AMGN vs. UNH
Compare and contrast key facts about Amgen Inc. (AMGN) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMGN or UNH.
Key characteristics
AMGN | UNH | |
---|---|---|
YTD Return | 13.75% | 14.30% |
1Y Return | 29.80% | 25.03% |
3Y Return (Ann) | 16.84% | 13.96% |
5Y Return (Ann) | 12.44% | 22.98% |
10Y Return (Ann) | 11.97% | 22.93% |
Sharpe Ratio | 1.32 | 1.22 |
Daily Std Dev | 24.61% | 22.19% |
Max Drawdown | -78.05% | -82.68% |
Current Drawdown | -3.98% | -1.21% |
Fundamentals
AMGN | UNH | |
---|---|---|
Market Cap | $174.29B | $551.17B |
EPS | $5.80 | $15.10 |
PE Ratio | 55.27 | 39.53 |
PEG Ratio | 2.23 | 1.50 |
Total Revenue (TTM) | $30.83B | $384.44B |
Gross Profit (TTM) | $19.47B | -$14.69B |
EBITDA (TTM) | $11.35B | $10.89B |
Correlation
The correlation between AMGN and UNH is 0.25, 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
AMGN vs. UNH - Performance Comparison
The year-to-date returns for both investments are quite close, with AMGN having a 13.75% return and UNH slightly higher at 14.30%. Over the past 10 years, AMGN has underperformed UNH with an annualized return of 11.97%, while UNH has yielded a comparatively higher 22.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AMGN vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amgen Inc. (AMGN) 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
AMGN vs. UNH - Dividend Comparison
AMGN's dividend yield for the trailing twelve months is around 2.77%, more than UNH's 1.30% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AMGN Amgen Inc. | 2.77% | 2.96% | 2.95% | 3.13% | 2.78% | 2.41% | 2.71% | 2.65% | 2.74% | 1.95% | 1.53% | 1.65% |
UNH UnitedHealth Group Incorporated | 0.98% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
Drawdowns
AMGN vs. UNH - Drawdown Comparison
The maximum AMGN drawdown since its inception was -78.05%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for AMGN and UNH. For additional features, visit the drawdowns tool.
Volatility
AMGN vs. UNH - Volatility Comparison
Amgen Inc. (AMGN) has a higher volatility of 5.90% compared to UnitedHealth Group Incorporated (UNH) at 3.58%. This indicates that AMGN's price experiences larger fluctuations and is considered to be riskier than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AMGN vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Amgen 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