BMY vs. UNH
Compare and contrast key facts about Bristol-Myers Squibb Company (BMY) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMY or UNH.
Correlation
The correlation between BMY 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
BMY vs. UNH - Performance Comparison
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Key characteristics
BMY:
0.36
UNH:
-1.00
BMY:
0.70
UNH:
-1.18
BMY:
1.08
UNH:
0.79
BMY:
0.20
UNH:
-0.76
BMY:
1.13
UNH:
-2.74
BMY:
8.62%
UNH:
15.44%
BMY:
31.53%
UNH:
43.33%
BMY:
-70.62%
UNH:
-82.68%
BMY:
-35.93%
UNH:
-52.93%
Fundamentals
BMY:
$95.14B
UNH:
$279.41B
BMY:
$2.73
UNH:
$21.29
BMY:
17.12
UNH:
12.89
BMY:
2.26
UNH:
0.59
BMY:
2.00
UNH:
0.68
BMY:
5.36
UNH:
2.62
BMY:
$47.64B
UNH:
$407.42B
BMY:
$31.43B
UNH:
$87.53B
BMY:
$16.18B
UNH:
$31.08B
Returns By Period
In the year-to-date period, BMY achieves a -15.53% return, which is significantly higher than UNH's -42.05% return. Over the past 10 years, BMY has underperformed UNH with an annualized return of -0.58%, while UNH has yielded a comparatively higher 10.96% annualized return.
BMY
-15.53%
-5.29%
-15.02%
11.19%
-2.62%
-0.58%
UNH
-42.05%
-50.10%
-50.31%
-43.10%
1.55%
10.96%
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Risk-Adjusted Performance
BMY vs. UNH — Risk-Adjusted Performance Rank
BMY
UNH
BMY vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bristol-Myers Squibb Company (BMY) 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.
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Dividends
BMY vs. UNH - Dividend Comparison
BMY's dividend yield for the trailing twelve months is around 5.22%, more than UNH's 2.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMY Bristol-Myers Squibb Company | 5.22% | 4.24% | 4.44% | 3.00% | 2.36% | 3.69% | 2.55% | 3.08% | 2.55% | 1.95% | 2.17% | 2.46% |
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
BMY vs. UNH - Drawdown Comparison
The maximum BMY drawdown since its inception was -70.62%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for BMY and UNH. For additional features, visit the drawdowns tool.
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Volatility
BMY vs. UNH - Volatility Comparison
The current volatility for Bristol-Myers Squibb Company (BMY) is 11.57%, while UnitedHealth Group Incorporated (UNH) has a volatility of 33.07%. This indicates that BMY 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
BMY vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Bristol-Myers Squibb Company 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
BMY vs. UNH - Profitability Comparison
BMY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Bristol-Myers Squibb Company reported a gross profit of 8.17B and revenue of 11.20B. Therefore, the gross margin over that period was 72.9%.
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%.
BMY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Bristol-Myers Squibb Company reported an operating income of 3.52B and revenue of 11.20B, resulting in an operating margin of 31.4%.
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%.
BMY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Bristol-Myers Squibb Company reported a net income of 2.46B and revenue of 11.20B, resulting in a net margin of 21.9%.
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%.