ROK vs. UNH
Compare and contrast key facts about Rockwell Automation, Inc. (ROK) and UnitedHealth Group Incorporated (UNH).
Performance
ROK vs. UNH - Performance Comparison
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ROK vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ROK Rockwell Automation, Inc. | -4.85% | 38.36% | -6.23% | 22.63% | -24.78% | 41.21% | 26.17% | 37.85% | -21.79% | 48.87% |
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
ROK:
$41.72B
UNH:
$249.32B
ROK:
$8.76
UNH:
$15.62
ROK:
42.12
UNH:
17.54
ROK:
6.45
UNH:
0.56
ROK:
11.14
UNH:
2.49
ROK:
$6.46B
UNH:
$447.57B
ROK:
$4.30B
UNH:
$82.92B
ROK:
$1.60B
UNH:
$23.19B
Returns By Period
In the year-to-date period, ROK achieves a -4.85% return, which is significantly higher than UNH's -16.36% return. Over the past 10 years, ROK has outperformed UNH with an annualized return of 14.66%, while UNH has yielded a comparatively lower 9.53% annualized return.
ROK
- 1D
- 2.80%
- 1M
- -10.49%
- YTD
- -4.85%
- 6M
- 6.37%
- 1Y
- 44.77%
- 3Y*
- 9.79%
- 5Y*
- 8.80%
- 10Y*
- 14.66%
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
ROK vs. UNH — Risk / Return Rank
ROK
UNH
ROK vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rockwell Automation, Inc. (ROK) 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.
| ROK | UNH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | -0.91 | +2.30 |
Sortino ratioReturn per unit of downside risk | 2.04 | -1.12 | +3.16 |
Omega ratioGain probability vs. loss probability | 1.28 | 0.82 | +0.46 |
Calmar ratioReturn relative to maximum drawdown | 2.40 | -0.77 | +3.17 |
Martin ratioReturn relative to average drawdown | 7.38 | -1.02 | +8.40 |
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
| ROK | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | -0.91 | +2.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | -0.13 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.32 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.61 | -0.20 |
Correlation
The correlation between ROK and UNH is 0.25, 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
ROK vs. UNH - Dividend Comparison
ROK's dividend yield for the trailing twelve months is around 1.46%, less than UNH's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROK Rockwell Automation, Inc. | 1.46% | 1.36% | 1.77% | 1.54% | 1.76% | 1.24% | 1.65% | 1.94% | 2.42% | 1.59% | 2.18% | 2.61% |
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
ROK vs. UNH - Drawdown Comparison
The maximum ROK drawdown since its inception was -75.83%, roughly equal to the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for ROK and UNH.
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Drawdown Indicators
| ROK | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.83% | -74.37% | -1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -18.73% | -60.06% | +41.33% |
Max Drawdown (5Y)Largest decline over 5 years | -45.09% | -61.39% | +16.30% |
Max Drawdown (10Y)Largest decline over 10 years | -45.09% | -61.39% | +16.30% |
Current DrawdownCurrent decline from peak | -13.97% | -54.58% | +40.61% |
Average DrawdownAverage peak-to-trough decline | -14.93% | -14.63% | -0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.09% | 45.53% | -39.44% |
Volatility
ROK vs. UNH - Volatility Comparison
Rockwell Automation, Inc. (ROK) has a higher volatility of 8.32% compared to UnitedHealth Group Incorporated (UNH) at 7.69%. This indicates that ROK'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
| ROK | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.32% | 7.69% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 20.36% | 29.38% | -9.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.16% | 51.09% | -18.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.12% | 31.26% | -0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.11% | 29.84% | +1.27% |
Financials
ROK vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Rockwell Automation, 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