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

Correlation

The correlation between UNH and CRM is 0.47, 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

UNH vs. CRM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UnitedHealth Group Incorporated (UNH) and salesforce.com, inc. (CRM). The values are adjusted to include any dividend payments, if applicable.

2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%December2025FebruaryMarchAprilMay
1,544.11%
6,208.38%
UNH
CRM

Key characteristics

Sharpe Ratio

UNH:

-0.45

CRM:

-0.05

Sortino Ratio

UNH:

-0.35

CRM:

0.21

Omega Ratio

UNH:

0.94

CRM:

1.03

Calmar Ratio

UNH:

-0.47

CRM:

-0.05

Martin Ratio

UNH:

-1.34

CRM:

-0.12

Ulcer Index

UNH:

12.53%

CRM:

14.42%

Daily Std Dev

UNH:

37.40%

CRM:

38.68%

Max Drawdown

UNH:

-82.68%

CRM:

-70.50%

Current Drawdown

UNH:

-35.40%

CRM:

-26.59%

Fundamentals

Market Cap

UNH:

$374.50B

CRM:

$257.82B

EPS

UNH:

$23.90

CRM:

$6.37

PE Ratio

UNH:

17.22

CRM:

42.18

PEG Ratio

UNH:

0.90

CRM:

1.20

PS Ratio

UNH:

0.94

CRM:

6.74

PB Ratio

UNH:

3.78

CRM:

4.21

Total Revenue (TTM)

UNH:

$407.42B

CRM:

$28.76B

Gross Profit (TTM)

UNH:

$87.53B

CRM:

$22.28B

EBITDA (TTM)

UNH:

$26.70B

CRM:

$5.74B

Returns By Period

In the year-to-date period, UNH achieves a -20.45% return, which is significantly lower than CRM's -19.32% return. Over the past 10 years, UNH has outperformed CRM with an annualized return of 15.12%, while CRM has yielded a comparatively lower 14.28% annualized return.


UNH

YTD

-20.45%

1M

-23.41%

6M

-28.44%

1Y

-15.91%

5Y*

8.70%

10Y*

15.12%

CRM

YTD

-19.32%

1M

-0.17%

6M

-7.31%

1Y

0.82%

5Y*

11.69%

10Y*

14.28%

*Annualized

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Risk-Adjusted Performance

UNH vs. CRM — Risk-Adjusted Performance Rank

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

UNH
The Risk-Adjusted Performance Rank of UNH is 2323
Overall Rank
The Sharpe Ratio Rank of UNH is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of UNH is 2828
Sortino Ratio Rank
The Omega Ratio Rank of UNH is 2424
Omega Ratio Rank
The Calmar Ratio Rank of UNH is 2222
Calmar Ratio Rank
The Martin Ratio Rank of UNH is 1414
Martin Ratio Rank

CRM
The Risk-Adjusted Performance Rank of CRM is 4747
Overall Rank
The Sharpe Ratio Rank of CRM is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of CRM is 4343
Sortino Ratio Rank
The Omega Ratio Rank of CRM is 4444
Omega Ratio Rank
The Calmar Ratio Rank of CRM is 4949
Calmar Ratio Rank
The Martin Ratio Rank of CRM is 4949
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.

UNH vs. CRM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and salesforce.com, inc. (CRM). 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 UNH, currently valued at -0.45, compared to the broader market-2.00-1.000.001.002.003.00
UNH: -0.45
CRM: -0.05
The chart of Sortino ratio for UNH, currently valued at -0.35, compared to the broader market-6.00-4.00-2.000.002.004.00
UNH: -0.35
CRM: 0.21
The chart of Omega ratio for UNH, currently valued at 0.94, compared to the broader market0.501.001.502.00
UNH: 0.94
CRM: 1.03
The chart of Calmar ratio for UNH, currently valued at -0.47, compared to the broader market0.001.002.003.004.005.00
UNH: -0.47
CRM: -0.05
The chart of Martin ratio for UNH, currently valued at -1.34, compared to the broader market-10.000.0010.0020.00
UNH: -1.34
CRM: -0.12

The current UNH Sharpe Ratio is -0.45, which is lower than the CRM Sharpe Ratio of -0.05. The chart below compares the historical Sharpe Ratios of UNH and CRM, 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-0.500.000.501.001.502.00December2025FebruaryMarchAprilMay
-0.45
-0.05
UNH
CRM

Dividends

UNH vs. CRM - Dividend Comparison

UNH's dividend yield for the trailing twelve months is around 2.10%, more than CRM's 0.60% yield.


TTM20242023202220212020201920182017201620152014
UNH
UnitedHealth Group Incorporated
2.10%1.62%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%1.39%
CRM
salesforce.com, inc.
0.60%0.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

UNH vs. CRM - Drawdown Comparison

The maximum UNH drawdown since its inception was -82.68%, which is greater than CRM's maximum drawdown of -70.50%. Use the drawdown chart below to compare losses from any high point for UNH and CRM. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-35.40%
-26.59%
UNH
CRM

Volatility

UNH vs. CRM - Volatility Comparison

UnitedHealth Group Incorporated (UNH) has a higher volatility of 28.01% compared to salesforce.com, inc. (CRM) at 15.68%. This indicates that UNH's price experiences larger fluctuations and is considered to be riskier than CRM 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%December2025FebruaryMarchAprilMay
28.01%
15.68%
UNH
CRM

Financials

UNH vs. CRM - Financials Comparison

This section allows you to compare key financial metrics between UnitedHealth Group Incorporated and salesforce.com, inc.. 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


0.0020.00B40.00B60.00B80.00B100.00B20212022202320242025
109.58B
9.99B
(UNH) Total Revenue
(CRM) Total Revenue
Values in USD except per share items

UNH vs. CRM - Profitability Comparison

The chart below illustrates the profitability comparison between UnitedHealth Group Incorporated and salesforce.com, inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
21.7%
77.8%
(UNH) Gross Margin
(CRM) Gross Margin
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%.
CRM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, salesforce.com, inc. reported a gross profit of 7.78B and revenue of 9.99B. Therefore, the gross margin over that period was 77.8%.
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%.
CRM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, salesforce.com, inc. reported an operating income of 1.82B and revenue of 9.99B, resulting in an operating margin of 18.2%.
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%.
CRM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, salesforce.com, inc. reported a net income of 1.71B and revenue of 9.99B, resulting in a net margin of 17.1%.