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.
Key characteristics
| UNH | JNJ | |
|---|---|---|
| YTD Return | -7.76% | -7.75% |
| 1Y Return | -0.92% | -9.59% |
| 3Y Return (Ann) | 8.17% | -1.45% |
| 5Y Return (Ann) | 17.57% | 3.09% |
| 10Y Return (Ann) | 22.39% | 6.63% |
| Sharpe Ratio | -0.01 | -0.64 |
| Daily Std Dev | 21.76% | 15.04% |
| Max Drawdown | -82.68% | -50.68% |
| Current Drawdown | -11.88% | -18.33% |
Fundamentals
| UNH | JNJ | |
|---|---|---|
| Market Cap | $455.76B | $352.17B |
| EPS | $16.40 | $7.42 |
| PE Ratio | 30.20 | 19.70 |
| PEG Ratio | 1.24 | 0.89 |
| Revenue (TTM) | $379.49B | $85.65B |
| Gross Profit (TTM) | $79.62B | $63.95B |
| EBITDA (TTM) | $35.00B | $30.67B |
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.
Performance
UNH vs. JNJ - Performance Comparison
The year-to-date returns for both investments are quite close, with UNH having a -7.76% return and JNJ slightly higher at -7.75%. Over the past 10 years, UNH has outperformed JNJ with an annualized return of 22.39%, while JNJ has yielded a comparatively lower 6.63% 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. 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 1.55%, less than JNJ's 3.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 1.55% | 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 | 3.29% | 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 -82.68%, which is greater than JNJ's maximum drawdown of -50.68%. 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 10.64% compared to Johnson & Johnson (JNJ) at 4.50%. 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