WSM vs. UNH
Compare and contrast key facts about Williams-Sonoma, Inc. (WSM) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSM or UNH.
Correlation
The correlation between WSM and UNH is 0.19, 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
WSM vs. UNH - Performance Comparison
Key characteristics
WSM:
0.13
UNH:
0.29
WSM:
0.57
UNH:
0.57
WSM:
1.07
UNH:
1.08
WSM:
0.23
UNH:
0.33
WSM:
0.55
UNH:
0.80
WSM:
11.47%
UNH:
10.63%
WSM:
49.79%
UNH:
29.29%
WSM:
-89.01%
UNH:
-82.68%
WSM:
-24.21%
UNH:
-15.64%
Fundamentals
WSM:
$20.38B
UNH:
$478.58B
WSM:
$8.79
UNH:
$15.48
WSM:
18.77
UNH:
33.80
WSM:
2.45
UNH:
0.93
WSM:
$7.71B
UNH:
$297.84B
WSM:
$3.64B
UNH:
$63.75B
WSM:
$1.69B
UNH:
$21.97B
Returns By Period
In the year-to-date period, WSM achieves a -10.64% return, which is significantly lower than UNH's 3.87% return. Both investments have delivered pretty close results over the past 10 years, with WSM having a 18.15% annualized return and UNH not far behind at 17.95%.
WSM
-10.64%
-12.08%
8.94%
7.93%
57.42%
18.15%
UNH
3.87%
12.50%
-10.95%
16.03%
19.75%
17.95%
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Risk-Adjusted Performance
WSM vs. UNH — Risk-Adjusted Performance Rank
WSM
UNH
WSM vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Williams-Sonoma, Inc. (WSM) and UnitedHealth Group Incorporated (UNH). 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
WSM vs. UNH - Dividend Comparison
WSM's dividend yield for the trailing twelve months is around 1.38%, less than UNH's 1.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSM Williams-Sonoma, Inc. | 1.38% | 1.16% | 1.72% | 2.65% | 1.43% | 1.93% | 2.55% | 3.33% | 2.98% | 3.02% | 2.36% | 1.72% |
UNH UnitedHealth Group Incorporated | 1.61% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
WSM vs. UNH - Drawdown Comparison
The maximum WSM drawdown since its inception was -89.01%, which is greater than UNH's maximum drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for WSM and UNH. For additional features, visit the drawdowns tool.
Volatility
WSM vs. UNH - Volatility Comparison
Williams-Sonoma, Inc. (WSM) has a higher volatility of 13.46% compared to UnitedHealth Group Incorporated (UNH) at 5.14%. This indicates that WSM's price experiences larger fluctuations and is considered to be riskier than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WSM vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Williams-Sonoma, Inc. and UnitedHealth Group Incorporated. 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