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

Correlation

The correlation between SSNC and UNH is 0.31, 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.


-0.50.00.51.00.3

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.

1,000.00%1,500.00%2,000.00%JulyAugustSeptemberOctoberNovemberDecember
979.01%
1,813.45%
SSNC
UNH

Key characteristics

Sharpe Ratio

SSNC:

1.28

UNH:

-0.13

Sortino Ratio

SSNC:

1.86

UNH:

0.00

Omega Ratio

SSNC:

1.25

UNH:

1.00

Calmar Ratio

SSNC:

0.87

UNH:

-0.16

Martin Ratio

SSNC:

7.52

UNH:

-0.47

Ulcer Index

SSNC:

3.19%

UNH:

7.66%

Daily Std Dev

SSNC:

18.72%

UNH:

27.14%

Max Drawdown

SSNC:

-48.86%

UNH:

-82.68%

Current Drawdown

SSNC:

-8.73%

UNH:

-19.77%

Fundamentals

Market Cap

SSNC:

$18.83B

UNH:

$446.82B

EPS

SSNC:

$2.79

UNH:

$15.39

PE Ratio

SSNC:

27.25

UNH:

31.55

PEG Ratio

SSNC:

0.78

UNH:

1.34

Total Revenue (TTM)

SSNC:

$5.76B

UNH:

$390.71B

Gross Profit (TTM)

SSNC:

$2.83B

UNH:

$86.91B

EBITDA (TTM)

SSNC:

$2.06B

UNH:

$26.73B

Returns By Period

In the year-to-date period, SSNC achieves a 22.26% return, which is significantly higher than UNH's -3.59% return. Over the past 10 years, SSNC has underperformed UNH with an annualized return of 11.15%, while UNH has yielded a comparatively higher 19.00% annualized return.


SSNC

YTD

22.26%

1M

0.52%

6M

19.81%

1Y

23.26%

5Y*

5.18%

10Y*

11.15%

UNH

YTD

-3.59%

1M

-14.93%

6M

4.65%

1Y

-3.15%

5Y*

12.99%

10Y*

19.00%

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for SSNC, currently valued at 1.28, compared to the broader market-4.00-2.000.002.001.28-0.13
The chart of Sortino ratio for SSNC, currently valued at 1.86, compared to the broader market-4.00-2.000.002.004.001.860.00
The chart of Omega ratio for SSNC, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.00
The chart of Calmar ratio for SSNC, currently valued at 0.87, compared to the broader market0.002.004.006.000.87-0.16
The chart of Martin ratio for SSNC, currently valued at 7.52, compared to the broader market0.0010.0020.007.52-0.47
SSNC
UNH

The current SSNC Sharpe Ratio is 1.28, which is higher than the UNH Sharpe Ratio of -0.13. 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.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.28
-0.13
SSNC
UNH

Dividends

SSNC vs. UNH - Dividend Comparison

SSNC's dividend yield for the trailing twelve months is around 1.33%, less than UNH's 1.64% yield.


TTM20232022202120202019201820172016201520142013
SSNC
SS&C Technologies Holdings, Inc.
1.33%1.44%1.54%0.83%0.73%0.69%0.67%0.66%0.88%0.73%0.21%0.00%
UNH
UnitedHealth Group Incorporated
1.64%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%1.39%1.40%

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.73%
-19.77%
SSNC
UNH

Volatility

SSNC vs. UNH - Volatility Comparison

The current volatility for SS&C Technologies Holdings, Inc. (SSNC) is 5.18%, while UnitedHealth Group Incorporated (UNH) has a volatility of 12.91%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
5.18%
12.91%
SSNC
UNH

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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