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