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UnitedHealth Group Incorporated (UNH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS91324P1021
CUSIP91324P102
SectorHealthcare
IndustryHealthcare Plans

Highlights

Market Cap$520.32B
EPS (TTM)$15.09
PE Ratio37.46
PEG Ratio1.24
Total Revenue (TTM)$286.58B
Gross Profit (TTM)$68.40B
EBITDA (TTM)$10.08B
Year Range$434.54 - $581.50
Target Price$562.38
Short %0.84%
Short Ratio1.58

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


UnitedHealth Group Incorporated

Popular comparisons: UNH vs. LLY, UNH vs. JNJ, UNH vs. ELV, UNH vs. VOO, UNH vs. PFE, UNH vs. CRM, UNH vs. MCK, UNH vs. BLK, UNH vs. XOM, UNH vs. WPC

Performance

Performance Chart

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.


0.00%100,000.00%200,000.00%300,000.00%400,000.00%500,000.00%FebruaryMarchAprilMayJuneJuly
512,903.63%
3,165.51%
UNH (UnitedHealth Group Incorporated)
Benchmark (^GSPC)

S&P 500

Returns By Period

UnitedHealth Group Incorporated had a return of 8.26% year-to-date (YTD) and 13.86% in the last 12 months. Over the past 10 years, UnitedHealth Group Incorporated had an annualized return of 22.62%, outperforming the S&P 500 benchmark which had an annualized return of 10.77%.


PeriodReturnBenchmark
Year-To-Date8.26%15.41%
1 month17.52%0.33%
6 months13.19%13.74%
1 year13.86%21.39%
5 years (annualized)18.90%13.11%
10 years (annualized)22.62%10.77%

Monthly Returns

The table below presents the monthly returns of UNH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.80%-3.54%0.62%-2.22%2.41%3.24%8.26%
2023-5.85%-4.66%-0.35%4.13%-0.99%-0.95%5.35%-5.88%6.21%6.22%3.25%-4.47%0.79%
2022-5.89%0.70%7.48%-0.28%-2.31%3.76%5.59%-4.24%-2.45%9.92%-1.33%-2.91%6.94%
2021-4.88%-0.41%12.39%7.18%3.29%-2.43%2.94%0.98%-5.80%17.85%-3.53%13.41%45.20%
2020-7.32%-6.42%-1.76%17.28%4.23%-2.83%2.65%3.23%0.16%-2.13%10.22%4.64%21.25%
20198.46%-10.36%2.47%-5.74%3.75%1.36%2.05%-6.03%-6.69%16.28%10.75%5.45%20.00%
20187.40%-4.49%-5.06%10.47%2.16%1.95%3.21%6.02%-0.57%-1.76%8.00%-11.46%14.52%
20171.29%2.02%-0.46%6.63%0.17%6.28%3.45%3.70%-1.16%7.34%8.91%-3.38%39.84%
2016-2.11%3.42%8.68%2.16%1.51%6.11%1.42%-4.99%3.38%0.95%12.47%1.09%38.41%
20155.10%6.95%4.45%-5.82%7.91%1.92%-0.49%-4.70%0.70%1.53%-4.30%4.82%18.27%
2014-4.01%6.90%6.49%-8.48%6.12%3.14%-0.86%6.95%-0.07%10.16%3.81%2.88%36.46%
20131.79%-3.19%7.45%4.75%4.51%5.01%11.26%-1.52%0.19%-4.68%9.11%1.49%41.04%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UNH is 68, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of UNH is 6868
UNH (UnitedHealth Group Incorporated)
The Sharpe Ratio Rank of UNH is 7070Sharpe Ratio Rank
The Sortino Ratio Rank of UNH is 6464Sortino Ratio Rank
The Omega Ratio Rank of UNH is 6363Omega Ratio Rank
The Calmar Ratio Rank of UNH is 7676Calmar Ratio Rank
The Martin Ratio Rank of UNH is 6767Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


UNH
Sharpe ratio
The chart of Sharpe ratio for UNH, currently valued at 0.64, compared to the broader market-2.00-1.000.001.002.003.000.64
Sortino ratio
The chart of Sortino ratio for UNH, currently valued at 1.06, compared to the broader market-4.00-2.000.002.004.001.06
Omega ratio
The chart of Omega ratio for UNH, currently valued at 1.14, compared to the broader market0.501.001.502.001.14
Calmar ratio
The chart of Calmar ratio for UNH, currently valued at 0.70, compared to the broader market0.001.002.003.004.005.006.000.70
Martin ratio
The chart of Martin ratio for UNH, currently valued at 1.87, compared to the broader market-30.00-20.00-10.000.0010.0020.001.87
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.82, compared to the broader market-2.00-1.000.001.002.003.001.82
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.59, compared to the broader market-4.00-2.000.002.004.002.59
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.45, compared to the broader market0.001.002.003.004.005.006.001.45
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.82, compared to the broader market-30.00-20.00-10.000.0010.0020.006.82

Sharpe Ratio

The current UnitedHealth Group Incorporated Sharpe ratio is 0.64. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of UnitedHealth Group Incorporated with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00FebruaryMarchAprilMayJuneJuly
0.64
1.82
UNH (UnitedHealth Group Incorporated)
Benchmark (^GSPC)

Dividends

Dividend History

UnitedHealth Group Incorporated granted a 1.37% dividend yield in the last twelve months. The annual payout for that period amounted to $7.74 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$7.74$7.29$6.40$5.60$4.83$4.14$3.45$2.88$2.38$1.88$1.41$1.05

Dividend yield

1.37%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%1.39%1.40%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$1.88$0.00$0.00$2.10$0.00$3.98
2023$0.00$0.00$1.65$0.00$0.00$1.88$0.00$0.00$1.88$0.00$0.00$1.88$7.29
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$6.40
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$5.60
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$4.83
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$4.14
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$3.45
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$2.88
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$2.38
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$1.88
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$1.41
2013$0.21$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$1.05

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.4%
UnitedHealth Group Incorporated has a dividend yield of 1.37%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%23.6%
UnitedHealth Group Incorporated has a payout ratio of 23.58%, which is quite average when compared to the overall market. This suggests that UnitedHealth Group Incorporated strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%FebruaryMarchAprilMayJuneJuly
-1.39%
-2.86%
UNH (UnitedHealth Group Incorporated)
Benchmark (^GSPC)

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.

The current UnitedHealth Group Incorporated drawdown is 1.39%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.68%Apr 9, 1986409Nov 17, 1987656Jun 22, 19901065
-74.4%Dec 22, 2005734Nov 20, 20081095Apr 2, 20131829
-56.96%May 15, 199864Aug 14, 1998441May 15, 2000505
-53.97%Feb 14, 1996103Jul 11, 1996436Apr 2, 1998539
-36.96%Feb 5, 199311Feb 22, 199399Jul 14, 1993110

Volatility

Volatility Chart

The current UnitedHealth Group Incorporated volatility is 9.87%, 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.


2.00%4.00%6.00%8.00%10.00%FebruaryMarchAprilMayJuneJuly
9.87%
2.76%
UNH (UnitedHealth Group Incorporated)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of UnitedHealth Group Incorporated over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

P/E Ratio

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for UnitedHealth Group Incorporated.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items