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 12.78%/yr vs 13.06%/yr for UNH. Their 0.21 correlation means their historical movements had little consistent relationship.
Performance
AZN vs. UNH - Performance Comparison
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Returns By Period
In the year-to-date period, AZN achieves a -5.80% return, which is significantly lower than UNH's 27.23% return. Both investments have delivered pretty close results over the past 10 years, with AZN having a 12.78% annualized return and UNH not far ahead at 13.06%.
AZN
- 1D
- -0.99%
- 1M
- -13.07%
- 6M
- -6.66%
- YTD
- -5.80%
- 1Y
- 17.91%
- 3Y*
- 8.37%
- 5Y*
- 10.71%
- 10Y*
- 12.78%
- ALL TIME*
- 12.63%
UNH
- 1D
- -1.68%
- 1M
- -2.58%
- 6M
- 46.38%
- YTD
- 27.23%
- 1Y
- 78.95%
- 3Y*
- -4.45%
- 5Y*
- 1.88%
- 10Y*
- 13.06%
- ALL TIME*
- 22.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $431.89M | $497.68M | $403.88M | |
| $2.03B | $2.36B | $2.61B |
AZN vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | -5.80% | 43.30% | -0.62% | 1.44% | 19.14% | 19.66% | 3.12% | 35.68% | 13.86% | 33.10% |
UNH UnitedHealth Group Incorporated | 27.23% | -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 historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.12 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.20 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.20 |
Correlation (All Time) Calculated using the full available price history since May 17, 1993 | 0.21 |
The correlation between AZN and UNH shifts across timeframes, from 0.11 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AZN:
$131.47B
UNH:
$376.34B
AZN:
$13.34
UNH:
$15.53
AZN:
12.71
UNH:
26.69
AZN:
2.16
UNH:
0.84
AZN:
2.63
UNH:
3.59
AZN:
$61.18B
UNH:
$450.13B
AZN:
$48.56B
UNH:
$101.21B
AZN:
$20.49B
UNH:
$25.76B
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AZN | UNH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.13 | ||
| Sortino ratioReturn per unit of downside risk | -1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.36 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.92 | 2.45 | -1.52 |
| Martin ratioReturn relative to average drawdown | 2.43 | 6.01 | -3.58 |
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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 | -21.08% | -28.96% | +7.88% |
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 | -18.62% | -30.91% | +12.29% |
Average DrawdownAverage peak-to-trough decline | -11.39% | -14.83% | +3.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.99% | 11.78% | -3.79% |
Volatility
AZN vs. UNH - Volatility Comparison
AstraZeneca PLC (AZN) has a higher volatility of 11.83% compared to UnitedHealth Group Incorporated (UNH) at 7.40%. This indicates that AZN'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.
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Volatility by Period
| AZN | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.83% | 7.40% | +4.43% |
Volatility (6M)Calculated over the trailing 6-month period | 19.94% | 21.69% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.24% | 38.68% | -11.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.51% | 32.06% | -7.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.96% | 30.31% | -5.35% |
Dividends
AZN vs. UNH - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 3.14%, more than UNH's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 3.14% | 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 | 2.16% | 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 Aug 2026, AstraZeneca PLC reported a gross profit of 11.18B and revenue of 15.19B. Therefore, the gross margin over that period was 73.6%.
UNH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, UnitedHealth Group Incorporated reported a gross profit of 36.67B and revenue of 112.03B. Therefore, the gross margin over that period was 32.7%.
AZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, AstraZeneca PLC reported an operating income of 3.07B and revenue of 15.19B, resulting in an operating margin of 20.2%.
UNH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, UnitedHealth Group Incorporated reported an operating income of 7.99B and revenue of 112.03B, resulting in an operating margin of 7.1%.
AZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, AstraZeneca PLC reported a net income of 2.48B and revenue of 15.19B, resulting in a net margin of 16.3%.
UNH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, UnitedHealth Group Incorporated reported a net income of 5.48B and revenue of 112.03B, resulting in a net margin of 4.9%.
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.
AZN has higher volatility (11.83%) compared to UNH (7.40%). In terms of maximum drawdown, AZN dropped -48.94% vs UNH's -74.37%.
UNH currently has the higher Sharpe Ratio (1.86 vs 0.73), 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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