NU vs TRV
Comparison between Nu Holdings Ltd Class A (NU, Company) and Travelers Companies Inc (TRV, Company).
Both NU and TRV are from the Financial Services sector.
NU vs TRV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
NU
$64B
TRV
$64B
Max Drawdown
NU
72.07%
Winner
TRV
57.08%
Sharpe Ratio
NU
0.11
Winner
TRV
0.57
5Y Beta
NU
1.34
Winner
TRV
0.39
Industry
NU
Banks - Regional
TRV
Insurance - Property & Casualty
P/E Ratio
NU
20.08
Winner
TRV
8.65
Forward P/E
NU
18.05
Winner
TRV
10.71
PEG Ratio
NU
0.42
Winner
TRV
0.10
Dividend Yield
NU
N/A
TRV
1.50%
5Y Dividends CAGR
NU
N/A
TRV
9.90%
5Y EPS CAGR
NU
N/A
TRV
25.35%
Debt to Equity
NU
25.15%
Winner
TRV
0.00%
Free Cash Flow Yield
NU
1.03%
Winner
TRV
17.95%
P/S Ratio
NU
8.35
Winner
TRV
1.30
P/B Ratio
NU
5.04
Winner
TRV
1.99
NU vs TRV - Historical Returns
Returns include dividend reinvestment.
1M
NU
-16.00%
Winner
TRV
+0.63%
3M
NU
-19.23%
Winner
TRV
-0.75%
6M
NU
-28.32%
Winner
TRV
+8.78%
1Y
NU
-1.16%
Winner
TRV
+13.67%
5Y(CAGR)
NU
+3.34%
Winner
TRV
+15.90%
10Y(CAGR)
NU
N/A
TRV
+12.68%
Max(CAGR)
NU
+3.34%
Winner
TRV
+11.59%
NU vs TRV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NU | TRV |
|---|---|---|
| 2026 | -29.67% | +6.72% |
| 2025 | +57.48% | +22.38% |
| 2024 | +27.43% | +28.14% |
| 2023 | +133.99% | +4.14% |
| 2022 | -59.22% | +22.95% |
| 2021 | -9.20% | +17.94% |
| 2020 | N/A | +4.93% |
| 2019 | N/A | +19.38% |
| 2018 | N/A | -7.14% |
| 2017 | N/A | +14.79% |
| 2016 | N/A | +13.87% |
| 2015 | N/A | +9.52% |
| 2014 | N/A | +21.22% |
| 2013 | N/A | +27.23% |
| 2012 | N/A | +25.19% |
| 2011 | N/A | +9.04% |
| 2010 | N/A | +14.92% |
| 2009 | N/A | +13.46% |
| 2008 | N/A | -11.39% |
| 2007 | N/A | +2.64% |
| 2006 | N/A | +19.37% |
| 2005 | N/A | +22.61% |
| 2004 | N/A | -3.02% |
| 2003 | N/A | +16.69% |
| 2002 | N/A | -19.40% |
| 2001 | N/A | -12.21% |
| 2000 | N/A | +69.04% |
| 1999 | N/A | +7.35% |
NU vs TRV Drawdown Comparison
The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.
The maximum drawdown for TRV was -55.14%, occurring on Jul 25, 2002. Recovery took 1461 trading sessions.
The current NU drawdown is -36.19%. The current TRV drawdown is -2.46%.
| Rank | NU | TRV |
|---|---|---|
| #1 | -72.07% Dec 10, 2021 - Mar 20, 2024 | -55.14% Dec 8, 2000 - Oct 4, 2006 |
| #2 | -39.58% Nov 11, 2024 - Sep 15, 2025 | -46.25% Jul 15, 2019 - Feb 23, 2021 |
| #3 | -37.95% Jan 28, 2026 - Jun 3, 2026 | -44.32% May 11, 2007 - Nov 9, 2009 |
| #4 | -21.13% Jul 16, 2024 - Aug 15, 2024 | -39.21% Nov 5, 1999 - Apr 28, 2000 |
| #5 | -14.45% Mar 22, 2024 - Jun 25, 2024 | -25.84% May 3, 2011 - Apr 20, 2012 |
| #6 | -13.47% Sep 17, 2024 - Oct 28, 2024 | -23.15% Feb 1, 2018 - May 14, 2019 |
| #7 | -10.14% Dec 4, 2025 - Jan 5, 2026 | -18.90% Mar 25, 2022 - Nov 22, 2022 |
| #8 | -9.63% Sep 22, 2025 - Nov 11, 2025 | -17.15% Jan 13, 2023 - Dec 29, 2023 |
| #9 | -8.84% Oct 30, 2024 - Nov 11, 2024 | -12.76% Jun 2, 2000 - Jul 25, 2000 |
| #10 | -8.48% Aug 30, 2024 - Sep 17, 2024 | -12.65% Sep 28, 2000 - Oct 30, 2000 |
| #11 | -7.69% Jan 5, 2026 - Jan 22, 2026 | -12.47% Nov 27, 2024 - Mar 17, 2025 |
| #12 | -6.53% Nov 11, 2025 - Nov 25, 2025 | -12.34% Mar 29, 2010 - Oct 18, 2010 |
| #13 | -4.41% Jun 27, 2024 - Jul 9, 2024 | -12.14% Apr 5, 2024 - Sep 4, 2024 |
| #14 | -3.20% Aug 27, 2024 - Aug 30, 2024 | -11.84% Mar 20, 2015 - Oct 20, 2015 |
| #15 | -1.66% Aug 19, 2024 - Aug 26, 2024 | -11.81% Mar 17, 2025 - May 2, 2025 |
Correlation
Correlation between NU and TRV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
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