MSCI vs HUM

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

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

5-Year PerformanceMSCI has outperformed HUM, delivering a return of +4.1% compared to -2.2%

MSCI vs HUM - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	MSCI(COMPANY)	HUM(COMPANY)
Market Cap	$42B	$43B
Max Drawdown	69.06%	78.42%
Sharpe Ratio	0.26	1.02
5Y Beta	0.71	0.40
Industry	Financial Data & Stock Exchanges	Healthcare Plans
P/E Ratio	32.85	13.71
Forward P/E	30.96	39.84
PEG Ratio	1.56	0.81
Dividend Yield	1.23%	0.96%
5Y Dividends CAGR	24.94%	12.10%
5Y EPS CAGR	17.64%	8.85%
Debt to Equity	-230.84%	75.31%
Free Cash Flow Yield	3.69%	2.93%

Market Cap

MSCI

$42B

Winner

HUM

$43B

Max Drawdown

Winner

MSCI

69.06%

HUM

78.42%

Sharpe Ratio

MSCI

0.26

Winner

HUM

1.02

5Y Beta

MSCI

0.71

Winner

HUM

0.40

Industry

MSCI

Financial Data & Stock Exchanges

HUM

Healthcare Plans

P/E Ratio

MSCI

32.85

Winner

HUM

13.71

Forward P/E

Winner

MSCI

30.96

HUM

39.84

PEG Ratio

MSCI

1.56

Winner

HUM

0.81

Dividend Yield

Winner

MSCI

1.23%

HUM

0.96%

5Y Dividends CAGR

Winner

MSCI

24.94%

HUM

12.10%

5Y EPS CAGR

Winner

MSCI

17.64%

HUM

8.85%

Debt to Equity

Winner

MSCI

-230.84%

HUM

75.31%

Free Cash Flow Yield

Winner

MSCI

3.69%

HUM

2.93%

MSCI vs HUM - Historical Returns

Returns include dividend reinvestment.

Period	MSCI	HUM
1 month	-0.50%	+17.86%
3 months	+4.77%	+112.73%
6 months	+4.12%	+39.55%
1 year	+8.39%	+50.52%
5 years(CAGR)	+4.09%	-2.20%
10 years(CAGR)	+24.30%	+7.68%
Max(CAGR)	+19.01%	+16.28%

MSCI

-0.50%

Winner

HUM

+17.86%

MSCI

+4.77%

Winner

HUM

+112.73%

MSCI

+4.12%

Winner

HUM

+39.55%

MSCI

+8.39%

Winner

HUM

+50.52%

5Y(CAGR)

Winner

MSCI

+4.09%

HUM

-2.20%

10Y(CAGR)

Winner

MSCI

+24.30%

HUM

+7.68%

Max(CAGR)

Winner

MSCI

+19.01%

HUM

+16.28%

MSCI vs HUM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MSCI	HUM
2026	+3.60%	+37.08%
2025	-2.69%	+2.79%
2024	+9.21%	-45.42%
2023	+23.97%	-7.84%
2022	-21.13%	+10.77%
2021	+40.95%	+13.27%
2020	+69.23%	+13.71%
2019	+77.76%	+31.18%
2018	+16.88%	+14.62%
2017	+62.75%	+26.58%
2016	+12.99%	+14.05%
2015	+53.19%	+25.64%
2014	+10.40%	+40.88%
2013	+36.07%	+52.73%
2012	-5.55%	-21.24%
2011	-16.53%	+60.46%
2010	+21.83%	+19.83%
2009	+70.51%	+17.76%
2008	-47.53%	-52.28%
2007	+47.13%	+34.43%
2006	N/A	-0.84%
2005	N/A	+86.32%
2004	N/A	+29.48%
2003	N/A	+121.63%
2002	N/A	-13.04%
2001	N/A	-21.08%
2000	N/A	+101.64%
1999	N/A	+10.08%

MSCI vs HUM Drawdown Comparison

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

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

The current MSCI drawdown is -9.73%. The current HUM drawdown is -33.37%.

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

Correlation

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

0.82

-101

Dividend Comparison (2011 - 2026)

MSCI vs HUM dividend yield comparison.

Year	MSCI	HUM
2026	0.71%	0.25%
2025	1.25%	1.38%
2024	1.07%	1.40%
2023	0.98%	0.77%
2022	0.98%	0.62%
2021	0.59%	0.60%
2020	0.65%	0.61%
2019	0.98%	0.60%
2018	1.30%	0.70%
2017	1.04%	0.76%
2016	1.27%	0.43%
2015	1.11%	0.64%
2014	0.38%	0.77%
2013	0.00%	1.04%
2012	0.00%	1.50%
2011	0.00%	0.86%