UNH vs. JNJ
Compare and contrast key facts about UnitedHealth Group Incorporated (UNH) and Johnson & Johnson (JNJ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UNH or JNJ.
Performance
UNH vs. JNJ - Performance Comparison
Returns By Period
In the year-to-date period, UNH achieves a 15.40% return, which is significantly higher than JNJ's -0.03% return. Over the past 10 years, UNH has outperformed JNJ with an annualized return of 21.92%, while JNJ has yielded a comparatively lower 6.39% annualized return.
UNH
15.40%
5.08%
16.08%
12.98%
18.54%
21.92%
JNJ
-0.03%
-5.97%
0.50%
3.69%
4.95%
6.39%
Fundamentals
| UNH | JNJ | |
|---|---|---|
| Market Cap | $552.63B | $368.63B |
| EPS | $15.37 | $6.05 |
| PE Ratio | 39.07 | 25.31 |
| PEG Ratio | 1.63 | 0.91 |
| Total Revenue (TTM) | $390.71B | $87.70B |
| Gross Profit (TTM) | -$18.49B | $60.56B |
| EBITDA (TTM) | $26.73B | $31.38B |
Key characteristics
| UNH | JNJ | |
|---|---|---|
| Sharpe Ratio | 0.56 | 0.30 |
| Sortino Ratio | 0.94 | 0.55 |
| Omega Ratio | 1.13 | 1.07 |
| Calmar Ratio | 0.70 | 0.25 |
| Martin Ratio | 1.83 | 0.86 |
| Ulcer Index | 7.63% | 5.30% |
| Daily Std Dev | 24.82% | 15.10% |
| Max Drawdown | -82.67% | -38.78% |
| Current Drawdown | -3.96% | -11.49% |
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Correlation
The correlation between UNH and JNJ is 0.28, 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.
Risk-Adjusted Performance
UNH vs. JNJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and Johnson & Johnson (JNJ). 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. JNJ - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 1.33%, less than JNJ's 2.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 1.33% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
JNJ Johnson & Johnson | 2.40% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% | 2.64% | 2.83% |
Drawdowns
UNH vs. JNJ - Drawdown Comparison
The maximum UNH drawdown since its inception was -82.67%, which is greater than JNJ's maximum drawdown of -38.78%. Use the drawdown chart below to compare losses from any high point for UNH and JNJ. For additional features, visit the drawdowns tool.
Volatility
UNH vs. JNJ - Volatility Comparison
UnitedHealth Group Incorporated (UNH) has a higher volatility of 8.61% compared to Johnson & Johnson (JNJ) at 4.09%. This indicates that UNH's price experiences larger fluctuations and is considered to be riskier than JNJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UNH vs. JNJ - Financials Comparison
This section allows you to compare key financial metrics between UnitedHealth Group Incorporated and Johnson & Johnson. 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