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ABT vs. UNH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ABT and UNH is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

ABT vs. UNH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Abbott Laboratories (ABT) and UnitedHealth Group Incorporated (UNH). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ABT:

1.27

UNH:

-0.95

Sortino Ratio

ABT:

1.82

UNH:

-1.11

Omega Ratio

ABT:

1.23

UNH:

0.80

Calmar Ratio

ABT:

0.99

UNH:

-0.77

Martin Ratio

ABT:

5.95

UNH:

-2.66

Ulcer Index

ABT:

4.24%

UNH:

14.66%

Daily Std Dev

ABT:

20.73%

UNH:

41.45%

Max Drawdown

ABT:

-45.66%

UNH:

-82.68%

Current Drawdown

ABT:

-7.89%

UNH:

-50.34%

Fundamentals

Market Cap

ABT:

$224.53B

UNH:

$282.47B

EPS

ABT:

$7.70

UNH:

$23.90

PE Ratio

ABT:

16.76

UNH:

13.03

PEG Ratio

ABT:

4.17

UNH:

0.67

PS Ratio

ABT:

5.30

UNH:

0.69

PB Ratio

ABT:

4.75

UNH:

2.97

Total Revenue (TTM)

ABT:

$42.34B

UNH:

$407.42B

Gross Profit (TTM)

ABT:

$23.67B

UNH:

$87.53B

EBITDA (TTM)

ABT:

$11.20B

UNH:

$31.08B

Returns By Period

In the year-to-date period, ABT achieves a 14.78% return, which is significantly higher than UNH's -38.85% return. Over the past 10 years, ABT has outperformed UNH with an annualized return of 12.34%, while UNH has yielded a comparatively lower 11.67% annualized return.


ABT

YTD

14.78%

1M

0.93%

6M

12.18%

1Y

26.09%

5Y*

9.38%

10Y*

12.34%

UNH

YTD

-38.85%

1M

-47.53%

6M

-48.75%

1Y

-39.10%

5Y*

2.65%

10Y*

11.67%

*Annualized

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Risk-Adjusted Performance

ABT vs. UNH — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ABT
The Risk-Adjusted Performance Rank of ABT is 8585
Overall Rank
The Sharpe Ratio Rank of ABT is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of ABT is 8383
Sortino Ratio Rank
The Omega Ratio Rank of ABT is 8181
Omega Ratio Rank
The Calmar Ratio Rank of ABT is 8383
Calmar Ratio Rank
The Martin Ratio Rank of ABT is 8989
Martin Ratio Rank

UNH
The Risk-Adjusted Performance Rank of UNH is 55
Overall Rank
The Sharpe Ratio Rank of UNH is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of UNH is 1010
Sortino Ratio Rank
The Omega Ratio Rank of UNH is 66
Omega Ratio Rank
The Calmar Ratio Rank of UNH is 66
Calmar Ratio Rank
The Martin Ratio Rank of UNH is 00
Martin 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.

ABT vs. UNH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Abbott Laboratories (ABT) and UnitedHealth Group Incorporated (UNH). 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.


The current ABT Sharpe Ratio is 1.27, which is higher than the UNH Sharpe Ratio of -0.95. The chart below compares the historical Sharpe Ratios of ABT and UNH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

ABT vs. UNH - Dividend Comparison

ABT's dividend yield for the trailing twelve months is around 1.77%, less than UNH's 2.73% yield.


TTM20242023202220212020201920182017201620152014
ABT
Abbott Laboratories
1.77%1.95%1.85%1.71%1.28%1.32%1.47%1.55%1.86%2.71%2.14%1.95%
UNH
UnitedHealth Group Incorporated
2.73%1.62%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%1.39%

Drawdowns

ABT vs. UNH - Drawdown Comparison

The maximum ABT drawdown since its inception was -45.66%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for ABT and UNH. For additional features, visit the drawdowns tool.


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Volatility

ABT vs. UNH - Volatility Comparison

The current volatility for Abbott Laboratories (ABT) is 5.05%, while UnitedHealth Group Incorporated (UNH) has a volatility of 30.77%. This indicates that ABT experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

ABT vs. UNH - Financials Comparison

This section allows you to compare key financial metrics between Abbott Laboratories and UnitedHealth Group Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B100.00B20212022202320242025
10.36B
109.58B
(ABT) Total Revenue
(UNH) Total Revenue
Values in USD except per share items

ABT vs. UNH - Profitability Comparison

The chart below illustrates the profitability comparison between Abbott Laboratories and UnitedHealth Group Incorporated over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%20212022202320242025
56.9%
21.7%
(ABT) Gross Margin
(UNH) Gross Margin
ABT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Abbott Laboratories reported a gross profit of 5.89B and revenue of 10.36B. Therefore, the gross margin over that period was 56.9%.

UNH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported a gross profit of 23.77B and revenue of 109.58B. Therefore, the gross margin over that period was 21.7%.

ABT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Abbott Laboratories reported an operating income of 1.69B and revenue of 10.36B, resulting in an operating margin of 16.3%.

UNH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported an operating income of 9.12B and revenue of 109.58B, resulting in an operating margin of 8.3%.

ABT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Abbott Laboratories reported a net income of 1.33B and revenue of 10.36B, resulting in a net margin of 12.8%.

UNH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported a net income of 6.29B and revenue of 109.58B, resulting in a net margin of 5.7%.