HUM vs. MNST

Last updated Jun 4, 2026

HUM (Humana Inc.) and MNST (Monster Beverage Corporation) are both stocks. HUM operates in Healthcare Plans (Healthcare), while MNST operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, HUM returned 6.70%/yr vs 13.33%/yr for MNST. At a 0.15 correlation, their price movements are largely independent.

Performance

HUM vs. MNST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Humana Inc. (HUM) and Monster Beverage Corporation (MNST). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HUM achieves a 28.53% return, which is significantly higher than MNST's 16.13% return. Over the past 10 years, HUM has underperformed MNST with an annualized return of 6.70%, while MNST has yielded a comparatively higher 13.33% annualized return.

HUM

• 1D: 2.08%
• 1M: 37.64%
• YTD: 28.53%
• 6M: 28.57%
• 1Y: 42.54%
• 3Y*: -13.29%
• 5Y*: -4.20%
• 10Y*: 6.70%

MNST

• 1D: 0.91%
• 1M: 18.40%
• YTD: 16.13%
• 6M: 20.35%
• 1Y: 39.15%
• 3Y*: 14.39%
• 5Y*: 13.30%
• 10Y*: 13.33%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HUM vs. MNST - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HUM Humana Inc.	28.53%	2.36%	-43.96%	-9.94%	11.15%	13.80%	12.71%	28.94%	16.27%	22.60%
MNST Monster Beverage Corporation	16.13%	45.87%	-8.77%	13.48%	5.72%	3.85%	45.52%	29.11%	-22.23%	42.74%

Correlation

The correlation between HUM and MNST 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	0.12
Correlation (5Y) Calculated over the trailing 5-year period	0.19
Correlation (10Y) Calculated over the trailing 10-year period	0.21
Correlation (All Time) Calculated using the full available price history since Aug 21, 1995	0.15

The correlation between HUM and MNST shifts across timeframes, from 0.08 (1 year) to 0.21 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap HUM : $39.52B MNST : $87.99B
EPS HUM : $9.37 MNST : $2.06
PE Ratio HUM : 34.97 MNST : 43.21
PS Ratio HUM : 0.29 MNST : 9.98
PB Ratio HUM : 2.13 MNST : 10.08
Total Revenue (TTM) HUM : $137.20B MNST : $8.79B
Gross Profit (TTM) HUM : $13.28B MNST : $4.88B
EBITDA (TTM) HUM : $2.82B MNST : $2.70B

Return for Risk

HUM vs. MNST — Risk / Return Rank

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

HUM

HUM Risk / Return Rank: 63
HUM Sharpe Ratio Rank: 68
HUM Sortino Ratio Rank: 62
HUM Omega Ratio Rank: 66
HUM Calmar Ratio Rank: 59
HUM Martin Ratio Rank: 59

MNST

MNST Risk / Return Rank: 79
MNST Sharpe Ratio Rank: 81
MNST Sortino Ratio Rank: 80
MNST Omega Ratio Rank: 79
MNST Calmar Ratio Rank: 76
MNST Martin Ratio Rank: 79

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.

HUM vs. MNST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Humana Inc. (HUM) and Monster Beverage Corporation (MNST). 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.

	HUM	MNST	Difference
Sharpe ratio: Return per unit of total volatility	0.87	1.49	-0.62
Sortino ratio: Return per unit of downside risk	1.37	2.36	-0.98
Omega ratio: Gain probability vs. loss probability	1.20	1.30	-0.10
Calmar ratio: Return relative to maximum drawdown	0.91	2.22	-1.32
Martin ratio: Return relative to average drawdown	1.87	6.31	-4.44
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HUM vs. MNST - Sharpe Ratio Comparison

The current HUM Sharpe Ratio is 0.87, which is lower than the MNST Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of HUM and MNST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	HUM	MNST	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.87	1.49	-0.62
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.11	0.54	-0.66
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.19	0.51	-0.32
Sharpe Ratio (All Time) Calculated using the full available price history	0.22	0.60	-0.39

Drawdowns

HUM vs. MNST - Drawdown Comparison

The maximum HUM drawdown since its inception was -85.10%, which is greater than MNST's maximum drawdown of -69.17%. Use the drawdown chart below to compare losses from any high point for HUM and MNST.

Drawdown Indicators

	HUM	MNST	Difference
Max Drawdown Largest peak-to-trough decline	-85.10%	-69.17%	-15.93%
Max Drawdown (1Y) Largest decline over 1 year	-47.18%	-17.70%	-29.48%
Max Drawdown (3Y) Largest decline over 3 years	-67.92%	-26.04%	-41.88%
Max Drawdown (5Y) Largest decline over 5 years	-69.92%	-26.62%	-43.30%
Max Drawdown (10Y) Largest decline over 10 years	-69.92%	-30.42%	-39.50%
Current Drawdown Current decline from peak	-39.49%	-0.22%	-39.27%
Average Drawdown Average peak-to-trough decline	-27.15%	-20.68%	-6.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	22.79%	6.25%	+16.54%

Volatility

HUM vs. MNST - Volatility Comparison

Humana Inc. (HUM) has a higher volatility of 15.20% compared to Monster Beverage Corporation (MNST) at 13.66%. This indicates that HUM's price experiences larger fluctuations and is considered to be riskier than MNST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HUM	MNST	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.20%	13.66%	+1.54%
Volatility (6M) Calculated over the trailing 6-month period	38.83%	19.99%	+18.84%
Volatility (1Y) Calculated over the trailing 1-year period	48.96%	26.34%	+22.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.37%	24.59%	+12.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.59%	26.25%	+8.34%

Dividends

HUM vs. MNST - Dividend Comparison

HUM's dividend yield for the trailing twelve months is around 1.08%, while MNST has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HUM Humana Inc.	1.08%	1.38%	1.40%	0.77%	0.62%	0.60%	0.61%	0.60%	0.70%	0.76%	0.43%	0.64%
MNST Monster Beverage Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

HUM vs. MNST - Profitability Comparison

The chart below illustrates the profitability comparison between Humana Inc. and Monster Beverage Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

HUM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Humana Inc. reported a gross profit of 0.00 and revenue of 39.65B. Therefore, the gross margin over that period was 0.0%.

MNST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported a gross profit of 1.29B and revenue of 2.35B. Therefore, the gross margin over that period was 55.0%.

HUM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Humana Inc. reported an operating income of 1.75B and revenue of 39.65B, resulting in an operating margin of 4.4%.

MNST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported an operating income of 729.96M and revenue of 2.35B, resulting in an operating margin of 31.0%.

HUM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Humana Inc. reported a net income of 1.19B and revenue of 39.65B, resulting in a net margin of 3.0%.

MNST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported a net income of 569.49M and revenue of 2.35B, resulting in a net margin of 24.2%.

Frequently Asked Questions

Can I hold both HUM and MNST in my portfolio?

HUM and MNST 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.

Which is riskier, HUM or MNST?

HUM has higher volatility (15.20%) compared to MNST (13.66%). In terms of maximum drawdown, HUM dropped -85.10% vs MNST's -69.17%.

Which has better risk-adjusted returns?

MNST currently has the higher Sharpe Ratio (1.49 vs 0.87), 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.