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ELV vs ITUB

Comparison between Elevance Health Inc (ELV, Company) and Itau Unibanco Holding S.A. (ITUB, Company).

ELV is from the Healthcare sector, while ITUB is from the Financial Services sector.

5-Year PerformanceITUB has outperformed ELV, delivering a return of +28.1% compared to +2.6%

ELV vs ITUB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
ELV
$90B
Winner
ITUB
$91B
Max Drawdown
Winner
ELV
67.19%
ITUB
74.70%
Sharpe Ratio
ELV
0.55
Winner
ITUB
1.06
5Y Beta
Winner
ELV
0.23
ITUB
0.67
Industry
ELV
Healthcare Plans
ITUB
Banks - Regional
P/E Ratio
ELV
17.56
Winner
ITUB
10.76
Forward P/E
ELV
15.60
Winner
ITUB
9.90
PEG Ratio
ELV
1.52
Winner
ITUB
1.33
Dividend Yield
ELV
1.65%
Winner
ITUB
41.30%
5Y Dividends CAGR
ELV
15.55%
Winner
ITUB
49.15%
5Y EPS CAGR
ELV
3.82%
Winner
ITUB
13.71%
Debt to Equity
ELV
70.88%
Winner
ITUB
0.00%
Free Cash Flow Yield
ELV
7.13%
Winner
ITUB
25.75%
P/S Ratio
Winner
ELV
0.45
ITUB
0.65
P/B Ratio
Winner
ELV
2.06
ITUB
2.21

ELV vs ITUB - Historical Returns

Returns include dividend reinvestment.

1M
ELV
-1.35%
Winner
ITUB
+11.19%
3M
Winner
ELV
+35.45%
ITUB
-0.47%
6M
ELV
+11.05%
Winner
ITUB
+13.74%
1Y
ELV
+20.17%
Winner
ITUB
+36.67%
5Y(CAGR)
ELV
+2.63%
Winner
ITUB
+28.07%
10Y(CAGR)
ELV
+13.51%
Winner
ITUB
+17.32%
Max(CAGR)
ELV
+13.97%
Winner
ITUB
+15.05%

ELV vs ITUB - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearELVITUB
2026+16.41%+17.25%
2025-2.31%+86.05%
2024-21.92%-21.94%
2023-4.90%+67.63%
2022+11.51%+29.71%
2021+47.28%-2.56%
2020+8.14%-32.18%
2019+19.80%+1.95%
2018+17.59%+8.21%
2017+59.32%+25.69%
2016+5.29%+111.60%
2015+13.06%-41.39%
2014+40.89%+11.81%
2013+54.62%-0.15%
2012-8.20%-10.71%
2011+15.99%-22.22%
2010-4.84%+3.44%
2009+32.93%+84.25%
2008-51.57%-39.27%
2007+12.20%+44.83%
2006-0.84%+47.32%
2005+41.85%+62.42%
2004+50.76%+58.50%
2003+18.39%+107.90%
2002+28.89%-40.98%
2001+21.03%N/A

ELV vs ITUB Drawdown Comparison

The maximum drawdown for ELV was -67.19%, occurring on Nov 20, 2008. Recovery took 1400 trading sessions.

The maximum drawdown for ITUB was -69.35%, occurring on Oct 24, 2008. Recovery took 381 trading sessions.

The current ELV drawdown is -24.69%. The current ITUB drawdown is -11.49%.

RankELVITUB
#1-67.19%
Dec 24, 2007 - Jul 18, 2013
-69.35%
May 30, 2008 - Dec 2, 2009
#2-50.38%
Sep 3, 2024 - Aug 1, 2025
-66.01%
Sep 2, 2014 - Feb 8, 2017
#3-44.14%
Feb 26, 2019 - Oct 23, 2020
-65.93%
Apr 10, 2002 - Oct 28, 2003
#4-30.85%
Jun 22, 2015 - Mar 1, 2017
-61.98%
Feb 4, 2019 - Jun 15, 2023
#5-27.33%
Jun 12, 2002 - May 20, 2003
-47.93%
Nov 4, 2010 - Aug 27, 2014
#6-23.59%
Oct 31, 2022 - Apr 25, 2024
-39.32%
Feb 26, 2018 - Feb 4, 2019
#7-23.04%
Apr 12, 2004 - Nov 15, 2004
-37.02%
May 9, 2006 - Dec 27, 2006
#8-20.50%
Jun 18, 2003 - Feb 2, 2004
-34.31%
Jan 13, 2004 - Sep 16, 2004
#9-16.21%
Jan 26, 2018 - Aug 2, 2018
-28.93%
Jul 23, 2007 - Oct 1, 2007
#10-15.93%
Dec 3, 2018 - Jan 30, 2019
-28.22%
Dec 7, 2007 - Apr 30, 2008
#11-15.92%
Apr 20, 2022 - Oct 26, 2022
-28.20%
Feb 27, 2024 - Apr 23, 2025
#12-15.63%
Dec 29, 2005 - Feb 6, 2007
-27.12%
Jan 5, 2010 - Sep 29, 2010
#13-15.08%
Jan 11, 2021 - Mar 8, 2021
-23.21%
Feb 15, 2017 - Sep 6, 2017
#14-12.48%
May 18, 2007 - Dec 6, 2007
-21.56%
Feb 11, 2026 - Jun 8, 2026
#15-12.22%
Oct 23, 2020 - Nov 4, 2020
-21.00%
Oct 31, 2007 - Dec 7, 2007

Correlation

Correlation between ELV and ITUB is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2002 - 2026)

ELV vs ITUB dividend yield comparison.

YearELVITUB
20260.84%2.00%
20251.95%11.26%
20241.77%9.19%
20231.26%3.62%
20221.00%4.20%
20210.98%29.81%
20201.18%4.80%
20191.06%8.21%
20181.14%6.93%
20171.20%3.35%
20161.81%15.62%
20151.79%3.89%
20141.39%13.85%
20131.62%14.60%
20121.89%3.08%
20111.51%3.50%
20100.00%1.86%
20090.00%1.21%
20080.00%6.06%
20070.00%1.99%
20060.00%1.80%
20050.00%2.05%
20040.00%2.17%
20030.00%1.74%
20020.00%5.27%

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