DGX vs. UNH
Compare and contrast key facts about Quest Diagnostics Incorporated (DGX) and UnitedHealth Group Incorporated (UNH).
Performance
DGX vs. UNH - Performance Comparison
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DGX vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGX Quest Diagnostics Incorporated | 14.63% | 17.20% | 11.77% | -10.05% | -7.80% | 47.86% | 14.11% | 31.13% | -13.84% | 9.16% |
UNH UnitedHealth Group Incorporated | -15.36% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
Fundamentals
DGX:
$22.18B
UNH:
$252.31B
DGX:
$8.80
UNH:
$15.62
DGX:
22.49
UNH:
17.75
DGX:
2.02
UNH:
0.56
DGX:
3.09
UNH:
2.52
DGX:
$11.04B
UNH:
$447.57B
DGX:
$3.67B
UNH:
$82.92B
DGX:
$2.02B
UNH:
$23.19B
Returns By Period
In the year-to-date period, DGX achieves a 14.63% return, which is significantly higher than UNH's -15.36% return. Over the past 10 years, DGX has outperformed UNH with an annualized return of 12.81%, while UNH has yielded a comparatively lower 9.69% annualized return.
DGX
- 1D
- 0.17%
- 1M
- -4.96%
- YTD
- 14.63%
- 6M
- 10.42%
- 1Y
- 20.09%
- 3Y*
- 13.82%
- 5Y*
- 11.03%
- 10Y*
- 12.81%
UNH
- 1D
- 1.20%
- 1M
- -3.39%
- YTD
- -15.36%
- 6M
- -20.48%
- 1Y
- -45.51%
- 3Y*
- -15.89%
- 5Y*
- -3.82%
- 10Y*
- 9.69%
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Return for Risk
DGX vs. UNH — Risk / Return Rank
DGX
UNH
DGX vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Quest Diagnostics Incorporated (DGX) 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.
| DGX | UNH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | -0.89 | +1.75 |
Sortino ratioReturn per unit of downside risk | 1.45 | -1.09 | +2.54 |
Omega ratioGain probability vs. loss probability | 1.18 | 0.82 | +0.36 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | -0.76 | +2.71 |
Martin ratioReturn relative to average drawdown | 4.32 | -1.00 | +5.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DGX | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | -0.89 | +1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | -0.12 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.33 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.61 | -0.07 |
Correlation
The correlation between DGX and UNH is 0.33, 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.
Dividends
DGX vs. UNH - Dividend Comparison
DGX's dividend yield for the trailing twelve months is around 1.62%, less than UNH's 3.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGX Quest Diagnostics Incorporated | 1.62% | 1.82% | 1.96% | 2.02% | 1.66% | 1.40% | 1.85% | 1.99% | 2.34% | 1.83% | 1.72% | 2.07% |
UNH UnitedHealth Group Incorporated | 3.19% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Drawdowns
DGX vs. UNH - Drawdown Comparison
The maximum DGX drawdown since its inception was -49.46%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for DGX and UNH.
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Drawdown Indicators
| DGX | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.46% | -74.37% | +24.91% |
Max Drawdown (1Y)Largest decline over 1 year | -9.81% | -60.06% | +50.25% |
Max Drawdown (5Y)Largest decline over 5 years | -28.62% | -61.39% | +32.77% |
Max Drawdown (10Y)Largest decline over 10 years | -36.60% | -61.39% | +24.79% |
Current DrawdownCurrent decline from peak | -6.55% | -54.04% | +47.49% |
Average DrawdownAverage peak-to-trough decline | -11.92% | -14.64% | +2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 45.65% | -41.22% |
Volatility
DGX vs. UNH - Volatility Comparison
The current volatility for Quest Diagnostics Incorporated (DGX) is 4.49%, while UnitedHealth Group Incorporated (UNH) has a volatility of 7.74%. This indicates that DGX 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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Volatility by Period
| DGX | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 7.74% | -3.25% |
Volatility (6M)Calculated over the trailing 6-month period | 15.95% | 29.39% | -13.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.52% | 51.11% | -27.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.64% | 31.25% | -9.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.62% | 29.84% | -6.22% |
Financials
DGX vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Quest Diagnostics Incorporated 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
DGX vs. UNH - Profitability Comparison
DGX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Quest Diagnostics Incorporated reported a gross profit of 910.00M and revenue of 2.81B. Therefore, the gross margin over that period was 32.4%.
UNH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, UnitedHealth Group Incorporated reported a gross profit of 18.49B and revenue of 113.22B. Therefore, the gross margin over that period was 16.3%.
DGX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Quest Diagnostics Incorporated reported an operating income of 386.00M and revenue of 2.81B, resulting in an operating margin of 13.8%.
UNH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, UnitedHealth Group Incorporated reported an operating income of 380.00M and revenue of 113.22B, resulting in an operating margin of 0.3%.
DGX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Quest Diagnostics Incorporated reported a net income of 245.00M and revenue of 2.81B, resulting in a net margin of 8.7%.
UNH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, UnitedHealth Group Incorporated reported a net income of 2.18B and revenue of 113.22B, resulting in a net margin of 1.9%.