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.
Key characteristics
| ELV | MMC | |
|---|---|---|
| YTD Return | 13.74% | 9.00% |
| 1Y Return | 19.66% | 14.58% |
| 3Y Return (Ann) | 12.06% | 16.77% |
| 5Y Return (Ann) | 16.63% | 18.32% |
| 10Y Return (Ann) | 19.33% | 17.51% |
| Sharpe Ratio | 0.88 | 1.02 |
| Daily Std Dev | 20.81% | 14.52% |
| Max Drawdown | -67.19% | -67.46% |
| Current Drawdown | -0.94% | -1.02% |
Fundamentals
| ELV | MMC | |
|---|---|---|
| Market Cap | $125.32B | $101.28B |
| EPS | $26.53 | $7.87 |
| PE Ratio | 20.32 | 26.12 |
| PEG Ratio | 1.14 | 2.43 |
| Revenue (TTM) | $171.75B | $23.29B |
| Gross Profit (TTM) | $40.11B | $8.88B |
| EBITDA (TTM) | $11.15B | $6.87B |
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.
Performance
ELV vs. MMC - Performance Comparison
In the year-to-date period, ELV achieves a 13.74% return, which is significantly higher than MMC's 9.00% return. Over the past 10 years, ELV has outperformed MMC with an annualized return of 19.33%, while MMC has yielded a comparatively lower 17.51% 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
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 1.14%, less than MMC's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELV Elevance Health Inc | 1.14% | 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. | 1.38% | 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 4.37% compared to Marsh & McLennan Companies, Inc. (MMC) at 3.44%. 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