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

Performance

NICE vs. UNH - Performance Comparison

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

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Returns By Period

In the year-to-date period, NICE achieves a -14.15% return, which is significantly lower than UNH's 15.37% return. Over the past 10 years, NICE has underperformed UNH with an annualized return of 4.17%, while UNH has yielded a comparatively higher 12.52% annualized return.


NICE

1D
-2.41%
1M
-14.04%
YTD
-14.15%
6M
-10.15%
1Y
-41.32%
3Y*
-22.26%
5Y*
-14.66%
10Y*
4.17%

UNH

1D
-0.51%
1M
2.48%
YTD
15.37%
6M
18.14%
1Y
27.52%
3Y*
-7.07%
5Y*
0.18%
10Y*
12.52%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NICE vs. UNH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NICE
NICE Ltd.
-14.15%-33.44%-14.87%3.75%-36.66%7.07%82.75%43.38%17.73%33.92%
UNH
UnitedHealth Group Incorporated
15.37%-33.14%-2.41%0.80%6.94%45.20%21.25%20.00%14.52%39.83%

Correlation

The correlation between NICE and UNH is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

0.14

Correlation (10Y)
Calculated over the trailing 10-year period

0.19

Correlation (All Time)
Calculated using the full available price history since Jan 26, 1996

0.20

The correlation between NICE and UNH shifts across timeframes, from 0.09 (3 years) to 0.20 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

NICE:

$5.88B

UNH:

$343.91B

EPS

NICE:

$8.49

UNH:

$13.23

PE Ratio

NICE:

11.43

UNH:

28.57

PS Ratio

NICE:

2.01

UNH:

0.77

PB Ratio

NICE:

1.60

UNH:

3.31

Total Revenue (TTM)

NICE:

$3.01B

UNH:

$449.71B

Gross Profit (TTM)

NICE:

$1.98B

UNH:

$84.55B

EBITDA (TTM)

NICE:

$841.27M

UNH:

$22.99B

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Return for Risk

NICE vs. UNH — Risk / Return Rank

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

NICE
NICE Risk / Return Rank: 1010
Overall Rank
NICE Sharpe Ratio Rank: 88
Sharpe Ratio Rank
NICE Sortino Ratio Rank: 1111
Sortino Ratio Rank
NICE Omega Ratio Rank: 99
Omega Ratio Rank
NICE Calmar Ratio Rank: 1010
Calmar Ratio Rank
NICE Martin Ratio Rank: 1010
Martin Ratio Rank

UNH
UNH Risk / Return Rank: 6060
Overall Rank
UNH Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
UNH Sortino Ratio Rank: 5757
Sortino Ratio Rank
UNH Omega Ratio Rank: 6060
Omega Ratio Rank
UNH Calmar Ratio Rank: 6161
Calmar Ratio Rank
UNH Martin Ratio Rank: 6161
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.

NICE vs. UNH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NICE Ltd. (NICE) 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.


NICEUNHDifference

Sharpe ratio

Return per unit of total volatility

-0.81

0.69

-1.51

Sortino ratio

Return per unit of downside risk

-0.99

1.14

-2.13

Omega ratio

Gain probability vs. loss probability

0.85

1.17

-0.32

Calmar ratio

Return relative to maximum drawdown

-0.81

0.99

-1.80

Martin ratio

Return relative to average drawdown

-1.31

2.18

-3.49

NICE vs. UNH - Sharpe Ratio Comparison

The current NICE Sharpe Ratio is -0.81, which is lower than the UNH Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of NICE and UNH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


NICEUNHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.81

0.69

-1.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.37

0.01

-0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.13

0.42

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.63

-0.40

Drawdowns

NICE vs. UNH - Drawdown Comparison

The maximum NICE drawdown since its inception was -93.23%, which is greater than UNH's maximum drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for NICE and UNH.


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Drawdown Indicators


NICEUNHDifference

Max Drawdown

Largest peak-to-trough decline

-93.23%

-74.37%

-18.86%

Max Drawdown (1Y)

Largest decline over 1 year

-51.56%

-28.96%

-22.60%

Max Drawdown (3Y)

Largest decline over 3 years

-66.98%

-61.39%

-5.59%

Max Drawdown (5Y)

Largest decline over 5 years

-72.58%

-61.39%

-11.19%

Max Drawdown (10Y)

Largest decline over 10 years

-72.58%

-61.39%

-11.19%

Current Drawdown

Current decline from peak

-69.19%

-37.35%

-31.84%

Average Drawdown

Average peak-to-trough decline

-35.15%

-14.76%

-20.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

31.58%

13.18%

+18.40%

Volatility

NICE vs. UNH - Volatility Comparison

NICE Ltd. (NICE) has a higher volatility of 30.25% compared to UnitedHealth Group Incorporated (UNH) at 6.91%. This indicates that NICE'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


NICEUNHDifference

Volatility (1M)

Calculated over the trailing 1-month period

30.25%

6.91%

+23.34%

Volatility (6M)

Calculated over the trailing 6-month period

41.60%

30.89%

+10.71%

Volatility (1Y)

Calculated over the trailing 1-year period

50.93%

39.87%

+11.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.80%

31.78%

+8.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.21%

30.15%

+3.06%

Dividends

NICE vs. UNH - Dividend Comparison

NICE has not paid dividends to shareholders, while UNH's dividend yield for the trailing twelve months is around 2.34%.


PositionTTM20252024202320222021202020192018201720162015
NICE
NICE Ltd.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.14%0.76%0.91%
UNH
UnitedHealth Group Incorporated
2.34%2.64%1.62%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%

Financials

NICE vs. UNH - Financials Comparison

This section allows you to compare key financial metrics between NICE Ltd. 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


0.0020.00B40.00B60.00B80.00B100.00B120.00B20222023202420252026
766.53M
111.72B
(NICE) Total Revenue
(UNH) Total Revenue
Values in USD except per share items

NICE vs. UNH - Profitability Comparison

The chart below illustrates the profitability comparison between NICE Ltd. 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%20222023202420252026
64.4%
22.7%
Portfolio components
NICE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NICE Ltd. reported a gross profit of 493.46M and revenue of 766.53M. Therefore, the gross margin over that period was 64.4%.

UNH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported a gross profit of 25.41B and revenue of 111.72B. Therefore, the gross margin over that period was 22.7%.

NICE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NICE Ltd. reported an operating income of 126.41M and revenue of 766.53M, resulting in an operating margin of 16.5%.

UNH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported an operating income of 8.99B and revenue of 111.72B, resulting in an operating margin of 8.1%.

NICE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NICE Ltd. reported a net income of 46.69M and revenue of 766.53M, resulting in a net margin of 6.1%.

UNH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported a net income of 6.28B and revenue of 111.72B, resulting in a net margin of 5.6%.


Frequently Asked Questions


NICE and UNH have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NICE has higher volatility (30.25%) compared to UNH (6.91%). In terms of maximum drawdown, NICE dropped -93.23% vs UNH's -74.37%.

UNH currently has the higher Sharpe Ratio (0.69 vs -0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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