HUM vs MSCI

Comparison between Humana Inc (HUM, Company) and MSCI Inc (MSCI, Company).

HUM is from the Healthcare sector, while MSCI is from the Financial Services sector.

5-Year PerformanceMSCI has outperformed HUM, delivering a return of +5.5% compared to -1.2%

HUM vs MSCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HUM(COMPANY)	MSCI(COMPANY)
Market Cap	$44B	$44B
Max Drawdown	78.42%	69.06%
Sharpe Ratio	1.21	0.33
5Y Beta	0.39	0.71
Industry	Healthcare Plans	Financial Data & Stock Exchanges
P/E Ratio	13.85	34.40
Forward P/E	40.49	30.21
PEG Ratio	0.82	1.64
Dividend Yield	0.96%	1.25%
5Y Dividends CAGR	12.10%	24.94%
5Y EPS CAGR	8.85%	17.64%
Debt to Equity	75.31%	-230.84%
Free Cash Flow Yield	2.90%	3.52%
P/S Ratio	0.32	13.64
P/B Ratio	2.26	37.57

Market Cap

HUM

$44B

Winner

MSCI

$44B

Max Drawdown

HUM

78.42%

Winner

MSCI

69.06%

Sharpe Ratio

Winner

HUM

1.21

MSCI

0.33

5Y Beta

Winner

HUM

0.39

MSCI

0.71

Industry

HUM

Healthcare Plans

MSCI

Financial Data & Stock Exchanges

P/E Ratio

Winner

HUM

13.85

MSCI

34.40

Forward P/E

HUM

40.49

Winner

MSCI

30.21

PEG Ratio

Winner

HUM

0.82

MSCI

1.64

Dividend Yield

HUM

0.96%

Winner

MSCI

1.25%

5Y Dividends CAGR

HUM

12.10%

Winner

MSCI

24.94%

5Y EPS CAGR

HUM

8.85%

Winner

MSCI

17.64%

Debt to Equity

HUM

75.31%

Winner

MSCI

-230.84%

Free Cash Flow Yield

HUM

2.90%

Winner

MSCI

3.52%

P/S Ratio

Winner

HUM

0.32

MSCI

13.64

P/B Ratio

Winner

HUM

2.26

MSCI

37.57

HUM vs MSCI - Historical Returns

Returns include dividend reinvestment.

Period	HUM	MSCI
1 month	+24.63%	+8.80%
3 months	+124.87%	+11.53%
6 months	+39.61%	+11.25%
1 year	+64.11%	+13.22%
5 years(CAGR)	-1.22%	+5.47%
10 years(CAGR)	+8.34%	+24.83%
Max(CAGR)	+16.52%	+19.35%

Winner

HUM

+24.63%

MSCI

+8.80%

Winner

HUM

+124.87%

MSCI

+11.53%

Winner

HUM

+39.61%

MSCI

+11.25%

Winner

HUM

+64.11%

MSCI

+13.22%

5Y(CAGR)

HUM

-1.22%

Winner

MSCI

+5.47%

10Y(CAGR)

HUM

+8.34%

Winner

MSCI

+24.83%

Max(CAGR)

HUM

+16.52%

Winner

MSCI

+19.35%

HUM vs MSCI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HUM	MSCI
2026	+44.53%	+8.94%
2025	+2.79%	-2.69%
2024	-45.42%	+9.21%
2023	-7.84%	+23.97%
2022	+10.77%	-21.13%
2021	+13.27%	+40.95%
2020	+13.71%	+69.23%
2019	+31.18%	+77.76%
2018	+14.62%	+16.88%
2017	+26.58%	+62.75%
2016	+14.05%	+12.99%
2015	+25.64%	+53.19%
2014	+40.88%	+10.40%
2013	+52.73%	+36.07%
2012	-21.24%	-5.55%
2011	+60.46%	-16.53%
2010	+19.83%	+21.83%
2009	+17.76%	+70.51%
2008	-52.28%	-47.53%
2007	+34.43%	+47.13%
2006	-0.84%	N/A
2005	+86.32%	N/A
2004	+29.48%	N/A
2003	+121.63%	N/A
2002	-13.04%	N/A
2001	-21.08%	N/A
2000	+101.64%	N/A
1999	+10.08%	N/A

HUM vs MSCI Drawdown Comparison

The maximum drawdown for HUM was -78.42%, occurring on Mar 5, 2009. Recovery took 961 trading sessions.

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

The current HUM drawdown is -29.75%. The current MSCI drawdown is -5.07%.

Rank	HUM	MSCI
#1	-78.42% Jan 14, 2008 - Nov 3, 2011	-69.06% Dec 31, 2007 - Dec 21, 2010
#2	-69.92% Nov 3, 2022 - Mar 12, 2026	-43.74% Nov 16, 2021 - Jun 1, 2026
#3	-49.21% Jun 19, 2002 - Jul 28, 2003	-36.06% Dec 27, 2010 - Sep 16, 2013
#4	-48.65% Jan 13, 2000 - Sep 15, 2000	-32.21% Feb 19, 2020 - Apr 27, 2020
#5	-44.21% Dec 28, 2000 - Apr 18, 2002	-25.58% Sep 4, 2018 - Feb 28, 2019
#6	-43.60% Feb 13, 2020 - Apr 30, 2020	-14.93% Jul 31, 2015 - Nov 2, 2015
#7	-35.10% Jan 17, 2012 - Aug 8, 2013	-14.85% Jul 18, 2019 - Nov 1, 2019
#8	-34.96% Jan 26, 2004 - Nov 24, 2004	-14.11% Aug 31, 2016 - Feb 3, 2017
#9	-33.95% Nov 7, 2018 - Dec 13, 2019	-13.71% Jul 27, 2020 - Nov 4, 2020
#10	-28.07% Jun 1, 2015 - Dec 1, 2016	-13.50% May 18, 2020 - Jul 6, 2020
#11	-27.60% Jan 5, 2006 - Aug 2, 2006	-13.49% Sep 18, 2014 - Nov 24, 2014
#12	-24.08% Oct 4, 2006 - Jul 18, 2007	-13.30% Dec 29, 2015 - Feb 22, 2016
#13	-22.68% Jul 23, 2021 - Jun 29, 2022	-13.21% Jan 12, 2021 - Apr 12, 2021
#14	-20.60% Nov 17, 2000 - Dec 26, 2000	-12.38% Mar 12, 2014 - Jul 1, 2014
#15	-18.18% Nov 22, 1999 - Jan 7, 2000	-11.20% Sep 24, 2021 - Oct 29, 2021

Correlation

Correlation between HUM and MSCI is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2011 - 2026)

HUM vs MSCI dividend yield comparison.

Year	HUM	MSCI
2026	0.23%	0.67%
2025	1.38%	1.25%
2024	1.40%	1.07%
2023	0.77%	0.98%
2022	0.62%	0.98%
2021	0.60%	0.59%
2020	0.61%	0.65%
2019	0.60%	0.98%
2018	0.70%	1.30%
2017	0.76%	1.04%
2016	0.43%	1.27%
2015	0.64%	1.11%
2014	0.77%	0.38%
2013	1.04%	0.00%
2012	1.50%	0.00%
2011	0.86%	0.00%