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TFC vs TRV

Comparison between Truist Financial Corporation (TFC, Company) and Travelers Companies Inc (TRV, Company).

Both TFC and TRV are from the Financial Services sector.

5-Year PerformanceTRV has outperformed TFC, delivering a return of +15.4% compared to +0.4%

TFC vs TRV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
TFC
$63B
Winner
TRV
$64B
Max Drawdown
TFC
70.15%
Winner
TRV
57.08%
Sharpe Ratio
Winner
TFC
1.23
TRV
0.54
5Y Beta
TFC
1.06
Winner
TRV
0.41
Industry
TFC
Banks - Regional
TRV
Insurance - Property & Casualty
P/E Ratio
TFC
11.66
Winner
TRV
8.69
Forward P/E
TFC
11.10
Winner
TRV
10.65
PEG Ratio
TFC
0.66
Winner
TRV
0.10
Dividend Yield
Winner
TFC
4.23%
TRV
1.47%
5Y Dividends CAGR
TFC
7.63%
Winner
TRV
9.90%
5Y EPS CAGR
TFC
3.67%
Winner
TRV
25.35%
Debt to Equity
TFC
107.55%
Winner
TRV
0.00%
Free Cash Flow Yield
TFC
8.96%
Winner
TRV
17.85%
P/S Ratio
TFC
3.39
Winner
TRV
1.31
P/B Ratio
Winner
TFC
1.05
TRV
2.00

TFC vs TRV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TFC
+0.69%
TRV
-1.18%
3M
TFC
-8.49%
Winner
TRV
+2.15%
6M
Winner
TFC
+13.34%
TRV
+7.33%
1Y
Winner
TFC
+31.46%
TRV
+11.80%
5Y(CAGR)
TFC
+0.42%
Winner
TRV
+15.38%
10Y(CAGR)
TFC
+8.22%
Winner
TRV
+12.84%
Max(CAGR)
TFC
+5.02%
Winner
TRV
+11.55%

TFC vs TRV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTFCTRV
2026+0.78%+4.89%
2025+19.13%+22.38%
2024+21.78%+28.14%
2023-9.78%+4.14%
2022-25.86%+22.95%
2021+28.08%+17.94%
2020-11.68%+4.93%
2019+31.28%+19.38%
2018-10.58%-7.14%
2017+8.77%+14.79%
2016+32.54%+13.87%
2015+0.52%+9.52%
2014+8.50%+21.22%
2013+27.63%+27.23%
2012+15.41%+25.19%
2011-4.00%+9.04%
2010+4.13%+14.92%
2009+0.78%+13.46%
2008-0.69%-11.39%
2007-27.25%+2.64%
2006+7.89%+19.37%
2005+4.19%+22.61%
2004+13.86%-3.02%
2003+5.30%+16.69%
2002+6.55%-19.40%
2001+2.80%-12.21%
2000+50.33%+69.04%
1999-24.47%+7.35%

TFC vs TRV Drawdown Comparison

The maximum drawdown for TFC was -66.49%, occurring on Mar 5, 2009. Recovery took 1205 trading sessions.

The maximum drawdown for TRV was -55.14%, occurring on Jul 25, 2002. Recovery took 1461 trading sessions.

The current TFC drawdown is -10.18%. The current TRV drawdown is -4.14%.

RankTFCTRV
#1-66.49%
Sep 19, 2008 - Jul 5, 2013
-55.14%
Dec 8, 2000 - Oct 4, 2006
#2-59.10%
Jan 14, 2022 - Feb 4, 2026
-46.25%
Jul 15, 2019 - Feb 23, 2021
#3-54.34%
Dec 26, 2019 - Feb 12, 2021
-44.32%
May 11, 2007 - Nov 9, 2009
#4-51.18%
Dec 27, 2006 - Sep 19, 2008
-39.21%
Nov 5, 1999 - Apr 28, 2000
#5-39.51%
Nov 8, 1999 - Dec 19, 2000
-25.84%
May 3, 2011 - Apr 20, 2012
#6-25.56%
Jul 22, 2015 - Nov 9, 2016
-23.15%
Feb 1, 2018 - May 14, 2019
#7-24.65%
Mar 9, 2018 - Sep 27, 2019
-18.90%
Mar 25, 2022 - Nov 22, 2022
#8-20.68%
Feb 6, 2026 - Mar 13, 2026
-17.15%
Jan 13, 2023 - Dec 29, 2023
#9-19.68%
May 3, 2002 - Jan 6, 2003
-12.76%
Jun 2, 2000 - Jul 25, 2000
#10-18.74%
Jan 6, 2003 - Sep 5, 2003
-12.65%
Sep 28, 2000 - Oct 30, 2000
#11-17.34%
Dec 27, 2000 - Aug 3, 2001
-12.47%
Nov 27, 2024 - Mar 17, 2025
#12-16.03%
May 27, 2021 - Oct 18, 2021
-12.34%
Mar 29, 2010 - Oct 18, 2010
#13-15.93%
Aug 22, 2001 - Mar 4, 2002
-12.14%
Apr 5, 2024 - Sep 4, 2024
#14-15.62%
Mar 1, 2017 - Oct 30, 2017
-11.84%
Mar 20, 2015 - Oct 20, 2015
#15-14.42%
Dec 1, 2003 - Jul 26, 2004
-11.81%
Mar 17, 2025 - May 2, 2025

Correlation

Correlation between TFC and TRV is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

TFC vs TRV dividend yield comparison.

YearTFCTRV
20262.12%0.37%
20254.23%1.50%
20244.79%1.72%
20235.63%2.06%
20224.65%1.96%
20213.18%2.23%
20203.76%2.40%
20193.04%2.36%
20183.60%2.53%
20172.53%2.09%
20162.45%2.14%
20152.78%2.11%
20142.44%2.03%
20133.00%2.16%
20122.61%2.49%
20112.54%2.69%
20102.28%2.53%
20094.89%2.47%
20086.77%2.63%
20075.74%2.10%
20063.64%1.88%
20053.48%2.04%
20043.19%3.70%
20033.16%2.93%
20022.97%3.41%
20012.71%2.55%
20002.31%1.99%
19990.00%0.77%

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