CVS vs. UNH
Compare and contrast key facts about CVS Health Corporation (CVS) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVS or UNH.
Correlation
The correlation between CVS and UNH is 0.45, 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
CVS vs. UNH - Performance Comparison
Key characteristics
CVS:
0.10
UNH:
-0.43
CVS:
0.44
UNH:
-0.32
CVS:
1.06
UNH:
0.94
CVS:
0.07
UNH:
-0.45
CVS:
0.34
UNH:
-1.26
CVS:
12.49%
UNH:
12.73%
CVS:
37.81%
UNH:
37.40%
CVS:
-64.07%
UNH:
-82.68%
CVS:
-31.88%
UNH:
-35.52%
Fundamentals
CVS:
$84.21B
UNH:
$364.71B
CVS:
$3.66
UNH:
$23.90
CVS:
18.23
UNH:
16.76
CVS:
0.67
UNH:
0.88
CVS:
0.23
UNH:
0.89
CVS:
1.09
UNH:
3.71
CVS:
$378.96B
UNH:
$407.42B
CVS:
$53.24B
UNH:
$87.53B
CVS:
$13.64B
UNH:
$31.08B
Returns By Period
In the year-to-date period, CVS achieves a 53.76% return, which is significantly higher than UNH's -20.60% return. Over the past 10 years, CVS has underperformed UNH with an annualized return of -0.95%, while UNH has yielded a comparatively higher 15.22% annualized return.
CVS
53.76%
0.13%
23.67%
27.98%
5.80%
-0.95%
UNH
-20.60%
-23.56%
-28.96%
-17.58%
8.65%
15.22%
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Risk-Adjusted Performance
CVS vs. UNH — Risk-Adjusted Performance Rank
CVS
UNH
CVS vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CVS Health Corporation (CVS) 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
CVS vs. UNH - Dividend Comparison
CVS's dividend yield for the trailing twelve months is around 3.94%, more than UNH's 2.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVS CVS Health Corporation | 3.94% | 5.93% | 3.06% | 2.36% | 1.94% | 2.93% | 2.69% | 3.05% | 2.76% | 2.15% | 1.43% | 1.14% |
UNH UnitedHealth Group Incorporated | 2.10% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
CVS vs. UNH - Drawdown Comparison
The maximum CVS drawdown since its inception was -64.07%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for CVS and UNH. For additional features, visit the drawdowns tool.
Volatility
CVS vs. UNH - Volatility Comparison
The current volatility for CVS Health Corporation (CVS) is 11.90%, while UnitedHealth Group Incorporated (UNH) has a volatility of 28.00%. This indicates that CVS 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
CVS vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between CVS Health Corporation 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