LLY vs. UNH
Compare and contrast key facts about Eli Lilly and Company (LLY) and UnitedHealth Group Incorporated (UNH).
Performance
LLY vs. UNH - Performance Comparison
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LLY vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LLY Eli Lilly and Company | -14.27% | 40.25% | 33.30% | 60.91% | 34.26% | 66.08% | 31.04% | 16.14% | 40.45% | 17.83% |
UNH UnitedHealth Group Incorporated | -17.39% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
Fundamentals
LLY:
$825.96B
UNH:
$246.24B
LLY:
$22.96
UNH:
$15.62
LLY:
40.06
UNH:
17.32
LLY:
12.68
UNH:
0.55
LLY:
31.13
UNH:
2.46
LLY:
$65.18B
UNH:
$447.57B
LLY:
$54.62B
UNH:
$82.92B
LLY:
$27.94B
UNH:
$23.19B
Returns By Period
In the year-to-date period, LLY achieves a -14.27% return, which is significantly higher than UNH's -17.39% return. Over the past 10 years, LLY has outperformed UNH with an annualized return of 30.92%, while UNH has yielded a comparatively lower 9.39% annualized return.
LLY
- 1D
- 3.74%
- 1M
- -12.57%
- YTD
- -14.27%
- 6M
- 20.93%
- 1Y
- 12.19%
- 3Y*
- 39.90%
- 5Y*
- 39.16%
- 10Y*
- 30.92%
UNH
- 1D
- 3.36%
- 1M
- -7.02%
- YTD
- -17.39%
- 6M
- -20.50%
- 1Y
- -46.88%
- 3Y*
- -15.31%
- 5Y*
- -4.29%
- 10Y*
- 9.39%
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Return for Risk
LLY vs. UNH — Risk / Return Rank
LLY
UNH
LLY vs. UNH - Risk-Adjusted Trends 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.
| LLY | UNH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | -0.92 | +1.21 |
Sortino ratioReturn per unit of downside risk | 0.69 | -1.15 | +1.84 |
Omega ratioGain probability vs. loss probability | 1.10 | 0.81 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | -0.77 | +1.19 |
Martin ratioReturn relative to average drawdown | 1.02 | -1.02 | +2.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LLY | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | -0.92 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.23 | -0.14 | +1.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.04 | 0.32 | +0.73 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.60 | -0.04 |
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.
Dividends
LLY vs. UNH - Dividend Comparison
LLY's dividend yield for the trailing twelve months is around 0.68%, less than UNH's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLY Eli Lilly and Company | 0.68% | 0.56% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.94% | 2.46% | 2.77% | 2.37% |
UNH UnitedHealth Group Incorporated | 3.27% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Drawdowns
LLY vs. UNH - Drawdown Comparison
The maximum LLY drawdown since its inception was -68.24%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for LLY and UNH.
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Drawdown Indicators
| LLY | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.24% | -74.37% | +6.13% |
Max Drawdown (1Y)Largest decline over 1 year | -30.26% | -60.06% | +29.80% |
Max Drawdown (5Y)Largest decline over 5 years | -34.48% | -61.39% | +26.91% |
Max Drawdown (10Y)Largest decline over 10 years | -34.48% | -61.39% | +26.91% |
Current DrawdownCurrent decline from peak | -17.00% | -55.14% | +38.14% |
Average DrawdownAverage peak-to-trough decline | -19.25% | -14.63% | -4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.39% | 45.40% | -33.01% |
Volatility
LLY vs. UNH - Volatility Comparison
Eli Lilly and Company (LLY) has a higher volatility of 9.04% compared to UnitedHealth Group Incorporated (UNH) at 7.72%. This indicates that LLY'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
| LLY | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.04% | 7.72% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 26.21% | 29.34% | -3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.44% | 51.10% | -8.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.14% | 31.26% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.80% | 29.84% | -0.04% |
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
LLY vs. UNH - Profitability Comparison
LLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Eli Lilly and Company reported a gross profit of 16.41B and revenue of 19.29B. Therefore, the gross margin over that period was 85.1%.
UNH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, UnitedHealth Group Incorporated reported a gross profit of 18.49B and revenue of 113.22B. Therefore, the gross margin over that period was 16.3%.
LLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Eli Lilly and Company reported an operating income of 8.78B and revenue of 19.29B, resulting in an operating margin of 45.5%.
UNH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, UnitedHealth Group Incorporated reported an operating income of 380.00M and revenue of 113.22B, resulting in an operating margin of 0.3%.
LLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Eli Lilly and Company reported a net income of 6.64B and revenue of 19.29B, resulting in a net margin of 34.4%.
UNH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, UnitedHealth Group Incorporated reported a net income of 2.18B and revenue of 113.22B, resulting in a net margin of 1.9%.