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.
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
Key characteristics
UNH:
0.33
BMY:
0.95
UNH:
0.63
BMY:
1.64
UNH:
1.09
BMY:
1.20
UNH:
0.42
BMY:
0.58
UNH:
1.13
BMY:
2.40
UNH:
8.20%
BMY:
11.50%
UNH:
27.80%
BMY:
28.90%
UNH:
-82.68%
BMY:
-70.62%
UNH:
-12.43%
BMY:
-19.84%
Fundamentals
UNH:
$501.97B
BMY:
$119.91B
UNH:
$15.44
BMY:
-$3.58
UNH:
1.52
BMY:
2.10
UNH:
$398.27B
BMY:
$35.96B
UNH:
$87.39B
BMY:
$24.67B
UNH:
$23.82B
BMY:
$605.00M
Returns By Period
In the year-to-date period, UNH achieves a 7.83% return, which is significantly higher than BMY's 5.68% return. Over the past 10 years, UNH has outperformed BMY with an annualized return of 19.53%, while BMY has yielded a comparatively lower 3.12% annualized return.
UNH
7.83%
6.33%
-3.32%
10.15%
15.11%
19.53%
BMY
5.68%
4.51%
27.76%
29.38%
1.09%
3.12%
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Risk-Adjusted Performance
UNH vs. BMY — Risk-Adjusted Performance Rank
UNH
BMY
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 1.50%, less than BMY's 4.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 1.50% | 1.62% | 1.74% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
BMY Bristol-Myers Squibb Company | 4.09% | 4.24% | 4.44% | 3.00% | 2.36% | 3.69% | 2.55% | 3.08% | 2.55% | 1.95% | 2.17% | 2.46% |
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
UnitedHealth Group Incorporated (UNH) has a higher volatility of 9.19% compared to Bristol-Myers Squibb Company (BMY) at 6.26%. This indicates that UNH's price experiences larger fluctuations and is considered to be riskier 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