SU vs. UNH
Compare and contrast key facts about Suncor Energy Inc. (SU) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SU or UNH.
Correlation
The correlation between SU and UNH is 0.41, 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
SU vs. UNH - Performance Comparison
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Key characteristics
SU:
-0.16
UNH:
-1.08
SU:
-0.04
UNH:
-1.34
SU:
1.00
UNH:
0.76
SU:
-0.18
UNH:
-0.82
SU:
-0.62
UNH:
-3.02
SU:
8.52%
UNH:
15.07%
SU:
30.39%
UNH:
42.83%
SU:
-81.07%
UNH:
-82.68%
SU:
-19.42%
UNH:
-55.77%
Fundamentals
SU:
$44.61B
UNH:
$282.47B
SU:
$3.47
UNH:
$23.62
SU:
10.47
UNH:
13.04
SU:
0.07
UNH:
0.67
SU:
0.88
UNH:
0.69
SU:
1.39
UNH:
2.97
SU:
$54.91B
UNH:
$407.42B
SU:
$22.34B
UNH:
$87.53B
SU:
$11.81B
UNH:
$31.08B
Returns By Period
In the year-to-date period, SU achieves a 1.99% return, which is significantly higher than UNH's -45.53% return. Over the past 10 years, SU has underperformed UNH with an annualized return of 5.80%, while UNH has yielded a comparatively higher 10.34% annualized return.
SU
1.99%
8.11%
-9.07%
-4.76%
22.55%
5.80%
UNH
-45.53%
-52.99%
-53.37%
-46.14%
0.29%
10.34%
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Risk-Adjusted Performance
SU vs. UNH — Risk-Adjusted Performance Rank
SU
UNH
SU vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Suncor Energy Inc. (SU) 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.
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Dividends
SU vs. UNH - Dividend Comparison
SU's dividend yield for the trailing twelve months is around 4.47%, more than UNH's 3.06% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SU Suncor Energy Inc. | 4.47% | 4.51% | 4.85% | 4.55% | 3.39% | 4.92% | 3.84% | 3.95% | 2.67% | 2.67% | 3.43% | 2.90% |
UNH UnitedHealth Group Incorporated | 3.06% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
SU vs. UNH - Drawdown Comparison
The maximum SU drawdown since its inception was -81.07%, roughly equal to the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for SU and UNH. For additional features, visit the drawdowns tool.
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Volatility
SU vs. UNH - Volatility Comparison
The current volatility for Suncor Energy Inc. (SU) is 7.56%, while UnitedHealth Group Incorporated (UNH) has a volatility of 31.78%. This indicates that SU 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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Financials
SU vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Suncor Energy 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.
Total Revenue: Total amount of money received from sales and other business activities
SU vs. UNH - Profitability Comparison
SU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Suncor Energy Inc. reported a gross profit of 6.36B and revenue of 13.33B. Therefore, the gross margin over that period was 47.7%.
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%.
SU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Suncor Energy Inc. reported an operating income of 2.35B and revenue of 13.33B, resulting in an operating margin of 17.6%.
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%.
SU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Suncor Energy Inc. reported a net income of 1.69B and revenue of 13.33B, resulting in a net margin of 12.7%.
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%.