UNH vs. XOM
Compare and contrast key facts about UnitedHealth Group Incorporated (UNH) and Exxon Mobil Corporation (XOM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UNH or XOM.
Correlation
The correlation between UNH and XOM is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UNH vs. XOM - Performance Comparison
Key characteristics
UNH:
-0.64
XOM:
-0.27
UNH:
-0.58
XOM:
-0.10
UNH:
0.90
XOM:
0.99
UNH:
-0.59
XOM:
-0.24
UNH:
-1.66
XOM:
-0.53
UNH:
13.75%
XOM:
8.49%
UNH:
37.48%
XOM:
23.95%
UNH:
-82.68%
XOM:
-62.40%
UNH:
-38.63%
XOM:
-12.93%
Fundamentals
UNH:
$368.47B
XOM:
$457.77B
UNH:
$23.88
XOM:
$7.54
UNH:
16.95
XOM:
14.09
UNH:
0.86
XOM:
4.61
UNH:
0.90
XOM:
1.30
UNH:
3.61
XOM:
1.74
UNH:
$407.42B
XOM:
$341.97B
UNH:
$87.53B
XOM:
$84.09B
UNH:
$31.08B
XOM:
$73.42B
Returns By Period
In the year-to-date period, UNH achieves a -24.43% return, which is significantly lower than XOM's 0.65% return. Over the past 10 years, UNH has outperformed XOM with an annualized return of 14.53%, while XOM has yielded a comparatively lower 6.61% annualized return.
UNH
-24.43%
-34.20%
-37.69%
-23.73%
7.39%
14.53%
XOM
0.65%
1.43%
-9.87%
-6.34%
24.19%
6.61%
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Risk-Adjusted Performance
UNH vs. XOM — Risk-Adjusted Performance Rank
UNH
XOM
UNH vs. XOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and Exxon Mobil Corporation (XOM). 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. XOM - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 2.21%, less than XOM's 3.62% 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% |
XOM Exxon Mobil Corporation | 3.62% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% |
Drawdowns
UNH vs. XOM - Drawdown Comparison
The maximum UNH drawdown since its inception was -82.68%, which is greater than XOM's maximum drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for UNH and XOM. For additional features, visit the drawdowns tool.
Volatility
UNH vs. XOM - Volatility Comparison
UnitedHealth Group Incorporated (UNH) has a higher volatility of 26.00% compared to Exxon Mobil Corporation (XOM) at 9.29%. This indicates that UNH's price experiences larger fluctuations and is considered to be riskier than XOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UNH vs. XOM - Financials Comparison
This section allows you to compare key financial metrics between UnitedHealth Group Incorporated and Exxon Mobil 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
UNH vs. XOM - 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%.
XOM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Exxon Mobil Corporation reported a gross profit of 26.26B and revenue of 83.13B. Therefore, the gross margin over that period was 31.6%.
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%.
XOM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Exxon Mobil Corporation reported an operating income of -14.10M and revenue of 83.13B, resulting in an operating margin of -0.0%.
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%.
XOM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Exxon Mobil Corporation reported a net income of 7.71B and revenue of 83.13B, resulting in a net margin of 9.3%.