SWK vs. ELV
Compare and contrast key facts about Stanley Black & Decker, Inc. (SWK) and Elevance Health Inc (ELV).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWK or ELV.
Key characteristics
| SWK | ELV | |
|---|---|---|
| YTD Return | -11.74% | 12.11% |
| 1Y Return | 3.32% | 16.88% |
| 3Y Return (Ann) | -23.68% | 11.72% |
| 5Y Return (Ann) | -8.67% | 16.45% |
| 10Y Return (Ann) | 2.34% | 19.47% |
| Sharpe Ratio | 0.09 | 0.79 |
| Daily Std Dev | 31.11% | 20.83% |
| Max Drawdown | -66.45% | -67.19% |
| Current Drawdown | -57.50% | -2.36% |
Fundamentals
| SWK | ELV | |
|---|---|---|
| Market Cap | $13.80B | $124.87B |
| EPS | -$1.88 | $26.49 |
| PE Ratio | 24.55 | 20.28 |
| PEG Ratio | 1.37 | 1.14 |
| Revenue (TTM) | $15.78B | $171.75B |
| Gross Profit (TTM) | $4.41B | $40.11B |
| EBITDA (TTM) | $1.20B | $11.15B |
Correlation
The correlation between SWK and ELV 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.
Performance
SWK vs. ELV - Performance Comparison
In the year-to-date period, SWK achieves a -11.74% return, which is significantly lower than ELV's 12.11% return. Over the past 10 years, SWK has underperformed ELV with an annualized return of 2.34%, while ELV has yielded a comparatively higher 19.47% 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
SWK vs. ELV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stanley Black & Decker, Inc. (SWK) 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.
Dividends
SWK vs. ELV - Dividend Comparison
SWK's dividend yield for the trailing twelve months is around 3.76%, more than ELV's 1.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWK Stanley Black & Decker, Inc. | 3.76% | 3.28% | 4.23% | 1.58% | 1.56% | 1.63% | 2.15% | 1.43% | 1.97% | 2.01% | 2.12% | 2.45% |
ELV Elevance Health Inc | 1.15% | 1.26% | 1.00% | 0.98% | 1.18% | 1.06% | 1.14% | 1.20% | 1.81% | 1.79% | 1.39% | 1.62% |
Drawdowns
SWK vs. ELV - Drawdown Comparison
The maximum SWK drawdown since its inception was -66.45%, roughly equal to the maximum ELV drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for SWK and ELV. For additional features, visit the drawdowns tool.
Volatility
SWK vs. ELV - Volatility Comparison
Stanley Black & Decker, Inc. (SWK) has a higher volatility of 10.06% compared to Elevance Health Inc (ELV) at 4.96%. This indicates that SWK's price experiences larger fluctuations and is considered to be riskier than ELV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SWK vs. ELV - Financials Comparison
This section allows you to compare key financial metrics between Stanley Black & Decker, 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.
Total Revenue: Total amount of money received from sales and other business activities