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SPXC vs. CVS
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SPXC vs. CVS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPX Corporation (SPXC) and CVS Health Corporation (CVS). The values are adjusted to include any dividend payments, if applicable.

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SPXC vs. CVS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPXC
SPX Corporation
-0.06%37.48%44.06%53.86%10.00%9.42%7.19%81.65%-10.77%32.34%
CVS
CVS Health Corporation
-8.76%84.35%-40.77%-12.53%-7.63%54.87%-5.14%17.26%-7.04%-5.75%

Fundamentals

Market Cap

SPXC:

$9.70B

CVS:

$91.71B

EPS

SPXC:

$5.05

CVS:

$1.39

PE Ratio

SPXC:

39.56

CVS:

51.67

PS Ratio

SPXC:

4.26

CVS:

0.23

PB Ratio

SPXC:

4.33

CVS:

1.22

Total Revenue (TTM)

SPXC:

$2.27B

CVS:

$402.07B

Gross Profit (TTM)

SPXC:

$917.70M

CVS:

$55.36B

EBITDA (TTM)

SPXC:

$441.20M

CVS:

$8.69B

Returns By Period

In the year-to-date period, SPXC achieves a -0.06% return, which is significantly higher than CVS's -8.76% return. Over the past 10 years, SPXC has outperformed CVS with an annualized return of 29.18%, while CVS has yielded a comparatively lower -0.76% annualized return.


SPXC

1D
4.84%
1M
-11.90%
YTD
-0.06%
6M
7.05%
1Y
55.26%
3Y*
41.49%
5Y*
27.41%
10Y*
29.18%

CVS

1D
2.40%
1M
-10.11%
YTD
-8.76%
6M
-3.17%
1Y
10.05%
3Y*
2.77%
5Y*
2.63%
10Y*
-0.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SPXC vs. CVS — Risk / Return Rank

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

SPXC
SPXC Risk / Return Rank: 8383
Overall Rank
SPXC Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
SPXC Sortino Ratio Rank: 8383
Sortino Ratio Rank
SPXC Omega Ratio Rank: 8080
Omega Ratio Rank
SPXC Calmar Ratio Rank: 8181
Calmar Ratio Rank
SPXC Martin Ratio Rank: 8585
Martin Ratio Rank

CVS
CVS Risk / Return Rank: 5353
Overall Rank
CVS Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
CVS Sortino Ratio Rank: 4646
Sortino Ratio Rank
CVS Omega Ratio Rank: 4747
Omega Ratio Rank
CVS Calmar Ratio Rank: 5858
Calmar Ratio Rank
CVS Martin Ratio Rank: 5959
Martin Ratio Rank
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.

SPXC vs. CVS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPX Corporation (SPXC) and CVS Health Corporation (CVS). 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.


SPXCCVSDifference

Sharpe ratio

Return per unit of total volatility

1.51

0.33

+1.18

Sortino ratio

Return per unit of downside risk

2.22

0.60

+1.62

Omega ratio

Gain probability vs. loss probability

1.28

1.09

+0.19

Calmar ratio

Return relative to maximum drawdown

2.35

0.67

+1.68

Martin ratio

Return relative to average drawdown

7.50

1.66

+5.84

SPXC vs. CVS - Sharpe Ratio Comparison

The current SPXC Sharpe Ratio is 1.51, which is higher than the CVS Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of SPXC and CVS, 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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Sharpe Ratios by Period


SPXCCVSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.51

0.33

+1.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

0.09

+0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

-0.03

+0.81

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.31

-0.08

Correlation

The correlation between SPXC and CVS is 0.23, 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

SPXC vs. CVS - Dividend Comparison

SPXC has not paid dividends to shareholders, while CVS's dividend yield for the trailing twelve months is around 3.70%.


TTM20252024202320222021202020192018201720162015
SPXC
SPX Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%8.04%
CVS
CVS Health Corporation
3.70%3.35%5.93%3.06%2.36%1.94%2.93%2.69%3.05%2.76%2.15%1.43%

Drawdowns

SPXC vs. CVS - Drawdown Comparison

The maximum SPXC drawdown since its inception was -93.77%, which is greater than CVS's maximum drawdown of -64.07%. Use the drawdown chart below to compare losses from any high point for SPXC and CVS.


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Drawdown Indicators


SPXCCVSDifference

Max Drawdown

Largest peak-to-trough decline

-93.77%

-64.07%

-29.70%

Max Drawdown (1Y)

Largest decline over 1 year

-23.15%

-16.44%

-6.71%

Max Drawdown (5Y)

Largest decline over 5 years

-38.32%

-56.79%

+18.47%

Max Drawdown (10Y)

Largest decline over 10 years

-50.26%

-56.79%

+6.53%

Current Drawdown

Current decline from peak

-17.73%

-25.47%

+7.74%

Average Drawdown

Average peak-to-trough decline

-38.39%

-19.59%

-18.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.26%

6.66%

+0.60%

Volatility

SPXC vs. CVS - Volatility Comparison

SPX Corporation (SPXC) has a higher volatility of 14.43% compared to CVS Health Corporation (CVS) at 5.98%. This indicates that SPXC's price experiences larger fluctuations and is considered to be riskier than CVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPXCCVSDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.43%

5.98%

+8.45%

Volatility (6M)

Calculated over the trailing 6-month period

27.27%

23.03%

+4.24%

Volatility (1Y)

Calculated over the trailing 1-year period

36.80%

30.81%

+5.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.53%

29.36%

+5.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.33%

28.93%

+8.40%

Financials

SPXC vs. CVS - Financials Comparison

This section allows you to compare key financial metrics between SPX Corporation and CVS Health Corporation. 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


0.0020.00B40.00B60.00B80.00B100.00B20212022202320242025
637.30M
105.69B
(SPXC) Total Revenue
(CVS) Total Revenue
Values in USD except per share items

SPXC vs. CVS - Profitability Comparison

The chart below illustrates the profitability comparison between SPX Corporation and CVS Health Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%20212022202320242025
43.6%
12.8%
Portfolio components
SPXC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SPX Corporation reported a gross profit of 278.00M and revenue of 637.30M. Therefore, the gross margin over that period was 43.6%.

CVS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, CVS Health Corporation reported a gross profit of 13.57B and revenue of 105.69B. Therefore, the gross margin over that period was 12.8%.

SPXC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, SPX Corporation reported an operating income of 100.10M and revenue of 637.30M, resulting in an operating margin of 15.7%.

CVS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, CVS Health Corporation reported an operating income of 2.11B and revenue of 105.69B, resulting in an operating margin of 2.0%.

SPXC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SPX Corporation reported a net income of 77.50M and revenue of 637.30M, resulting in a net margin of 12.2%.

CVS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, CVS Health Corporation reported a net income of 2.94B and revenue of 105.69B, resulting in a net margin of 2.8%.