NSRGY vs. UNH
NSRGY (Nestlé S.A.) and UNH (UnitedHealth Group Incorporated) are both stocks. NSRGY operates in Packaged Foods (Consumer Defensive), while UNH operates in Healthcare Plans (Healthcare). Over the past 10 years, NSRGY returned 6.67%/yr vs 13.32%/yr for UNH. At a 0.22 correlation, their price movements are largely independent.
Performance
NSRGY vs. UNH - Performance Comparison
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Returns By Period
In the year-to-date period, NSRGY achieves a 5.66% return, which is significantly lower than UNH's 24.71% return. Over the past 10 years, NSRGY has underperformed UNH with an annualized return of 6.67%, while UNH has yielded a comparatively higher 13.32% annualized return.
NSRGY
- 1D
- -0.20%
- 1M
- 2.01%
- YTD
- 5.66%
- 6M
- 6.71%
- 1Y
- -0.82%
- 3Y*
- -1.88%
- 5Y*
- -1.61%
- 10Y*
- 6.67%
UNH
- 1D
- 0.73%
- 1M
- 1.83%
- YTD
- 24.71%
- 6M
- 20.44%
- 1Y
- 31.88%
- 3Y*
- -4.10%
- 5Y*
- 2.27%
- 10Y*
- 13.32%
NSRGY vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSRGY Nestlé S.A. | 5.66% | 24.80% | -27.05% | 2.88% | -15.94% | 22.32% | 11.63% | 37.26% | -2.74% | 27.45% |
UNH UnitedHealth Group Incorporated | 24.71% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
Correlation
The correlation between NSRGY and UNH is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.22 |
The correlation between NSRGY and UNH shifts across timeframes, from 0.08 (1 year) to 0.22 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
NSRGY:
$258.63B
UNH:
$371.75B
NSRGY:
CHF 7.72
UNH:
$13.23
NSRGY:
10.34
UNH:
30.88
NSRGY:
1.14
UNH:
0.83
NSRGY:
6.27
UNH:
3.58
NSRGY:
CHF 181.02B
UNH:
$449.71B
NSRGY:
CHF 83.86B
UNH:
$84.55B
NSRGY:
CHF 36.34B
UNH:
$22.99B
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Return for Risk
NSRGY vs. UNH — Risk / Return Rank
NSRGY
UNH
NSRGY vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nestlé S.A. (NSRGY) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NSRGY | UNH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.19 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 1.11 | -1.16 |
| Martin ratioReturn relative to average drawdown | -0.10 | 2.43 | -2.52 |
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Drawdowns
NSRGY vs. UNH - Drawdown Comparison
The maximum NSRGY drawdown since its inception was -75.68%, roughly equal to the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for NSRGY and UNH.
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Drawdown Indicators
| NSRGY | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.68% | -74.37% | -1.31% |
Max Drawdown (1Y)Largest decline over 1 year | -15.71% | -28.96% | +13.25% |
Max Drawdown (3Y)Largest decline over 3 years | -32.79% | -61.39% | +28.60% |
Max Drawdown (5Y)Largest decline over 5 years | -38.24% | -61.39% | +23.15% |
Max Drawdown (10Y)Largest decline over 10 years | -38.24% | -61.39% | +23.15% |
Current DrawdownCurrent decline from peak | -17.25% | -32.27% | +15.02% |
Average DrawdownAverage peak-to-trough decline | -24.16% | -14.77% | -9.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.31% | 13.19% | -3.88% |
Volatility
NSRGY vs. UNH - Volatility Comparison
The current volatility for Nestlé S.A. (NSRGY) is 5.46%, while UnitedHealth Group Incorporated (UNH) has a volatility of 7.60%. This indicates that NSRGY 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
| NSRGY | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 7.60% | -2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 15.05% | 30.86% | -15.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.89% | 40.10% | -17.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.90% | 31.87% | -11.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.44% | 30.18% | -11.74% |
Dividends
NSRGY vs. UNH - Dividend Comparison
NSRGY's dividend yield for the trailing twelve months is around 4.00%, more than UNH's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSRGY Nestlé S.A. | 4.00% | 3.44% | 4.01% | 2.86% | 2.57% | 2.18% | 2.34% | 2.28% | 3.12% | 5.64% | 6.54% | 3.13% |
UNH UnitedHealth Group Incorporated | 2.16% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Financials
NSRGY vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Nestlé S.A. 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
NSRGY vs. UNH - Profitability Comparison
NSRGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported a gross profit of 20.01B and revenue of 44.89B. Therefore, the gross margin over that period was 44.6%.
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%.
NSRGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported an operating income of 6.93B and revenue of 44.89B, resulting in an operating margin of 15.4%.
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%.
NSRGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported a net income of 3.94B and revenue of 44.89B, resulting in a net margin of 8.8%.
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
NSRGY and UNH have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UNH has higher volatility (7.60%) compared to NSRGY (5.46%). In terms of maximum drawdown, NSRGY dropped -75.68% vs UNH's -74.37%.
UNH currently has the higher Sharpe Ratio (0.80 vs -0.04), 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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