PFE vs. UNH
Compare and contrast key facts about Pfizer Inc. (PFE) and UnitedHealth Group Incorporated (UNH).
Performance
PFE vs. UNH - Performance Comparison
Loading graphics...
PFE vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 14.66% | 0.65% | -2.22% | -41.26% | -10.41% | 66.70% | 3.07% | -6.91% | 24.82% | 15.90% |
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
PFE:
$159.66B
UNH:
$246.24B
PFE:
$1.36
UNH:
$15.62
PFE:
20.61
UNH:
17.32
PFE:
2.56
UNH:
0.55
PFE:
1.72
UNH:
2.46
PFE:
$62.58B
UNH:
$447.57B
PFE:
$44.01B
UNH:
$82.92B
PFE:
$15.10B
UNH:
$23.19B
Returns By Period
In the year-to-date period, PFE achieves a 14.66% return, which is significantly higher than UNH's -17.39% return. Over the past 10 years, PFE has underperformed UNH with an annualized return of 4.32%, while UNH has yielded a comparatively higher 9.39% annualized return.
PFE
- 1D
- 1.12%
- 1M
- 1.56%
- YTD
- 14.66%
- 6M
- 14.02%
- 1Y
- 18.86%
- 3Y*
- -6.22%
- 5Y*
- -0.14%
- 10Y*
- 4.32%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PFE vs. UNH — Risk / Return Rank
PFE
UNH
PFE vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pfizer Inc. (PFE) 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.
| PFE | UNH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | -0.92 | +1.63 |
Sortino ratioReturn per unit of downside risk | 1.17 | -1.15 | +2.32 |
Omega ratioGain probability vs. loss probability | 1.15 | 0.81 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | -0.77 | +2.08 |
Martin ratioReturn relative to average drawdown | 3.18 | -1.02 | +4.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PFE | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | -0.92 | +1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | -0.14 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.32 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.60 | -0.34 |
Correlation
The correlation between PFE and UNH is 0.36, 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
PFE vs. UNH - Dividend Comparison
PFE's dividend yield for the trailing twelve months is around 6.13%, more than UNH's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 6.13% | 6.91% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% |
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
PFE vs. UNH - Drawdown Comparison
The maximum PFE drawdown since its inception was -58.96%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for PFE and UNH.
Loading graphics...
Drawdown Indicators
| PFE | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -74.37% | +15.41% |
Max Drawdown (1Y)Largest decline over 1 year | -12.59% | -60.06% | +47.47% |
Max Drawdown (5Y)Largest decline over 5 years | -58.96% | -61.39% | +2.43% |
Max Drawdown (10Y)Largest decline over 10 years | -58.96% | -61.39% | +2.43% |
Current DrawdownCurrent decline from peak | -42.75% | -55.14% | +12.39% |
Average DrawdownAverage peak-to-trough decline | -17.33% | -14.63% | -2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.13% | 45.40% | -39.27% |
Volatility
PFE vs. UNH - Volatility Comparison
The current volatility for Pfizer Inc. (PFE) is 6.75%, while UnitedHealth Group Incorporated (UNH) has a volatility of 7.72%. This indicates that PFE 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 graphics...
Volatility by Period
| PFE | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.75% | 7.72% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 18.50% | 29.34% | -10.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.73% | 51.10% | -24.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.46% | 31.26% | -5.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.90% | 29.84% | -5.94% |
Financials
PFE vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Pfizer Inc. 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
PFE vs. UNH - Profitability Comparison
PFE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Pfizer Inc. reported a gross profit of 12.29B and revenue of 17.56B. Therefore, the gross margin over that period was 70.0%.
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%.
PFE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Pfizer Inc. reported an operating income of 3.69B and revenue of 17.56B, resulting in an operating margin of 21.0%.
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%.
PFE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Pfizer Inc. reported a net income of -1.65B and revenue of 17.56B, resulting in a net margin of -9.4%.
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%.