XOM vs. UNH
Compare and contrast key facts about Exxon Mobil Corporation (XOM) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XOM or UNH.
Performance
XOM vs. UNH - Performance Comparison
Returns By Period
In the year-to-date period, XOM achieves a 23.40% return, which is significantly higher than UNH's 13.82% return. Over the past 10 years, XOM has underperformed UNH with an annualized return of 6.89%, while UNH has yielded a comparatively higher 21.57% annualized return.
XOM
23.40%
-0.31%
1.35%
20.42%
17.09%
6.89%
UNH
13.82%
3.66%
13.77%
11.38%
18.83%
21.57%
Fundamentals
| XOM | UNH | |
|---|---|---|
| Market Cap | $529.48B | $575.41B |
| EPS | $8.03 | $15.38 |
| PE Ratio | 14.99 | 40.65 |
| PEG Ratio | 6.11 | 1.70 |
| Total Revenue (TTM) | $342.95B | $392.72B |
| Gross Profit (TTM) | $85.46B | $88.91B |
| EBITDA (TTM) | $61.44B | $27.22B |
Key characteristics
| XOM | UNH | |
|---|---|---|
| Sharpe Ratio | 0.99 | 0.48 |
| Sortino Ratio | 1.48 | 0.82 |
| Omega Ratio | 1.17 | 1.11 |
| Calmar Ratio | 1.02 | 0.58 |
| Martin Ratio | 4.48 | 1.54 |
| Ulcer Index | 4.25% | 7.60% |
| Daily Std Dev | 19.30% | 24.40% |
| Max Drawdown | -62.40% | -82.67% |
| Current Drawdown | -4.05% | -5.28% |
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Correlation
The correlation between XOM and UNH is 0.20, 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.
Risk-Adjusted Performance
XOM vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Exxon Mobil Corporation (XOM) 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
XOM vs. UNH - Dividend Comparison
XOM's dividend yield for the trailing twelve months is around 3.22%, more than UNH's 1.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XOM Exxon Mobil Corporation | 3.22% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% | 2.43% |
UNH UnitedHealth Group Incorporated | 1.34% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
Drawdowns
XOM vs. UNH - Drawdown Comparison
The maximum XOM drawdown since its inception was -62.40%, smaller than the maximum UNH drawdown of -82.67%. Use the drawdown chart below to compare losses from any high point for XOM and UNH. For additional features, visit the drawdowns tool.
Volatility
XOM vs. UNH - Volatility Comparison
The current volatility for Exxon Mobil Corporation (XOM) is 4.67%, while UnitedHealth Group Incorporated (UNH) has a volatility of 7.29%. This indicates that XOM experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
XOM vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Exxon Mobil Corporation 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