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UNP vs. CHTR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

UNP vs. CHTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Union Pacific Corporation (UNP) and Charter Communications, Inc. (CHTR). The values are adjusted to include any dividend payments, if applicable.

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UNP vs. CHTR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UNP
Union Pacific Corporation
5.43%3.86%-5.10%21.61%-15.93%23.31%17.64%33.70%5.26%32.30%
CHTR
Charter Communications, Inc.
3.42%-39.10%-11.81%14.62%-47.99%-1.45%36.38%70.22%-15.18%16.69%

Fundamentals

Market Cap

UNP:

$143.99B

CHTR:

$27.83B

EPS

UNP:

$12.02

CHTR:

$36.76

PE Ratio

UNP:

20.18

CHTR:

5.87

PEG Ratio

UNP:

4.04

CHTR:

0.57

PS Ratio

UNP:

5.88

CHTR:

0.53

PB Ratio

UNP:

7.80

CHTR:

1.73

Total Revenue (TTM)

UNP:

$24.51B

CHTR:

$54.77B

Gross Profit (TTM)

UNP:

$14.55B

CHTR:

$19.09B

EBITDA (TTM)

UNP:

$12.62B

CHTR:

$17.63B

Returns By Period

In the year-to-date period, UNP achieves a 5.43% return, which is significantly higher than CHTR's 3.42% return. Over the past 10 years, UNP has outperformed CHTR with an annualized return of 14.40%, while CHTR has yielded a comparatively lower 0.59% annualized return.


UNP

1D
1.42%
1M
-8.44%
YTD
5.43%
6M
3.78%
1Y
5.12%
3Y*
8.90%
5Y*
4.28%
10Y*
14.40%

CHTR

1D
-2.29%
1M
-7.99%
YTD
3.42%
6M
-21.53%
1Y
-41.42%
3Y*
-15.48%
5Y*
-18.72%
10Y*
0.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

UNP vs. CHTR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UNP
UNP Risk / Return Rank: 4949
Overall Rank
UNP Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
UNP Sortino Ratio Rank: 4343
Sortino Ratio Rank
UNP Omega Ratio Rank: 4141
Omega Ratio Rank
UNP Calmar Ratio Rank: 5555
Calmar Ratio Rank
UNP Martin Ratio Rank: 5555
Martin Ratio Rank

CHTR
CHTR Risk / Return Rank: 1111
Overall Rank
CHTR Sharpe Ratio Rank: 55
Sharpe Ratio Rank
CHTR Sortino Ratio Rank: 77
Sortino Ratio Rank
CHTR Omega Ratio Rank: 77
Omega Ratio Rank
CHTR Calmar Ratio Rank: 1717
Calmar Ratio Rank
CHTR Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UNP vs. CHTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Union Pacific Corporation (UNP) and Charter Communications, Inc. (CHTR). 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.


UNPCHTRDifference

Sharpe ratio

Return per unit of total volatility

0.23

-1.01

+1.23

Sortino ratio

Return per unit of downside risk

0.48

-1.38

+1.86

Omega ratio

Gain probability vs. loss probability

1.06

0.82

+0.24

Calmar ratio

Return relative to maximum drawdown

0.55

-0.73

+1.28

Martin ratio

Return relative to average drawdown

1.19

-1.09

+2.28

UNP vs. CHTR - Sharpe Ratio Comparison

The current UNP Sharpe Ratio is 0.23, which is higher than the CHTR Sharpe Ratio of -1.01. The chart below compares the historical Sharpe Ratios of UNP and CHTR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


UNPCHTRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.23

-1.01

+1.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

-0.52

+0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

0.02

+0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.39

+0.03

Correlation

The correlation between UNP and CHTR is 0.29, 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.


Dividends

UNP vs. CHTR - Dividend Comparison

UNP's dividend yield for the trailing twelve months is around 2.26%, while CHTR has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
UNP
Union Pacific Corporation
2.26%2.35%2.32%2.12%2.45%1.70%1.86%2.05%2.21%1.85%2.17%2.81%
CHTR
Charter Communications, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

UNP vs. CHTR - Drawdown Comparison

The maximum UNP drawdown since its inception was -67.49%, smaller than the maximum CHTR drawdown of -77.73%. Use the drawdown chart below to compare losses from any high point for UNP and CHTR.


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Drawdown Indicators


UNPCHTRDifference

Max Drawdown

Largest peak-to-trough decline

-67.49%

-77.73%

+10.24%

Max Drawdown (1Y)

Largest decline over 1 year

-12.66%

-57.21%

+44.55%

Max Drawdown (5Y)

Largest decline over 5 years

-31.83%

-77.73%

+45.90%

Max Drawdown (10Y)

Largest decline over 10 years

-38.72%

-77.73%

+39.01%

Current Drawdown

Current decline from peak

-9.12%

-73.71%

+64.59%

Average Drawdown

Average peak-to-trough decline

-17.13%

-19.99%

+2.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.88%

38.07%

-32.19%

Volatility

UNP vs. CHTR - Volatility Comparison

The current volatility for Union Pacific Corporation (UNP) is 5.68%, while Charter Communications, Inc. (CHTR) has a volatility of 10.40%. This indicates that UNP experiences smaller price fluctuations and is considered to be less risky than CHTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UNPCHTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.68%

10.40%

-4.72%

Volatility (6M)

Calculated over the trailing 6-month period

14.16%

26.03%

-11.87%

Volatility (1Y)

Calculated over the trailing 1-year period

22.82%

41.26%

-18.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.30%

36.32%

-14.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.19%

32.88%

-7.69%

Financials

UNP vs. CHTR - Financials Comparison

This section allows you to compare key financial metrics between Union Pacific Corporation and Charter Communications, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


6.00B8.00B10.00B12.00B14.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
6.09B
13.60B
(UNP) Total Revenue
(CHTR) Total Revenue
Values in USD except per share items

UNP vs. CHTR - Profitability Comparison

The chart below illustrates the profitability comparison between Union Pacific Corporation and Charter Communications, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
100.0%
0
Portfolio components
UNP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Union Pacific Corporation reported a gross profit of 6.09B and revenue of 6.09B. Therefore, the gross margin over that period was 100.0%.

CHTR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Charter Communications, Inc. reported a gross profit of 0.00 and revenue of 13.60B. Therefore, the gross margin over that period was 0.0%.

UNP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Union Pacific Corporation reported an operating income of 2.40B and revenue of 6.09B, resulting in an operating margin of 39.5%.

CHTR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Charter Communications, Inc. reported an operating income of 2.94B and revenue of 13.60B, resulting in an operating margin of 21.6%.

UNP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Union Pacific Corporation reported a net income of 1.85B and revenue of 6.09B, resulting in a net margin of 30.4%.

CHTR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Charter Communications, Inc. reported a net income of 1.33B and revenue of 13.60B, resulting in a net margin of 9.8%.