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TW.L vs. UNH
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TW.L vs. UNH - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Taylor Wimpey PLC (TW.L) and UnitedHealth Group Incorporated (UNH). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

TW.L is traded in GBp, while UNH is traded in USD. To make them comparable, the UNH values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, TW.L achieves a -25.71% return, which is significantly lower than UNH's 23.18% return. Over the past 10 years, TW.L has underperformed UNH with an annualized return of -1.11%, while UNH has yielded a comparatively higher 14.12% annualized return.


TW.L

1D
1.15%
1M
-6.36%
YTD
-25.71%
6M
-22.47%
1Y
-26.05%
3Y*
-6.29%
5Y*
-7.91%
10Y*
-1.11%

UNH

1D
1.39%
1M
10.83%
YTD
23.18%
6M
22.40%
1Y
41.26%
3Y*
-6.81%
5Y*
2.63%
10Y*
14.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TW.L vs. UNH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TW.L
Taylor Wimpey PLC
-25.71%-3.91%-11.37%57.04%-36.73%11.45%-4.62%58.59%-28.42%44.27%
UNH
UnitedHealth Group Incorporated
23.18%-37.90%-0.71%-4.24%19.65%46.58%17.69%15.44%21.31%27.74%

Correlation

The correlation between TW.L and UNH is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.02

Correlation (5Y)
Calculated over the trailing 5-year period

0.01

Correlation (10Y)
Calculated over the trailing 10-year period

0.03

Correlation (All Time)
Calculated using the full available price history since Jul 4, 2007

0.10

Fundamentals

Market Cap

TW.L:

£2.75B

UNH:

$363.52B

EPS

TW.L:

£0.09

UNH:

$13.23

PE Ratio

TW.L:

8.58

UNH:

30.20

PS Ratio

TW.L:

0.38

UNH:

0.81

PB Ratio

TW.L:

0.66

UNH:

3.50

Total Revenue (TTM)

TW.L:

£7.25B

UNH:

$449.71B

Gross Profit (TTM)

TW.L:

£1.31B

UNH:

$84.55B

EBITDA (TTM)

TW.L:

£854.90M

UNH:

$22.99B

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Return for Risk

TW.L vs. UNH — Risk / Return Rank

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

TW.L
TW.L Risk / Return Rank: 77
Overall Rank
TW.L Sharpe Ratio Rank: 55
Sharpe Ratio Rank
TW.L Sortino Ratio Rank: 77
Sortino Ratio Rank
TW.L Omega Ratio Rank: 99
Omega Ratio Rank
TW.L Calmar Ratio Rank: 1111
Calmar Ratio Rank
TW.L Martin Ratio Rank: 55
Martin Ratio Rank

UNH
UNH Risk / Return Rank: 6767
Overall Rank
UNH Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
UNH Sortino Ratio Rank: 6464
Sortino Ratio Rank
UNH Omega Ratio Rank: 6868
Omega Ratio Rank
UNH Calmar Ratio Rank: 6767
Calmar Ratio Rank
UNH Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TW.L vs. UNH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Taylor Wimpey PLC (TW.L) 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.


TW.LUNHDifference
Sharpe ratioReturn per unit of total volatility

-2.01

Sortino ratioReturn per unit of downside risk

-2.84

Omega ratioGain probability vs. loss probability

0.84

1.23

-0.39

Calmar ratioReturn relative to maximum drawdown

-0.81

1.46

-2.26

Martin ratioReturn relative to average drawdown

-1.54

3.16

-4.70

TW.L vs. UNH - Sharpe Ratio Comparison

The current TW.L Sharpe Ratio is -0.98, which is lower than the UNH Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of TW.L and UNH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TW.LUNHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.98

1.03

-2.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.28

0.08

-0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.03

0.46

-0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.46

-0.43

Drawdowns

TW.L vs. UNH - Drawdown Comparison

The maximum TW.L drawdown since its inception was -98.99%, which is greater than UNH's maximum drawdown of -65.97%. Use the drawdown chart below to compare losses from any high point for TW.L and UNH.


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Drawdown Indicators


TW.LUNHDifference

Max Drawdown

Largest peak-to-trough decline

-98.99%

-65.97%

-33.02%

Max Drawdown (1Y)

Largest decline over 1 year

-32.99%

-28.49%

-4.50%

Max Drawdown (3Y)

Largest decline over 3 years

-48.12%

-62.57%

+14.45%

Max Drawdown (5Y)

Largest decline over 5 years

-50.58%

-62.57%

+11.99%

Max Drawdown (10Y)

Largest decline over 10 years

-56.37%

-62.57%

+6.20%

Current Drawdown

Current decline from peak

-47.51%

-36.11%

-11.40%

Average Drawdown

Average peak-to-trough decline

-42.00%

-14.14%

-27.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.37%

13.08%

+4.29%

Volatility

TW.L vs. UNH - Volatility Comparison

Taylor Wimpey PLC (TW.L) and UnitedHealth Group Incorporated (UNH) have volatilities of 8.39% and 8.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TW.LUNHDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.39%

8.41%

-0.02%

Volatility (6M)

Calculated over the trailing 6-month period

20.75%

31.67%

-10.92%

Volatility (1Y)

Calculated over the trailing 1-year period

27.22%

40.23%

-13.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.71%

32.29%

-3.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.65%

30.77%

+3.88%

Dividends

TW.L vs. UNH - Dividend Comparison

TW.L's dividend yield for the trailing twelve months is around 9.87%, more than UNH's 2.21% yield.


PositionTTM20252024202320222021202020192018201720162015
TW.L
Taylor Wimpey PLC
9.87%8.68%7.85%6.51%8.91%4.72%8.92%9.48%11.21%6.68%7.11%4.67%
UNH
UnitedHealth Group Incorporated
2.21%2.64%1.62%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%

Financials

TW.L vs. UNH - Financials Comparison

This section allows you to compare key financial metrics between Taylor Wimpey PLC 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


0.0020.00B40.00B60.00B80.00B100.00B120.00B202120222023202420252026
2.19B
111.72B
(TW.L) Total Revenue
(UNH) Total Revenue
Please note, different currencies. TW.L values in GBp, UNH values in USD

TW.L vs. UNH - Profitability Comparison

The chart below illustrates the profitability comparison between Taylor Wimpey PLC 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

16.0%18.0%20.0%22.0%24.0%26.0%202120222023202420252026
17.2%
22.7%
Portfolio components
TW.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Taylor Wimpey PLC reported a gross profit of 375.90M and revenue of 2.19B. Therefore, the gross margin over that period was 17.2%.

UNH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported a gross profit of 25.41B and revenue of 111.72B. Therefore, the gross margin over that period was 22.7%.

TW.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Taylor Wimpey PLC reported an operating income of 250.70M and revenue of 2.19B, resulting in an operating margin of 11.5%.

UNH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported an operating income of 8.99B and revenue of 111.72B, resulting in an operating margin of 8.1%.

TW.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Taylor Wimpey PLC reported a net income of 162.20M and revenue of 2.19B, resulting in a net margin of 7.4%.

UNH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported a net income of 6.28B and revenue of 111.72B, resulting in a net margin of 5.6%.


Frequently Asked Questions


TW.L and UNH have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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