TAK vs. UNH: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at TAK and UNH, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
TAK trades as an American Depositary Receipt (ADR), offering U.S. investors a convenient way to access its foreign-listed shares. In contrast, UNH is a standard domestic listing.
| Symbol | TAK | UNH |
|---|---|---|
| Company Name | Takeda Pharmaceutical Company Limited | UnitedHealth Group Incorporated |
| Country | Japan | United States |
| GICS Sector | Health Care | Health Care |
| GICS Industry | Pharmaceuticals | Health Care Providers & Services |
| Market Capitalization | 49.05 billion USD | 271.56 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | January 5, 2010 | October 17, 1984 |
| Security Type | ADR | Common Stock |
Historical Performance
This chart compares the performance of TAK and UNH by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | TAK | UNH |
|---|---|---|
| 5-Day Price Return | 3.56% | 10.44% |
| 13-Week Price Return | 10.08% | -5.08% |
| 26-Week Price Return | 9.06% | -43.55% |
| 52-Week Price Return | 5.51% | -48.19% |
| Month-to-Date Return | 7.43% | 20.15% |
| Year-to-Date Return | 7.92% | -40.73% |
| 10-Day Avg. Volume | 4.64M | 23.69M |
| 3-Month Avg. Volume | 4.43M | 18.68M |
| 3-Month Volatility | 14.70% | 48.27% |
| Beta | 0.36 | 0.44 |
Profitability
Return on Equity (TTM)
TAK
1.48%
Pharmaceuticals Industry
- Max
- 38.59%
- Q3
- 19.84%
- Median
- 11.90%
- Q1
- 5.63%
- Min
- -9.96%
TAK’s Return on Equity of 1.48% is in the lower quartile for the Pharmaceuticals industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
UNH
22.26%
Health Care Providers & Services Industry
- Max
- 26.03%
- Q3
- 13.74%
- Median
- 8.26%
- Q1
- 4.13%
- Min
- -3.62%
In the upper quartile for the Health Care Providers & Services industry, UNH’s Return on Equity of 22.26% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
Net Profit Margin (TTM)
TAK
2.36%
Pharmaceuticals Industry
- Max
- 34.51%
- Q3
- 17.73%
- Median
- 12.12%
- Q1
- 5.99%
- Min
- -7.73%
Falling into the lower quartile for the Pharmaceuticals industry, TAK’s Net Profit Margin of 2.36% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
UNH
5.04%
Health Care Providers & Services Industry
- Max
- 12.40%
- Q3
- 5.93%
- Median
- 1.96%
- Q1
- 0.93%
- Min
- -6.10%
UNH’s Net Profit Margin of 5.04% is aligned with the median group of its peers in the Health Care Providers & Services industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin (TTM)
TAK
7.48%
Pharmaceuticals Industry
- Max
- 41.53%
- Q3
- 23.00%
- Median
- 16.24%
- Q1
- 9.24%
- Min
- -6.94%
TAK’s Operating Profit Margin of 7.48% is in the lower quartile for the Pharmaceuticals industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.
UNH
7.26%
Health Care Providers & Services Industry
- Max
- 19.05%
- Q3
- 10.21%
- Median
- 4.22%
- Q1
- 1.98%
- Min
- -4.27%
UNH’s Operating Profit Margin of 7.26% is around the midpoint for the Health Care Providers & Services industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | TAK | UNH |
|---|---|---|
| Return on Equity (TTM) | 1.48% | 22.26% |
| Return on Assets (TTM) | 0.72% | 7.01% |
| Net Profit Margin (TTM) | 2.36% | 5.04% |
| Operating Profit Margin (TTM) | 7.48% | 7.26% |
| Gross Profit Margin (TTM) | 65.51% | -- |
Financial Strength
Current Ratio (MRQ)
TAK
1.01
Pharmaceuticals Industry
- Max
- 4.49
- Q3
- 2.77
- Median
- 1.74
- Q1
- 1.26
- Min
- 0.11
TAK’s Current Ratio of 1.01 falls into the lower quartile for the Pharmaceuticals industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
UNH
0.81
Health Care Providers & Services Industry
- Max
- 2.01
- Q3
- 1.49
- Median
- 1.30
- Q1
- 0.94
- Min
- 0.17
UNH’s Current Ratio of 0.81 falls into the lower quartile for the Health Care Providers & Services industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio (MRQ)
TAK
0.65
Pharmaceuticals Industry
- Max
- 2.44
- Q3
- 1.07
- Median
- 0.42
- Q1
- 0.11
- Min
- 0.00
TAK’s Debt-to-Equity Ratio of 0.65 is typical for the Pharmaceuticals industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
UNH
0.79
Health Care Providers & Services Industry
- Max
- 2.17
- Q3
- 1.18
- Median
- 0.74
- Q1
- 0.45
- Min
- 0.00
UNH’s Debt-to-Equity Ratio of 0.79 is typical for the Health Care Providers & Services industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio (TTM)
TAK
2.05
Pharmaceuticals Industry
- Max
- 103.95
- Q3
- 44.18
- Median
- 9.83
- Q1
- 2.82
- Min
- -42.71
In the lower quartile for the Pharmaceuticals industry, TAK’s Interest Coverage Ratio of 2.05 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.
