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MASI vs. UNH
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MASI vs. UNH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Masimo Corporation (MASI) and UnitedHealth Group Incorporated (UNH). The values are adjusted to include any dividend payments, if applicable.

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MASI vs. UNH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MASI
Masimo Corporation
36.76%-21.32%41.03%-20.78%-49.47%9.09%69.80%47.21%26.62%25.82%
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

Market Cap

MASI:

$9.64B

UNH:

$246.24B

EPS

MASI:

-$2.78

UNH:

$15.62

PS Ratio

MASI:

6.34

UNH:

0.55

PB Ratio

MASI:

13.37

UNH:

2.46

Total Revenue (TTM)

MASI:

$1.53B

UNH:

$447.57B

Gross Profit (TTM)

MASI:

$945.20M

UNH:

$82.92B

EBITDA (TTM)

MASI:

$363.00M

UNH:

$23.19B

Returns By Period

In the year-to-date period, MASI achieves a 36.76% return, which is significantly higher than UNH's -17.39% return. Over the past 10 years, MASI has outperformed UNH with an annualized return of 15.40%, while UNH has yielded a comparatively lower 9.39% annualized return.


MASI

1D
0.31%
1M
1.44%
YTD
36.76%
6M
20.55%
1Y
6.76%
3Y*
-1.22%
5Y*
-5.31%
10Y*
15.40%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MASI vs. UNH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MASI
MASI Risk / Return Rank: 4848
Overall Rank
MASI Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
MASI Sortino Ratio Rank: 4747
Sortino Ratio Rank
MASI Omega Ratio Rank: 4747
Omega Ratio Rank
MASI Calmar Ratio Rank: 5050
Calmar Ratio Rank
MASI Martin Ratio Rank: 4949
Martin Ratio Rank

UNH
UNH Risk / Return Rank: 1212
Overall Rank
UNH Sharpe Ratio Rank: 66
Sharpe Ratio Rank
UNH Sortino Ratio Rank: 1010
Sortino Ratio Rank
UNH Omega Ratio Rank: 66
Omega Ratio Rank
UNH Calmar Ratio Rank: 1515
Calmar Ratio Rank
UNH Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MASI vs. UNH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Masimo Corporation (MASI) 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.


MASIUNHDifference

Sharpe ratio

Return per unit of total volatility

0.13

-0.92

+1.05

Sortino ratio

Return per unit of downside risk

0.67

-1.15

+1.82

Omega ratio

Gain probability vs. loss probability

1.09

0.81

+0.28

Calmar ratio

Return relative to maximum drawdown

0.34

-0.77

+1.11

Martin ratio

Return relative to average drawdown

0.65

-1.02

+1.66

MASI vs. UNH - Sharpe Ratio Comparison

The current MASI Sharpe Ratio is 0.13, which is higher than the UNH Sharpe Ratio of -0.92. The chart below compares the historical Sharpe Ratios of MASI and UNH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MASIUNHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.13

-0.92

+1.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

-0.14

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.32

+0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.60

-0.26

Correlation

The correlation between MASI and UNH is 0.29, 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

MASI vs. UNH - Dividend Comparison

MASI has not paid dividends to shareholders, while UNH's dividend yield for the trailing twelve months is around 3.27%.


TTM20252024202320222021202020192018201720162015
MASI
Masimo Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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

MASI vs. UNH - Drawdown Comparison

The maximum MASI drawdown since its inception was -74.70%, roughly equal to the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for MASI and UNH.


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Drawdown Indicators


MASIUNHDifference

Max Drawdown

Largest peak-to-trough decline

-74.70%

-74.37%

-0.33%

Max Drawdown (1Y)

Largest decline over 1 year

-25.92%

-60.06%

+34.14%

Max Drawdown (5Y)

Largest decline over 5 years

-74.70%

-61.39%

-13.31%

Max Drawdown (10Y)

Largest decline over 10 years

-74.70%

-61.39%

-13.31%

Current Drawdown

Current decline from peak

-41.35%

-55.14%

+13.79%

Average Drawdown

Average peak-to-trough decline

-27.09%

-14.63%

-12.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.52%

45.40%

-31.88%

Volatility

MASI vs. UNH - Volatility Comparison

The current volatility for Masimo Corporation (MASI) is 1.78%, while UnitedHealth Group Incorporated (UNH) has a volatility of 7.72%. This indicates that MASI 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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Volatility by Period


MASIUNHDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.78%

7.72%

-5.94%

Volatility (6M)

Calculated over the trailing 6-month period

35.45%

29.34%

+6.11%

Volatility (1Y)

Calculated over the trailing 1-year period

51.34%

51.10%

+0.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.02%

31.26%

+13.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.92%

29.84%

+8.08%

Financials

MASI vs. UNH - Financials Comparison

This section allows you to compare key financial metrics between Masimo 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B100.00B120.00B202120222023202420252026
412.50M
113.22B
(MASI) Total Revenue
(UNH) Total Revenue
Values in USD except per share items

MASI vs. UNH - Profitability Comparison

The chart below illustrates the profitability comparison between Masimo Corporation and UnitedHealth Group Incorporated over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%202120222023202420252026
60.0%
16.3%
Portfolio components
MASI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Masimo Corporation reported a gross profit of 247.30M and revenue of 412.50M. Therefore, the gross margin over that period was 60.0%.

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%.

MASI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Masimo Corporation reported an operating income of 83.90M and revenue of 412.50M, resulting in an operating margin of 20.3%.

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%.

MASI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Masimo Corporation reported a net income of 68.30M and revenue of 412.50M, resulting in a net margin of 16.6%.

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%.