current volatility for Elevance Health Inc (ELV) is 10.54%, while Apple Inc (AAPL) has a volatility of 22.62%. This indicates that ELV experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
10.54%
22.62%
ELV
AAPL

Financials

ELV vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between Elevance Health Inc and Apple 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


Values in USD except per share items