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MMC vs. ELV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MMC and ELV is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

MMC vs. ELV - Performance Comparison

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

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Key characteristics

Sharpe Ratio

MMC:

0.58

ELV:

-0.99

Sortino Ratio

MMC:

0.83

ELV:

-1.31

Omega Ratio

MMC:

1.12

ELV:

0.82

Calmar Ratio

MMC:

0.75

ELV:

-0.86

Martin Ratio

MMC:

2.16

ELV:

-1.40

Ulcer Index

MMC:

4.56%

ELV:

21.10%

Daily Std Dev

MMC:

17.50%

ELV:

29.34%

Max Drawdown

MMC:

-67.46%

ELV:

-67.19%

Current Drawdown

MMC:

-8.91%

ELV:

-32.68%

Fundamentals

Market Cap

MMC:

$110.26B

ELV:

$84.82B

EPS

MMC:

$8.15

ELV:

$25.71

PE Ratio

MMC:

27.46

ELV:

14.60

PEG Ratio

MMC:

2.42

ELV:

0.68

PS Ratio

MMC:

4.40

ELV:

0.46

PB Ratio

MMC:

7.84

ELV:

2.00

Total Revenue (TTM)

MMC:

$25.05B

ELV:

$183.12B

Gross Profit (TTM)

MMC:

$10.67B

ELV:

$114.62B

EBITDA (TTM)

MMC:

$7.08B

ELV:

$10.09B

Returns By Period

In the year-to-date period, MMC achieves a 5.50% return, which is significantly higher than ELV's 1.89% return. Over the past 10 years, MMC has outperformed ELV with an annualized return of 16.44%, while ELV has yielded a comparatively lower 10.29% annualized return.


MMC

YTD

5.50%

1M

-6.24%

6M

-0.73%

1Y

10.09%

5Y*

18.12%

10Y*

16.44%

ELV

YTD

1.89%

1M

-15.16%

6M

-8.15%

1Y

-28.98%

5Y*

7.49%

10Y*

10.29%

*Annualized

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Risk-Adjusted Performance

MMC vs. ELV — Risk-Adjusted Performance Rank

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

MMC
The Risk-Adjusted Performance Rank of MMC is 6969
Overall Rank
The Sharpe Ratio Rank of MMC is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of MMC is 6060
Sortino Ratio Rank
The Omega Ratio Rank of MMC is 6161
Omega Ratio Rank
The Calmar Ratio Rank of MMC is 7878
Calmar Ratio Rank
The Martin Ratio Rank of MMC is 7474
Martin Ratio Rank

ELV
The Risk-Adjusted Performance Rank of ELV is 66
Overall Rank
The Sharpe Ratio Rank of ELV is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of ELV is 77
Sortino Ratio Rank
The Omega Ratio Rank of ELV is 77
Omega Ratio Rank
The Calmar Ratio Rank of ELV is 33
Calmar Ratio Rank
The Martin Ratio Rank of ELV is 88
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MMC vs. ELV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Marsh & McLennan Companies, Inc. (MMC) and Elevance Health Inc (ELV). 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.


The current MMC Sharpe Ratio is 0.58, which is higher than the ELV Sharpe Ratio of -0.99. The chart below compares the historical Sharpe Ratios of MMC and ELV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

MMC vs. ELV - Dividend Comparison

MMC's dividend yield for the trailing twelve months is around 1.47%, less than ELV's 1.76% yield.


TTM20242023202220212020201920182017201620152014
MMC
Marsh & McLennan Companies, Inc.
1.47%1.44%1.37%1.36%1.15%1.57%1.56%1.98%1.76%1.92%2.13%1.85%
ELV
Elevance Health Inc
1.76%1.77%1.26%1.00%0.98%1.18%1.06%1.14%1.20%1.81%1.79%1.39%

Drawdowns

MMC vs. ELV - Drawdown Comparison

The maximum MMC drawdown since its inception was -67.46%, roughly equal to the maximum ELV drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for MMC and ELV. For additional features, visit the drawdowns tool.


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Volatility

MMC vs. ELV - Volatility Comparison

The current volatility for Marsh & McLennan Companies, Inc. (MMC) is 8.08%, while Elevance Health Inc (ELV) has a volatility of 13.31%. This indicates that MMC experiences smaller price fluctuations and is considered to be less risky than ELV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

MMC vs. ELV - Financials Comparison

This section allows you to compare key financial metrics between Marsh & McLennan Companies, Inc. and Elevance Health 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00B20212022202320242025
7.06B
48.89B
(MMC) Total Revenue
(ELV) Total Revenue
Values in USD except per share items

MMC vs. ELV - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20212022202320242025
45.5%
89.8%
(MMC) Gross Margin
(ELV) Gross Margin
MMC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported a gross profit of 3.21B and revenue of 7.06B. Therefore, the gross margin over that period was 45.5%.

ELV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Elevance Health Inc reported a gross profit of 43.91B and revenue of 48.89B. Therefore, the gross margin over that period was 89.8%.

MMC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported an operating income of 2.01B and revenue of 7.06B, resulting in an operating margin of 28.4%.

ELV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Elevance Health Inc reported an operating income of 3.14B and revenue of 48.89B, resulting in an operating margin of 6.4%.

MMC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported a net income of 1.38B and revenue of 7.06B, resulting in a net margin of 19.6%.

ELV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Elevance Health Inc reported a net income of 2.18B and revenue of 48.89B, resulting in a net margin of 4.5%.