PortfoliosLab logo
SSNC vs. UNH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SSNC and UNH is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

SSNC vs. UNH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SS&C Technologies Holdings, Inc. (SSNC) and UnitedHealth Group Incorporated (UNH). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

SSNC:

1.03

UNH:

-0.93

Sortino Ratio

SSNC:

1.47

UNH:

-1.11

Omega Ratio

SSNC:

1.22

UNH:

0.80

Calmar Ratio

SSNC:

0.97

UNH:

-0.74

Martin Ratio

SSNC:

4.20

UNH:

-2.53

Ulcer Index

SSNC:

5.92%

UNH:

16.35%

Daily Std Dev

SSNC:

24.98%

UNH:

44.51%

Max Drawdown

SSNC:

-48.86%

UNH:

-82.68%

Current Drawdown

SSNC:

-11.64%

UNH:

-51.15%

Fundamentals

Market Cap

SSNC:

$19.83B

UNH:

$291.72B

EPS

SSNC:

$3.22

UNH:

$23.89

PE Ratio

SSNC:

24.97

UNH:

13.46

PEG Ratio

SSNC:

0.97

UNH:

0.77

PS Ratio

SSNC:

3.33

UNH:

0.71

PB Ratio

SSNC:

2.92

UNH:

3.07

Total Revenue (TTM)

SSNC:

$5.96B

UNH:

$407.42B

Gross Profit (TTM)

SSNC:

$2.90B

UNH:

$87.53B

EBITDA (TTM)

SSNC:

$1.89B

UNH:

$31.08B

Returns By Period

In the year-to-date period, SSNC achieves a 3.92% return, which is significantly higher than UNH's -39.85% return. Both investments have delivered pretty close results over the past 10 years, with SSNC having a 11.17% annualized return and UNH not far ahead at 11.43%.


SSNC

YTD

3.92%

1M

6.77%

6M

7.59%

1Y

25.66%

3Y*

9.73%

5Y*

8.38%

10Y*

11.17%

UNH

YTD

-39.85%

1M

-28.77%

6M

-49.14%

1Y

-41.20%

3Y*

-13.28%

5Y*

2.38%

10Y*

11.43%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


SS&C Technologies Holdings, Inc.

UnitedHealth Group Incorporated

Risk-Adjusted Performance

SSNC vs. UNH — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SSNC
The Risk-Adjusted Performance Rank of SSNC is 8181
Overall Rank
The Sharpe Ratio Rank of SSNC is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of SSNC is 7777
Sortino Ratio Rank
The Omega Ratio Rank of SSNC is 7979
Omega Ratio Rank
The Calmar Ratio Rank of SSNC is 8383
Calmar Ratio Rank
The Martin Ratio Rank of SSNC is 8484
Martin Ratio Rank

UNH
The Risk-Adjusted Performance Rank of UNH is 66
Overall Rank
The Sharpe Ratio Rank of UNH is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of UNH is 1010
Sortino Ratio Rank
The Omega Ratio Rank of UNH is 66
Omega Ratio Rank
The Calmar Ratio Rank of UNH is 77
Calmar Ratio Rank
The Martin Ratio Rank of UNH is 00
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SSNC vs. UNH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SS&C Technologies Holdings, Inc. (SSNC) 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.


The current SSNC Sharpe Ratio is 1.03, which is higher than the UNH Sharpe Ratio of -0.93. The chart below compares the historical Sharpe Ratios of SSNC and UNH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

SSNC vs. UNH - Dividend Comparison

SSNC's dividend yield for the trailing twelve months is around 1.26%, less than UNH's 2.77% yield.


TTM20242023202220212020201920182017201620152014
SSNC
SS&C Technologies Holdings, Inc.
1.26%1.29%1.44%1.54%0.83%0.73%0.69%0.67%0.66%0.88%0.73%0.21%
UNH
UnitedHealth Group Incorporated
2.77%1.62%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%1.39%

Drawdowns

SSNC vs. UNH - Drawdown Comparison

The maximum SSNC drawdown since its inception was -48.86%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for SSNC and UNH. For additional features, visit the drawdowns tool.


Loading data...

Volatility

SSNC vs. UNH - Volatility Comparison

The current volatility for SS&C Technologies Holdings, Inc. (SSNC) is 8.85%, while UnitedHealth Group Incorporated (UNH) has a volatility of 25.75%. This indicates that SSNC 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.


Loading data...

Financials

SSNC vs. UNH - Financials Comparison

This section allows you to compare key financial metrics between SS&C Technologies Holdings, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B100.00B20212022202320242025
1.51B
109.58B
(SSNC) Total Revenue
(UNH) Total Revenue
Values in USD except per share items

SSNC vs. UNH - Profitability Comparison

The chart below illustrates the profitability comparison between SS&C Technologies Holdings, Inc. and UnitedHealth Group Incorporated over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%25.0%30.0%35.0%40.0%45.0%50.0%55.0%20212022202320242025
49.4%
21.7%
(SSNC) Gross Margin
(UNH) Gross Margin
SSNC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, SS&C Technologies Holdings, Inc. reported a gross profit of 747.10M and revenue of 1.51B. Therefore, the gross margin over that period was 49.4%.

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%.

SSNC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, SS&C Technologies Holdings, Inc. reported an operating income of 357.90M and revenue of 1.51B, resulting in an operating margin of 23.6%.

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%.

SSNC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, SS&C Technologies Holdings, Inc. reported a net income of 213.00M and revenue of 1.51B, resulting in a net margin of 14.1%.

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%.