TRV vs LITE

Comparison between Travelers Companies Inc (TRV, Company) and Lumentum Holdings Inc (LITE, Company).

TRV is from the Financial Services sector, while LITE is from the Technology sector.

5-Year PerformanceLITE has outperformed TRV, delivering a return of +60.1% compared to +15.9%

TRV vs LITE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TRV(COMPANY)	LITE(COMPANY)
Market Cap	$64B	$65B
Max Drawdown	57.08%	66.89%
Sharpe Ratio	0.57	3.17
5Y Beta	0.39	2.48
Industry	Insurance - Property & Casualty	Communication Equipment
P/E Ratio	8.65	145.03
Forward P/E	10.71	59.52
PEG Ratio	0.10	0.63
Dividend Yield	1.50%	N/A
5Y Dividends CAGR	9.90%	N/A
5Y EPS CAGR	25.35%	4.88%
Debt to Equity	0.00%	110.37%
Free Cash Flow Yield	17.95%	0.18%
P/S Ratio	1.30	28.05
P/B Ratio	1.99	23.61

Market Cap

TRV

$64B

Winner

LITE

$65B

Max Drawdown

Winner

TRV

57.08%

LITE

66.89%

Sharpe Ratio

TRV

0.57

Winner

LITE

3.17

5Y Beta

Winner

TRV

0.39

LITE

2.48

Industry

TRV

Insurance - Property & Casualty

LITE

Communication Equipment

P/E Ratio

Winner

TRV

8.65

LITE

145.03

Forward P/E

Winner

TRV

10.71

LITE

59.52

PEG Ratio

Winner

TRV

0.10

LITE

0.63

Dividend Yield

TRV

1.50%

LITE

N/A

5Y Dividends CAGR

TRV

9.90%

LITE

N/A

5Y EPS CAGR

Winner

TRV

25.35%

LITE

4.88%

Debt to Equity

Winner

TRV

0.00%

LITE

110.37%

Free Cash Flow Yield

Winner

TRV

17.95%

LITE

0.18%

P/S Ratio

Winner

TRV

1.30

LITE

28.05

P/B Ratio

Winner

TRV

1.99

LITE

23.61

TRV vs LITE - Historical Returns

Returns include dividend reinvestment.

Period	TRV	LITE
1 month	+0.63%	-13.16%
3 months	-0.75%	+32.70%
6 months	+8.78%	+160.60%
1 year	+13.67%	+957.89%
5 years(CAGR)	+15.90%	+60.13%
10 years(CAGR)	+12.68%	+42.47%
Max(CAGR)	+11.59%	+40.82%

Winner

TRV

+0.63%

LITE

-13.16%

TRV

-0.75%

Winner

LITE

+32.70%

TRV

+8.78%

Winner

LITE

+160.60%

TRV

+13.67%

Winner

LITE

+957.89%

5Y(CAGR)

TRV

+15.90%

Winner

LITE

+60.13%

10Y(CAGR)

TRV

+12.68%

Winner

LITE

+42.47%

Max(CAGR)

TRV

+11.59%

Winner

LITE

+40.82%

TRV vs LITE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TRV	LITE
2026	+6.72%	+123.68%
2025	+22.38%	+330.60%
2024	+28.14%	+61.32%
2023	+4.14%	-0.61%
2022	+22.95%	-51.30%
2021	+17.94%	+9.36%
2020	+4.93%	+14.63%
2019	+19.38%	+86.19%
2018	-7.14%	-16.23%
2017	+14.79%	+31.10%
2016	+13.87%	+73.09%
2015	+9.52%	+4.11%
2014	+21.22%	N/A
2013	+27.23%	N/A
2012	+25.19%	N/A
2011	+9.04%	N/A
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 LITE Drawdown Comparison

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

The maximum drawdown for LITE was -66.89%, occurring on Oct 27, 2023. Recovery took 1140 trading sessions.

The current TRV drawdown is -2.46%. The current LITE drawdown is -17.99%.

Rank	TRV	LITE
#1	-55.14% Dec 8, 2000 - Oct 4, 2006	-66.89% Jan 12, 2021 - Jul 29, 2025
#2	-46.25% Jul 15, 2019 - Feb 23, 2021	-48.77% Mar 14, 2018 - Nov 27, 2019
#3	-44.32% May 11, 2007 - Nov 9, 2009	-37.31% Jul 24, 2017 - Mar 9, 2018
#4	-39.21% Nov 5, 1999 - Apr 28, 2000	-34.14% Aug 18, 2015 - Dec 16, 2015
#5	-25.84% May 3, 2011 - Apr 20, 2012	-33.07% Feb 12, 2020 - Aug 3, 2020
#6	-23.15% Feb 1, 2018 - May 14, 2019	-28.70% Mar 2, 2026 - Mar 24, 2026
#7	-18.90% Mar 25, 2022 - Nov 22, 2022	-26.49% Aug 4, 2020 - Dec 22, 2020
#8	-17.15% Jan 13, 2023 - Dec 29, 2023	-24.49% Oct 10, 2016 - Feb 8, 2017
#9	-12.76% Jun 2, 2000 - Jul 25, 2000	-21.85% Mar 28, 2017 - May 16, 2017
#10	-12.65% Sep 28, 2000 - Oct 30, 2000	-20.94% Apr 8, 2016 - Jul 22, 2016
#11	-12.47% Nov 27, 2024 - Mar 17, 2025	-18.81% May 11, 2026 - May 29, 2026
#12	-12.34% Mar 29, 2010 - Oct 18, 2010	-18.41% Jan 6, 2026 - Feb 2, 2026
#13	-12.14% Apr 5, 2024 - Sep 4, 2024	-18.35% Mar 24, 2026 - Apr 2, 2026
#14	-11.84% Mar 20, 2015 - Oct 20, 2015	-17.98% Feb 21, 2017 - Mar 24, 2017
#15	-11.81% Mar 17, 2025 - May 2, 2025	-16.62% Dec 30, 2015 - Feb 5, 2016