BLK vs. UNH
Compare and contrast key facts about BlackRock, Inc. (BLK) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLK or UNH.
Performance
BLK vs. UNH - Performance Comparison
Returns By Period
In the year-to-date period, BLK achieves a 29.02% return, which is significantly higher than UNH's 14.83% return. Over the past 10 years, BLK has underperformed UNH with an annualized return of 14.09%, while UNH has yielded a comparatively higher 21.83% annualized return.
BLK
29.02%
2.72%
32.68%
45.00%
19.24%
14.09%
UNH
14.83%
4.85%
16.51%
11.55%
18.41%
21.83%
Fundamentals
| BLK | UNH | |
|---|---|---|
| Market Cap | $152.28B | $552.63B |
| EPS | $40.30 | $15.37 |
| PE Ratio | 25.51 | 39.07 |
| PEG Ratio | 1.84 | 1.63 |
| Total Revenue (TTM) | $20.15B | $390.71B |
| Gross Profit (TTM) | $16.47B | -$18.49B |
| EBITDA (TTM) | $7.70B | $26.73B |
Key characteristics
| BLK | UNH | |
|---|---|---|
| Sharpe Ratio | 2.49 | 0.50 |
| Sortino Ratio | 3.32 | 0.86 |
| Omega Ratio | 1.41 | 1.12 |
| Calmar Ratio | 2.17 | 0.62 |
| Martin Ratio | 10.55 | 1.63 |
| Ulcer Index | 4.31% | 7.63% |
| Daily Std Dev | 18.30% | 24.81% |
| Max Drawdown | -60.36% | -82.67% |
| Current Drawdown | -2.45% | -4.44% |
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Correlation
The correlation between BLK and UNH is 0.30, 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
BLK vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock, Inc. (BLK) 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
BLK vs. UNH - Dividend Comparison
BLK's dividend yield for the trailing twelve months is around 1.97%, more than UNH's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | 1.97% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% | 2.12% |
UNH UnitedHealth Group Incorporated | 1.33% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
Drawdowns
BLK vs. UNH - Drawdown Comparison
The maximum BLK drawdown since its inception was -60.36%, smaller than the maximum UNH drawdown of -82.67%. Use the drawdown chart below to compare losses from any high point for BLK and UNH. For additional features, visit the drawdowns tool.
Volatility
BLK vs. UNH - Volatility Comparison
The current volatility for BlackRock, Inc. (BLK) is 4.90%, while UnitedHealth Group Incorporated (UNH) has a volatility of 8.56%. This indicates that BLK 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.
Financials
BLK vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between BlackRock, 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