UNH vs. WY
UNH (UnitedHealth Group Incorporated) and WY (Weyerhaeuser Company) are both stocks. UNH operates in Healthcare Plans (Healthcare), while WY operates in REIT - Specialty (Real Estate). Over the past 10 years, UNH returned 13.32%/yr vs 2.43%/yr for WY. At a 0.25 correlation, their price movements are largely independent.
Performance
UNH vs. WY - Performance Comparison
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Returns By Period
In the year-to-date period, UNH achieves a 24.71% return, which is significantly higher than WY's 6.71% return. Over the past 10 years, UNH has outperformed WY with an annualized return of 13.32%, while WY has yielded a comparatively lower 2.43% annualized return.
UNH
- 1D
- 0.73%
- 1M
- 3.72%
- YTD
- 24.71%
- 6M
- 20.44%
- 1Y
- 33.97%
- 3Y*
- -4.10%
- 5Y*
- 2.27%
- 10Y*
- 13.32%
WY
- 1D
- 2.14%
- 1M
- 10.51%
- YTD
- 6.71%
- 6M
- 8.08%
- 1Y
- -4.00%
- 3Y*
- -3.74%
- 5Y*
- -2.81%
- 10Y*
- 2.43%
UNH vs. WY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 24.71% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
WY Weyerhaeuser Company | 6.71% | -13.05% | -16.61% | 18.04% | -20.44% | 26.92% | 13.04% | 45.57% | -35.46% | 21.60% |
Correlation
The correlation between UNH and WY is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.25 |
The correlation between UNH and WY shifts across timeframes, from 0.11 (3 years) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
UNH:
$13.23
WY:
$0.73
UNH:
30.88
WY:
33.92
UNH:
0.83
WY:
1.95
UNH:
$449.71B
WY:
$6.92B
UNH:
$84.55B
WY:
$928.00M
UNH:
$22.99B
WY:
$999.00M
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Return for Risk
UNH vs. WY — Risk / Return Rank
UNH
WY
UNH vs. WY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and Weyerhaeuser Company (WY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UNH | WY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.02 | ||
| Sortino ratioReturn per unit of downside risk | +1.41 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 0.98 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | -0.29 | +1.40 |
| Martin ratioReturn relative to average drawdown | 2.43 | -0.61 | +3.04 |
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Drawdowns
UNH vs. WY - Drawdown Comparison
The maximum UNH drawdown since its inception was -74.37%, roughly equal to the maximum WY drawdown of -75.69%. Use the drawdown chart below to compare losses from any high point for UNH and WY.
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Drawdown Indicators
| UNH | WY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.37% | -75.69% | +1.32% |
Max Drawdown (1Y)Largest decline over 1 year | -28.96% | -19.78% | -9.18% |
Max Drawdown (3Y)Largest decline over 3 years | -61.39% | -37.98% | -23.41% |
Max Drawdown (5Y)Largest decline over 5 years | -61.39% | -43.02% | -18.37% |
Max Drawdown (10Y)Largest decline over 10 years | -61.39% | -61.69% | +0.30% |
Current DrawdownCurrent decline from peak | -32.27% | -31.89% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -14.77% | -21.92% | +7.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.19% | 10.21% | +2.98% |
Volatility
UNH vs. WY - Volatility Comparison
UnitedHealth Group Incorporated (UNH) and Weyerhaeuser Company (WY) have volatilities of 7.60% and 7.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNH | WY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.60% | 7.77% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 30.86% | 18.29% | +12.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.10% | 25.98% | +14.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.87% | 26.20% | +5.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.18% | 32.18% | -2.00% |
Dividends
UNH vs. WY - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 2.16%, less than WY's 3.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 2.16% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
WY Weyerhaeuser Company | 3.38% | 3.55% | 3.34% | 4.77% | 7.00% | 2.87% | 1.52% | 4.50% | 6.04% | 3.55% | 4.12% | 4.00% |
Financials
UNH vs. WY - Financials Comparison
This section allows you to compare key financial metrics between UnitedHealth Group Incorporated and Weyerhaeuser 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
UNH vs. WY - Profitability Comparison
UNH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported a gross profit of 25.41B and revenue of 111.72B. Therefore, the gross margin over that period was 22.7%.
WY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Weyerhaeuser Company reported a gross profit of 318.00M and revenue of 1.73B. Therefore, the gross margin over that period was 18.4%.
UNH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported an operating income of 8.99B and revenue of 111.72B, resulting in an operating margin of 8.1%.
WY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Weyerhaeuser Company reported an operating income of 247.00M and revenue of 1.73B, resulting in an operating margin of 14.3%.
UNH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UnitedHealth Group Incorporated reported a net income of 6.28B and revenue of 111.72B, resulting in a net margin of 5.6%.
WY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Weyerhaeuser Company reported a net income of 156.00M and revenue of 1.73B, resulting in a net margin of 9.0%.
Frequently Asked Questions
UNH and WY have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WY has higher volatility (7.77%) compared to UNH (7.60%). In terms of maximum drawdown, UNH dropped -74.37% vs WY's -75.69%.
UNH currently has the higher Sharpe Ratio (0.80 vs -0.22), 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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