UNH vs. HUM
Compare and contrast key facts about UnitedHealth Group Incorporated (UNH) and Humana Inc. (HUM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UNH or HUM.
Correlation
The correlation between UNH and HUM is 0.40, 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.
Performance
UNH vs. HUM - Performance Comparison
Key characteristics
UNH:
-0.52
HUM:
-0.48
UNH:
-0.44
HUM:
-0.43
UNH:
0.92
HUM:
0.94
UNH:
-0.52
HUM:
-0.35
UNH:
-1.45
HUM:
-0.75
UNH:
13.32%
HUM:
26.63%
UNH:
37.47%
HUM:
41.70%
UNH:
-82.68%
HUM:
-85.10%
UNH:
-36.95%
HUM:
-53.97%
Fundamentals
UNH:
$368.47B
HUM:
$31.20B
UNH:
$23.88
HUM:
$14.16
UNH:
16.95
HUM:
18.25
UNH:
0.86
HUM:
0.79
UNH:
0.90
HUM:
0.26
UNH:
3.61
HUM:
1.76
UNH:
$407.42B
HUM:
$120.26B
UNH:
$87.53B
HUM:
$120.26B
UNH:
$31.08B
HUM:
$4.12B
Returns By Period
In the year-to-date period, UNH achieves a -22.36% return, which is significantly lower than HUM's 0.10% return. Over the past 10 years, UNH has outperformed HUM with an annualized return of 14.73%, while HUM has yielded a comparatively lower 4.98% annualized return.
UNH
-22.36%
-25.47%
-33.93%
-20.69%
7.99%
14.73%
HUM
0.10%
-0.62%
-11.67%
-21.09%
-6.97%
4.98%
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Risk-Adjusted Performance
UNH vs. HUM — Risk-Adjusted Performance Rank
UNH
HUM
UNH vs. HUM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and Humana Inc. (HUM). 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. HUM - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 2.15%, more than HUM's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 2.15% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
HUM Humana Inc. | 1.40% | 1.40% | 0.77% | 0.62% | 0.60% | 0.61% | 0.60% | 0.70% | 0.76% | 0.43% | 0.64% | 0.77% |
Drawdowns
UNH vs. HUM - Drawdown Comparison
The maximum UNH drawdown since its inception was -82.68%, roughly equal to the maximum HUM drawdown of -85.10%. Use the drawdown chart below to compare losses from any high point for UNH and HUM. For additional features, visit the drawdowns tool.
Volatility
UNH vs. HUM - Volatility Comparison
UnitedHealth Group Incorporated (UNH) has a higher volatility of 27.69% compared to Humana Inc. (HUM) at 17.27%. This indicates that UNH's price experiences larger fluctuations and is considered to be riskier than HUM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UNH vs. HUM - Financials Comparison
This section allows you to compare key financial metrics between UnitedHealth Group Incorporated and Humana 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.
Total Revenue: Total amount of money received from sales and other business activities
UNH vs. HUM - Profitability Comparison
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%.
HUM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Humana Inc. reported a gross profit of 32.11B and revenue of 32.11B. Therefore, the gross margin over that period was 100.0%.
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%.
HUM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Humana Inc. reported an operating income of 2.01B and revenue of 32.11B, resulting in an operating margin of 6.3%.
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%.
HUM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Humana Inc. reported a net income of 1.24B and revenue of 32.11B, resulting in a net margin of 3.9%.