LMT vs. UNH
Compare and contrast key facts about Lockheed Martin Corporation (LMT) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LMT or UNH.
Correlation
The correlation between LMT and UNH is 0.39, 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
LMT vs. UNH - Performance Comparison
Loading data...
Key characteristics
LMT:
0.16
UNH:
-0.64
LMT:
0.38
UNH:
-0.58
LMT:
1.06
UNH:
0.90
LMT:
0.13
UNH:
-0.59
LMT:
0.26
UNH:
-1.66
LMT:
15.78%
UNH:
13.75%
LMT:
22.90%
UNH:
37.48%
LMT:
-70.23%
UNH:
-82.68%
LMT:
-21.90%
UNH:
-38.63%
Fundamentals
LMT:
$110.94B
UNH:
$345.29B
LMT:
$23.19
UNH:
$23.89
LMT:
20.42
UNH:
15.93
LMT:
1.71
UNH:
0.84
LMT:
1.54
UNH:
0.85
LMT:
16.52
UNH:
3.73
LMT:
$71.81B
UNH:
$407.42B
LMT:
$7.35B
UNH:
$87.53B
LMT:
$9.08B
UNH:
$31.08B
Returns By Period
In the year-to-date period, LMT achieves a -1.84% return, which is significantly higher than UNH's -24.43% return. Over the past 10 years, LMT has underperformed UNH with an annualized return of 12.52%, while UNH has yielded a comparatively higher 14.41% annualized return.
LMT
-1.84%
2.12%
-14.98%
3.64%
7.58%
12.52%
UNH
-24.43%
-35.96%
-37.69%
-24.59%
7.27%
14.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
LMT vs. UNH — Risk-Adjusted Performance Rank
LMT
UNH
LMT vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lockheed Martin Corporation (LMT) 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.
Loading data...
Dividends
LMT vs. UNH - Dividend Comparison
LMT's dividend yield for the trailing twelve months is around 2.72%, more than UNH's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMT Lockheed Martin Corporation | 2.72% | 2.62% | 2.68% | 2.34% | 2.98% | 2.76% | 2.31% | 3.13% | 2.32% | 2.71% | 2.83% | 2.85% |
UNH UnitedHealth Group Incorporated | 2.21% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
LMT vs. UNH - Drawdown Comparison
The maximum LMT drawdown since its inception was -70.23%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for LMT and UNH. For additional features, visit the drawdowns tool.
Loading data...
Volatility
LMT vs. UNH - Volatility Comparison
The current volatility for Lockheed Martin Corporation (LMT) is 5.43%, while UnitedHealth Group Incorporated (UNH) has a volatility of 26.00%. This indicates that LMT 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.
Loading data...
Financials
LMT vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Lockheed Martin Corporation 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
LMT vs. UNH - Profitability Comparison
LMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Lockheed Martin Corporation reported a gross profit of 2.32B and revenue of 17.96B. Therefore, the gross margin over that period was 12.9%.
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%.
LMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Lockheed Martin Corporation reported an operating income of 2.37B and revenue of 17.96B, resulting in an operating margin of 13.2%.
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%.
LMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Lockheed Martin Corporation reported a net income of 1.71B and revenue of 17.96B, resulting in a net margin of 9.5%.
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%.