TRV vs. ADEA
TRV (The Travelers Companies, Inc.) and ADEA (Adeia Inc) are both stocks. TRV operates in Insurance - Property & Casualty (Financial Services), while ADEA operates in Software - Application (Technology). Over the past 10 years, TRV returned 12.87%/yr vs 16.91%/yr for ADEA. At a 0.28 correlation, their price movements are largely independent.
Performance
TRV vs. ADEA - Performance Comparison
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Returns By Period
In the year-to-date period, TRV achieves a 5.79% return, which is significantly lower than ADEA's 85.80% return. Over the past 10 years, TRV has underperformed ADEA with an annualized return of 12.87%, while ADEA has yielded a comparatively higher 16.91% annualized return.
TRV
- 1D
- 0.18%
- 1M
- 3.63%
- YTD
- 5.79%
- 6M
- 7.55%
- 1Y
- 16.30%
- 3Y*
- 22.19%
- 5Y*
- 16.78%
- 10Y*
- 12.87%
ADEA
- 1D
- -2.15%
- 1M
- 0.82%
- YTD
- 85.80%
- 6M
- 144.66%
- 1Y
- 133.63%
- 3Y*
- 46.44%
- 5Y*
- 42.19%
- 10Y*
- 16.91%
TRV vs. ADEA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRV The Travelers Companies, Inc. | 5.79% | 22.38% | 28.76% | 3.93% | 22.42% | 13.96% | 5.31% | 17.00% | -9.64% | 13.36% |
ADEA Adeia Inc | 85.80% | 25.22% | 14.75% | 33.53% | 92.17% | -8.65% | 16.55% | 4.53% | -21.13% | -43.16% |
Correlation
The correlation between TRV and ADEA is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2003 | 0.28 |
The correlation between TRV and ADEA shifts across timeframes, from -0.03 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
Fundamentals
TRV:
$66.49B
ADEA:
$3.65B
TRV:
$33.83
ADEA:
$1.08
TRV:
9.00
ADEA:
29.57
TRV:
0.42
ADEA:
2.06
TRV:
1.40
ADEA:
7.84
TRV:
2.08
ADEA:
7.81
TRV:
$48.94B
ADEA:
$460.49M
TRV:
$16.00B
ADEA:
$312.21M
TRV:
$8.15B
ADEA:
$235.56M
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Return for Risk
TRV vs. ADEA — Risk / Return Rank
TRV
ADEA
TRV vs. ADEA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Travelers Companies, Inc. (TRV) and Adeia Inc (ADEA). 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.
| TRV | ADEA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -1.40 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.40 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.97 | 3.86 | -1.89 |
| Martin ratioReturn relative to average drawdown | 4.83 | 10.97 | -6.14 |
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Drawdowns
TRV vs. ADEA - Drawdown Comparison
The maximum TRV drawdown since its inception was -55.11%, smaller than the maximum ADEA drawdown of -80.75%. Use the drawdown chart below to compare losses from any high point for TRV and ADEA.
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Drawdown Indicators
| TRV | ADEA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.11% | -80.75% | +25.64% |
Max Drawdown (1Y)Largest decline over 1 year | -8.31% | -34.81% | +26.50% |
Max Drawdown (3Y)Largest decline over 3 years | -12.47% | -34.81% | +22.34% |
Max Drawdown (5Y)Largest decline over 5 years | -18.90% | -38.97% | +20.07% |
Max Drawdown (10Y)Largest decline over 10 years | -46.28% | -73.66% | +27.38% |
Current DrawdownCurrent decline from peak | -1.66% | -4.91% | +3.25% |
Average DrawdownAverage peak-to-trough decline | -11.11% | -37.82% | +26.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 12.25% | -8.86% |
Volatility
TRV vs. ADEA - Volatility Comparison
The current volatility for The Travelers Companies, Inc. (TRV) is 6.11%, while Adeia Inc (ADEA) has a volatility of 23.40%. This indicates that TRV experiences smaller price fluctuations and is considered to be less risky than ADEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRV | ADEA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.11% | 23.40% | -17.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.74% | 50.06% | -37.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.63% | 62.21% | -43.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.87% | 62.42% | -40.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.40% | 56.47% | -32.07% |
Dividends
TRV vs. ADEA - Dividend Comparison
TRV's dividend yield for the trailing twelve months is around 1.49%, more than ADEA's 0.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADEA Adeia Inc | 0.63% | 1.16% | 1.43% | 1.61% | 0.95% | 1.06% | 2.39% | 4.32% | 4.35% | 3.28% | 1.81% | 2.67% |
TRV The Travelers Companies, Inc. | 1.49% | 1.50% | 1.72% | 2.06% | 1.96% | 2.23% | 2.40% | 2.36% | 2.53% | 2.09% | 2.14% | 2.11% |
Financials
TRV vs. ADEA - Financials Comparison
This section allows you to compare key financial metrics between The Travelers Companies, Inc. and Adeia 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
TRV vs. ADEA - Profitability Comparison
TRV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Travelers Companies, Inc. reported a gross profit of 0.00 and revenue of 11.92B. Therefore, the gross margin over that period was 0.0%.
ADEA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Adeia Inc reported a gross profit of 0.00 and revenue of 104.77M. Therefore, the gross margin over that period was 0.0%.
TRV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Travelers Companies, Inc. reported an operating income of 0.00 and revenue of 11.92B, resulting in an operating margin of 0.0%.
ADEA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Adeia Inc reported an operating income of 34.83M and revenue of 104.77M, resulting in an operating margin of 33.3%.
TRV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Travelers Companies, Inc. reported a net income of 1.71B and revenue of 11.92B, resulting in a net margin of 14.4%.
ADEA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Adeia Inc reported a net income of 22.77M and revenue of 104.77M, resulting in a net margin of 21.7%.
Frequently Asked Questions
TRV and ADEA have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADEA has higher volatility (23.40%) compared to TRV (6.11%). In terms of maximum drawdown, TRV dropped -55.11% vs ADEA's -80.75%.
ADEA currently has the higher Sharpe Ratio (2.16 vs 0.88), 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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