Added to YB: 2025-05-28
Pitch date: 2025-05-25
UNH [bullish]
UnitedHealth Group Incorporated
-1.23%
current return
Author Info
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Company Info
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally.
Market Cap
$261.1B
Pitch Price
$293.55
Price Target
609.00 (+110%)
Dividend
3.07%
EV/EBITDA
13.58
P/E
21.78
EV/Sales
0.71
Sector
Health Care Providers and Services
Category
turnaround
UnitedHealth: Be Greedy When Others Are Fearful
UNH: Vertically integrated healthcare provider suffering 43% YoY decline despite 11% 5yr revenue CAGR. First earnings miss since 2008. Rising medical costs, regulatory scrutiny, and fraud allegations create fear, but business fundamentals remain strong - 24% ROE, rock-solid balance sheet. At $295, trades 50% below $600 fair value with temporary headwinds.
Read full article (19 min)