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BAC vs UNH

Comparison between Bank Of America Corp (BAC, Company) and Unitedhealth Group Inc (UNH, Company).

BAC is from the Financial Services sector, while UNH is from the Healthcare sector.

5-Year PerformanceBAC has outperformed UNH, delivering a return of +10.0% compared to +2.1%

BAC vs UNH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BAC
$401B
UNH
$364B
Max Drawdown
BAC
94.28%
Winner
UNH
74.45%
Sharpe Ratio
Winner
BAC
1.19
UNH
0.94
5Y Beta
BAC
0.90
Winner
UNH
0.30
Industry
BAC
Banks - Diversified
UNH
Healthcare Plans
P/E Ratio
Winner
BAC
12.88
UNH
30.19
Forward P/E
Winner
BAC
12.80
UNH
22.27
PEG Ratio
Winner
BAC
0.62
UNH
1.39
Dividend Yield
BAC
1.96%
Winner
UNH
2.20%
5Y Dividends CAGR
BAC
16.17%
Winner
UNH
17.64%
5Y EPS CAGR
Winner
BAC
11.43%
UNH
-5.71%
Debt to Equity
BAC
108.41%
Winner
UNH
75.00%
Free Cash Flow Yield
Winner
BAC
14.12%
UNH
5.40%
P/S Ratio
BAC
3.64
Winner
UNH
0.81
P/B Ratio
Winner
BAC
1.45
UNH
3.72

BAC vs UNH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BAC
+12.87%
UNH
+5.08%
3M
BAC
+21.45%
Winner
UNH
+49.92%
6M
BAC
+4.54%
Winner
UNH
+25.58%
1Y
BAC
+27.39%
Winner
UNH
+36.38%
5Y(CAGR)
Winner
BAC
+10.00%
UNH
+2.13%
10Y(CAGR)
Winner
BAC
+18.78%
UNH
+13.30%
Max(CAGR)
BAC
+5.08%
Winner
UNH
+17.95%

BAC vs UNH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBACUNH
2026+5.10%+22.28%
2025+27.05%-32.93%
2024+32.95%-4.74%
2023+3.60%+3.04%
2022-26.60%+6.92%
2021+50.97%+45.70%
2020-12.66%+21.82%
2019+44.29%+22.76%
2018-16.06%+14.16%
2017+33.08%+38.60%
2016+36.58%+39.81%
2015-4.83%+18.62%
2014+11.92%+37.79%
2013+29.81%+40.26%
2012+101.15%+6.88%
2011-60.63%+38.28%
2010-14.73%+15.90%
2009+5.61%+10.63%
2008-60.51%-52.98%
2007-18.77%+10.77%
2006+18.30%-12.91%
2005+3.56%+43.52%
2004+23.56%+49.17%
2003+18.25%+35.80%
2002+14.51%+18.62%
2001+40.03%+20.13%
2000-1.09%+128.51%
1999-21.96%+1.78%

BAC vs UNH Drawdown Comparison

The maximum drawdown for BAC was -93.11%, occurring on Mar 6, 2009. Recovery took 3396 trading sessions.

The maximum drawdown for UNH was -74.37%, occurring on Nov 20, 2008. Recovery took 1829 trading sessions.

The current BAC drawdown is -0.28%. The current UNH drawdown is -32.31%.

RankBACUNH
#1-93.11%
Oct 5, 2007 - Apr 5, 2021
-74.37%
Dec 21, 2005 - Apr 2, 2013
#2-46.63%
Feb 8, 2022 - Nov 11, 2024
-61.39%
Nov 11, 2024 - Aug 1, 2025
#3-40.70%
Nov 16, 1999 - Jul 17, 2001
-35.92%
Feb 19, 2020 - May 29, 2020
#4-28.37%
May 17, 2002 - Apr 22, 2003
-24.27%
Feb 17, 2000 - Apr 10, 2000
#5-27.51%
Feb 6, 2025 - Jun 26, 2025
-23.98%
Dec 3, 2018 - Dec 12, 2019
#6-20.82%
Aug 23, 2001 - Nov 23, 2001
-23.85%
Oct 23, 2002 - Jun 11, 2003
#7-17.92%
Jan 6, 2026 - Jun 16, 2026
-19.99%
Nov 30, 2023 - Jul 16, 2024
#8-14.65%
Jun 4, 2021 - Sep 27, 2021
-19.85%
May 1, 2001 - Jul 18, 2001
#9-11.89%
Jul 25, 2003 - Jan 21, 2004
-18.48%
Oct 31, 2022 - Nov 30, 2023
#10-11.59%
Nov 16, 2006 - Oct 5, 2007
-17.50%
Dec 28, 2000 - Apr 25, 2001
#11-10.68%
Jun 21, 2005 - Nov 23, 2005
-16.91%
Apr 20, 2022 - Aug 15, 2022
#12-10.35%
Nov 3, 2021 - Jan 7, 2022
-15.58%
Jun 19, 2002 - Oct 16, 2002
#13-9.47%
Jan 11, 2022 - Feb 8, 2022
-15.18%
Nov 18, 1999 - Jan 7, 2000
#14-8.68%
Nov 27, 2024 - Feb 6, 2025
-14.78%
Jul 6, 2000 - Aug 11, 2000
#15-8.57%
Nov 23, 2001 - Feb 28, 2002
-14.70%
Jan 13, 2000 - Feb 17, 2000

Correlation

Correlation between BAC and UNH is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (1999 - 2026)

BAC vs UNH dividend yield comparison.

YearBACUNH
20261.67%1.14%
20251.96%2.64%
20242.28%1.62%
20232.73%1.38%
20222.60%1.21%
20211.75%1.12%
20202.38%1.38%
20191.87%1.41%
20182.19%1.38%
20171.32%1.30%
20161.13%1.48%
20151.19%1.59%
20140.67%1.39%
20130.26%1.40%
20120.34%1.47%
20110.72%1.21%
20100.30%1.12%
20090.27%0.10%
200828.12%0.23%
20075.82%0.05%
20063.97%0.06%
20054.12%0.02%
20043.62%0.03%
20033.58%0.03%
20023.51%0.04%
20013.62%0.04%
20004.49%0.02%
19991.00%0.00%

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