AZN vs. UNH
AZN (AstraZeneca PLC) and UNH (UnitedHealth Group Incorporated) are both stocks. Both are in the Healthcare sector — AZN in Drug Manufacturers - General, UNH in Healthcare Plans. Over the past 10 years, AZN returned 14.81%/yr vs 12.49%/yr for UNH. At a 0.21 correlation, their price movements are largely independent.
Performance
AZN vs. UNH - Performance Comparison
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Returns By Period
In the year-to-date period, AZN achieves a -2.12% return, which is significantly lower than UNH's 15.09% return. Over the past 10 years, AZN has outperformed UNH with an annualized return of 14.81%, while UNH has yielded a comparatively lower 12.49% annualized return.
AZN
- 1D
- -0.66%
- 1M
- -3.91%
- YTD
- -2.12%
- 6M
- -0.95%
- 1Y
- 26.16%
- 3Y*
- 9.19%
- 5Y*
- 11.73%
- 10Y*
- 14.81%
UNH
- 1D
- -0.24%
- 1M
- 1.69%
- YTD
- 15.09%
- 6M
- 12.59%
- 1Y
- 28.69%
- 3Y*
- -7.15%
- 5Y*
- 0.25%
- 10Y*
- 12.49%
AZN vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | -2.12% | 43.30% | -0.62% | 1.44% | 19.14% | 19.66% | 3.12% | 35.68% | 13.86% | 33.10% |
UNH UnitedHealth Group Incorporated | 15.09% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
Correlation
The correlation between AZN and UNH is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since May 18, 1993 | 0.21 |
The correlation between AZN and UNH shifts across timeframes, from 0.10 (3 years) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AZN:
$275.17B
UNH:
$343.07B
AZN:
$6.66
UNH:
$13.23
AZN:
26.48
UNH:
28.50
AZN:
4.55
UNH:
0.76
AZN:
5.81
UNH:
3.30
AZN:
$60.44B
UNH:
$449.71B
AZN:
$49.37B
UNH:
$84.55B
AZN:
$20.47B
UNH:
$22.99B
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Return for Risk
AZN vs. UNH — Risk / Return Rank
AZN
UNH
AZN vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) 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.
| AZN | UNH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.00 | +0.72 |
| Martin ratioReturn relative to average drawdown | 4.70 | 2.18 | +2.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AZN | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.72 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.01 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.42 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.63 | -0.14 |
Drawdowns
AZN vs. UNH - Drawdown Comparison
The maximum AZN drawdown since its inception was -48.94%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for AZN and UNH.
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Drawdown Indicators
| AZN | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.94% | -74.37% | +25.43% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -28.96% | +13.53% |
Max Drawdown (3Y)Largest decline over 3 years | -27.87% | -61.39% | +33.52% |
Max Drawdown (5Y)Largest decline over 5 years | -27.87% | -61.39% | +33.52% |
Max Drawdown (10Y)Largest decline over 10 years | -27.87% | -61.39% | +33.52% |
Current DrawdownCurrent decline from peak | -15.43% | -37.50% | +22.07% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -14.76% | +3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 13.19% | -7.59% |
Volatility
AZN vs. UNH - Volatility Comparison
The current volatility for AstraZeneca PLC (AZN) is 6.36%, while UnitedHealth Group Incorporated (UNH) has a volatility of 6.91%. This indicates that AZN 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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Volatility by Period
| AZN | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.36% | 6.91% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 17.06% | 30.81% | -13.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.18% | 39.86% | -14.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.94% | 31.78% | -7.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.90% | 30.15% | -5.25% |
Dividends
AZN vs. UNH - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 3.02%, more than UNH's 2.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 3.02% | 1.70% | 2.27% | 2.15% | 2.12% | 2.35% | 2.80% | 2.81% | 3.69% | 3.95% | 5.01% | 4.06% |
UNH UnitedHealth Group Incorporated | 2.34% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Financials
AZN vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between AstraZeneca 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
AZN vs. UNH - Profitability Comparison
AZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a gross profit of 12.61B and revenue of 15.29B. Therefore, the gross margin over that period was 82.5%.
UNH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported a gross profit of 25.41B and revenue of 111.72B. Therefore, the gross margin over that period was 22.7%.
AZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported an operating income of 4.25B and revenue of 15.29B, resulting in an operating margin of 27.8%.
UNH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported an operating income of 8.99B and revenue of 111.72B, resulting in an operating margin of 8.1%.
AZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a net income of 3.08B and revenue of 15.29B, resulting in a net margin of 20.2%.
UNH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported a net income of 6.28B and revenue of 111.72B, resulting in a net margin of 5.6%.
Frequently Asked Questions
AZN and UNH have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UNH has higher volatility (6.91%) compared to AZN (6.36%). In terms of maximum drawdown, AZN dropped -48.94% vs UNH's -74.37%.
AZN currently has the higher Sharpe Ratio (1.05 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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