Travelers Companies (The) (TRV) is a property & casualty insurance company in the Financials sector. Listed on the NASDAQ, Travelers Companies (The) is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $303.36.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $303.36 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 17.83% |
| Risk / Std Dev (Annualized) | 21.88% |
| Sharpe Ratio (rf=4.5%) | 0.61 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Property & Casualty Insurance
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 17.83% with an annualized volatility of 21.88%. The Sharpe ratio of 0.61 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 64.51B |
| Enterprise Value | 66.63B |
| Trailing P/E | 9.05 |
| Forward P/E | 10.63 |
| Price to Book | 2.02 |
| Price to Sales | 1.32 |
| EV/Revenue | 1.36 |
| EV/EBITDA | 6.3 |
| Profitability | | | Profit Margin | 15.54% | | Operating Margin | 18.74% | | ROE | 25.27% | | ROA | 4.44% |
| Growth | | | Revenue Growth | 1.0% | | Earnings Growth | 357.6% |
| Dividend | | | Dividend Yield | 165.0% | | Payout Ratio | 13.13% | | 5Y Avg Yield | 190.0% |
| Financial Health | | | Total Revenue | 48.94B | | Total Debt | 9.27B | | Total Cash | 7.14B | | Free Cash Flow | 13.3B | | Operating Cash Flow | 11.44B |
| Price & Technical | | | 52W High | $313.12$ | | 52W Low | $249.19$ | | 50-Day Avg | $299.56$ | | 200-Day Avg | $288.54$ | | Beta | 0.49 | | Shares Outstanding | 0.21B | | Float Shares | 0.21B | | Insider Holdings | 0.27% | | Institutional Holdings | 87.9% | | Short Ratio | 4.37 | | Short % of Float | 3.18% |
| Analyst Targets | | | Target High | $350.0$ | | Target Low | $252.0$ | | Target Mean | $314.48$ | | Target Median | $315.0$ | | # of Analysts | 23 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.