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UnitedHealth Group Incorporated (UNH)

Equity · Currency in USD · Last updated Dec 2, 2023

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.

SummaryFinancials

Company Info

ISINUS91324P1021
CUSIP91324P102
SectorHealthcare
IndustryHealthcare Plans

Highlights

Market Cap$499.95B
EPS$23.03
PE Ratio23.47
PEG Ratio1.54
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 Ratio2.41

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.


-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
10.40%
7.29%
UNH (UnitedHealth Group Incorporated)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with UNH

UnitedHealth Group Incorporated

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%.


PeriodReturnBenchmark
Year-To-Date4.39%19.67%
1 month2.93%8.42%
6 months10.40%7.29%
1 year3.40%12.71%
5 years (annualized)15.89%10.75%
10 years (annualized)24.12%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
UNH
UnitedHealth Group Incorporated
0.06
^GSPC
S&P 500
0.91

Sharpe Ratio

The current UnitedHealth Group Incorporated Sharpe ratio is 0.06. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
0.06
0.91
UNH (UnitedHealth Group Incorporated)
Benchmark (^GSPC)

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.


PeriodTTM20222021202020192018201720162015201420132012
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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
UNH
1.63%
Market bottom
1.03%
Market top
5.13%
UnitedHealth Group Incorporated has a dividend yield of 1.63%, which is quite average when compared to the overall market.
Payout Ratio
UNH
30.00%
Market bottom
17.94%
Market top
59.27%
UnitedHealth Group Incorporated has a payout ratio of 30.00%, 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 Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-1.05%
-4.21%
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.


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
-53.98%Feb 14, 1996103Jul 11, 1996436Apr 2, 1998539
-36.96%Feb 5, 199311Feb 22, 199399Jul 14, 1993110

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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
4.52%
2.79%
UNH (UnitedHealth Group Incorporated)
Benchmark (^GSPC)