UNH vs. LLY
Compare and contrast key facts about UnitedHealth Group Incorporated (UNH) and Eli Lilly and Company (LLY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UNH or LLY.
Key characteristics
| UNH | LLY | |
|---|---|---|
| YTD Return | -7.68% | 33.49% |
| 1Y Return | -0.37% | 93.78% |
| 3Y Return (Ann) | 8.19% | 64.03% |
| 5Y Return (Ann) | 17.65% | 48.44% |
| 10Y Return (Ann) | 22.39% | 32.18% |
| Sharpe Ratio | -0.04 | 3.11 |
| Daily Std Dev | 21.75% | 29.92% |
| Max Drawdown | -82.68% | -68.27% |
| Current Drawdown | -11.81% | -1.96% |
Fundamentals
| UNH | LLY | |
|---|---|---|
| Market Cap | $455.76B | $697.40B |
| EPS | $16.40 | $5.79 |
| PE Ratio | 30.20 | 126.69 |
| PEG Ratio | 1.24 | 1.43 |
| Revenue (TTM) | $379.49B | $34.12B |
| Gross Profit (TTM) | $79.62B | $21.91B |
| EBITDA (TTM) | $35.00B | $12.31B |
Correlation
The correlation between UNH and LLY is 0.26, 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. LLY - Performance Comparison
In the year-to-date period, UNH achieves a -7.68% return, which is significantly lower than LLY's 33.49% return. Over the past 10 years, UNH has underperformed LLY with an annualized return of 22.39%, while LLY has yielded a comparatively higher 32.18% 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. LLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and Eli Lilly and Company (LLY). 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. LLY - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 1.55%, more than LLY's 0.60% 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% |
LLY Eli Lilly and Company | 0.60% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.94% | 2.46% | 2.77% | 2.37% | 2.84% | 3.84% |
Drawdowns
UNH vs. LLY - Drawdown Comparison
The maximum UNH drawdown since its inception was -82.68%, which is greater than LLY's maximum drawdown of -68.27%. Use the drawdown chart below to compare losses from any high point for UNH and LLY. For additional features, visit the drawdowns tool.
Volatility
UNH vs. LLY - Volatility Comparison
The current volatility for UnitedHealth Group Incorporated (UNH) is 8.07%, while Eli Lilly and Company (LLY) has a volatility of 8.51%. This indicates that UNH experiences smaller price fluctuations and is considered to be less risky than LLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UNH vs. LLY - Financials Comparison
This section allows you to compare key financial metrics between UnitedHealth Group Incorporated and Eli Lilly and Company. 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