UNH
6.14
Health Care Providers & Services Industry
- Max
- 14.47
- Q3
- 7.15
- Median
- 5.45
- Q1
- 2.04
- Min
- -4.44
UNH’s Interest Coverage Ratio of 6.14 is positioned comfortably within the norm for the Health Care Providers & Services industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | TAK | UNH |
|---|---|---|
| Current Ratio (MRQ) | 1.01 | 0.81 |
| Quick Ratio (MRQ) | 0.52 | 0.60 |
| Debt-to-Equity Ratio (MRQ) | 0.65 | 0.79 |
| Interest Coverage Ratio (TTM) | 2.05 | 6.14 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
TAK
4.23%
Pharmaceuticals Industry
- Max
- 6.98%
- Q3
- 3.32%
- Median
- 2.13%
- Q1
- 0.14%
- Min
- 0.00%
With a Dividend Yield of 4.23%, TAK offers a more attractive income stream than most of its peers in the Pharmaceuticals industry, signaling a strong commitment to shareholder returns.
UNH
2.88%
Health Care Providers & Services Industry
- Max
- 5.38%
- Q3
- 2.22%
- Median
- 0.55%
- Q1
- 0.00%
- Min
- 0.00%
With a Dividend Yield of 2.88%, UNH offers a more attractive income stream than most of its peers in the Health Care Providers & Services industry, signaling a strong commitment to shareholder returns.
Dividend Payout Ratio (TTM)
TAK
138.69%
Pharmaceuticals Industry
- Max
- 165.20%
- Q3
- 90.59%
- Median
- 49.13%
- Q1
- 28.91%
- Min
- 0.00%
TAK’s Dividend Payout Ratio of 138.69% is in the upper quartile for the Pharmaceuticals industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.
UNH
36.54%
Health Care Providers & Services Industry
- Max
- 186.69%
- Q3
- 74.82%
- Median
- 26.76%
- Q1
- 0.00%
- Min
- 0.00%
UNH’s Dividend Payout Ratio of 36.54% is within the typical range for the Health Care Providers & Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | TAK | UNH |
|---|---|---|
| Dividend Yield (TTM) | 4.23% | 2.88% |
| Dividend Payout Ratio (TTM) | 138.69% | 36.54% |
Valuation
Price-to-Earnings Ratio (TTM)
TAK
66.26
Pharmaceuticals Industry
- Max
- 42.51
- Q3
- 26.88
- Median
- 19.11
- Q1
- 15.12
- Min
- 0.00
At 66.26, TAK’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Pharmaceuticals industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.
UNH
12.70
Health Care Providers & Services Industry
- Max
- 55.89
- Q3
- 30.85
- Median
- 21.17
- Q1
- 12.63
- Min
- 0.00
UNH’s P/E Ratio of 12.70 is within the middle range for the Health Care Providers & Services industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
Price-to-Sales Ratio (TTM)
TAK
1.56
Pharmaceuticals Industry
- Max
- 7.55
- Q3
- 4.54
- Median
- 2.11
- Q1
- 1.52
- Min
- 0.00
TAK’s P/S Ratio of 1.56 aligns with the market consensus for the Pharmaceuticals industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
UNH
0.64
Health Care Providers & Services Industry
- Max
- 3.10
- Q3
- 1.74
- Median
- 0.67
- Q1
- 0.24
- Min
- 0.00
UNH’s P/S Ratio of 0.64 aligns with the market consensus for the Health Care Providers & Services industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio (MRQ)
TAK
1.01
Pharmaceuticals Industry
- Max
- 9.78
- Q3
- 4.96
- Median
- 2.23
- Q1
- 1.46
- Min
- 0.60
TAK’s P/B Ratio of 1.01 is in the lower quartile for the Pharmaceuticals industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.
UNH
2.82
Health Care Providers & Services Industry
- Max
- 7.61
- Q3
- 4.32
- Median
- 2.53
- Q1
- 1.14
- Min
- 0.77
UNH’s P/B Ratio of 2.82 is within the conventional range for the Health Care Providers & Services industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | TAK | UNH |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 66.26 | 12.70 |
| Price-to-Sales Ratio (TTM) | 1.56 | 0.64 |
| Price-to-Book Ratio (MRQ) | 1.01 | 2.82 |
| Price-to-Free Cash Flow Ratio (TTM) | 10.08 | 10.70 |