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UNH vs KO

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

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

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

UNH vs KO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

UNH vs KO - Historical Returns

Returns include dividend reinvestment.

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

UNH vs KO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

UNH vs KO Drawdown Comparison

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

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

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

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

Correlation

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

0.91
-101

Dividend Comparison (1999 - 2026)

UNH vs KO dividend yield comparison.

YearUNHKO
20260.58%0.68%
20252.64%2.92%
20241.62%3.12%
20231.38%3.12%
20221.21%2.77%
20211.12%2.84%
20201.38%2.99%
20191.41%2.89%
20181.38%3.29%
20171.30%3.23%
20161.48%3.38%
20151.59%3.07%
20141.39%2.89%
20131.40%2.71%
20121.47%2.81%
20111.21%2.69%
20101.12%2.68%
20090.10%2.88%
20080.23%3.36%
20070.05%2.22%
20060.06%2.57%
20050.02%2.78%
20040.03%2.40%
20030.03%1.73%
20020.04%1.82%
20010.04%1.53%
20000.02%1.12%
19990.00%0.27%

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