ELV vs. DFS
Compare and contrast key facts about Elevance Health Inc (ELV) and Discover Financial Services (DFS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ELV or DFS.
Performance
ELV vs. DFS - Performance Comparison
Returns By Period
In the year-to-date period, ELV achieves a -15.63% return, which is significantly lower than DFS's 56.03% return. Over the past 10 years, ELV has outperformed DFS with an annualized return of 13.65%, while DFS has yielded a comparatively lower 12.82% annualized return.
ELV
-15.63%
-8.49%
-27.31%
-14.24%
7.38%
13.65%
DFS
56.03%
16.02%
39.31%
103.33%
18.51%
12.82%
Fundamentals
| ELV | DFS | |
|---|---|---|
| Market Cap | $92.93B | $44.21B |
| EPS | $27.49 | $12.41 |
| PE Ratio | 14.58 | 13.96 |
| PEG Ratio | 0.75 | 4.47 |
| Total Revenue (TTM) | $174.02B | $23.16B |
| Gross Profit (TTM) | $48.61B | $23.16B |
| EBITDA (TTM) | $10.82B | $4.04B |
Key characteristics
| ELV | DFS | |
|---|---|---|
| Sharpe Ratio | -0.60 | 2.73 |
| Sortino Ratio | -0.66 | 3.86 |
| Omega Ratio | 0.90 | 1.52 |
| Calmar Ratio | -0.46 | 3.16 |
| Martin Ratio | -1.57 | 20.76 |
| Ulcer Index | 8.78% | 5.04% |
| Daily Std Dev | 22.98% | 38.30% |
| Max Drawdown | -67.19% | -81.74% |
| Current Drawdown | -29.68% | -5.51% |
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Correlation
The correlation between ELV and DFS 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.
Risk-Adjusted Performance
ELV vs. DFS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Elevance Health Inc (ELV) and Discover Financial Services (DFS). 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
ELV vs. DFS - Dividend Comparison
ELV's dividend yield for the trailing twelve months is around 1.62%, which matches DFS's 1.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELV Elevance Health Inc | 1.62% | 1.26% | 1.00% | 0.98% | 1.18% | 1.06% | 1.14% | 1.20% | 1.81% | 1.79% | 1.39% | 1.62% |
DFS Discover Financial Services | 1.22% | 2.40% | 2.35% | 1.63% | 1.94% | 1.98% | 2.54% | 1.69% | 1.61% | 2.01% | 1.40% | 1.07% |
Drawdowns
ELV vs. DFS - Drawdown Comparison
The maximum ELV drawdown since its inception was -67.19%, smaller than the maximum DFS drawdown of -81.74%. Use the drawdown chart below to compare losses from any high point for ELV and DFS. For additional features, visit the drawdowns tool.
Volatility
ELV vs. DFS - Volatility Comparison
The current volatility for Elevance Health Inc (ELV) is 6.45%, while Discover Financial Services (DFS) has a volatility of 21.16%. This indicates that ELV experiences smaller price fluctuations and is considered to be less risky than DFS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ELV vs. DFS - Financials Comparison
This section allows you to compare key financial metrics between Elevance Health Inc and Discover Financial Services. 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