PH vs. UNH
Compare and contrast key facts about Parker-Hannifin Corporation (PH) and UnitedHealth Group Incorporated (UNH).
Performance
PH vs. UNH - Performance Comparison
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PH vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PH Parker-Hannifin Corporation | 4.95% | 39.54% | 39.58% | 60.81% | -6.91% | 18.30% | 34.78% | 40.75% | -24.00% | 44.91% |
UNH UnitedHealth Group Incorporated | -16.36% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
Fundamentals
PH:
$117.95B
UNH:
$249.32B
PH:
$27.53
UNH:
$15.62
PH:
33.45
UNH:
17.54
PH:
5.78
UNH:
0.56
PH:
7.69
UNH:
2.49
PH:
$20.46B
UNH:
$447.57B
PH:
$7.63B
UNH:
$82.92B
PH:
$5.26B
UNH:
$23.19B
Returns By Period
In the year-to-date period, PH achieves a 4.95% return, which is significantly higher than UNH's -16.36% return. Over the past 10 years, PH has outperformed UNH with an annualized return of 25.41%, while UNH has yielded a comparatively lower 9.53% annualized return.
PH
- 1D
- 2.85%
- 1M
- -8.96%
- YTD
- 4.95%
- 6M
- 22.41%
- 1Y
- 52.38%
- 3Y*
- 41.54%
- 5Y*
- 25.46%
- 10Y*
- 25.41%
UNH
- 1D
- 1.25%
- 1M
- -6.38%
- YTD
- -16.36%
- 6M
- -20.19%
- 1Y
- -46.15%
- 3Y*
- -14.96%
- 5Y*
- -4.05%
- 10Y*
- 9.53%
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Return for Risk
PH vs. UNH — Risk / Return Rank
PH
UNH
PH vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Parker-Hannifin Corporation (PH) 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.
| PH | UNH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | -0.91 | +2.61 |
Sortino ratioReturn per unit of downside risk | 2.31 | -1.12 | +3.43 |
Omega ratioGain probability vs. loss probability | 1.35 | 0.82 | +0.53 |
Calmar ratioReturn relative to maximum drawdown | 2.98 | -0.77 | +3.75 |
Martin ratioReturn relative to average drawdown | 11.36 | -1.02 | +12.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PH | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | -0.91 | +2.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | -0.13 | +1.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.32 | +0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.61 | -0.16 |
Correlation
The correlation between PH and UNH is 0.26, 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
PH vs. UNH - Dividend Comparison
PH's dividend yield for the trailing twelve months is around 0.78%, less than UNH's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PH Parker-Hannifin Corporation | 0.78% | 0.80% | 1.00% | 1.25% | 1.73% | 1.25% | 1.29% | 1.65% | 1.97% | 1.32% | 1.80% | 2.60% |
UNH UnitedHealth Group Incorporated | 3.23% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Drawdowns
PH vs. UNH - Drawdown Comparison
The maximum PH drawdown since its inception was -66.92%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for PH and UNH.
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Drawdown Indicators
| PH | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.92% | -74.37% | +7.45% |
Max Drawdown (1Y)Largest decline over 1 year | -17.77% | -60.06% | +42.29% |
Max Drawdown (5Y)Largest decline over 5 years | -28.64% | -61.39% | +32.75% |
Max Drawdown (10Y)Largest decline over 10 years | -54.68% | -61.39% | +6.71% |
Current DrawdownCurrent decline from peak | -9.99% | -54.58% | +44.59% |
Average DrawdownAverage peak-to-trough decline | -15.35% | -14.63% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 45.53% | -40.87% |
Volatility
PH vs. UNH - Volatility Comparison
Parker-Hannifin Corporation (PH) has a higher volatility of 10.21% compared to UnitedHealth Group Incorporated (UNH) at 7.69%. This indicates that PH'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
| PH | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.21% | 7.69% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 18.08% | 29.38% | -11.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.94% | 51.09% | -20.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.33% | 31.26% | -2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.53% | 29.84% | +1.69% |
Financials
PH vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Parker-Hannifin 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
PH vs. UNH - Profitability Comparison
PH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Parker-Hannifin Corporation reported a gross profit of 1.93B and revenue of 5.17B. Therefore, the gross margin over that period was 37.3%.
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%.
PH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Parker-Hannifin Corporation reported an operating income of 1.09B and revenue of 5.17B, resulting in an operating margin of 21.1%.
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%.
PH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Parker-Hannifin Corporation reported a net income of 845.00M and revenue of 5.17B, resulting in a net margin of 16.3%.
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%.