UnitedHealth Group Incorporated (UNH)
UnitedHealth Group Incorporated is a diversified healthcare company that operates through several subsidiaries, including UnitedHealthcare, Optum, and UnitedHealth Group International. The company provides various healthcare services and products, including medical insurance, pharmacy benefits management, and healthcare consulting. UnitedHealth Group is one of the largest healthcare companies in the world, with a global presence and over 300,000 employees.
Company Info
| ISIN | US91324P1021 |
|---|---|
| CUSIP | 91324P102 |
| Sector | Healthcare |
| Industry | Healthcare Plans |
Highlights
| Market Cap | $499.95B |
|---|---|
| EPS | $23.03 |
| PE Ratio | 23.47 |
| PEG Ratio | 1.54 |
| Revenue (TTM) | $359.98B |
| Gross Profit (TTM) | $79.62B |
| EBITDA (TTM) | $34.54B |
| Year Range | $442.16 - $554.70 |
| Target Price | $591.39 |
| Short % | 0.64% |
| Short Ratio | 2.41 |
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in UnitedHealth Group Incorporated, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: UNH vs. LLY, UNH vs. JNJ, UNH vs. ELV, UNH vs. PFE, UNH vs. CRM, UNH vs. MCK, UNH vs. BLK, UNH vs. XOM, UNH vs. WPC, UNH vs. BMY
Return
UnitedHealth Group Incorporated had a return of 4.39% year-to-date (YTD) and 3.40% in the last 12 months. Over the past 10 years, UnitedHealth Group Incorporated had an annualized return of 24.12%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.39% | 19.67% |
| 1 month | 2.93% | 8.42% |
| 6 months | 10.40% | 7.29% |
| 1 year | 3.40% | 12.71% |
| 5 years (annualized) | 15.89% | 10.75% |
| 10 years (annualized) | 24.12% | 9.87% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -0.99% | -0.95% | 5.35% | -5.88% | 6.21% | 6.22% | 3.25% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 0.06 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
UnitedHealth Group Incorporated granted a 1.63% dividend yield in the last twelve months. The annual payout for that period amounted to $8.94 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $8.94 | $6.40 | $5.60 | $4.83 | $4.14 | $3.45 | $2.88 | $2.38 | $1.88 | $1.41 | $1.05 | $0.80 |
Dividend yield | 1.63% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% | 1.47% |
Monthly Dividends
The table displays the monthly dividend distributions for UnitedHealth Group Incorporated. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $1.88 | $0.00 | $0.00 | $1.88 | $0.00 | $0.00 | |
| 2022 | $0.00 | $0.00 | $1.45 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $1.65 |
| 2021 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $1.45 | $0.00 | $0.00 | $1.45 | $0.00 | $0.00 | $1.45 |
| 2020 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $1.25 |
| 2019 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.08 |
| 2018 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.90 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.75 | $0.00 | $0.75 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 | $0.63 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 |
| 2014 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 |
| 2013 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 |
| 2012 | $0.16 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the UnitedHealth Group Incorporated. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the UnitedHealth Group Incorporated was 82.68%, occurring on Nov 17, 1987. Recovery took 656 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.68% | Apr 9, 1986 | 409 | Nov 17, 1987 | 656 | Jun 22, 1990 | 1065 |
| -74.4% | Dec 22, 2005 | 734 | Nov 20, 2008 | 1095 | Apr 2, 2013 | 1829 |
| -56.96% | May 15, 1998 | 64 | Aug 14, 1998 | 441 | May 15, 2000 | 505 |
| -53.98% | Feb 14, 1996 | 103 | Jul 11, 1996 | 436 | Apr 2, 1998 | 539 |
| -36.96% | Feb 5, 1993 | 11 | Feb 22, 1993 | 99 | Jul 14, 1993 | 110 |
Volatility Chart
The current UnitedHealth Group Incorporated volatility is 4.52%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.