UNH vs. ORCL
UNH (UnitedHealth Group Incorporated) and ORCL (Oracle Corporation) are both stocks. UNH operates in Healthcare Plans (Healthcare), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, UNH returned 13.15%/yr vs 20.30%/yr for ORCL. At a 0.24 correlation, their price movements are largely independent.
Performance
UNH vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, UNH achieves a 24.12% return, which is significantly higher than ORCL's 9.34% return. Over the past 10 years, UNH has underperformed ORCL with an annualized return of 13.15%, while ORCL has yielded a comparatively higher 20.30% annualized return.
UNH
- 1D
- 1.78%
- 1M
- 7.00%
- YTD
- 24.12%
- 6M
- 26.61%
- 1Y
- 37.87%
- 3Y*
- -4.40%
- 5Y*
- 2.00%
- 10Y*
- 13.15%
ORCL
- 1D
- -0.87%
- 1M
- 8.10%
- YTD
- 9.34%
- 6M
- -3.36%
- 1Y
- 22.94%
- 3Y*
- 25.94%
- 5Y*
- 21.81%
- 10Y*
- 20.30%
UNH vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 24.12% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
ORCL Oracle Corporation | 9.34% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between UNH and ORCL is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.24 |
Over the past year, the correlation between UNH and ORCL has dropped to 0.03 - well below their long-term average of 0.24, suggesting their price drivers have been diverging.
Fundamentals
UNH:
$369.98B
ORCL:
$617.24B
UNH:
$13.23
ORCL:
$5.56
UNH:
30.74
ORCL:
38.09
UNH:
0.82
ORCL:
9.64
UNH:
3.56
ORCL:
15.81
UNH:
$449.71B
ORCL:
$64.08B
UNH:
$84.55B
ORCL:
$58.10B
UNH:
$22.99B
ORCL:
$17.85B
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Return for Risk
UNH vs. ORCL — Risk / Return Rank
UNH
ORCL
UNH vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and Oracle Corporation (ORCL). 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.
| UNH | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.13 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 0.40 | +0.92 |
| Martin ratioReturn relative to average drawdown | 2.88 | 0.66 | +2.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UNH | ORCL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.35 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.52 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.58 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.49 | +0.15 |
Drawdowns
UNH vs. ORCL - Drawdown Comparison
The maximum UNH drawdown since its inception was -74.37%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for UNH and ORCL.
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Drawdown Indicators
| UNH | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.37% | -84.19% | +9.82% |
Max Drawdown (1Y)Largest decline over 1 year | -28.96% | -58.25% | +29.29% |
Max Drawdown (3Y)Largest decline over 3 years | -61.39% | -58.25% | -3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -61.39% | -58.25% | -3.14% |
Max Drawdown (10Y)Largest decline over 10 years | -61.39% | -58.25% | -3.14% |
Current DrawdownCurrent decline from peak | -32.60% | -34.98% | +2.38% |
Average DrawdownAverage peak-to-trough decline | -14.76% | -29.10% | +14.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.19% | 35.04% | -21.85% |
Volatility
UNH vs. ORCL - Volatility Comparison
The current volatility for UnitedHealth Group Incorporated (UNH) is 8.29%, while Oracle Corporation (ORCL) has a volatility of 21.62%. This indicates that UNH experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNH | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.29% | 21.62% | -13.33% |
Volatility (6M)Calculated over the trailing 6-month period | 30.87% | 42.42% | -11.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.17% | 65.38% | -25.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.87% | 41.98% | -10.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.19% | 35.01% | -4.82% |
Dividends
UNH vs. ORCL - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 2.17%, more than ORCL's 0.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ORCL Oracle Corporation | 0.94% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
UNH UnitedHealth Group Incorporated | 2.17% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Financials
UNH vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between UnitedHealth Group Incorporated and Oracle 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
Frequently Asked Questions
UNH and ORCL have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (21.62%) compared to UNH (8.29%). In terms of maximum drawdown, UNH dropped -74.37% vs ORCL's -84.19%.
UNH currently has the higher Sharpe Ratio (0.95 vs 0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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