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AON vs. UNH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AON and UNH is 0.49, 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

AON vs. UNH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aon plc (AON) and UnitedHealth Group Incorporated (UNH). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AON:

1.17

UNH:

-1.00

Sortino Ratio

AON:

1.83

UNH:

-1.18

Omega Ratio

AON:

1.26

UNH:

0.79

Calmar Ratio

AON:

1.37

UNH:

-0.76

Martin Ratio

AON:

4.91

UNH:

-2.74

Ulcer Index

AON:

5.44%

UNH:

15.44%

Daily Std Dev

AON:

21.45%

UNH:

43.33%

Max Drawdown

AON:

-67.38%

UNH:

-82.68%

Current Drawdown

AON:

-11.39%

UNH:

-52.93%

Fundamentals

Market Cap

AON:

$78.15B

UNH:

$264.80B

EPS

AON:

$11.58

UNH:

$25.43

PE Ratio

AON:

31.25

UNH:

11.48

PEG Ratio

AON:

1.74

UNH:

0.59

PS Ratio

AON:

4.78

UNH:

0.65

PB Ratio

AON:

11.06

UNH:

2.62

Total Revenue (TTM)

AON:

$16.36B

UNH:

$407.42B

Gross Profit (TTM)

AON:

$7.71B

UNH:

$87.53B

EBITDA (TTM)

AON:

$5.14B

UNH:

$31.08B

Returns By Period

In the year-to-date period, AON achieves a 1.16% return, which is significantly higher than UNH's -42.05% return. Over the past 10 years, AON has outperformed UNH with an annualized return of 14.60%, while UNH has yielded a comparatively lower 10.90% annualized return.


AON

YTD

1.16%

1M

-1.29%

6M

-4.20%

1Y

24.73%

5Y*

13.90%

10Y*

14.60%

UNH

YTD

-42.05%

1M

-35.72%

6M

-50.31%

1Y

-43.47%

5Y*

1.38%

10Y*

10.90%

*Annualized

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Risk-Adjusted Performance

AON vs. UNH — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AON
The Risk-Adjusted Performance Rank of AON is 8686
Overall Rank
The Sharpe Ratio Rank of AON is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of AON is 8383
Sortino Ratio Rank
The Omega Ratio Rank of AON is 8484
Omega Ratio Rank
The Calmar Ratio Rank of AON is 8888
Calmar Ratio Rank
The Martin Ratio Rank of AON is 8686
Martin Ratio Rank

UNH
The Risk-Adjusted Performance Rank of UNH is 55
Overall Rank
The Sharpe Ratio Rank of UNH is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of UNH is 99
Sortino Ratio Rank
The Omega Ratio Rank of UNH is 55
Omega Ratio Rank
The Calmar Ratio Rank of UNH is 66
Calmar Ratio Rank
The Martin Ratio Rank of UNH is 00
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current AON Sharpe Ratio is 1.17, which is higher than the UNH Sharpe Ratio of -1.00. The chart below compares the historical Sharpe Ratios of AON and UNH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AON vs. UNH - Dividend Comparison

AON's dividend yield for the trailing twelve months is around 0.77%, less than UNH's 2.88% yield.


TTM20242023202220212020201920182017201620152014
AON
Aon plc
0.77%0.74%0.83%0.73%0.66%0.84%0.83%1.07%1.05%1.16%1.25%0.98%
UNH
UnitedHealth Group Incorporated
2.88%1.62%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%1.39%

Drawdowns

AON vs. UNH - Drawdown Comparison

The maximum AON drawdown since its inception was -67.38%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for AON and UNH. For additional features, visit the drawdowns tool.


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Volatility

AON vs. UNH - Volatility Comparison

The current volatility for Aon plc (AON) is 10.94%, while UnitedHealth Group Incorporated (UNH) has a volatility of 33.07%. This indicates that AON 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

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B100.00B20212022202320242025
4.73B
109.58B
(AON) Total Revenue
(UNH) Total Revenue
Values in USD except per share items

AON vs. UNH - Profitability Comparison

The chart below illustrates the profitability comparison between Aon plc and UnitedHealth Group Incorporated over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20212022202320242025
52.4%
21.7%
(AON) Gross Margin
(UNH) Gross Margin
AON - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Aon plc reported a gross profit of 2.48B and revenue of 4.73B. Therefore, the gross margin over that period was 52.4%.

UNH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 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%.

AON - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Aon plc reported an operating income of 1.46B and revenue of 4.73B, resulting in an operating margin of 30.9%.

UNH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported an operating income of 9.12B and revenue of 109.58B, resulting in an operating margin of 8.3%.

AON - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Aon plc reported a net income of 965.00M and revenue of 4.73B, resulting in a net margin of 20.4%.

UNH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported a net income of 6.29B and revenue of 109.58B, resulting in a net margin of 5.7%.