UNH vs. BMY
Compare and contrast key facts about UnitedHealth Group Incorporated (UNH) and Bristol-Myers Squibb Company (BMY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UNH or BMY.
Key characteristics
| UNH | BMY | |
|---|---|---|
| YTD Return | 13.02% | 1.14% |
| 1Y Return | 25.77% | -14.97% |
| 3Y Return (Ann) | 13.99% | -5.83% |
| 5Y Return (Ann) | 22.17% | 4.34% |
| 10Y Return (Ann) | 23.09% | 2.99% |
| Sharpe Ratio | 0.98 | -0.61 |
| Daily Std Dev | 22.34% | 26.23% |
| Max Drawdown | -82.68% | -70.62% |
| Current Drawdown | -0.23% | -33.76% |
Fundamentals
| UNH | BMY | |
|---|---|---|
| Market Cap | $546.27B | $101.27B |
| EPS | $15.11 | -$3.25 |
| PEG Ratio | 1.68 | 21.10 |
| Total Revenue (TTM) | $384.44B | $46.51B |
| Gross Profit (TTM) | -$14.69B | $32.93B |
| EBITDA (TTM) | $10.89B | $17.96B |
Correlation
The correlation between UNH and BMY is 0.26, 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.
Performance
UNH vs. BMY - Performance Comparison
In the year-to-date period, UNH achieves a 13.02% return, which is significantly higher than BMY's 1.14% return. Over the past 10 years, UNH has outperformed BMY with an annualized return of 23.09%, while BMY has yielded a comparatively lower 2.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
UNH vs. BMY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and Bristol-Myers Squibb Company (BMY). 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.
Dividends
UNH vs. BMY - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 1.31%, less than BMY's 4.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 1.31% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
BMY Bristol-Myers Squibb Company | 4.74% | 4.44% | 3.00% | 2.36% | 3.69% | 2.55% | 3.08% | 2.55% | 1.95% | 2.17% | 2.46% | 3.31% |
Drawdowns
UNH vs. BMY - Drawdown Comparison
The maximum UNH drawdown since its inception was -82.68%, which is greater than BMY's maximum drawdown of -70.62%. Use the drawdown chart below to compare losses from any high point for UNH and BMY. For additional features, visit the drawdowns tool.
Volatility
UNH vs. BMY - Volatility Comparison
The current volatility for UnitedHealth Group Incorporated (UNH) is 5.49%, while Bristol-Myers Squibb Company (BMY) has a volatility of 6.82%. This indicates that UNH experiences smaller price fluctuations and is considered to be less risky than BMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UNH vs. BMY - Financials Comparison
This section allows you to compare key financial metrics between UnitedHealth Group Incorporated and Bristol-Myers Squibb Company. 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