HUM vs. UNH
Compare and contrast key facts about Humana Inc. (HUM) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HUM or UNH.
Correlation
The correlation between HUM and UNH is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HUM vs. UNH - Performance Comparison
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Key characteristics
HUM:
-0.76
UNH:
-1.00
HUM:
-0.80
UNH:
-1.18
HUM:
0.89
UNH:
0.79
HUM:
-0.51
UNH:
-0.76
HUM:
-1.10
UNH:
-2.74
HUM:
27.46%
UNH:
15.44%
HUM:
42.86%
UNH:
43.33%
HUM:
-85.10%
UNH:
-82.68%
HUM:
-56.72%
UNH:
-52.93%
Fundamentals
HUM:
$28.72B
UNH:
$264.80B
HUM:
$14.17
UNH:
$25.43
HUM:
16.79
UNH:
11.48
HUM:
0.69
UNH:
0.59
HUM:
0.24
UNH:
0.65
HUM:
1.55
UNH:
2.62
HUM:
$120.26B
UNH:
$407.42B
HUM:
$120.26B
UNH:
$87.53B
HUM:
$4.12B
UNH:
$31.08B
Returns By Period
In the year-to-date period, HUM achieves a -5.90% return, which is significantly higher than UNH's -42.05% return. Over the past 10 years, HUM has underperformed UNH with an annualized return of 3.70%, while UNH has yielded a comparatively higher 10.90% annualized return.
HUM
-5.90%
-10.03%
-13.09%
-32.39%
-8.82%
3.70%
UNH
-42.05%
-35.72%
-50.31%
-43.47%
1.38%
10.90%
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Risk-Adjusted Performance
HUM vs. UNH — Risk-Adjusted Performance Rank
HUM
UNH
HUM vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Humana Inc. (HUM) 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.
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Dividends
HUM vs. UNH - Dividend Comparison
HUM's dividend yield for the trailing twelve months is around 1.49%, less than UNH's 2.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HUM Humana Inc. | 1.49% | 1.40% | 0.77% | 0.62% | 0.60% | 0.61% | 0.60% | 0.70% | 0.76% | 0.43% | 0.64% | 0.77% |
UNH UnitedHealth Group Incorporated | 2.88% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
HUM vs. UNH - Drawdown Comparison
The maximum HUM drawdown since its inception was -85.10%, roughly equal to the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for HUM and UNH. For additional features, visit the drawdowns tool.
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Volatility
HUM vs. UNH - Volatility Comparison
The current volatility for Humana Inc. (HUM) is 16.86%, while UnitedHealth Group Incorporated (UNH) has a volatility of 33.07%. This indicates that HUM 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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Financials
HUM vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Humana 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
HUM vs. UNH - Profitability Comparison
HUM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Humana Inc. reported a gross profit of 32.11B and revenue of 32.11B. Therefore, the gross margin over that period was 100.0%.
UNH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported a gross profit of 23.77B and revenue of 109.58B. Therefore, the gross margin over that period was 21.7%.
HUM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Humana Inc. reported an operating income of 2.01B and revenue of 32.11B, resulting in an operating margin of 6.3%.
UNH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported an operating income of 9.12B and revenue of 109.58B, resulting in an operating margin of 8.3%.
HUM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Humana Inc. reported a net income of 1.24B and revenue of 32.11B, resulting in a net margin of 3.9%.
UNH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported a net income of 6.29B and revenue of 109.58B, resulting in a net margin of 5.7%.