CRM vs. UNH
Compare and contrast key facts about salesforce.com, inc. (CRM) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRM or UNH.
Performance
CRM vs. UNH - Performance Comparison
Returns By Period
In the year-to-date period, CRM achieves a 24.16% return, which is significantly higher than UNH's 13.82% return. Over the past 10 years, CRM has underperformed UNH with an annualized return of 18.87%, while UNH has yielded a comparatively higher 21.57% annualized return.
CRM
24.16%
11.03%
14.24%
47.68%
14.83%
18.87%
UNH
13.82%
3.66%
13.77%
11.38%
18.83%
21.57%
Fundamentals
| CRM | UNH | |
|---|---|---|
| Market Cap | $326.69B | $575.41B |
| EPS | $5.73 | $15.38 |
| PE Ratio | 59.54 | 40.65 |
| PEG Ratio | 2.22 | 1.70 |
| Total Revenue (TTM) | $27.75B | $392.72B |
| Gross Profit (TTM) | $21.28B | $88.91B |
| EBITDA (TTM) | $8.13B | $27.22B |
Key characteristics
| CRM | UNH | |
|---|---|---|
| Sharpe Ratio | 1.39 | 0.48 |
| Sortino Ratio | 1.78 | 0.82 |
| Omega Ratio | 1.31 | 1.11 |
| Calmar Ratio | 1.57 | 0.58 |
| Martin Ratio | 3.69 | 1.54 |
| Ulcer Index | 13.25% | 7.60% |
| Daily Std Dev | 35.09% | 24.40% |
| Max Drawdown | -70.50% | -82.67% |
| Current Drawdown | -4.82% | -5.28% |
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Correlation
The correlation between CRM and UNH is 0.25, 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
CRM vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for salesforce.com, inc. (CRM) 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
CRM vs. UNH - Dividend Comparison
CRM's dividend yield for the trailing twelve months is around 0.37%, less than UNH's 1.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRM salesforce.com, inc. | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UNH UnitedHealth Group Incorporated | 1.34% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
Drawdowns
CRM vs. UNH - Drawdown Comparison
The maximum CRM drawdown since its inception was -70.50%, smaller than the maximum UNH drawdown of -82.67%. Use the drawdown chart below to compare losses from any high point for CRM and UNH. For additional features, visit the drawdowns tool.
Volatility
CRM vs. UNH - Volatility Comparison
salesforce.com, inc. (CRM) has a higher volatility of 9.31% compared to UnitedHealth Group Incorporated (UNH) at 7.29%. This indicates that CRM'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.
Financials
CRM vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between salesforce.com, 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