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.
Correlation
The correlation between XOM and UNH 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
XOM vs. UNH - Performance Comparison
Key characteristics
XOM:
-0.24
UNH:
-0.59
XOM:
-0.19
UNH:
-0.50
XOM:
0.98
UNH:
0.91
XOM:
-0.32
UNH:
-0.55
XOM:
-0.72
UNH:
-1.53
XOM:
8.45%
UNH:
13.53%
XOM:
23.92%
UNH:
37.47%
XOM:
-62.40%
UNH:
-82.68%
XOM:
-13.94%
UNH:
-37.84%
Fundamentals
XOM:
$457.77B
UNH:
$368.47B
XOM:
$7.54
UNH:
$23.88
XOM:
14.09
UNH:
16.95
XOM:
4.61
UNH:
0.86
XOM:
1.30
UNH:
0.90
XOM:
1.74
UNH:
3.61
XOM:
$341.97B
UNH:
$407.42B
XOM:
$84.09B
UNH:
$87.53B
XOM:
$73.42B
UNH:
$31.08B
Returns By Period
In the year-to-date period, XOM achieves a -0.51% return, which is significantly higher than UNH's -23.46% return. Over the past 10 years, XOM has underperformed UNH with an annualized return of 6.52%, while UNH has yielded a comparatively higher 14.66% annualized return.
XOM
-0.51%
5.26%
-10.94%
-5.60%
23.92%
6.52%
UNH
-23.46%
-30.29%
-35.80%
-22.16%
7.68%
14.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
XOM vs. UNH — Risk-Adjusted Performance Rank
XOM
UNH
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 3.66%, more than UNH's 2.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XOM Exxon Mobil Corporation | 3.66% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% |
UNH UnitedHealth Group Incorporated | 2.18% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
XOM vs. UNH - Drawdown Comparison
The maximum XOM drawdown since its inception was -62.40%, smaller than the maximum UNH drawdown of -82.68%. 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 10.42%, while UnitedHealth Group Incorporated (UNH) has a volatility of 26.79%. 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
XOM vs. UNH - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.