CSV vs. UNH
Compare and contrast key facts about Carriage Services, Inc. (CSV) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSV or UNH.
Correlation
The correlation between CSV and UNH is 0.14, 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.
Performance
CSV vs. UNH - Performance Comparison
Key characteristics
CSV:
2.22
UNH:
-0.06
CSV:
3.22
UNH:
0.11
CSV:
1.40
UNH:
1.02
CSV:
1.06
UNH:
-0.07
CSV:
15.08
UNH:
-0.19
CSV:
4.44%
UNH:
8.70%
CSV:
30.19%
UNH:
28.24%
CSV:
-95.91%
UNH:
-82.68%
CSV:
-34.84%
UNH:
-19.61%
Fundamentals
CSV:
$623.39M
UNH:
$481.78B
CSV:
$2.23
UNH:
$15.50
CSV:
18.36
UNH:
33.77
CSV:
0.92
UNH:
1.47
CSV:
$307.62M
UNH:
$398.27B
CSV:
$110.87M
UNH:
$87.39B
CSV:
$78.67M
UNH:
$23.82B
Returns By Period
In the year-to-date period, CSV achieves a 3.04% return, which is significantly higher than UNH's -1.01% return. Over the past 10 years, CSV has underperformed UNH with an annualized return of 7.38%, while UNH has yielded a comparatively higher 17.92% annualized return.
CSV
3.04%
2.35%
31.47%
61.81%
14.69%
7.38%
UNH
-1.01%
-1.77%
-13.13%
-2.49%
12.32%
17.92%
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Risk-Adjusted Performance
CSV vs. UNH — Risk-Adjusted Performance Rank
CSV
UNH
CSV vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carriage Services, Inc. (CSV) 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
CSV vs. UNH - Dividend Comparison
CSV's dividend yield for the trailing twelve months is around 1.10%, less than UNH's 1.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | 1.10% | 1.13% | 1.80% | 1.63% | 0.64% | 1.08% | 1.17% | 1.94% | 0.88% | 0.52% | 0.41% | 0.48% |
UNH UnitedHealth Group Incorporated | 1.63% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
CSV vs. UNH - Drawdown Comparison
The maximum CSV drawdown since its inception was -95.91%, which is greater than UNH's maximum drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for CSV and UNH. For additional features, visit the drawdowns tool.
Volatility
CSV vs. UNH - Volatility Comparison
Carriage Services, Inc. (CSV) and UnitedHealth Group Incorporated (UNH) have volatilities of 7.11% and 7.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CSV vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Carriage Services, 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