ELV vs. UNH
Compare and contrast key facts about Elevance Health Inc (ELV) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ELV or UNH.
Correlation
The correlation between ELV 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
ELV vs. UNH - Performance Comparison
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Key characteristics
ELV:
-0.83
UNH:
-1.00
ELV:
-0.95
UNH:
-1.18
ELV:
0.87
UNH:
0.79
ELV:
-0.68
UNH:
-0.76
ELV:
-1.10
UNH:
-2.74
ELV:
21.26%
UNH:
15.44%
ELV:
29.84%
UNH:
43.33%
ELV:
-67.19%
UNH:
-82.68%
ELV:
-27.46%
UNH:
-52.93%
Fundamentals
ELV:
$88.11B
UNH:
$279.41B
ELV:
$25.70
UNH:
$21.29
ELV:
15.18
UNH:
12.89
ELV:
0.70
UNH:
0.59
ELV:
0.48
UNH:
0.68
ELV:
2.07
UNH:
2.62
ELV:
$183.12B
UNH:
$407.42B
ELV:
$114.62B
UNH:
$87.53B
ELV:
$10.09B
UNH:
$31.08B
Returns By Period
In the year-to-date period, ELV achieves a 9.78% return, which is significantly higher than UNH's -42.05% return. Both investments have delivered pretty close results over the past 10 years, with ELV having a 10.91% annualized return and UNH not far ahead at 10.96%.
ELV
9.78%
-7.30%
1.48%
-24.78%
9.10%
10.91%
UNH
-42.05%
-50.10%
-50.31%
-43.10%
1.55%
10.96%
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Risk-Adjusted Performance
ELV vs. UNH — Risk-Adjusted Performance Rank
ELV
UNH
ELV vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Elevance Health Inc (ELV) 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.
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Dividends
ELV vs. UNH - Dividend Comparison
ELV's dividend yield for the trailing twelve months is around 1.64%, less than UNH's 2.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELV Elevance Health Inc | 1.64% | 1.77% | 1.26% | 1.00% | 0.98% | 1.18% | 1.06% | 1.14% | 1.20% | 1.81% | 1.79% | 1.39% |
UNH UnitedHealth Group Incorporated | 2.88% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
ELV vs. UNH - Drawdown Comparison
The maximum ELV drawdown since its inception was -67.19%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for ELV and UNH. For additional features, visit the drawdowns tool.
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Volatility
ELV vs. UNH - Volatility Comparison
The current volatility for Elevance Health Inc (ELV) is 14.71%, while UnitedHealth Group Incorporated (UNH) has a volatility of 33.07%. This indicates that ELV 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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Financials
ELV vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Elevance Health 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
ELV vs. UNH - Profitability Comparison
ELV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Elevance Health Inc reported a gross profit of 43.91B and revenue of 48.89B. Therefore, the gross margin over that period was 89.8%.
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%.
ELV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Elevance Health Inc reported an operating income of 3.14B and revenue of 48.89B, resulting in an operating margin of 6.4%.
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%.
ELV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Elevance Health Inc reported a net income of 2.18B and revenue of 48.89B, resulting in a net margin of 4.5%.
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%.