SEM vs. UNH
Compare and contrast key facts about Select Medical Holdings Corporation (SEM) and UnitedHealth Group Incorporated (UNH).
Performance
SEM vs. UNH - Performance Comparison
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SEM vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEM Select Medical Holdings Corporation | 10.16% | -19.84% | 51.24% | -3.52% | -13.85% | 7.41% | 18.51% | 52.05% | -13.03% | 33.21% |
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
SEM:
$1.53
UNH:
$15.62
SEM:
10.63
UNH:
17.54
SEM:
0.25
UNH:
0.56
SEM:
$5.45B
UNH:
$447.57B
SEM:
$629.30M
UNH:
$82.92B
SEM:
$489.30M
UNH:
$23.19B
Returns By Period
In the year-to-date period, SEM achieves a 10.16% return, which is significantly higher than UNH's -16.36% return. Over the past 10 years, SEM has outperformed UNH with an annualized return of 10.74%, while UNH has yielded a comparatively lower 9.53% annualized return.
SEM
- 1D
- 0.00%
- 1M
- 8.60%
- YTD
- 10.16%
- 6M
- 27.20%
- 1Y
- 0.53%
- 3Y*
- 7.20%
- 5Y*
- -0.91%
- 10Y*
- 10.74%
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
SEM vs. UNH — Risk / Return Rank
SEM
UNH
SEM vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Select Medical Holdings Corporation (SEM) 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.
| SEM | UNH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | -0.91 | +0.92 |
Sortino ratioReturn per unit of downside risk | 0.30 | -1.12 | +1.41 |
Omega ratioGain probability vs. loss probability | 1.05 | 0.82 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.02 | -0.77 | +0.75 |
Martin ratioReturn relative to average drawdown | -0.03 | -1.02 | +0.98 |
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
| SEM | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | -0.91 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | -0.13 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.32 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.61 | -0.39 |
Correlation
The correlation between SEM and UNH is 0.30, 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
SEM vs. UNH - Dividend Comparison
SEM's dividend yield for the trailing twelve months is around 1.53%, less than UNH's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEM Select Medical Holdings Corporation | 1.53% | 1.68% | 97.39% | 2.13% | 2.01% | 1.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.84% |
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
SEM vs. UNH - Drawdown Comparison
The maximum SEM drawdown since its inception was -60.26%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for SEM and UNH.
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Drawdown Indicators
| SEM | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.26% | -74.37% | +14.11% |
Max Drawdown (1Y)Largest decline over 1 year | -35.80% | -60.06% | +24.26% |
Max Drawdown (5Y)Largest decline over 5 years | -49.09% | -61.39% | +12.30% |
Max Drawdown (10Y)Largest decline over 10 years | -60.26% | -61.39% | +1.13% |
Current DrawdownCurrent decline from peak | -23.71% | -54.58% | +30.87% |
Average DrawdownAverage peak-to-trough decline | -22.66% | -14.63% | -8.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.72% | 45.53% | -24.81% |
Volatility
SEM vs. UNH - Volatility Comparison
The current volatility for Select Medical Holdings Corporation (SEM) is 0.54%, while UnitedHealth Group Incorporated (UNH) has a volatility of 7.69%. This indicates that SEM 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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Volatility by Period
| SEM | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.54% | 7.69% | -7.15% |
Volatility (6M)Calculated over the trailing 6-month period | 22.14% | 29.38% | -7.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.81% | 51.09% | -9.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.74% | 31.26% | +6.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.54% | 29.84% | +12.70% |
Financials
SEM vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Select Medical Holdings 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
SEM vs. UNH - Profitability Comparison
SEM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Select Medical Holdings Corporation reported a gross profit of 145.83M and revenue of 1.40B. Therefore, the gross margin over that period was 10.4%.
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%.
SEM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Select Medical Holdings Corporation reported an operating income of -270.64M and revenue of 1.40B, resulting in an operating margin of -19.4%.
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%.
SEM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Select Medical Holdings Corporation reported a net income of 0.00 and revenue of 1.40B, resulting in a net margin of 0.0%.
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%.