AGL vs STEW

Comparison between Agilon Health Inc (AGL, Company) and SRH Total Return Fund Inc (STEW, Company).

AGL is from the Healthcare sector, while STEW is from the Financial Services sector.

AGL vs STEW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGL(COMPANY)	STEW(COMPANY)
Market Cap	$1.69B	$1.69B
Max Drawdown	99.27%	26.58%
Sharpe Ratio	1.10	0.30
5Y Beta	0.70	0.62
Industry	Medical Care Facilities	Asset Management
P/E Ratio	-4.76	2.35
Forward P/E	178.57	N/A
PEG Ratio	-0.10	0.02
Dividend Yield	N/A	3.72%
Debt to Equity	16.55%	10.04%
Free Cash Flow Yield	-3.70%	2.20%
P/S Ratio	0.29	52.72
P/B Ratio	9.35	0.76

Market Cap

AGL

$1.69B

Winner

STEW

$1.69B

Max Drawdown

AGL

99.27%

Winner

STEW

26.58%

Sharpe Ratio

Winner

AGL

1.10

STEW

0.30

5Y Beta

AGL

0.70

Winner

STEW

0.62

Industry

AGL

Medical Care Facilities

STEW

Asset Management

P/E Ratio

Winner

AGL

-4.76

STEW

2.35

Forward P/E

AGL

178.57

STEW

N/A

PEG Ratio

Winner

AGL

-0.10

STEW

0.02

Dividend Yield

AGL

N/A

STEW

3.72%

Debt to Equity

AGL

16.55%

Winner

STEW

10.04%

Free Cash Flow Yield

AGL

-3.70%

Winner

STEW

2.20%

P/S Ratio

Winner

AGL

0.29

STEW

52.72

P/B Ratio

AGL

9.35

Winner

STEW

0.76

AGL vs STEW - Historical Returns

Returns include dividend reinvestment.

Period	AGL	STEW
1 month	+61.99%	+0.45%
3 months	+644.92%	+5.22%
6 months	+526.70%	-0.20%
1 year	+105.75%	+7.01%
5 years(CAGR)	-34.29%	+8.81%
Max(CAGR)	-31.19%	+8.81%

Winner

AGL

+61.99%

STEW

+0.45%

Winner

AGL

+644.92%

STEW

+5.22%

Winner

AGL

+526.70%

STEW

-0.20%

Winner

AGL

+105.75%

STEW

+7.01%

5Y(CAGR)

AGL

-34.29%

Winner

STEW

+8.81%

Max(CAGR)

AGL

-31.19%

Winner

STEW

+8.81%

AGL vs STEW - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	AGL	STEW
2026	+568.94%	-1.07%
2025	-64.13%	+20.85%
2024	-85.31%	+19.63%
2023	-21.76%	+13.36%
2022	-41.84%	-11.18%
2021	-12.90%	N/A

AGL vs STEW Drawdown Comparison

The maximum drawdown for AGL was -99.27%, occurring on Mar 31, 2026. This drawdown has not yet recovered.

The maximum drawdown for STEW was -25.24%, occurring on Oct 12, 2022. Recovery took 427 trading sessions.

The current AGL drawdown is -89.58%. The current STEW drawdown is -2.28%.

Rank	AGL	STEW
#1	-99.27% Jun 18, 2021 - Mar 31, 2026	-25.24% Apr 4, 2022 - Dec 14, 2023
#2	-12.99% May 7, 2021 - May 21, 2021	-10.50% Apr 2, 2025 - May 1, 2025
#3	-9.56% Jun 1, 2021 - Jun 15, 2021	-9.68% Feb 6, 2026 - Mar 27, 2026
#4	-5.62% Apr 20, 2021 - May 5, 2021	-7.07% Jul 31, 2024 - Aug 19, 2024
#5	-3.23% Apr 15, 2021 - Apr 19, 2021	-5.92% Nov 29, 2024 - Jan 28, 2025
#6	-2.29% May 5, 2021 - May 7, 2021	-5.70% Sep 4, 2025 - Dec 15, 2025
#7	-2.20% May 27, 2021 - Jun 1, 2021	-5.64% Mar 28, 2024 - Jul 12, 2024
#8	-2.05% May 25, 2021 - May 27, 2021	-5.53% Feb 19, 2025 - Mar 26, 2025
#9	-0.29% May 21, 2021 - May 25, 2021	-4.32% Jan 6, 2026 - Feb 6, 2026
#10	N/A	-4.15% May 16, 2025 - Jul 1, 2025
#11	N/A	-3.82% Sep 4, 2024 - Oct 17, 2024
#12	N/A	-3.71% Oct 21, 2024 - Nov 6, 2024
#13	N/A	-2.78% Jan 8, 2024 - Jan 24, 2024
#14	N/A	-2.63% Jul 1, 2025 - Jul 23, 2025
#15	N/A	-2.40% May 2, 2025 - May 12, 2025

Correlation

Correlation between AGL and STEW is -0.92 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.92

-101