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:
2.00
UNH:
-0.05
WSM:
2.88
UNH:
0.12
WSM:
1.39
UNH:
1.02
WSM:
4.92
UNH:
-0.06
WSM:
10.86
UNH:
-0.18
WSM:
9.46%
UNH:
7.69%
WSM:
51.46%
UNH:
27.99%
WSM:
-89.01%
UNH:
-82.68%
WSM:
0.00%
UNH:
-18.16%
Fundamentals
WSM:
$24.44B
UNH:
$469.12B
WSM:
$8.46
UNH:
$15.50
WSM:
23.47
UNH:
32.89
WSM:
2.41
UNH:
1.41
WSM:
$7.53B
UNH:
$398.27B
WSM:
$3.52B
UNH:
$87.39B
WSM:
$1.57B
UNH:
$23.82B
Returns By Period
In the year-to-date period, WSM achieves a 9.85% return, which is significantly higher than UNH's 0.77% return. Over the past 10 years, WSM has outperformed UNH with an annualized return of 20.68%, while UNH has yielded a comparatively lower 18.26% annualized return.
WSM
9.85%
10.74%
34.19%
99.44%
43.23%
20.68%
UNH
0.77%
1.93%
-8.06%
2.82%
12.93%
18.26%
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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 1.12%, less than UNH's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSM Williams-Sonoma, Inc. | 1.12% | 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 | 1.60% | 1.62% | 1.74% | 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 10.92% compared to UnitedHealth Group Incorporated (UNH) at 9.64%. 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