ROK vs. UNH
Compare and contrast key facts about Rockwell Automation, Inc. (ROK) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ROK or UNH.
Correlation
The correlation between ROK and UNH is 0.38, 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.
Performance
ROK vs. UNH - Performance Comparison
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Key characteristics
ROK:
0.43
UNH:
-1.00
ROK:
0.95
UNH:
-1.18
ROK:
1.12
UNH:
0.79
ROK:
0.45
UNH:
-0.76
ROK:
1.57
UNH:
-2.74
ROK:
9.97%
UNH:
15.44%
ROK:
36.76%
UNH:
43.33%
ROK:
-75.83%
UNH:
-82.68%
ROK:
-8.03%
UNH:
-52.93%
Fundamentals
ROK:
$34.70B
UNH:
$279.41B
ROK:
$7.93
UNH:
$21.29
ROK:
38.82
UNH:
12.89
ROK:
3.90
UNH:
0.59
ROK:
4.35
UNH:
0.68
ROK:
10.09
UNH:
2.62
ROK:
$7.97B
UNH:
$407.42B
ROK:
$3.12B
UNH:
$87.53B
ROK:
$1.58B
UNH:
$31.08B
Returns By Period
In the year-to-date period, ROK achieves a 8.62% return, which is significantly higher than UNH's -42.05% return. Over the past 10 years, ROK has outperformed UNH with an annualized return of 11.65%, while UNH has yielded a comparatively lower 10.96% annualized return.
ROK
8.62%
35.48%
8.98%
15.59%
11.18%
11.65%
UNH
-42.05%
-50.10%
-50.31%
-43.10%
1.55%
10.96%
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Risk-Adjusted Performance
ROK vs. UNH — Risk-Adjusted Performance Rank
ROK
UNH
ROK vs. UNH - Risk-Adjusted Performance 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.
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Dividends
ROK vs. UNH - Dividend Comparison
ROK's dividend yield for the trailing twelve months is around 1.25%, less than UNH's 2.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROK Rockwell Automation, Inc. | 1.25% | 1.77% | 1.54% | 1.76% | 1.24% | 1.65% | 1.94% | 2.42% | 1.59% | 2.18% | 2.61% | 2.15% |
UNH UnitedHealth Group Incorporated | 2.88% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
ROK vs. UNH - Drawdown Comparison
The maximum ROK drawdown since its inception was -75.83%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for ROK and UNH. For additional features, visit the drawdowns tool.
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Volatility
ROK vs. UNH - Volatility Comparison
The current volatility for Rockwell Automation, Inc. (ROK) is 12.33%, while UnitedHealth Group Incorporated (UNH) has a volatility of 33.07%. This indicates that ROK 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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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
ROK vs. UNH - Profitability Comparison
ROK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Rockwell Automation, Inc. reported a gross profit of 810.00M and revenue of 2.00B. Therefore, the gross margin over that period was 40.5%.
UNH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported a gross profit of 23.77B and revenue of 109.58B. Therefore, the gross margin over that period was 21.7%.
ROK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Rockwell Automation, Inc. reported an operating income of 341.00M and revenue of 2.00B, resulting in an operating margin of 17.0%.
UNH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported an operating income of 9.12B and revenue of 109.58B, resulting in an operating margin of 8.3%.
ROK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Rockwell Automation, Inc. reported a net income of 252.00M and revenue of 2.00B, resulting in a net margin of 12.6%.
UNH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported a net income of 6.29B and revenue of 109.58B, resulting in a net margin of 5.7%.