AON vs. UNH
Compare and contrast key facts about Aon plc (AON) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AON or UNH.
Performance
AON vs. UNH - Performance Comparison
Returns By Period
In the year-to-date period, AON achieves a 31.43% return, which is significantly higher than UNH's 13.82% return. Over the past 10 years, AON has underperformed UNH with an annualized return of 16.60%, while UNH has yielded a comparatively higher 21.57% annualized return.
AON
31.43%
6.16%
30.20%
15.99%
14.67%
16.60%
UNH
13.82%
3.66%
13.77%
11.38%
18.83%
21.57%
Fundamentals
| AON | UNH | |
|---|---|---|
| Market Cap | $82.97B | $575.41B |
| EPS | $11.69 | $15.38 |
| PE Ratio | 32.82 | 40.65 |
| PEG Ratio | 1.81 | 1.70 |
| Total Revenue (TTM) | $15.00B | $392.72B |
| Gross Profit (TTM) | $11.94B | $88.91B |
| EBITDA (TTM) | $4.54B | $27.22B |
Key characteristics
| AON | UNH | |
|---|---|---|
| Sharpe Ratio | 0.75 | 0.48 |
| Sortino Ratio | 1.15 | 0.82 |
| Omega Ratio | 1.17 | 1.11 |
| Calmar Ratio | 0.82 | 0.58 |
| Martin Ratio | 1.93 | 1.54 |
| Ulcer Index | 8.28% | 7.60% |
| Daily Std Dev | 21.29% | 24.40% |
| Max Drawdown | -67.38% | -82.67% |
| Current Drawdown | -1.97% | -5.28% |
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Correlation
The correlation between AON and UNH is 0.24, 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.
Risk-Adjusted Performance
AON vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aon plc (AON) 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
AON vs. UNH - Dividend Comparison
AON's dividend yield for the trailing twelve months is around 0.70%, less than UNH's 1.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AON Aon plc | 0.70% | 0.83% | 0.73% | 0.66% | 0.84% | 0.83% | 1.07% | 1.05% | 1.16% | 1.25% | 0.98% | 0.81% |
UNH UnitedHealth Group Incorporated | 1.34% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
Drawdowns
AON vs. UNH - Drawdown Comparison
The maximum AON drawdown since its inception was -67.38%, smaller than the maximum UNH drawdown of -82.67%. Use the drawdown chart below to compare losses from any high point for AON and UNH. For additional features, visit the drawdowns tool.
Volatility
AON vs. UNH - Volatility Comparison
Aon plc (AON) and UnitedHealth Group Incorporated (UNH) have volatilities of 7.19% and 7.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AON vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Aon plc 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