IR vs. UNH
IR (Ingersoll-Rand Plc) and UNH (UnitedHealth Group Incorporated) are both stocks. IR operates in Specialty Industrial Machinery (Industrials), while UNH operates in Healthcare Plans (Healthcare). Over the past 5 years, IR returned 11.40%/yr vs 1.88%/yr for UNH. Their 0.25 correlation means their historical movements had little consistent relationship.
Performance
IR vs. UNH - Performance Comparison
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Returns By Period
In the year-to-date period, IR achieves a 5.30% return, which is significantly lower than UNH's 27.23% return.
IR
- 1D
- -1.11%
- 1M
- 3.46%
- 6M
- -3.10%
- YTD
- 5.30%
- 1Y
- 11.31%
- 3Y*
- 8.20%
- 5Y*
- 11.40%
- 10Y*
- —
- ALL TIME*
- 16.97%
UNH
- 1D
- -1.68%
- 1M
- -2.58%
- 6M
- 46.38%
- YTD
- 27.23%
- 1Y
- 78.95%
- 3Y*
- -4.45%
- 5Y*
- 1.88%
- 10Y*
- 13.06%
- ALL TIME*
- 22.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $385.67M | $344.34M | $322.61M | |
| $2.03B | $2.36B | $2.61B |
IR vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IR Ingersoll-Rand Plc | 5.30% | -12.34% | 17.06% | 48.21% | -15.41% | 35.85% | 24.21% | 92.80% | -39.73% | 59.67% |
UNH UnitedHealth Group Incorporated | 27.23% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 28.64% |
Correlation
The correlation between IR and UNH is 0.18, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.18 |
Correlation (3Y) Balances recent behavior with more history. | 0.14 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.21 |
Correlation (All Time) Calculated using the full available price history since May 12, 2017 | 0.25 |
The correlation between IR and UNH shifts across timeframes, from 0.14 (3 years) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
IR:
$32.63B
UNH:
$376.34B
IR:
$3.23
UNH:
$15.53
IR:
25.83
UNH:
26.69
IR:
3.12
UNH:
0.84
IR:
$7.94B
UNH:
$450.13B
IR:
$3.01B
UNH:
$101.21B
IR:
$1.83B
UNH:
$25.76B
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Return for Risk
IR vs. UNH — Risk / Return Rank
IR
UNH
IR vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ingersoll-Rand Plc (IR) 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.
| IR | UNH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.90 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.36 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 2.45 | -2.49 |
| Martin ratioReturn relative to average drawdown | -0.10 | 6.01 | -6.11 |
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Drawdowns
IR vs. UNH - Drawdown Comparison
The maximum IR drawdown since its inception was -50.27%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for IR and UNH.
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Drawdown Indicators
| IR | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.27% | -74.37% | +24.10% |
Max Drawdown (1Y)Largest decline over 1 year | -30.56% | -28.96% | -1.60% |
Max Drawdown (3Y)Largest decline over 3 years | -36.62% | -61.39% | +24.77% |
Max Drawdown (5Y)Largest decline over 5 years | -36.62% | -61.39% | +24.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.39% | — |
Current DrawdownCurrent decline from peak | -20.74% | -30.91% | +10.17% |
Average DrawdownAverage peak-to-trough decline | -12.98% | -14.83% | +1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.84% | 11.78% | +2.06% |
Volatility
IR vs. UNH - Volatility Comparison
Ingersoll-Rand Plc (IR) has a higher volatility of 10.46% compared to UnitedHealth Group Incorporated (UNH) at 7.40%. This indicates that IR's price experiences larger fluctuations and is considered to be riskier 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
| IR | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.46% | 7.40% | +3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 25.99% | 21.69% | +4.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.83% | 38.68% | -3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.29% | 32.06% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.37% | 30.31% | +4.06% |
Dividends
IR vs. UNH - Dividend Comparison
IR's dividend yield for the trailing twelve months is around 0.10%, less than UNH's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IR Ingersoll-Rand Plc | 0.10% | 0.10% | 0.09% | 0.10% | 0.15% | 0.03% | 0.00% | 5.78% | 0.00% | 0.00% | 0.00% | 0.00% |
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
IR vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Ingersoll-Rand Plc 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
IR vs. UNH - Profitability Comparison
IR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Ingersoll-Rand Plc reported a gross profit of 862.60M and revenue of 2.05B. Therefore, the gross margin over that period was 42.1%.
UNH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, UnitedHealth Group Incorporated reported a gross profit of 36.67B and revenue of 112.03B. Therefore, the gross margin over that period was 32.7%.
IR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Ingersoll-Rand Plc reported an operating income of 380.30M and revenue of 2.05B, resulting in an operating margin of 18.6%.
UNH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, UnitedHealth Group Incorporated reported an operating income of 7.99B and revenue of 112.03B, resulting in an operating margin of 7.1%.
IR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Ingersoll-Rand Plc reported a net income of 256.80M and revenue of 2.05B, resulting in a net margin of 12.5%.
UNH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, UnitedHealth Group Incorporated reported a net income of 5.48B and revenue of 112.03B, resulting in a net margin of 4.9%.
Frequently Asked Questions
IR and UNH have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IR has higher volatility (10.46%) compared to UNH (7.40%). In terms of maximum drawdown, IR dropped -50.27% vs UNH's -74.37%.
UNH currently has the higher Sharpe Ratio (1.86 vs -0.04), 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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