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.
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.
Performance
CVS vs. UNH - Performance Comparison
Loading data...
Key characteristics
CVS:
0.40
UNH:
-0.93
CVS:
0.75
UNH:
-1.17
CVS:
1.09
UNH:
0.80
CVS:
0.21
UNH:
-0.76
CVS:
0.92
UNH:
-2.46
CVS:
12.71%
UNH:
17.27%
CVS:
38.78%
UNH:
44.59%
CVS:
-64.07%
UNH:
-82.68%
CVS:
-38.06%
UNH:
-52.44%
Fundamentals
CVS:
$76.95B
UNH:
$268.12B
CVS:
$4.19
UNH:
$23.88
CVS:
14.52
UNH:
12.38
CVS:
0.64
UNH:
0.78
CVS:
0.20
UNH:
0.65
CVS:
1.00
UNH:
2.82
CVS:
$378.96B
UNH:
$407.42B
CVS:
$53.24B
UNH:
$87.53B
CVS:
$14.82B
UNH:
$32.14B
Returns By Period
In the year-to-date period, CVS achieves a 39.81% return, which is significantly higher than UNH's -41.43% return. Over the past 10 years, CVS has underperformed UNH with an annualized return of -2.24%, while UNH has yielded a comparatively higher 11.08% annualized return.
CVS
39.81%
-6.09%
6.35%
15.55%
-11.35%
1.56%
-2.24%
UNH
-41.43%
-29.53%
-50.99%
-41.02%
-15.28%
0.87%
11.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
CVS vs. UNH - Dividend Comparison
CVS's dividend yield for the trailing twelve months is around 4.34%, more than UNH's 2.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVS CVS Health Corporation | 4.34% | 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 | 2.85% | 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.
Loading data...
Volatility
CVS vs. UNH - Volatility Comparison
The current volatility for CVS Health Corporation (CVS) is 11.57%, while UnitedHealth Group Incorporated (UNH) has a volatility of 25.75%. 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.
Loading data...
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
CVS vs. UNH - Profitability Comparison
CVS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CVS Health Corporation reported a gross profit of 14.40B and revenue of 94.59B. Therefore, the gross margin over that period was 15.2%.
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%.
CVS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CVS Health Corporation reported an operating income of 3.37B and revenue of 94.59B, resulting in an operating margin of 3.6%.
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%.
CVS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CVS Health Corporation reported a net income of 1.78B and revenue of 94.59B, resulting in a net margin of 1.9%.
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%.