IR vs. UNH
Compare and contrast key facts about Ingersoll-Rand Plc (IR) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IR or UNH.
Correlation
The correlation between IR and UNH is 0.41, 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
IR vs. UNH - Performance Comparison
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Key characteristics
IR:
-0.25
UNH:
-1.00
IR:
-0.14
UNH:
-1.18
IR:
0.98
UNH:
0.79
IR:
-0.22
UNH:
-0.76
IR:
-0.56
UNH:
-2.74
IR:
14.48%
UNH:
15.44%
IR:
32.35%
UNH:
43.33%
IR:
-49.12%
UNH:
-82.68%
IR:
-20.22%
UNH:
-52.93%
Fundamentals
IR:
$33.89B
UNH:
$264.80B
IR:
$2.04
UNH:
$25.43
IR:
41.18
UNH:
11.48
IR:
1.28
UNH:
0.59
IR:
4.65
UNH:
0.65
IR:
3.23
UNH:
2.62
IR:
$7.28B
UNH:
$407.42B
IR:
$3.10B
UNH:
$87.53B
IR:
$1.79B
UNH:
$31.08B
Returns By Period
In the year-to-date period, IR achieves a -7.09% return, which is significantly higher than UNH's -42.05% return.
IR
-7.09%
16.64%
-17.94%
-9.24%
24.59%
N/A
UNH
-42.05%
-35.72%
-50.31%
-43.47%
1.38%
10.90%
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Risk-Adjusted Performance
IR vs. UNH — Risk-Adjusted Performance Rank
IR
UNH
IR vs. UNH - Risk-Adjusted Performance 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.
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Dividends
IR vs. UNH - Dividend Comparison
IR's dividend yield for the trailing twelve months is around 0.10%, less than UNH's 2.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IR Ingersoll-Rand Plc | 0.10% | 0.09% | 0.10% | 0.15% | 0.03% | 2.33% | 5.78% | 9.58% | 3.83% | 0.00% | 0.00% | 0.00% |
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
IR vs. UNH - Drawdown Comparison
The maximum IR drawdown since its inception was -49.12%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for IR and UNH. For additional features, visit the drawdowns tool.
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Volatility
IR vs. UNH - Volatility Comparison
The current volatility for Ingersoll-Rand Plc (IR) is 9.07%, while UnitedHealth Group Incorporated (UNH) has a volatility of 33.07%. This indicates that IR 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
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 May 2025, Ingersoll-Rand Plc reported a gross profit of 765.50M and revenue of 1.72B. Therefore, the gross margin over that period was 44.6%.
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%.
IR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ingersoll-Rand Plc reported an operating income of 302.50M and revenue of 1.72B, resulting in an operating margin of 17.6%.
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%.
IR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ingersoll-Rand Plc reported a net income of 186.50M and revenue of 1.72B, resulting in a net margin of 10.9%.
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%.