LLY vs. UNH
Compare and contrast key facts about Eli Lilly and Company (LLY) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LLY or UNH.
Key characteristics
| LLY | UNH | |
|---|---|---|
| YTD Return | 26.05% | -5.54% |
| 1Y Return | 89.48% | 2.55% |
| 3Y Return (Ann) | 61.09% | 9.42% |
| 5Y Return (Ann) | 45.93% | 17.65% |
| 10Y Return (Ann) | 31.30% | 22.65% |
| Sharpe Ratio | 3.25 | 0.19 |
| Daily Std Dev | 29.68% | 21.75% |
| Max Drawdown | -68.27% | -82.68% |
| Current Drawdown | -7.42% | -9.76% |
Fundamentals
| LLY | UNH | |
|---|---|---|
| Market Cap | $697.40B | $455.76B |
| EPS | $5.79 | $16.40 |
| PE Ratio | 126.69 | 30.20 |
| PEG Ratio | 1.43 | 1.24 |
| Revenue (TTM) | $34.12B | $379.49B |
| Gross Profit (TTM) | $21.91B | $79.62B |
| EBITDA (TTM) | $12.31B | $35.00B |
Correlation
The correlation between LLY and UNH is 0.27, 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
LLY vs. UNH - Performance Comparison
In the year-to-date period, LLY achieves a 26.05% return, which is significantly higher than UNH's -5.54% return. Over the past 10 years, LLY has outperformed UNH with an annualized return of 31.30%, while UNH has yielded a comparatively lower 22.65% 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
LLY vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eli Lilly and Company (LLY) 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
LLY vs. UNH - Dividend Comparison
LLY's dividend yield for the trailing twelve months is around 0.64%, less than UNH's 1.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLY Eli Lilly and Company | 0.64% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.94% | 2.46% | 2.77% | 2.37% | 2.84% | 3.84% |
UNH UnitedHealth Group Incorporated | 1.52% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
Drawdowns
LLY vs. UNH - Drawdown Comparison
The maximum LLY drawdown since its inception was -68.27%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for LLY and UNH. For additional features, visit the drawdowns tool.
Volatility
LLY vs. UNH - Volatility Comparison
The current volatility for Eli Lilly and Company (LLY) is 6.38%, while UnitedHealth Group Incorporated (UNH) has a volatility of 10.56%. This indicates that LLY 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
LLY vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Eli Lilly and Company 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