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.
Key characteristics
| ELV | UNH | |
|---|---|---|
| YTD Return | 14.62% | -2.41% |
| 1Y Return | 19.30% | 5.78% |
| 3Y Return (Ann) | 12.36% | 9.24% |
| 5Y Return (Ann) | 17.27% | 18.54% |
| 10Y Return (Ann) | 19.43% | 22.83% |
| Sharpe Ratio | 0.94 | 0.29 |
| Daily Std Dev | 20.83% | 21.87% |
| Max Drawdown | -67.19% | -82.68% |
| Current Drawdown | -0.17% | -6.77% |
Fundamentals
| ELV | UNH | |
|---|---|---|
| Market Cap | $125.32B | $471.98B |
| EPS | $26.53 | $16.36 |
| PE Ratio | 20.32 | 31.35 |
| PEG Ratio | 1.14 | 1.24 |
| Revenue (TTM) | $171.75B | $379.49B |
| Gross Profit (TTM) | $40.11B | $79.62B |
| EBITDA (TTM) | $11.15B | $35.00B |
Correlation
The correlation between ELV and UNH is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ELV vs. UNH - Performance Comparison
In the year-to-date period, ELV achieves a 14.62% return, which is significantly higher than UNH's -2.41% return. Over the past 10 years, ELV has underperformed UNH with an annualized return of 19.43%, while UNH has yielded a comparatively higher 22.83% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
ELV vs. UNH - Dividend Comparison
ELV's dividend yield for the trailing twelve months is around 1.13%, less than UNH's 1.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELV Elevance Health Inc | 1.13% | 1.26% | 1.00% | 0.98% | 1.18% | 1.06% | 1.14% | 1.20% | 1.81% | 1.79% | 1.39% | 1.62% |
UNH UnitedHealth Group Incorporated | 1.47% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
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.
Volatility
ELV vs. UNH - Volatility Comparison
The current volatility for Elevance Health Inc (ELV) is 4.22%, while UnitedHealth Group Incorporated (UNH) has a volatility of 7.22%. 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.
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