AEG vs DVA

Comparison between Aegon Ltd (AEG, Company) and DaVita Inc (DVA, Company).

AEG is from the Financial Services sector, while DVA is from the Healthcare sector.

5-Year PerformanceAEG has outperformed DVA, delivering a return of +17.6% compared to +9.8%

AEG vs DVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AEG(COMPANY)	DVA(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	96.01%	68.00%
Sharpe Ratio	0.79	0.91
5Y Beta	0.90	0.38
Industry	Insurance - Diversified	Medical Care Facilities
P/E Ratio	6.17	19.80
Forward P/E	9.54	13.24
PEG Ratio	14.09	0.60
Dividend Yield	4.81%	N/A
5Y Dividends CAGR	54.14%	N/A
5Y EPS CAGR	14.56%	8.34%
Debt to Equity	74.42%	0.00%
Free Cash Flow Yield	-5.54%	11.36%
P/S Ratio	1.07	0.90
P/B Ratio	1.20	21.63

Market Cap

AEG

$13B

Winner

DVA

$13B

Max Drawdown

AEG

96.01%

Winner

DVA

68.00%

Sharpe Ratio

AEG

0.79

Winner

DVA

0.91

5Y Beta

AEG

0.90

Winner

DVA

0.38

Industry

AEG

Insurance - Diversified

DVA

Medical Care Facilities

P/E Ratio

Winner

AEG

6.17

DVA

19.80

Forward P/E

Winner

AEG

9.54

DVA

13.24

PEG Ratio

AEG

14.09

Winner

DVA

0.60

Dividend Yield

AEG

4.81%

DVA

N/A

5Y Dividends CAGR

AEG

54.14%

DVA

N/A

5Y EPS CAGR

Winner

AEG

14.56%

DVA

8.34%

Debt to Equity

AEG

74.42%

Winner

DVA

0.00%

Free Cash Flow Yield

AEG

-5.54%

Winner

DVA

11.36%

P/S Ratio

AEG

1.07

Winner

DVA

0.90

P/B Ratio

Winner

AEG

1.20

DVA

21.63

AEG vs DVA - Historical Returns

Returns include dividend reinvestment.

Period	AEG	DVA
1 month	+0.73%	+22.42%
3 months	+16.24%	+28.22%
6 months	+5.11%	+63.77%
1 year	+21.70%	+39.57%
5 years(CAGR)	+17.64%	+9.83%
10 years(CAGR)	+10.44%	+9.59%
Max(CAGR)	-2.41%	+17.56%

AEG

+0.73%

Winner

DVA

+22.42%

AEG

+16.24%

Winner

DVA

+28.22%

AEG

+5.11%

Winner

DVA

+63.77%

AEG

+21.70%

Winner

DVA

+39.57%

5Y(CAGR)

Winner

AEG

+17.64%

DVA

+9.83%

10Y(CAGR)

Winner

AEG

+10.44%

DVA

+9.59%

Max(CAGR)

AEG

-2.41%

Winner

DVA

+17.56%

AEG vs DVA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AEG	DVA
2026	+6.06%	+67.89%
2025	+39.17%	-24.17%
2024	+8.78%	+39.91%
2023	+20.84%	+39.98%
2022	+5.13%	-35.31%
2021	+31.82%	-2.35%
2020	-11.82%	+56.01%
2019	+6.23%	+45.04%
2018	-22.83%	-29.06%
2017	+17.94%	+11.00%
2016	+6.18%	-6.51%
2015	-20.99%	-8.07%
2014	-17.10%	+16.92%
2013	+51.63%	+16.06%
2012	+61.75%	+43.30%
2011	-35.27%	+9.38%
2010	-10.25%	+15.97%
2009	-1.38%	+19.63%
2008	-62.99%	-10.67%
2007	-4.61%	+1.66%
2006	+16.78%	+10.40%
2005	+24.34%	+28.66%
2004	-3.45%	+50.08%
2003	+13.18%	+55.44%
2002	-50.21%	+3.87%
2001	-33.63%	+52.24%
2000	-15.08%	+148.99%
1999	+6.18%	-14.34%

AEG vs DVA Drawdown Comparison

The maximum drawdown for AEG was -93.29%, occurring on Mar 9, 2009. This drawdown has not yet recovered.

The maximum drawdown for DVA was -68.00%, occurring on Mar 21, 2000. Recovery took 231 trading sessions.

The current AEG drawdown is -52.15%. The current DVA drawdown is -4.13%.

Rank	AEG	DVA
#1	-93.29% Jan 3, 2000 - Mar 9, 2009	-68.00% Nov 2, 1999 - Oct 2, 2000
#2	-3.71% Dec 8, 1999 - Dec 20, 1999	-51.10% Aug 4, 2021 - Mar 5, 2024
#3	-2.97% Nov 26, 1999 - Dec 7, 1999	-48.45% May 28, 2015 - Feb 11, 2020
#4	-1.99% Nov 8, 1999 - Nov 16, 1999	-41.43% Feb 4, 2025 - May 6, 2026
#5	-1.94% Dec 27, 1999 - Jan 3, 2000	-36.36% Oct 18, 2007 - Jun 17, 2010
#6	-1.44% Nov 17, 1999 - Nov 24, 1999	-32.14% Jul 7, 2011 - Mar 30, 2012
#7	-0.93% Dec 20, 1999 - Dec 22, 1999	-26.56% Feb 11, 2020 - Jul 29, 2020
#8	-0.08% Nov 3, 1999 - Nov 5, 1999	-25.53% May 1, 2002 - Jun 11, 2003
#9	N/A	-25.32% Jan 31, 2001 - May 8, 2001
#10	N/A	-23.75% Jul 18, 2001 - Nov 30, 2001
#11	N/A	-21.04% Mar 16, 2006 - Sep 12, 2007
#12	N/A	-19.86% Apr 29, 2004 - Dec 6, 2004
#13	N/A	-19.30% Jan 8, 2021 - May 6, 2021
#14	N/A	-18.05% May 10, 2013 - Jan 9, 2014
#15	N/A	-15.36% Sep 16, 2024 - Nov 22, 2024