ELV vs. PRU
ELV (Elevance Health, Inc.) and PRU (Prudential Financial, Inc.) are both stocks. ELV operates in Healthcare Plans (Healthcare), while PRU operates in Insurance - Life (Financial Services). Over the past 10 years, ELV returned 11.88%/yr vs 9.39%/yr for PRU. At a 0.37 correlation, their price movements are largely independent.
Performance
ELV vs. PRU - Performance Comparison
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Returns By Period
In the year-to-date period, ELV achieves a 10.16% return, which is significantly higher than PRU's 7.37% return. Over the past 10 years, ELV has outperformed PRU with an annualized return of 11.88%, while PRU has yielded a comparatively lower 9.39% annualized return.
ELV
- 1D
- 2.44%
- 1M
- -1.61%
- 6M
- 3.01%
- YTD
- 10.16%
- 1Y
- 40.84%
- 3Y*
- -5.51%
- 5Y*
- 1.37%
- 10Y*
- 11.88%
- ALL TIME*
- 13.69%
PRU
- 1D
- -0.92%
- 1M
- 10.74%
- 6M
- 8.51%
- YTD
- 7.37%
- 1Y
- 20.44%
- 3Y*
- 13.03%
- 5Y*
- 8.25%
- 10Y*
- 9.39%
- ALL TIME*
- 9.17%
ELV vs. PRU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ELV Elevance Health, Inc. | 10.16% | -3.14% | -20.72% | -6.89% | 11.83% | 46.12% | 7.74% | 16.33% | 18.11% | 58.72% |
PRU Prudential Financial, Inc. | 7.37% | 0.18% | 19.46% | 10.09% | -3.86% | 45.32% | -11.40% | 20.10% | -26.46% | 13.65% |
Correlation
The correlation between ELV and PRU is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Dec 13, 2001 | 0.37 |
The correlation between ELV and PRU shifts across timeframes, from 0.18 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ELV:
$82.89B
PRU:
$40.97B
ELV:
$22.41
PRU:
$9.88
ELV:
17.06
PRU:
11.94
ELV:
0.42
PRU:
0.87
ELV:
$201.11B
PRU:
$47.43B
ELV:
$78.34B
PRU:
$14.72B
ELV:
$8.01B
PRU:
$4.02B
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Return for Risk
ELV vs. PRU — Risk / Return Rank
ELV
PRU
ELV vs. PRU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Elevance Health, Inc. (ELV) and Prudential Financial, Inc. (PRU). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ELV | PRU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 0.96 | +0.59 |
| Martin ratioReturn relative to average drawdown | 4.03 | 2.07 | +1.95 |
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Drawdowns
ELV vs. PRU - Drawdown Comparison
The maximum ELV drawdown since its inception was -67.19%, smaller than the maximum PRU drawdown of -88.53%. Use the drawdown chart below to compare losses from any high point for ELV and PRU.
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Drawdown Indicators
| ELV | PRU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.19% | -88.53% | +21.34% |
Max Drawdown (1Y)Largest decline over 1 year | -26.49% | -21.46% | -5.03% |
Max Drawdown (3Y)Largest decline over 3 years | -50.38% | -25.66% | -24.72% |
Max Drawdown (5Y)Largest decline over 5 years | -50.38% | -33.11% | -17.27% |
Max Drawdown (10Y)Largest decline over 10 years | -50.38% | -65.89% | +15.51% |
Current DrawdownCurrent decline from peak | -29.50% | -1.56% | -27.94% |
Average DrawdownAverage peak-to-trough decline | -15.34% | -18.27% | +2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.17% | 9.88% | +0.29% |
Volatility
ELV vs. PRU - Volatility Comparison
Elevance Health, Inc. (ELV) has a higher volatility of 14.46% compared to Prudential Financial, Inc. (PRU) at 6.58%. This indicates that ELV's price experiences larger fluctuations and is considered to be riskier than PRU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ELV | PRU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.46% | 6.58% | +7.88% |
Volatility (6M)Calculated over the trailing 6-month period | 29.88% | 18.21% | +11.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.33% | 23.06% | +13.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.61% | 25.61% | +4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.11% | 31.67% | -0.56% |
Dividends
ELV vs. PRU - Dividend Comparison
ELV's dividend yield for the trailing twelve months is around 1.79%, less than PRU's 4.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELV Elevance Health, Inc. | 1.79% | 1.95% | 1.77% | 1.26% | 1.00% | 0.98% | 1.18% | 1.06% | 1.14% | 1.20% | 1.81% | 1.79% |
PRU Prudential Financial, Inc. | 4.66% | 4.78% | 4.39% | 4.82% | 4.83% | 4.25% | 5.64% | 4.27% | 4.41% | 2.61% | 2.69% | 3.00% |
Financials
ELV vs. PRU - Financials Comparison
This section allows you to compare key financial metrics between Elevance Health, Inc. and Prudential Financial, 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
Frequently Asked Questions
ELV and PRU have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ELV has higher volatility (14.46%) compared to PRU (6.58%). In terms of maximum drawdown, ELV dropped -67.19% vs PRU's -88.53%.
ELV currently has the higher Sharpe Ratio (1.13 vs 0.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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