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TRV vs TFC

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

Both TRV and TFC are from the Financial Services sector.

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

TRV vs TFC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

TRV vs TFC - Historical Returns

Returns include dividend reinvestment.

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

TRV vs TFC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

TRV vs TFC Drawdown Comparison

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

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

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

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

Correlation

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

0.88
-101

Dividend Comparison (1999 - 2026)

TRV vs TFC dividend yield comparison.

YearTRVTFC
20260.37%2.12%
20251.50%4.23%
20241.72%4.79%
20232.06%5.63%
20221.96%4.65%
20212.23%3.18%
20202.40%3.76%
20192.36%3.04%
20182.53%3.60%
20172.09%2.53%
20162.14%2.45%
20152.11%2.78%
20142.03%2.44%
20132.16%3.00%
20122.49%2.61%
20112.69%2.54%
20102.53%2.28%
20092.47%4.89%
20082.63%6.77%
20072.10%5.74%
20061.88%3.64%
20052.04%3.48%
20043.70%3.19%
20032.93%3.16%
20023.41%2.97%
20012.55%2.71%
20001.99%2.31%
19990.77%0.00%

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