Added to YB: 2025-07-10
Pitch date: 2025-07-09
UNH [bullish]
UnitedHealth Group Incorporated
+11.72%
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
$309.0B
Pitch Price
$299.15
Price Target
N/A
Dividend
2.59%
EV/EBITDA
12.14
P/E
17.75
EV/Sales
0.85
Sector
Health Care Providers and Services
Category
value
UnitedHealth Group (UNH): Gourmet Dividend in the US.
UNH: Trading at PER 11-13 vs historical 20x despite 8% operating margin & 6.1% industry CAGR through 2030. Faces DOJ Medicare Advantage fraud probe, AI lawsuit, whistleblower complaints & antitrust concerns. 3% dividend + 1.7% buybacks = 4.7% shareholder yield. Low leverage at 1.55x EBITDA. Long-term rerating potential to 16-20x PE.
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