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

Correlation

The correlation between SSNC and UNH is 0.49, 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.


-0.50.00.51.0
Correlation: 0.5

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%1,200.00%1,400.00%1,600.00%1,800.00%2,000.00%2,200.00%NovemberDecember2025FebruaryMarchApril
1,000.55%
1,473.58%
SSNC
UNH

Key characteristics

Sharpe Ratio

SSNC:

0.97

UNH:

-0.42

Sortino Ratio

SSNC:

1.43

UNH:

-0.31

Omega Ratio

SSNC:

1.21

UNH:

0.94

Calmar Ratio

SSNC:

0.92

UNH:

-0.46

Martin Ratio

SSNC:

4.62

UNH:

-1.30

Ulcer Index

SSNC:

5.16%

UNH:

12.15%

Daily Std Dev

SSNC:

24.59%

UNH:

37.34%

Max Drawdown

SSNC:

-48.86%

UNH:

-82.68%

Current Drawdown

SSNC:

-15.72%

UNH:

-34.02%

Fundamentals

Market Cap

SSNC:

$19.26B

UNH:

$387.42B

EPS

SSNC:

$3.22

UNH:

$23.90

PE Ratio

SSNC:

22.79

UNH:

17.57

PEG Ratio

SSNC:

0.88

UNH:

0.90

PS Ratio

SSNC:

3.23

UNH:

0.94

PB Ratio

SSNC:

2.64

UNH:

3.78

Total Revenue (TTM)

SSNC:

$5.96B

UNH:

$297.84B

Gross Profit (TTM)

SSNC:

$2.90B

UNH:

$63.75B

EBITDA (TTM)

SSNC:

$1.89B

UNH:

$21.97B

Returns By Period

In the year-to-date period, SSNC achieves a -0.87% return, which is significantly higher than UNH's -18.76% return. Over the past 10 years, SSNC has underperformed UNH with an annualized return of 10.66%, while UNH has yielded a comparatively higher 15.51% annualized return.


SSNC

YTD

-0.87%

1M

-8.62%

6M

6.98%

1Y

22.60%

5Y*

7.66%

10Y*

10.66%

UNH

YTD

-18.76%

1M

-20.70%

6M

-26.61%

1Y

-14.98%

5Y*

8.57%

10Y*

15.51%

*Annualized

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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 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of SSNC is 7676
Sortino Ratio Rank
The Omega Ratio Rank of SSNC is 7878
Omega Ratio Rank
The Calmar Ratio Rank of SSNC is 8383
Calmar Ratio Rank
The Martin Ratio Rank of SSNC is 8585
Martin Ratio Rank

UNH
The Risk-Adjusted Performance Rank of UNH is 2424
Overall Rank
The Sharpe Ratio Rank of UNH is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of UNH is 2828
Sortino Ratio Rank
The Omega Ratio Rank of UNH is 2525
Omega Ratio Rank
The Calmar Ratio Rank of UNH is 2222
Calmar Ratio Rank
The Martin Ratio Rank of UNH is 1515
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 chart of Sharpe ratio for SSNC, currently valued at 0.97, compared to the broader market-2.00-1.000.001.002.003.00
SSNC: 0.97
UNH: -0.42
The chart of Sortino ratio for SSNC, currently valued at 1.43, compared to the broader market-6.00-4.00-2.000.002.004.00
SSNC: 1.43
UNH: -0.31
The chart of Omega ratio for SSNC, currently valued at 1.21, compared to the broader market0.501.001.502.00
SSNC: 1.21
UNH: 0.94
The chart of Calmar ratio for SSNC, currently valued at 0.92, compared to the broader market0.001.002.003.004.005.00
SSNC: 0.92
UNH: -0.46
The chart of Martin ratio for SSNC, currently valued at 4.62, compared to the broader market-5.000.005.0010.0015.0020.00
SSNC: 4.62
UNH: -1.30

The current SSNC Sharpe Ratio is 0.97, which is higher than the UNH Sharpe Ratio of -0.42. 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-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.97
-0.42
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 2.05% yield.


TTM20242023202220212020201920182017201620152014
SSNC
SS&C Technologies Holdings, Inc.
1.32%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
2.05%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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-15.72%
-34.02%
SSNC
UNH

Volatility

SSNC vs. UNH - Volatility Comparison

The current volatility for SS&C Technologies Holdings, Inc. (SSNC) is 15.49%, while UnitedHealth Group Incorporated (UNH) has a volatility of 28.07%. 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.


5.00%10.00%15.00%20.00%25.00%30.00%NovemberDecember2025FebruaryMarchApril
15.49%
28.07%
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