PortfoliosLab logoPortfoliosLab logo
GIS vs. UNH
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GIS vs. UNH - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, GIS achieves a -23.47% return, which is significantly lower than UNH's 24.71% return. Over the past 10 years, GIS has underperformed UNH with an annualized return of -2.63%, while UNH has yielded a comparatively higher 13.32% annualized return.


GIS

1D
2.04%
1M
4.61%
YTD
-23.47%
6M
-23.78%
1Y
-31.91%
3Y*
-21.38%
5Y*
-7.83%
10Y*
-2.63%

UNH

1D
0.73%
1M
3.72%
YTD
24.71%
6M
20.44%
1Y
33.97%
3Y*
-4.10%
5Y*
2.27%
10Y*
13.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GIS vs. UNH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GIS
General Mills, Inc.
-23.47%-23.75%1.45%-19.97%28.09%18.53%13.60%43.13%-31.57%-0.65%
UNH
UnitedHealth Group Incorporated
24.71%-33.14%-2.41%0.80%6.94%45.20%21.25%20.00%14.52%39.83%

Correlation

The correlation between GIS and UNH is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.08

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

0.15

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

0.23

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

0.22

Correlation (All Time)
Calculated using the full available price history since Mar 26, 1990

0.22

The correlation between GIS and UNH shifts across timeframes, from 0.08 (1 year) to 0.23 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

GIS:

$18.72B

UNH:

$371.75B

EPS

GIS:

$4.08

UNH:

$13.23

PE Ratio

GIS:

8.45

UNH:

30.88

PS Ratio

GIS:

1.02

UNH:

0.83

PB Ratio

GIS:

2.00

UNH:

3.58

Total Revenue (TTM)

GIS:

$18.37B

UNH:

$449.71B

Gross Profit (TTM)

GIS:

$4.70B

UNH:

$84.55B

EBITDA (TTM)

GIS:

$3.03B

UNH:

$22.99B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

GIS vs. UNH — Risk / Return Rank

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

GIS
GIS Risk / Return Rank: 33
Overall Rank
GIS Sharpe Ratio Rank: 11
Sharpe Ratio Rank
GIS Sortino Ratio Rank: 33
Sortino Ratio Rank
GIS Omega Ratio Rank: 44
Omega Ratio Rank
GIS Calmar Ratio Rank: 66
Calmar Ratio Rank
GIS Martin Ratio Rank: 22
Martin Ratio Rank

UNH
UNH Risk / Return Rank: 6666
Overall Rank
UNH Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
UNH Sortino Ratio Rank: 6262
Sortino Ratio Rank
UNH Omega Ratio Rank: 6767
Omega Ratio Rank
UNH Calmar Ratio Rank: 6565
Calmar Ratio Rank
UNH Martin Ratio Rank: 6565
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.

GIS vs. UNH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for General Mills, Inc. (GIS) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GISUNHDifference
Sharpe ratioReturn per unit of total volatility

-2.20

Sortino ratioReturn per unit of downside risk

-3.28

Omega ratioGain probability vs. loss probability

0.77

1.19

-0.42

Calmar ratioReturn relative to maximum drawdown

-0.91

1.11

-2.01

Martin ratioReturn relative to average drawdown

-1.86

2.43

-4.28

GIS vs. UNH - Sharpe Ratio Comparison

The current GIS Sharpe Ratio is -1.40, which is lower than the UNH Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of GIS 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.


Loading charts...

Drawdowns

GIS vs. UNH - Drawdown Comparison

The maximum GIS drawdown since its inception was -59.63%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for GIS and UNH.


Loading charts...

Drawdown Indicators


GISUNHDifference

Max Drawdown

Largest peak-to-trough decline

-59.63%

-74.37%

+14.74%

Max Drawdown (1Y)

Largest decline over 1 year

-36.85%

-28.96%

-7.89%

Max Drawdown (3Y)

Largest decline over 3 years

-55.32%

-61.39%

+6.07%

Max Drawdown (5Y)

Largest decline over 5 years

-59.63%

-61.39%

+1.76%

Max Drawdown (10Y)

Largest decline over 10 years

-59.63%

-61.39%

+1.76%

Current Drawdown

Current decline from peak

-56.70%

-32.27%

-24.43%

Average Drawdown

Average peak-to-trough decline

-10.28%

-14.77%

+4.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.06%

13.19%

+5.87%

Volatility

GIS vs. UNH - Volatility Comparison

The current volatility for General Mills, Inc. (GIS) is 6.25%, while UnitedHealth Group Incorporated (UNH) has a volatility of 7.60%. This indicates that GIS 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 charts...

Volatility by Period


GISUNHDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.25%

7.60%

-1.35%

Volatility (6M)

Calculated over the trailing 6-month period

18.81%

30.86%

-12.05%

Volatility (1Y)

Calculated over the trailing 1-year period

23.96%

40.10%

-16.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.14%

31.87%

-10.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.10%

30.18%

-8.08%

Dividends

GIS vs. UNH - Dividend Comparison

GIS's dividend yield for the trailing twelve months is around 7.07%, more than UNH's 2.16% yield.


PositionTTM20252024202320222021202020192018201720162015
GIS
General Mills, Inc.
7.07%5.20%3.73%3.47%2.50%3.03%3.37%3.66%5.03%3.27%3.01%3.00%
UNH
UnitedHealth Group Incorporated
2.16%2.64%1.62%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%

Financials

GIS vs. UNH - Financials Comparison

This section allows you to compare key financial metrics between General Mills, 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


0.0020.00B40.00B60.00B80.00B100.00B120.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
4.44B
111.72B
(GIS) Total Revenue
(UNH) Total Revenue
Values in USD except per share items

GIS vs. UNH - Profitability Comparison

The chart below illustrates the profitability comparison between General Mills, 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

0.0%10.0%20.0%30.0%40.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober20260
22.7%
Portfolio components
GIS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, General Mills, Inc. reported a gross profit of 0.00 and revenue of 4.44B. Therefore, the gross margin over that period was 0.0%.

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%.

GIS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, General Mills, Inc. reported an operating income of 524.60M and revenue of 4.44B, resulting in an operating margin of 11.8%.

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%.

GIS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, General Mills, Inc. reported a net income of 303.10M and revenue of 4.44B, resulting in a net margin of 6.8%.

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


GIS and UNH have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UNH has higher volatility (7.60%) compared to GIS (6.25%). In terms of maximum drawdown, GIS dropped -59.63% vs UNH's -74.37%.

UNH currently has the higher Sharpe Ratio (0.80 vs -1.40), 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.

Portfolio Optimizer

Find the right allocation for GIS and UNH

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer