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EQIX vs. UNH
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EQIX vs. UNH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Equinix, Inc. (EQIX) and UnitedHealth Group Incorporated (UNH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EQIX achieves a 42.56% return, which is significantly higher than UNH's 21.95% return. Both investments have delivered pretty close results over the past 10 years, with EQIX having a 13.46% annualized return and UNH not far behind at 13.14%.


EQIX

1D
-0.75%
1M
-0.15%
YTD
42.56%
6M
47.28%
1Y
21.52%
3Y*
15.77%
5Y*
8.71%
10Y*
13.46%

UNH

1D
0.76%
1M
8.76%
YTD
21.95%
6M
22.48%
1Y
38.84%
3Y*
-4.57%
5Y*
1.42%
10Y*
13.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EQIX vs. UNH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EQIX
Equinix, Inc.
42.56%-16.88%19.45%25.41%-21.13%20.28%24.22%68.86%-20.41%29.20%
UNH
UnitedHealth Group Incorporated
21.95%-33.14%-2.41%0.80%6.94%45.20%21.25%20.00%14.52%39.83%

Correlation

The correlation between EQIX and UNH is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.10

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (10Y)
Calculated over the trailing 10-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Aug 14, 2000

0.22

The correlation between EQIX and UNH shifts across timeframes, from 0.10 (3 years) to 0.23 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

EQIX:

$106.72B

UNH:

$363.52B

EPS

EQIX:

$14.46

UNH:

$13.23

PE Ratio

EQIX:

74.75

UNH:

30.20

PS Ratio

EQIX:

11.24

UNH:

0.81

PB Ratio

EQIX:

7.46

UNH:

3.50

Total Revenue (TTM)

EQIX:

$9.46B

UNH:

$449.71B

Gross Profit (TTM)

EQIX:

$4.85B

UNH:

$84.55B

EBITDA (TTM)

EQIX:

$3.76B

UNH:

$22.99B

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Return for Risk

EQIX vs. UNH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQIX
EQIX Risk / Return Rank: 6363
Overall Rank
EQIX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
EQIX Sortino Ratio Rank: 6161
Sortino Ratio Rank
EQIX Omega Ratio Rank: 6363
Omega Ratio Rank
EQIX Calmar Ratio Rank: 6363
Calmar Ratio Rank
EQIX Martin Ratio Rank: 6060
Martin Ratio Rank

UNH
UNH Risk / Return Rank: 6767
Overall Rank
UNH Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
UNH Sortino Ratio Rank: 6464
Sortino Ratio Rank
UNH Omega Ratio Rank: 6868
Omega Ratio Rank
UNH Calmar Ratio Rank: 6767
Calmar Ratio Rank
UNH Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EQIX vs. UNH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Equinix, Inc. (EQIX) 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.


EQIXUNHDifference
Sharpe ratioReturn per unit of total volatility

-0.14

Sortino ratioReturn per unit of downside risk

-0.17

Omega ratioGain probability vs. loss probability

1.19

1.22

-0.03

Calmar ratioReturn relative to maximum drawdown

1.10

1.35

-0.25

Martin ratioReturn relative to average drawdown

1.96

2.95

-0.99

EQIX vs. UNH - Sharpe Ratio Comparison

The current EQIX Sharpe Ratio is 0.83, which is comparable to the UNH Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of EQIX and UNH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EQIXUNHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.83

0.97

-0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.04

+0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.44

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

0.64

-0.55

Drawdowns

EQIX vs. UNH - Drawdown Comparison

The maximum EQIX drawdown since its inception was -99.44%, which is greater than UNH's maximum drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for EQIX and UNH.


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Drawdown Indicators


EQIXUNHDifference

Max Drawdown

Largest peak-to-trough decline

-99.44%

-74.37%

-25.07%

Max Drawdown (1Y)

Largest decline over 1 year

-19.63%

-28.96%

+9.33%

Max Drawdown (3Y)

Largest decline over 3 years

-24.59%

-61.39%

+36.80%

Max Drawdown (5Y)

Largest decline over 5 years

-41.77%

-61.39%

+19.62%

Max Drawdown (10Y)

Largest decline over 10 years

-41.77%

-61.39%

+19.62%

Current Drawdown

Current decline from peak

-2.60%

-33.78%

+31.18%

Average Drawdown

Average peak-to-trough decline

-52.66%

-14.76%

-37.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.01%

13.19%

-2.18%

Volatility

EQIX vs. UNH - Volatility Comparison

The current volatility for Equinix, Inc. (EQIX) is 5.30%, while UnitedHealth Group Incorporated (UNH) has a volatility of 8.18%. This indicates that EQIX 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


EQIXUNHDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.30%

8.18%

-2.88%

Volatility (6M)

Calculated over the trailing 6-month period

16.84%

30.89%

-14.05%

Volatility (1Y)

Calculated over the trailing 1-year period

26.05%

40.16%

-14.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.67%

31.86%

-4.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.13%

30.18%

-3.05%

Dividends

EQIX vs. UNH - Dividend Comparison

EQIX's dividend yield for the trailing twelve months is around 1.82%, less than UNH's 2.21% yield.


PositionTTM20252024202320222021202020192018201720162015
EQIX
Equinix, Inc.
1.82%2.45%1.81%1.80%1.89%1.36%1.49%1.69%2.59%1.77%1.96%5.86%
UNH
UnitedHealth Group Incorporated
2.21%2.64%1.62%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%

Financials

EQIX vs. UNH - Financials Comparison

This section allows you to compare key financial metrics between Equinix, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B100.00B120.00B20222023202420252026
2.44B
111.72B
(EQIX) Total Revenue
(UNH) Total Revenue
Values in USD except per share items

EQIX vs. UNH - Profitability Comparison

The chart below illustrates the profitability comparison between Equinix, Inc. and UnitedHealth Group Incorporated over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%20222023202420252026
51.5%
22.7%
Portfolio components
EQIX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Equinix, Inc. reported a gross profit of 1.26B and revenue of 2.44B. Therefore, the gross margin over that period was 51.5%.

UNH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported a gross profit of 25.41B and revenue of 111.72B. Therefore, the gross margin over that period was 22.7%.

EQIX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Equinix, Inc. reported an operating income of 577.00M and revenue of 2.44B, resulting in an operating margin of 23.6%.

UNH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported an operating income of 8.99B and revenue of 111.72B, resulting in an operating margin of 8.1%.

EQIX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Equinix, Inc. reported a net income of 415.00M and revenue of 2.44B, resulting in a net margin of 17.0%.

UNH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported a net income of 6.28B and revenue of 111.72B, resulting in a net margin of 5.6%.


Frequently Asked Questions


EQIX and UNH have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UNH has higher volatility (8.18%) compared to EQIX (5.30%). In terms of maximum drawdown, EQIX dropped -99.44% vs UNH's -74.37%.

UNH currently has the higher Sharpe Ratio (0.97 vs 0.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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