DVA vs AEG

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

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

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

DVA vs AEG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

DVA

$13B

AEG

$13B

Max Drawdown

Winner

DVA

68.00%

AEG

96.01%

Sharpe Ratio

Winner

DVA

0.91

AEG

0.79

5Y Beta

Winner

DVA

0.38

AEG

0.90

Industry

DVA

Medical Care Facilities

AEG

Insurance - Diversified

P/E Ratio

DVA

19.80

Winner

AEG

6.17

Forward P/E

DVA

13.24

Winner

AEG

9.54

PEG Ratio

Winner

DVA

0.60

AEG

14.09

Dividend Yield

DVA

N/A

AEG

4.81%

5Y Dividends CAGR

DVA

N/A

AEG

54.14%

5Y EPS CAGR

DVA

8.34%

Winner

AEG

14.56%

Debt to Equity

Winner

DVA

0.00%

AEG

74.42%

Free Cash Flow Yield

Winner

DVA

11.36%

AEG

-5.54%

P/S Ratio

Winner

DVA

0.90

AEG

1.07

P/B Ratio

DVA

21.63

Winner

AEG

1.20

DVA vs AEG - Historical Returns

Returns include dividend reinvestment.

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

Winner

DVA

+22.42%

AEG

+0.73%

Winner

DVA

+28.22%

AEG

+16.24%

Winner

DVA

+63.77%

AEG

+5.11%

Winner

DVA

+39.57%

AEG

+21.70%

5Y(CAGR)

DVA

+9.83%

Winner

AEG

+17.64%

10Y(CAGR)

DVA

+9.59%

Winner

AEG

+10.44%

Max(CAGR)

Winner

DVA

+17.56%

AEG

-2.41%

DVA vs AEG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

DVA vs AEG Drawdown Comparison

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

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

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

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