UNH vs. CVS
Compare and contrast key facts about UnitedHealth Group Incorporated (UNH) and CVS Health Corporation (CVS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UNH or CVS.
Key characteristics
| UNH | CVS | |
|---|---|---|
| YTD Return | 9.47% | -23.25% |
| 1Y Return | 8.78% | -12.23% |
| 3Y Return (Ann) | 11.92% | -9.97% |
| 5Y Return (Ann) | 20.13% | 0.63% |
| 10Y Return (Ann) | 22.03% | -1.00% |
| Sharpe Ratio | 0.33 | -0.45 |
| Sortino Ratio | 0.62 | -0.40 |
| Omega Ratio | 1.09 | 0.94 |
| Calmar Ratio | 0.39 | -0.29 |
| Martin Ratio | 1.06 | -0.76 |
| Ulcer Index | 7.44% | 18.58% |
| Daily Std Dev | 23.53% | 31.21% |
| Max Drawdown | -82.67% | -64.07% |
| Current Drawdown | -5.91% | -42.59% |
Fundamentals
| UNH | CVS | |
|---|---|---|
| Market Cap | $522.68B | $80.10B |
| EPS | $15.37 | $5.62 |
| PE Ratio | 36.83 | 11.33 |
| PEG Ratio | 1.49 | 2.09 |
| Total Revenue (TTM) | $392.72B | $272.85B |
| Gross Profit (TTM) | $13.12B | $39.19B |
| EBITDA (TTM) | $27.22B | $11.98B |
Correlation
The correlation between UNH and CVS is 0.27, 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. CVS - Performance Comparison
In the year-to-date period, UNH achieves a 9.47% return, which is significantly higher than CVS's -23.25% return. Over the past 10 years, UNH has outperformed CVS with an annualized return of 22.03%, while CVS has yielded a comparatively lower -1.00% 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. CVS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and CVS Health Corporation (CVS). 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. CVS - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 1.40%, less than CVS's 4.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 1.40% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
CVS CVS Health Corporation | 4.57% | 3.06% | 2.36% | 1.94% | 2.93% | 2.69% | 3.05% | 2.76% | 2.15% | 1.43% | 1.14% | 1.26% |
Drawdowns
UNH vs. CVS - Drawdown Comparison
The maximum UNH drawdown since its inception was -82.67%, which is greater than CVS's maximum drawdown of -64.07%. Use the drawdown chart below to compare losses from any high point for UNH and CVS. For additional features, visit the drawdowns tool.
Volatility
UNH vs. CVS - Volatility Comparison
UnitedHealth Group Incorporated (UNH) and CVS Health Corporation (CVS) have volatilities of 9.81% and 10.05%, 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.
Financials
UNH vs. CVS - Financials Comparison
This section allows you to compare key financial metrics between UnitedHealth Group Incorporated and CVS Health Corporation. 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