Professional
Added to YB: 2025-07-17
Pitch date: 2025-07-09
UNH [neutral]
UnitedHealth Group Incorporated
+14.27%
current return
Author Info
No bio for this author
Company Info
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally.
Market Cap
$305.0B
Pitch Price
$299.15
Price Target
N/A
Dividend
2.63%
EV/EBITDA
12.01
P/E
17.52
EV/Sales
0.85
Sector
Health Care Providers and Services
Category
growth
LRT Capital Management Portfolio Holding: UnitedHealth Group Incorporated
UNH (holding update): Premier US healthcare enterprise combining dominant UnitedHealthcare insurance (scale provides cost advantages) with high-growth Optum services (Rx, Insight, Health). This integrated model creates synergistic ecosystem—insurance data improves care delivery, lowering costs. Management expands via tech investment and strategic acquisitions, returning substantial FCF to shareholders.
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