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CVS vs SPGI

Comparison between CVS Health Corp (CVS, Company) and S&P Global Inc (SPGI, Company).

CVS is from the Healthcare sector, while SPGI is from the Financial Services sector.

5-Year PerformanceCVS has outperformed SPGI, delivering a return of +7.1% compared to +2.2%

CVS vs SPGI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
CVS
$125B
Winner
SPGI
$126B
Max Drawdown
Winner
CVS
64.59%
SPGI
75.83%
Sharpe Ratio
Winner
CVS
1.57
SPGI
-0.70
5Y Beta
Winner
CVS
0.31
SPGI
0.68
Industry
CVS
Healthcare Plans
SPGI
Financial Data & Stock Exchanges
P/E Ratio
CVS
42.56
Winner
SPGI
27.24
Forward P/E
Winner
CVS
13.83
SPGI
21.37
PEG Ratio
Winner
CVS
0.27
SPGI
0.85
Dividend Yield
Winner
CVS
2.65%
SPGI
0.93%
5Y Dividends CAGR
CVS
5.87%
Winner
SPGI
6.03%
5Y EPS CAGR
CVS
-16.42%
Winner
SPGI
15.16%
Debt to Equity
Winner
CVS
0.00%
SPGI
42.72%
Free Cash Flow Yield
Winner
CVS
5.93%
SPGI
4.54%
P/S Ratio
Winner
CVS
0.30
SPGI
8.02
P/B Ratio
Winner
CVS
1.60
SPGI
4.03

CVS vs SPGI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CVS
+7.17%
SPGI
-1.01%
3M
Winner
CVS
+35.18%
SPGI
+0.04%
6M
Winner
CVS
+30.52%
SPGI
-16.01%
1Y
Winner
CVS
+59.22%
SPGI
-16.50%
5Y(CAGR)
Winner
CVS
+7.07%
SPGI
+2.16%
10Y(CAGR)
CVS
+3.76%
Winner
SPGI
+15.66%
Max(CAGR)
CVS
+8.16%
Winner
SPGI
+13.06%

CVS vs SPGI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCVSSPGI
2026+29.36%-17.91%
2025+87.05%+6.25%
2024-42.14%+15.02%
2023-12.28%+32.70%
2022-8.50%-26.71%
2021+51.13%+42.73%
2020-4.98%+19.31%
2019+17.16%+62.35%
2018-8.32%+2.14%
2017-7.44%+58.06%
2016-16.72%+14.96%
2015+4.21%+12.67%
2014+38.82%+16.12%
2013+46.33%+43.14%
2012+18.16%+27.94%
2011+18.00%+26.04%
2010+6.55%+11.66%
2009+10.72%+40.74%
2008-26.42%-44.27%
2007+29.72%-33.74%
2006+17.91%+32.51%
2005+18.07%+16.27%
2004+26.84%+33.74%
2003+43.38%+14.58%
2002-14.96%+3.22%
2001-47.97%+9.19%
2000+59.42%N/A
1999-1.19%N/A

CVS vs SPGI Drawdown Comparison

The maximum drawdown for CVS was -64.07%, occurring on Jan 30, 2003. Recovery took 1088 trading sessions.

The maximum drawdown for SPGI was -74.69%, occurring on Mar 9, 2009. Recovery took 1542 trading sessions.

The current SPGI drawdown is -25.13%.

RankCVSSPGI
#1-64.07%
Mar 8, 2001 - Jul 8, 2005
-74.69%
Jun 4, 2007 - Jul 22, 2013
#2-56.78%
Feb 8, 2022 - May 13, 2026
-39.77%
Dec 15, 2021 - Jul 11, 2024
#3-50.09%
Jul 29, 2015 - Nov 3, 2021
-38.13%
Feb 19, 2020 - May 18, 2020
#4-45.25%
Jun 5, 2008 - Jan 17, 2012
-30.48%
Aug 14, 2025 - Feb 11, 2026
#5-31.09%
Feb 10, 2000 - Apr 4, 2000
-29.48%
May 17, 2001 - Nov 24, 2003
#6-25.44%
Apr 25, 2000 - Oct 2, 2000
-25.58%
Jul 25, 2018 - Apr 2, 2019
#7-24.94%
Nov 17, 1999 - Feb 10, 2000
-24.86%
Mar 20, 2015 - Apr 27, 2016
#8-24.27%
Sep 12, 2006 - Apr 24, 2007
-19.25%
Feb 18, 2025 - Jul 31, 2025
#9-21.88%
Aug 2, 2005 - Apr 6, 2006
-18.99%
Sep 2, 2020 - Apr 16, 2021
#10-15.86%
Nov 13, 2007 - May 14, 2008
-17.31%
Mar 16, 2006 - Oct 5, 2006
#11-14.91%
Dec 28, 2000 - Feb 12, 2001
-15.44%
Sep 21, 2016 - Feb 15, 2017
#12-12.04%
Nov 1, 1999 - Nov 17, 1999
-15.43%
Mar 4, 2005 - Aug 11, 2005
#13-11.28%
Apr 6, 2006 - Jul 10, 2006
-13.25%
Feb 5, 2001 - Apr 18, 2001
#14-10.54%
Nov 27, 2000 - Dec 15, 2000
-12.40%
Feb 8, 2007 - May 11, 2007
#15-9.98%
May 25, 2007 - Sep 26, 2007
-12.26%
Mar 10, 2014 - May 30, 2014

Correlation

Correlation between CVS and SPGI is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (2000 - 2026)

CVS vs SPGI dividend yield comparison.

YearCVSSPGI
20261.30%0.46%
20253.35%0.73%
20245.93%0.73%
20233.06%0.82%
20222.36%0.99%
20211.94%0.65%
20202.93%0.82%
20192.69%0.84%
20183.05%1.18%
20172.76%0.97%
20162.15%1.34%
20151.43%1.34%
20141.14%1.35%
20131.26%1.43%
20121.34%6.44%
20111.23%2.22%
20101.01%2.58%
20090.95%2.69%
20080.90%3.79%
20070.58%1.87%
20060.50%0.80%
20050.55%1.28%
20040.59%1.31%
20030.64%1.54%
20020.92%1.69%
20010.78%1.61%
20000.39%0.00%

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