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

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.

-5.00%0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
16.68%
14.89%
SSNC
UNH

Returns By Period

In the year-to-date period, SSNC achieves a 21.63% return, which is significantly higher than UNH's 13.32% return. Over the past 10 years, SSNC has underperformed UNH with an annualized return of 12.35%, while UNH has yielded a comparatively higher 21.72% annualized return.


SSNC

YTD

21.63%

1M

-4.13%

6M

16.68%

1Y

35.72%

5Y (annualized)

5.66%

10Y (annualized)

12.35%

UNH

YTD

13.32%

1M

3.52%

6M

14.89%

1Y

11.62%

5Y (annualized)

18.22%

10Y (annualized)

21.72%

Fundamentals


SSNCUNH
Market Cap$18.40B$575.41B
EPS$2.79$15.38
PE Ratio26.6340.65
PEG Ratio1.281.70
Total Revenue (TTM)$5.76B$392.72B
Gross Profit (TTM)$2.83B$88.91B
EBITDA (TTM)$2.02B$27.22B

Key characteristics


SSNCUNH
Sharpe Ratio1.950.45
Sortino Ratio2.700.78
Omega Ratio1.371.11
Calmar Ratio1.100.55
Martin Ratio11.551.43
Ulcer Index3.14%7.61%
Daily Std Dev18.67%24.44%
Max Drawdown-48.86%-82.67%
Current Drawdown-9.20%-5.69%

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Correlation

-0.50.00.51.00.3

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.

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 1.95, compared to the broader market-4.00-2.000.002.004.001.950.45
The chart of Sortino ratio for SSNC, currently valued at 2.70, compared to the broader market-4.00-2.000.002.004.002.700.78
The chart of Omega ratio for SSNC, currently valued at 1.37, compared to the broader market0.501.001.502.001.371.11
The chart of Calmar ratio for SSNC, currently valued at 1.10, compared to the broader market0.002.004.006.001.100.55
The chart of Martin ratio for SSNC, currently valued at 11.55, compared to the broader market-10.000.0010.0020.0030.0011.551.43
SSNC
UNH

The current SSNC Sharpe Ratio is 1.95, which is higher than the UNH Sharpe Ratio of 0.45. 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 Ratio0.000.501.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
1.95
0.45
SSNC
UNH

Dividends

SSNC vs. UNH - Dividend Comparison

SSNC's dividend yield for the trailing twelve months is around 1.32%, less than UNH's 1.35% yield.


TTM20232022202120202019201820172016201520142013
SSNC
SS&C Technologies Holdings, Inc.
1.32%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
1.35%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 -82.67%. 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%JuneJulyAugustSeptemberOctoberNovember
-9.20%
-5.69%
SSNC
UNH

Volatility

SSNC vs. UNH - Volatility Comparison

SS&C Technologies Holdings, Inc. (SSNC) has a higher volatility of 8.52% compared to UnitedHealth Group Incorporated (UNH) at 7.31%. This indicates that SSNC'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.


2.00%4.00%6.00%8.00%10.00%12.00%JuneJulyAugustSeptemberOctoberNovember
8.52%
7.31%
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