RHHBY vs. UNH
Compare and contrast key facts about Roche Holding AG (RHHBY) and UnitedHealth Group Incorporated (UNH).
Performance
RHHBY vs. UNH - Performance Comparison
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RHHBY vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RHHBY Roche Holding AG | 0.82% | 52.86% | 0.23% | -4.02% | -22.21% | 20.20% | 9.94% | 33.47% | 2.16% | 14.32% |
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
RHHBY:
$5.42
UNH:
$15.62
RHHBY:
9.30
UNH:
17.54
RHHBY:
1.50
UNH:
0.56
RHHBY:
$107.65B
UNH:
$447.57B
RHHBY:
$79.28B
UNH:
$82.92B
RHHBY:
$31.01B
UNH:
$23.19B
Returns By Period
In the year-to-date period, RHHBY achieves a 0.82% return, which is significantly higher than UNH's -16.36% return. Over the past 10 years, RHHBY has underperformed UNH with an annualized return of 8.36%, while UNH has yielded a comparatively higher 9.53% annualized return.
RHHBY
- 1D
- 1.39%
- 1M
- -10.15%
- YTD
- 0.82%
- 6M
- 15.98%
- 1Y
- 26.57%
- 3Y*
- 15.99%
- 5Y*
- 7.89%
- 10Y*
- 8.36%
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
RHHBY vs. UNH — Risk / Return Rank
RHHBY
UNH
RHHBY vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roche Holding AG (RHHBY) 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.
| RHHBY | UNH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | -0.91 | +1.83 |
Sortino ratioReturn per unit of downside risk | 1.48 | -1.12 | +2.60 |
Omega ratioGain probability vs. loss probability | 1.18 | 0.82 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | -0.77 | +2.13 |
Martin ratioReturn relative to average drawdown | 4.39 | -1.02 | +5.40 |
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
| RHHBY | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | -0.91 | +1.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | -0.13 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.32 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.61 | -0.25 |
Correlation
The correlation between RHHBY and UNH is 0.22, 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
RHHBY vs. UNH - Dividend Comparison
RHHBY's dividend yield for the trailing twelve months is around 3.16%, less than UNH's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RHHBY Roche Holding AG | 3.16% | 2.69% | 3.87% | 3.55% | 3.23% | 1.57% | 1.66% | 1.70% | 3.58% | 3.25% | 3.57% | 2.91% |
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
RHHBY vs. UNH - Drawdown Comparison
The maximum RHHBY drawdown since its inception was -45.73%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for RHHBY and UNH.
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Drawdown Indicators
| RHHBY | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.73% | -74.37% | +28.64% |
Max Drawdown (1Y)Largest decline over 1 year | -19.31% | -60.06% | +40.75% |
Max Drawdown (5Y)Largest decline over 5 years | -40.88% | -61.39% | +20.51% |
Max Drawdown (10Y)Largest decline over 10 years | -40.88% | -61.39% | +20.51% |
Current DrawdownCurrent decline from peak | -14.17% | -54.58% | +40.41% |
Average DrawdownAverage peak-to-trough decline | -12.84% | -14.63% | +1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.00% | 45.53% | -39.53% |
Volatility
RHHBY vs. UNH - Volatility Comparison
Roche Holding AG (RHHBY) has a higher volatility of 10.19% compared to UnitedHealth Group Incorporated (UNH) at 7.69%. This indicates that RHHBY'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
| RHHBY | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.19% | 7.69% | +2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 21.62% | 29.38% | -7.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.95% | 51.09% | -22.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.19% | 31.26% | -8.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.48% | 29.84% | -7.36% |
Financials
RHHBY vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Roche Holding AG 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
RHHBY vs. UNH - Profitability Comparison
RHHBY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Roche Holding AG reported a gross profit of 21.75B and revenue of 30.32B. Therefore, the gross margin over that period was 71.7%.
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%.
RHHBY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Roche Holding AG reported an operating income of 7.05B and revenue of 30.32B, resulting in an operating margin of 23.2%.
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%.
RHHBY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Roche Holding AG reported a net income of 5.42B and revenue of 30.32B, resulting in a net margin of 17.9%.
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%.