AIT vs. UNH
Compare and contrast key facts about Applied Industrial Technologies, Inc. (AIT) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIT or UNH.
Correlation
The correlation between AIT and UNH is 0.44, 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.
Performance
AIT vs. UNH - Performance Comparison
Key characteristics
AIT:
0.82
UNH:
-0.34
AIT:
1.42
UNH:
-0.19
AIT:
1.18
UNH:
0.97
AIT:
1.09
UNH:
-0.39
AIT:
2.99
UNH:
-1.06
AIT:
9.67%
UNH:
11.78%
AIT:
35.36%
UNH:
37.28%
AIT:
-66.46%
UNH:
-82.68%
AIT:
-14.80%
UNH:
-32.50%
Fundamentals
AIT:
$9.18B
UNH:
$386.16B
AIT:
$9.88
UNH:
$23.88
AIT:
24.20
UNH:
17.77
AIT:
2.12
UNH:
0.92
AIT:
2.05
UNH:
0.94
AIT:
4.90
UNH:
3.86
AIT:
$3.33B
UNH:
$297.84B
AIT:
$996.18M
UNH:
$63.75B
AIT:
$400.06M
UNH:
$21.97B
Returns By Period
In the year-to-date period, AIT achieves a -0.21% return, which is significantly higher than UNH's -16.89% return. Over the past 10 years, AIT has outperformed UNH with an annualized return of 21.02%, while UNH has yielded a comparatively lower 15.33% annualized return.
AIT
-0.21%
2.43%
3.46%
34.23%
39.47%
21.02%
UNH
-16.89%
-19.21%
-25.24%
-13.88%
9.14%
15.33%
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Risk-Adjusted Performance
AIT vs. UNH — Risk-Adjusted Performance Rank
AIT
UNH
AIT vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Applied Industrial Technologies, Inc. (AIT) 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.
Dividends
AIT vs. UNH - Dividend Comparison
AIT's dividend yield for the trailing twelve months is around 0.66%, less than UNH's 2.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIT Applied Industrial Technologies, Inc. | 0.66% | 0.62% | 0.81% | 1.08% | 1.29% | 1.64% | 1.86% | 2.22% | 1.70% | 1.89% | 2.67% | 2.19% |
UNH UnitedHealth Group Incorporated | 2.01% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
AIT vs. UNH - Drawdown Comparison
The maximum AIT drawdown since its inception was -66.46%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for AIT and UNH. For additional features, visit the drawdowns tool.
Volatility
AIT vs. UNH - Volatility Comparison
The current volatility for Applied Industrial Technologies, Inc. (AIT) is 19.48%, while UnitedHealth Group Incorporated (UNH) has a volatility of 28.02%. This indicates that AIT 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.
Financials
AIT vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Applied Industrial Technologies, 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