MS vs UNH
Comparison between Morgan Stanley (MS, Company) and Unitedhealth Group Inc (UNH, Company).
MS is from the Financial Services sector, while UNH is from the Healthcare sector.
5-Year PerformanceMS has outperformed UNH, delivering a return of +25.3% compared to +2.5%
MS vs UNH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MS vs UNH - Historical Returns
Returns include dividend reinvestment.
MS vs UNH - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MS | UNH |
|---|---|---|
| 2026 | +25.60% | +23.32% |
| 2025 | +46.27% | -32.93% |
| 2024 | +38.75% | -4.74% |
| 2023 | +12.98% | +3.04% |
| 2022 | -12.22% | +6.92% |
| 2021 | +47.04% | +45.70% |
| 2020 | +35.62% | +21.82% |
| 2019 | +30.19% | +22.76% |
| 2018 | -22.35% | +14.16% |
| 2017 | +24.27% | +38.60% |
| 2016 | +37.49% | +39.81% |
| 2015 | -16.56% | +18.62% |
| 2014 | +26.42% | +37.79% |
| 2013 | +61.12% | +40.26% |
| 2012 | +20.02% | +6.88% |
| 2011 | -45.95% | +38.28% |
| 2010 | -11.32% | +15.90% |
| 2009 | +77.42% | +10.63% |
| 2008 | -67.42% | -52.98% |
| 2007 | -20.79% | +10.77% |
| 2006 | +42.01% | -12.91% |
| 2005 | +3.57% | +43.52% |
| 2004 | -0.72% | +49.17% |
| 2003 | +40.79% | +35.80% |
| 2002 | -26.22% | +18.62% |
| 2001 | -21.19% | +20.13% |
| 2000 | +18.60% | +128.51% |
| 1999 | +29.05% | +1.78% |
MS vs UNH Drawdown Comparison
The maximum drawdown for MS was -88.12%, occurring on Nov 20, 2008. Recovery took 5084 trading sessions.
The maximum drawdown for UNH was -74.37%, occurring on Nov 20, 2008. Recovery took 1829 trading sessions.
The current MS drawdown is -0.47%. The current UNH drawdown is -31.74%.
| Rank | MS | UNH |
|---|---|---|
| #1 | -88.12% Sep 11, 2000 - Nov 24, 2020 | -74.37% Dec 21, 2005 - Apr 2, 2013 |
| #2 | -33.36% Mar 24, 2000 - Jul 12, 2000 | -61.39% Nov 11, 2024 - Aug 1, 2025 |
| #3 | -32.39% Feb 9, 2022 - May 15, 2024 | -35.92% Feb 19, 2020 - May 29, 2020 |
| #4 | -29.24% Feb 6, 2025 - Jun 27, 2025 | -24.27% Feb 17, 2000 - Apr 10, 2000 |
| #5 | -18.83% Jan 15, 2026 - Apr 15, 2026 | -23.98% Dec 3, 2018 - Dec 12, 2019 |
| #6 | -15.63% Dec 31, 1999 - Mar 1, 2000 | -23.85% Oct 23, 2002 - Jun 11, 2003 |
| #7 | -13.15% Jul 17, 2024 - Oct 4, 2024 | -19.99% Nov 30, 2023 - Jul 16, 2024 |
| #8 | -11.88% Jan 14, 2021 - Feb 22, 2021 | -19.85% May 1, 2001 - Jul 18, 2001 |
| #9 | -11.24% Jan 11, 2022 - Feb 8, 2022 | -18.48% Oct 31, 2022 - Nov 30, 2023 |
| #10 | -10.73% Nov 21, 2024 - Jan 16, 2025 | -17.50% Dec 28, 2000 - Apr 25, 2001 |
| #11 | -10.50% Jun 4, 2021 - Jul 21, 2021 | -16.91% Apr 20, 2022 - Aug 15, 2022 |
| #12 | -9.95% Mar 10, 2000 - Mar 17, 2000 | -15.58% Jun 19, 2002 - Oct 16, 2002 |
| #13 | -9.47% Aug 27, 2021 - Jan 11, 2022 | -15.18% Nov 18, 1999 - Jan 7, 2000 |
| #14 | -8.44% Jul 13, 2000 - Aug 4, 2000 | -14.78% Jul 6, 2000 - Aug 11, 2000 |
| #15 | -8.36% Mar 12, 2021 - May 5, 2021 | -14.70% Jan 13, 2000 - Feb 17, 2000 |
Correlation
Correlation between MS and UNH is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
MS vs UNH dividend yield comparison.
| Year | MS | UNH |
|---|---|---|
| 2026 | 0.88% | 1.13% |
| 2025 | 2.17% | 2.64% |
| 2024 | 2.82% | 1.62% |
| 2023 | 3.49% | 1.38% |
| 2022 | 3.47% | 1.21% |
| 2021 | 2.14% | 1.12% |
| 2020 | 2.04% | 1.38% |
| 2019 | 2.54% | 1.41% |
| 2018 | 2.77% | 1.38% |
| 2017 | 1.72% | 1.30% |
| 2016 | 1.66% | 1.48% |
| 2015 | 1.73% | 1.59% |
| 2014 | 0.90% | 1.39% |
| 2013 | 0.64% | 1.40% |
| 2012 | 0.78% | 1.47% |
| 2011 | 1.32% | 1.21% |
| 2010 | 0.74% | 1.12% |
| 2009 | 1.48% | 0.10% |
| 2008 | 6.73% | 0.23% |
| 2007 | 28.86% | 0.05% |
| 2006 | 1.33% | 0.06% |
| 2005 | 1.90% | 0.02% |
| 2004 | 1.80% | 0.03% |
| 2003 | 1.59% | 0.03% |
| 2002 | 2.30% | 0.04% |
| 2001 | 1.64% | 0.04% |
| 2000 | 1.01% | 0.02% |
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