AFG vs. UNH
Compare and contrast key facts about American Financial Group, Inc. (AFG) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFG or UNH.
Performance
AFG vs. UNH - Performance Comparison
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Key characteristics
AFG:
0.46
UNH:
-0.81
AFG:
0.77
UNH:
-0.88
AFG:
1.10
UNH:
0.84
AFG:
0.56
UNH:
-0.65
AFG:
1.12
UNH:
-1.50
AFG:
9.98%
UNH:
24.06%
AFG:
24.67%
UNH:
44.79%
AFG:
-76.72%
UNH:
-82.67%
AFG:
-13.28%
UNH:
-50.04%
Fundamentals
AFG:
$10.56B
UNH:
$279.13B
AFG:
$9.51
UNH:
$23.88
AFG:
13.22
UNH:
12.89
AFG:
2.78
UNH:
0.81
AFG:
1.32
UNH:
0.68
AFG:
2.40
UNH:
2.90
AFG:
$4.23B
UNH:
$309.56B
AFG:
$2.65B
UNH:
$66.47B
AFG:
$827.00M
UNH:
$24.47B
Returns By Period
In the year-to-date period, AFG achieves a -5.58% return, which is significantly higher than UNH's -38.48% return. Over the past 10 years, AFG has outperformed UNH with an annualized return of 14.30%, while UNH has yielded a comparatively lower 11.40% annualized return.
AFG
- YTD
- -5.58%
- 1M
- 0.42%
- 6M
- -2.20%
- 1Y
- 11.31%
- 3Y*
- 3.21%
- 5Y*
- 30.01%
- 10Y*
- 14.30%
UNH
- YTD
- -38.48%
- 1M
- 2.20%
- 6M
- -39.48%
- 1Y
- -35.93%
- 3Y*
- -14.62%
- 5Y*
- 2.66%
- 10Y*
- 11.40%
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Risk-Adjusted Performance
AFG vs. UNH — Risk-Adjusted Performance Rank
AFG
UNH
AFG vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Financial Group, Inc. (AFG) 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.
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Correlation
The correlation between AFG and UNH is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AFG vs. UNH - Dividend Comparison
AFG's dividend yield for the trailing twelve months is around 7.25%, more than UNH's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFG American Financial Group, Inc. | 7.25% | 6.89% | 6.81% | 10.42% | 20.43% | 4.39% | 4.51% | 4.92% | 4.41% | 2.44% | 2.82% | 3.15% |
UNH UnitedHealth Group Incorporated | 2.77% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
AFG vs. UNH - Drawdown Comparison
The maximum AFG drawdown since its inception was -76.72%, smaller than the maximum UNH drawdown of -82.67%. Use the drawdown chart below to compare losses from any high point for AFG and UNH.
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Volatility
AFG vs. UNH - Volatility Comparison
The current volatility for American Financial Group, Inc. (AFG) is 5.59%, while UnitedHealth Group Incorporated (UNH) has a volatility of 9.81%. This indicates that AFG 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
AFG vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between American Financial Group, Inc. 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.
Total Revenue: Total amount of money received from sales and other business activities
AFG vs. UNH - Profitability Comparison
AFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2025, American Financial Group, Inc. reported a gross profit of 293.00M and revenue of 1.86B. Therefore, the gross margin over that period was 15.8%.
UNH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
AFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2025, American Financial Group, Inc. reported an operating income of 197.00M and revenue of 1.86B, resulting in an operating margin of 10.6%.
UNH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2025, UnitedHealth Group Incorporated reported an operating income of 9.12B and revenue of 109.58B, resulting in an operating margin of 8.3%.
AFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2025, American Financial Group, Inc. reported a net income of 154.00M and revenue of 1.86B, resulting in a net margin of 8.3%.
UNH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2025, UnitedHealth Group Incorporated reported a net income of 6.29B and revenue of 109.58B, resulting in a net margin of 5.7%.