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ABT vs. UNH

Last updated Feb 24, 2024

Compare and contrast key facts about Abbott Laboratories (ABT) and UnitedHealth Group Incorporated (UNH).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ABT or UNH.

Key characteristics


ABTUNH
YTD Return9.06%0.15%
1Y Return18.86%8.84%
3Y Return (Ann)1.39%18.62%
5Y Return (Ann)11.29%16.31%
10Y Return (Ann)13.97%23.39%
Sharpe Ratio0.950.46
Daily Std Dev19.67%20.54%
Max Drawdown-45.62%-82.67%
Current Drawdown-11.99%-4.33%

Fundamentals


ABTUNH
Market Cap$207.28B$487.66B
EPS$3.26$23.88
PE Ratio36.6422.08
PEG Ratio28.861.48
Revenue (TTM)$40.11B$371.62B
Gross Profit (TTM)$24.58B$79.62B
EBITDA (TTM)$10.46B$36.33B

Correlation

0.28
-1.001.00

The correlation between ABT and UNH is 0.28, 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.

ABT vs. UNH - Performance Comparison

In the year-to-date period, ABT achieves a 9.06% return, which is significantly higher than UNH's 0.15% return. Over the past 10 years, ABT has underperformed UNH with an annualized return of 13.97%, while UNH has yielded a comparatively higher 23.39% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2024February
15.83%
8.58%
ABT
UNH

Compare stocks, funds, or ETFs


Abbott Laboratories

UnitedHealth Group Incorporated

ABT vs. UNH - Dividend Comparison

ABT's dividend yield for the trailing twelve months is around 1.74%, more than UNH's 1.38% yield.


TTM20232022202120202019201820172016201520142013
ABT
Abbott Laboratories
1.74%1.85%1.71%1.28%1.32%1.47%1.55%1.86%2.71%2.14%1.95%1.46%
UNH
UnitedHealth Group Incorporated
1.38%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%1.39%1.40%

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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
ABT
Abbott Laboratories
0.95
UNH
UnitedHealth Group Incorporated
0.46

ABT vs. UNH - Sharpe Ratio Comparison

The current ABT Sharpe Ratio is 0.95, which is higher than the UNH Sharpe Ratio of 0.46. The chart below compares the 12-month rolling Sharpe Ratio of ABT and UNH.


Rolling 12-month Sharpe Ratio-0.500.000.501.00SeptemberOctoberNovemberDecember2024February
0.95
0.46
ABT
UNH

ABT vs. UNH - Drawdown Comparison

The maximum ABT drawdown since its inception was -45.62%, smaller than the maximum UNH drawdown of -82.67%. The drawdown chart below compares losses from any high point along the way for ABT and UNH


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2024February
-11.99%
-4.33%
ABT
UNH

ABT vs. UNH - Volatility Comparison

The current volatility for Abbott Laboratories (ABT) is 5.06%, while UnitedHealth Group Incorporated (UNH) has a volatility of 5.77%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2024February
5.06%
5.77%
ABT
UNH