TRV vs APO

Comparison between Travelers Companies Inc (TRV, Company) and Apollo Global Management Inc (APO, Company).

Both TRV and APO are from the Financial Services sector.

5-Year PerformanceTRV has outperformed APO, delivering a return of +21.8% compared to +17.8%

TRV vs APO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TRV(COMPANY)	APO(COMPANY)
Market Cap	$70B	$70B
Max Drawdown	57.08%	65.21%
Sharpe Ratio	1.61	-0.57
5Y Beta	0.34	1.56
Industry	Insurance - Property & Casualty	Asset Management
P/E Ratio	9.49	61.92
Forward P/E	13.04	13.51
PEG Ratio	0.11	0.54
Dividend Yield	1.23%	1.74%
5Y Dividends CAGR	10.50%	6.93%
5Y EPS CAGR	25.35%	N/A
Debt to Equity	0.00%	71.27%
Free Cash Flow Yield	16.35%	11.18%
P/S Ratio	1.46	2.21
P/B Ratio	2.27	3.69

Market Cap

TRV

$70B

Winner

APO

$70B

Max Drawdown

Winner

TRV

57.08%

APO

65.21%

Sharpe Ratio

Winner

TRV

1.61

APO

-0.57

5Y Beta

Winner

TRV

0.34

APO

1.56

Industry

TRV

Insurance - Property & Casualty

APO

Asset Management

P/E Ratio

Winner

TRV

9.49

APO

61.92

Forward P/E

Winner

TRV

13.04

APO

13.51

PEG Ratio

Winner

TRV

0.11

APO

0.54

Dividend Yield

TRV

1.23%

Winner

APO

1.74%

5Y Dividends CAGR

Winner

TRV

10.50%

APO

6.93%

5Y EPS CAGR

TRV

25.35%

APO

N/A

Debt to Equity

Winner

TRV

0.00%

APO

71.27%

Free Cash Flow Yield

Winner

TRV

16.35%

APO

11.18%

P/S Ratio

Winner

TRV

1.46

APO

2.21

P/B Ratio

Winner

TRV

2.27

APO

3.69

TRV vs APO - Historical Returns

Returns include dividend reinvestment.

Period	TRV	APO
1 month	+19.00%	-11.82%
3 months	+23.13%	-5.91%
6 months	+36.62%	-13.81%
1 year	+42.64%	-18.49%
5 years(CAGR)	+21.82%	+17.84%
10 years(CAGR)	+14.67%	+26.91%
Max(CAGR)	+12.38%	+20.27%

Winner

TRV

+19.00%

APO

-11.82%

Winner

TRV

+23.13%

APO

-5.91%

Winner

TRV

+36.62%

APO

-13.81%

Winner

TRV

+42.64%

APO

-18.49%

5Y(CAGR)

Winner

TRV

+21.82%

APO

+17.84%

10Y(CAGR)

TRV

+14.67%

Winner

APO

+26.91%

Max(CAGR)

TRV

+12.38%

Winner

APO

+20.27%

TRV vs APO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TRV	APO
2026	+30.62%	-17.97%
2025	+22.38%	-11.48%
2024	+28.14%	+83.55%
2023	+4.14%	+51.77%
2022	+22.95%	-8.42%
2021	+17.94%	+57.14%
2020	+4.93%	+8.10%
2019	+19.38%	+104.24%
2018	-7.14%	-22.29%
2017	+14.79%	+82.21%
2016	+13.87%	+34.46%
2015	+9.52%	-29.40%
2014	+21.22%	-17.75%
2013	+27.23%	+105.30%
2012	+25.19%	+46.86%
2011	+9.04%	-28.57%
2010	+14.92%	N/A
2009	+13.46%	N/A
2008	-11.39%	N/A
2007	+2.64%	N/A
2006	+19.37%	N/A
2005	+22.61%	N/A
2004	-3.02%	N/A
2003	+16.69%	N/A
2002	-19.40%	N/A
2001	-12.21%	N/A
2000	+69.04%	N/A
1999	+7.35%	N/A

TRV vs APO Drawdown Comparison

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

The maximum drawdown for APO was -57.02%, occurring on Feb 11, 2016. Recovery took 827 trading sessions.

The current APO drawdown is -31.71%.

Rank	TRV	APO
#1	-55.14% Dec 8, 2000 - Oct 4, 2006	-57.02% Jan 14, 2014 - Apr 27, 2017
#2	-46.25% Jul 15, 2019 - Feb 23, 2021	-53.48% Jan 23, 2020 - Jun 3, 2020
#3	-44.32% May 11, 2007 - Nov 9, 2009	-47.11% May 10, 2011 - Dec 6, 2012
#4	-39.21% Nov 5, 1999 - Apr 28, 2000	-42.80% Dec 11, 2024 - Mar 12, 2026
#5	-25.84% May 3, 2011 - Apr 20, 2012	-40.31% Oct 25, 2021 - Jun 15, 2023
#6	-23.15% Feb 1, 2018 - May 14, 2019	-35.72% Oct 3, 2018 - Jul 1, 2019
#7	-18.90% Mar 25, 2022 - Nov 22, 2022	-31.47% Jun 18, 2020 - Apr 22, 2021
#8	-17.15% Jan 13, 2023 - Dec 29, 2023	-22.10% Feb 1, 2018 - Jul 12, 2018
#9	-12.76% Jun 2, 2000 - Jul 25, 2000	-20.87% Jul 31, 2024 - Sep 23, 2024
#10	-12.65% Sep 28, 2000 - Oct 30, 2000	-20.41% May 17, 2013 - Aug 2, 2013
#11	-12.47% Nov 27, 2024 - Mar 17, 2025	-16.26% Sep 25, 2023 - Nov 29, 2023
#12	-12.34% Mar 29, 2010 - Oct 18, 2010	-14.61% Oct 24, 2013 - Jan 6, 2014
#13	-12.14% Apr 5, 2024 - Sep 4, 2024	-13.14% Apr 9, 2013 - Apr 30, 2013
#14	-11.84% Mar 20, 2015 - Oct 20, 2015	-13.03% Jul 26, 2019 - Aug 22, 2019
#15	-11.81% Mar 17, 2025 - May 2, 2025	-12.82% Sep 9, 2019 - Oct 23, 2019

Correlation

Correlation between TRV and APO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

TRV vs APO dividend yield comparison.

Year	TRV	APO
2026	0.64%	1.62%
2025	1.50%	1.38%
2024	1.72%	1.10%
2023	2.06%	1.81%
2022	1.96%	2.51%
2021	2.23%	2.90%
2020	2.40%	4.72%
2019	2.36%	4.23%
2018	2.53%	7.86%
2017	2.09%	5.53%
2016	2.14%	6.46%
2015	2.11%	12.91%
2014	2.03%	13.19%
2013	2.16%	12.50%
2012	2.49%	7.78%
2011	2.69%	5.32%
2010	2.53%	0.00%
2009	2.47%	0.00%
2008	2.63%	0.00%
2007	2.10%	0.00%
2006	1.88%	0.00%
2005	2.04%	0.00%
2004	3.70%	0.00%
2003	2.93%	0.00%
2002	3.41%	0.00%
2001	2.55%	0.00%
2000	1.99%	0.00%
1999	0.77%	0.00%