ELV vs. MMC
Compare and contrast key facts about Elevance Health Inc (ELV) and Marsh & McLennan Companies, Inc. (MMC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ELV or MMC.
Performance
ELV vs. MMC - Performance Comparison
Returns By Period
In the year-to-date period, ELV achieves a -14.24% return, which is significantly lower than MMC's 19.79% return. Over the past 10 years, ELV has underperformed MMC with an annualized return of 13.81%, while MMC has yielded a comparatively higher 16.95% annualized return.
ELV
-14.24%
-6.98%
-26.40%
-12.37%
7.81%
13.81%
MMC
19.79%
-0.43%
7.34%
14.71%
17.66%
16.95%
Fundamentals
| ELV | MMC | |
|---|---|---|
| Market Cap | $95.77B | $110.59B |
| EPS | $27.46 | $8.11 |
| PE Ratio | 15.04 | 27.76 |
| PEG Ratio | 0.79 | 2.39 |
| Total Revenue (TTM) | $174.02B | $23.95B |
| Gross Profit (TTM) | $48.61B | $10.31B |
| EBITDA (TTM) | $10.82B | $6.95B |
Key characteristics
| ELV | MMC | |
|---|---|---|
| Sharpe Ratio | -0.49 | 0.99 |
| Sortino Ratio | -0.50 | 1.33 |
| Omega Ratio | 0.93 | 1.19 |
| Calmar Ratio | -0.39 | 1.77 |
| Martin Ratio | -1.33 | 5.08 |
| Ulcer Index | 8.38% | 2.85% |
| Daily Std Dev | 22.98% | 14.62% |
| Max Drawdown | -67.19% | -67.46% |
| Current Drawdown | -28.53% | -3.15% |
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Correlation
The correlation between ELV and MMC 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. MMC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Elevance Health Inc (ELV) and Marsh & McLennan Companies, Inc. (MMC). 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. MMC - Dividend Comparison
ELV's dividend yield for the trailing twelve months is around 1.59%, more than MMC's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELV Elevance Health Inc | 1.59% | 1.26% | 1.00% | 0.98% | 1.18% | 1.06% | 1.14% | 1.20% | 1.81% | 1.79% | 1.39% | 1.62% |
MMC Marsh & McLennan Companies, Inc. | 1.36% | 1.37% | 1.36% | 1.15% | 1.57% | 1.56% | 1.98% | 1.76% | 1.92% | 2.13% | 1.85% | 1.99% |
Drawdowns
ELV vs. MMC - Drawdown Comparison
The maximum ELV drawdown since its inception was -67.19%, roughly equal to the maximum MMC drawdown of -67.46%. Use the drawdown chart below to compare losses from any high point for ELV and MMC. For additional features, visit the drawdowns tool.
Volatility
ELV vs. MMC - Volatility Comparison
Elevance Health Inc (ELV) has a higher volatility of 6.54% compared to Marsh & McLennan Companies, Inc. (MMC) at 3.52%. This indicates that ELV's price experiences larger fluctuations and is considered to be riskier than MMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ELV vs. MMC - Financials Comparison
This section allows you to compare key financial metrics between Elevance Health Inc and Marsh & McLennan 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.
Total Revenue: Total amount of money received from sales and other business activities