WT vs CLOV

Comparison between WisdomTree Inc (WT, Company) and Clover Health Investments Corp - Class A (CLOV, Company).

WT is from the Financial Services sector, while CLOV is from the Healthcare sector.

5-Year PerformanceWT has outperformed CLOV, delivering a return of +22.7% compared to -20.6%

WT vs CLOV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WT(COMPANY)	CLOV(COMPANY)
Market Cap	$2.56B	$2.55B
Max Drawdown	99.82%	97.19%
Sharpe Ratio	1.56	1.00
5Y Beta	1.27	0.97
Industry	Asset Management	Healthcare Plans
P/E Ratio	37.97	-263.75
Forward P/E	14.75	81.97
PEG Ratio	1.54	N/A
Dividend Yield	0.70%	N/A
5Y Dividends CAGR	4.56%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	6.23%	2.14%
P/S Ratio	4.71	1.17
P/B Ratio	5.51	7.59

Market Cap

Winner

$2.56B

CLOV

$2.55B

Max Drawdown

99.82%

Winner

CLOV

97.19%

Sharpe Ratio

Winner

1.56

CLOV

1.00

5Y Beta

1.27

Winner

CLOV

0.97

Industry

Asset Management

CLOV

Healthcare Plans

P/E Ratio

37.97

Winner

CLOV

-263.75

Forward P/E

Winner

14.75

CLOV

81.97

PEG Ratio

1.54

CLOV

N/A

Dividend Yield

0.70%

CLOV

N/A

5Y Dividends CAGR

4.56%

CLOV

N/A

Debt to Equity

0.00%

CLOV

0.00%

Free Cash Flow Yield

Winner

6.23%

CLOV

2.14%

P/S Ratio

4.71

Winner

CLOV

1.17

P/B Ratio

Winner

5.51

CLOV

7.59

WT vs CLOV - Historical Returns

Returns include dividend reinvestment.

Period	WT	CLOV
1 month	-3.86%	+44.21%
3 months	+18.87%	+140.10%
6 months	+52.42%	+75.19%
1 year	+76.93%	+61.43%
5 years(CAGR)	+22.71%	-20.64%
10 years(CAGR)	+7.79%	N/A
Max(CAGR)	+8.19%	-12.02%

-3.86%

Winner

CLOV

+44.21%

+18.87%

Winner

CLOV

+140.10%

+52.42%

Winner

CLOV

+75.19%

Winner

+76.93%

CLOV

+61.43%

5Y(CAGR)

Winner

+22.71%

CLOV

-20.64%

10Y(CAGR)

+7.79%

CLOV

N/A

Max(CAGR)

Winner

+8.19%

CLOV

-12.02%

WT vs CLOV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WT	CLOV
2026	+44.13%	+96.27%
2025	+21.91%	-24.92%
2024	+57.18%	+228.19%
2023	+28.15%	+0.05%
2022	-11.12%	-77.05%
2021	+15.49%	-76.17%
2020	+17.51%	+64.41%
2019	-26.74%	N/A
2018	-44.86%	N/A
2017	+9.09%	N/A
2016	-24.85%	N/A
2015	+4.48%	N/A
2014	-7.32%	N/A
2013	+173.72%	N/A
2012	+1.66%	N/A
2011	+36.57%	N/A
2010	+107.50%	N/A
2009	+117.65%	N/A
2008	-75.09%	N/A
2007	-63.79%	N/A
2006	+229.79%	N/A
2005	+32.95%	N/A
2004	+4225.00%	N/A
2003	-69.23%	N/A
2002	+85.71%	N/A
2001	-84.09%	N/A
2000	-89.24%	N/A
1999	+19.01%	N/A

WT vs CLOV Drawdown Comparison

The maximum drawdown for WT was -99.82%, occurring on Oct 25, 2004. Recovery took 1677 trading sessions.

The maximum drawdown for CLOV was -97.19%, occurring on Apr 17, 2024. This drawdown has not yet recovered.

The current WT drawdown is -12.65%. The current CLOV drawdown is -78.65%.

Rank	WT	CLOV
#1	-99.82% Mar 22, 2000 - Nov 21, 2006	-97.19% Jun 8, 2021 - Apr 17, 2024
#2	-94.18% Dec 6, 2006 - Mar 7, 2013	-60.05% Dec 28, 2020 - Jun 8, 2021
#3	-91.14% Aug 3, 2015 - Mar 18, 2020	-24.35% Sep 29, 2020 - Dec 21, 2020
#4	-48.33% Jan 22, 2014 - Jan 26, 2015	-7.48% Jul 10, 2020 - Sep 11, 2020
#5	-33.40% Dec 10, 1999 - Mar 22, 2000	-7.25% Sep 18, 2020 - Sep 29, 2020
#6	-26.52% Nov 5, 1999 - Dec 6, 1999	-3.22% Jun 30, 2020 - Jul 10, 2020
#7	-23.70% May 21, 2013 - Oct 25, 2013	-1.26% Jun 23, 2020 - Jun 30, 2020
#8	-16.92% Apr 10, 2015 - Jun 10, 2015	N/A
#9	-12.58% Jun 26, 2015 - Jul 31, 2015	N/A
#10	-9.24% Oct 29, 2013 - Nov 26, 2013	N/A
#11	-8.00% Apr 10, 2013 - Apr 29, 2013	N/A
#12	-7.56% Jan 7, 2014 - Jan 22, 2014	N/A
#13	-7.39% Mar 20, 2013 - Apr 10, 2013	N/A
#14	-7.38% Mar 20, 2015 - Apr 10, 2015	N/A
#15	-7.37% May 7, 2013 - May 14, 2013	N/A

Correlation

Correlation between WT and CLOV is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

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