ELV vs. SWK

Last updated Apr 1, 2026

Compare and contrast key facts about Elevance Health Inc (ELV) and Stanley Black & Decker, Inc. (SWK).

Performance

ELV vs. SWK - Performance Comparison

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

ELV vs. SWK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ELV Elevance Health Inc	-15.97%	-3.14%	-20.72%	-6.89%	11.83%	46.12%	7.74%	16.33%	18.11%	58.72%
SWK Stanley Black & Decker, Inc.	-3.27%	-3.17%	-15.19%	35.55%	-58.92%	7.28%	9.73%	41.18%	-28.13%	50.50%

Fundamentals

Market Cap ELV : $64.93B SWK : $10.81B
EPS ELV : $25.22 SWK : $2.65
PE Ratio ELV : 11.61 SWK : 26.86
PS Ratio ELV : 0.33 SWK : 0.71
PB Ratio ELV : 1.48 SWK : 1.19
Total Revenue (TTM) ELV : $198.69B SWK : $15.13B
Gross Profit (TTM) ELV : $111.58B SWK : $4.52B
EBITDA (TTM) ELV : $9.57B SWK : $1.27B

Returns By Period

In the year-to-date period, ELV achieves a -15.97% return, which is significantly lower than SWK's -3.27% return. Over the past 10 years, ELV has outperformed SWK with an annualized return of 9.02%, while SWK has yielded a comparatively lower -1.41% annualized return.

ELV

• 1D: 2.80%
• 1M: -7.95%
• YTD: -15.97%
• 6M: -8.37%
• 1Y: -31.26%
• 3Y*: -12.58%
• 5Y*: -2.35%
• 10Y*: 9.02%

SWK

• 1D: 5.40%
• 1M: -16.93%
• YTD: -3.27%
• 6M: -2.20%
• 1Y: -3.14%
• 3Y*: -0.18%
• 5Y*: -15.90%
• 10Y*: -1.41%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

ELV vs. SWK — Risk / Return Rank

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

ELV

ELV Risk / Return Rank: 13
ELV Sharpe Ratio Rank: 10
ELV Sortino Ratio Rank: 13
ELV Omega Ratio Rank: 12
ELV Calmar Ratio Rank: 14
ELV Martin Ratio Rank: 18

SWK

SWK Risk / Return Rank: 38
SWK Sharpe Ratio Rank: 39
SWK Sortino Ratio Rank: 36
SWK Omega Ratio Rank: 36
SWK Calmar Ratio Rank: 39
SWK Martin Ratio Rank: 39

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ELV vs. SWK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Elevance Health Inc (ELV) and Stanley Black & Decker, Inc. (SWK). 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.

	ELV	SWK	Difference
Sharpe ratio Return per unit of total volatility	-0.78	-0.07	-0.71
Sortino ratio Return per unit of downside risk	-0.88	0.24	-1.12
Omega ratio Gain probability vs. loss probability	0.87	1.03	-0.16
Calmar ratio Return relative to maximum drawdown	-0.79	-0.09	-0.69
Martin ratio Return relative to average drawdown	-1.24	-0.21	-1.03
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ELV vs. SWK - Sharpe Ratio Comparison

The current ELV Sharpe Ratio is -0.78, which is lower than the SWK Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of ELV and SWK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ELV	SWK	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.78	-0.07	-0.71
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.08	-0.43	+0.35
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.29	-0.04	+0.33
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	0.24	+0.16

Correlation

The correlation between ELV and SWK is 0.34, 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.

Dividends

ELV vs. SWK - Dividend Comparison

ELV's dividend yield for the trailing twelve months is around 2.34%, less than SWK's 4.66% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ELV Elevance Health Inc	2.34%	1.95%	1.77%	1.26%	1.00%	0.98%	1.18%	1.06%	1.14%	1.20%	1.81%	1.79%
SWK Stanley Black & Decker, Inc.	4.66%	4.44%	4.06%	3.28%	4.23%	1.58%	1.56%	1.63%	2.15%	1.43%	1.97%	2.01%

Drawdowns

ELV vs. SWK - Drawdown Comparison

The maximum ELV drawdown since its inception was -67.19%, smaller than the maximum SWK drawdown of -71.31%. Use the drawdown chart below to compare losses from any high point for ELV and SWK.

Drawdown Indicators

	ELV	SWK	Difference
Max Drawdown Largest peak-to-trough decline	-67.19%	-71.31%	+4.12%
Max Drawdown (1Y) Largest decline over 1 year	-39.06%	-27.44%	-11.62%
Max Drawdown (5Y) Largest decline over 5 years	-50.38%	-71.31%	+20.93%
Max Drawdown (10Y) Largest decline over 10 years	-50.38%	-71.31%	+20.93%
Current Drawdown Current decline from peak	-46.22%	-61.75%	+15.53%
Average Drawdown Average peak-to-trough decline	-15.15%	-19.27%	+4.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	24.89%	12.51%	+12.38%

Volatility

ELV vs. SWK - Volatility Comparison

The current volatility for Elevance Health Inc (ELV) is 8.34%, while Stanley Black & Decker, Inc. (SWK) has a volatility of 10.53%. This indicates that ELV experiences smaller price fluctuations and is considered to be less risky than SWK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ELV	SWK	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.34%	10.53%	-2.19%
Volatility (6M) Calculated over the trailing 6-month period	27.00%	26.04%	+0.96%
Volatility (1Y) Calculated over the trailing 1-year period	40.26%	46.43%	-6.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.50%	36.92%	-8.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.70%	36.25%	-5.55%

Financials

ELV vs. SWK - Profitability Comparison

The chart below illustrates the profitability comparison between Elevance Health Inc and Stanley Black & Decker, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

ELV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Elevance Health Inc reported a gross profit of 5.72B and revenue of 49.31B. Therefore, the gross margin over that period was 11.6%.

SWK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Stanley Black & Decker, Inc. reported a gross profit of 1.22B and revenue of 3.68B. Therefore, the gross margin over that period was 33.2%.

ELV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Elevance Health Inc reported an operating income of 145.00M and revenue of 49.31B, resulting in an operating margin of 0.3%.

SWK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Stanley Black & Decker, Inc. reported an operating income of 309.40M and revenue of 3.68B, resulting in an operating margin of 8.4%.

ELV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Elevance Health Inc reported a net income of 547.00M and revenue of 49.31B, resulting in a net margin of 1.1%.

SWK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Stanley Black & Decker, Inc. reported a net income of 158.20M and revenue of 3.68B, resulting in a net margin of 4.3%.