UNH vs. WPC
Compare and contrast key facts about UnitedHealth Group Incorporated (UNH) and W. P. Carey Inc. (WPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UNH or WPC.
Correlation
The correlation between UNH and WPC is 0.35, 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. WPC - Performance Comparison
Key characteristics
UNH:
-0.64
WPC:
0.64
UNH:
-0.58
WPC:
1.03
UNH:
0.90
WPC:
1.13
UNH:
-0.59
WPC:
0.46
UNH:
-1.66
WPC:
1.86
UNH:
13.75%
WPC:
7.35%
UNH:
37.48%
WPC:
21.23%
UNH:
-82.68%
WPC:
-52.45%
UNH:
-38.63%
WPC:
-16.47%
Fundamentals
UNH:
$368.47B
WPC:
$13.47B
UNH:
$23.88
WPC:
$1.94
UNH:
16.95
WPC:
31.71
UNH:
0.86
WPC:
0.00
UNH:
0.90
WPC:
8.44
UNH:
3.61
WPC:
1.62
UNH:
$407.42B
WPC:
$1.60B
UNH:
$87.53B
WPC:
$1.30B
UNH:
$31.08B
WPC:
$1.40B
Returns By Period
In the year-to-date period, UNH achieves a -24.43% return, which is significantly lower than WPC's 15.07% return. Over the past 10 years, UNH has outperformed WPC with an annualized return of 14.53%, while WPC has yielded a comparatively lower 6.10% annualized return.
UNH
-24.43%
-34.20%
-37.69%
-23.73%
7.39%
14.53%
WPC
15.07%
5.62%
12.32%
13.47%
6.26%
6.10%
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Risk-Adjusted Performance
UNH vs. WPC — Risk-Adjusted Performance Rank
UNH
WPC
UNH vs. WPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and W. P. Carey Inc. (WPC). 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. WPC - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 2.21%, less than WPC's 5.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 2.21% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
WPC W. P. Carey Inc. | 5.69% | 6.41% | 6.17% | 5.43% | 5.13% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.49% | 5.26% |
Drawdowns
UNH vs. WPC - Drawdown Comparison
The maximum UNH drawdown since its inception was -82.68%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for UNH and WPC. For additional features, visit the drawdowns tool.
Volatility
UNH vs. WPC - Volatility Comparison
UnitedHealth Group Incorporated (UNH) has a higher volatility of 26.00% compared to W. P. Carey Inc. (WPC) at 6.83%. This indicates that UNH's price experiences larger fluctuations and is considered to be riskier than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UNH vs. WPC - Financials Comparison
This section allows you to compare key financial metrics between UnitedHealth Group Incorporated and W. P. Carey 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. WPC - 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%.
WPC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported a gross profit of 382.64M and revenue of 409.84M. Therefore, the gross margin over that period was 93.4%.
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%.
WPC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported an operating income of 197.47M and revenue of 409.84M, resulting in an operating margin of 48.2%.
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%.
WPC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported a net income of 125.82M and revenue of 409.84M, resulting in a net margin of 30.7%.