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KO vs UNH

Comparison between Coca-Cola Company (KO, Company) and Unitedhealth Group Inc (UNH, Company).

KO is from the Consumer Defensive sector, while UNH is from the Healthcare sector.

5-Year PerformanceKO has outperformed UNH, delivering a return of +10.8% compared to -0.2%

KO vs UNH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
KO
$341B
UNH
$333B
Max Drawdown
Winner
KO
45.73%
UNH
74.45%
Sharpe Ratio
Winner
KO
0.53
UNH
0.16
5Y Beta
Winner
KO
0.03
UNH
0.31
Industry
KO
Beverages - Non-alcoholic
UNH
Healthcare Plans
P/E Ratio
Winner
KO
23.10
UNH
27.65
Forward P/E
KO
24.15
Winner
UNH
20.12
PEG Ratio
Winner
KO
0.81
UNH
1.28
Dividend Yield
Winner
KO
2.63%
UNH
2.39%
5Y Dividends CAGR
KO
4.52%
Winner
UNH
17.76%
5Y EPS CAGR
Winner
KO
11.51%
UNH
-5.71%
Debt to Equity
Winner
KO
0.00%
UNH
75.00%
Free Cash Flow Yield
KO
3.69%
Winner
UNH
5.90%
P/S Ratio
KO
6.85
Winner
UNH
0.74
P/B Ratio
KO
10.04
Winner
UNH
3.58

KO vs UNH - Historical Returns

Returns include dividend reinvestment.

1M
KO
+1.46%
Winner
UNH
+24.18%
3M
KO
+1.27%
Winner
UNH
+38.89%
6M
KO
+12.71%
Winner
UNH
+18.92%
1Y
Winner
KO
+13.40%
UNH
+1.36%
5Y(CAGR)
Winner
KO
+10.79%
UNH
-0.17%
10Y(CAGR)
KO
+9.02%
Winner
UNH
+12.93%
Max(CAGR)
KO
+6.65%
Winner
UNH
+17.72%

KO vs UNH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearKOUNH
2026+14.23%+13.83%
2025+16.40%-32.93%
2024+7.25%-4.74%
2023-3.46%+3.04%
2022+10.44%+6.92%
2021+15.80%+45.70%
2020+3.11%+21.82%
2019+21.69%+22.76%
2018+7.59%+14.16%
2017+13.44%+38.60%
2016+0.98%+39.81%
2015+5.32%+18.62%
2014+6.95%+37.79%
2013+13.03%+40.26%
2012+6.25%+6.88%
2011+10.36%+38.28%
2010+18.95%+15.90%
2009+28.45%+10.63%
2008-23.76%-52.98%
2007+29.56%+10.77%
2006+21.32%-12.91%
2005-0.42%+43.52%
2004-15.45%+49.17%
2003+15.45%+35.80%
2002-6.14%+18.62%
2001-21.29%+20.13%
2000+9.76%+128.51%
1999-1.04%+1.78%

KO vs UNH Drawdown Comparison

The maximum drawdown for KO was -43.28%, occurring on Mar 10, 2003. Recovery took 1978 trading sessions.

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

The current KO drawdown is -3.19%. The current UNH drawdown is -36.99%.

RankKOUNH
#1-43.28%
Dec 3, 1999 - Oct 17, 2007
-74.37%
Dec 21, 2005 - Apr 2, 2013
#2-40.61%
Jan 10, 2008 - Oct 19, 2010
-61.39%
Nov 11, 2024 - Aug 1, 2025
#3-37.01%
Feb 21, 2020 - Jul 27, 2021
-35.92%
Feb 19, 2020 - May 29, 2020
#4-17.28%
Apr 21, 2022 - May 6, 2024
-24.27%
Feb 17, 2000 - Apr 10, 2000
#5-15.51%
Sep 3, 2024 - Mar 3, 2025
-23.98%
Dec 3, 2018 - Dec 12, 2019
#6-13.87%
Nov 28, 2014 - Dec 16, 2015
-23.85%
Oct 23, 2002 - Jun 11, 2003
#7-13.62%
Jan 26, 2018 - Oct 30, 2018
-19.99%
Nov 30, 2023 - Jul 16, 2024
#8-12.79%
May 16, 2013 - Jun 18, 2014
-19.85%
May 1, 2001 - Jul 18, 2001
#9-12.21%
Apr 4, 2016 - May 25, 2017
-18.48%
Oct 31, 2022 - Nov 30, 2023
#10-11.33%
Nov 30, 2018 - Jun 3, 2019
-17.50%
Dec 28, 2000 - Apr 25, 2001
#11-10.62%
Jul 30, 2012 - Mar 20, 2013
-16.91%
Apr 20, 2022 - Aug 15, 2022
#12-9.81%
Apr 22, 2025 - Nov 21, 2025
-15.58%
Jun 19, 2002 - Oct 16, 2002
#13-9.11%
Sep 16, 2011 - Mar 13, 2012
-15.18%
Nov 18, 1999 - Jan 7, 2000
#14-8.96%
Oct 8, 2014 - Nov 26, 2014
-14.78%
Jul 6, 2000 - Aug 11, 2000
#15-8.27%
Jul 22, 2011 - Aug 30, 2011
-14.70%
Jan 13, 2000 - Feb 17, 2000

Correlation

Correlation between KO and UNH is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

KO vs UNH dividend yield comparison.

YearKOUNH
20260.68%0.58%
20252.92%2.64%
20243.12%1.62%
20233.12%1.38%
20222.77%1.21%
20212.84%1.12%
20202.99%1.38%
20192.89%1.41%
20183.29%1.38%
20173.23%1.30%
20163.38%1.48%
20153.07%1.59%
20142.89%1.39%
20132.71%1.40%
20122.81%1.47%
20112.69%1.21%
20102.68%1.12%
20092.88%0.10%
20083.36%0.23%
20072.22%0.05%
20062.57%0.06%
20052.78%0.02%
20042.40%0.03%
20031.73%0.03%
20021.82%0.04%
20011.53%0.04%
20001.12%0.02%
19990.27%0.00%

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