HCLTECH.NS vs. UNH
Compare and contrast key facts about HCL Technologies Limited (HCLTECH.NS) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HCLTECH.NS or UNH.
Key characteristics
| HCLTECH.NS | UNH | |
|---|---|---|
| YTD Return | 32.31% | 18.13% |
| 1Y Return | 53.83% | 15.01% |
| 3Y Return (Ann) | 22.37% | 11.85% |
| 5Y Return (Ann) | 31.65% | 21.00% |
| 10Y Return (Ann) | 20.06% | 22.42% |
| Sharpe Ratio | 2.27 | 0.63 |
| Sortino Ratio | 3.14 | 1.02 |
| Omega Ratio | 1.41 | 1.14 |
| Calmar Ratio | 2.42 | 0.77 |
| Martin Ratio | 6.32 | 2.02 |
| Ulcer Index | 8.28% | 7.59% |
| Daily Std Dev | 23.33% | 24.26% |
| Max Drawdown | -72.52% | -82.67% |
| Current Drawdown | 0.00% | -1.69% |
Fundamentals
| HCLTECH.NS | UNH | |
|---|---|---|
| Market Cap | ₹5.07T | $575.41B |
| EPS | ₹62.18 | $15.38 |
| PE Ratio | 30.12 | 40.65 |
| PEG Ratio | 2.39 | 1.70 |
| Total Revenue (TTM) | ₹1.14T | $392.72B |
| Gross Profit (TTM) | ₹376.21B | $88.91B |
| EBITDA (TTM) | ₹258.92B | $27.22B |
Correlation
The correlation between HCLTECH.NS and UNH is 0.03, 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.
Performance
HCLTECH.NS vs. UNH - Performance Comparison
In the year-to-date period, HCLTECH.NS achieves a 32.31% return, which is significantly higher than UNH's 18.13% return. Over the past 10 years, HCLTECH.NS has underperformed UNH with an annualized return of 20.06%, while UNH has yielded a comparatively higher 22.42% 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
HCLTECH.NS vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCL Technologies Limited (HCLTECH.NS) 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
HCLTECH.NS vs. UNH - Dividend Comparison
HCLTECH.NS's dividend yield for the trailing twelve months is around 2.88%, more than UNH's 1.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCLTECH.NS HCL Technologies Limited | 2.88% | 3.41% | 4.62% | 1.97% | 1.06% | 0.70% | 0.83% | 1.80% | 2.90% | 2.11% | 1.63% | 0.95% |
UNH UnitedHealth Group Incorporated | 1.30% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
Drawdowns
HCLTECH.NS vs. UNH - Drawdown Comparison
The maximum HCLTECH.NS drawdown since its inception was -72.52%, smaller than the maximum UNH drawdown of -82.67%. Use the drawdown chart below to compare losses from any high point for HCLTECH.NS and UNH. For additional features, visit the drawdowns tool.
Volatility
HCLTECH.NS vs. UNH - Volatility Comparison
The current volatility for HCL Technologies Limited (HCLTECH.NS) is 6.61%, while UnitedHealth Group Incorporated (UNH) has a volatility of 11.43%. This indicates that HCLTECH.NS 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
HCLTECH.NS vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between HCL Technologies Limited 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