Added to YB: 2025-08-01
Pitch date: 2025-07-30
UNH [neutral]
UnitedHealth Group Incorporated
+32.48%
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
$305.0B
Pitch Price
$258.03
Price Target
400.00 (+17%)
Dividend
2.63%
EV/EBITDA
12.01
P/E
17.52
EV/Sales
0.85
Sector
Health Care Providers and Services
Category
turnaround
Show full summary:
UnitedHealth Group $UNH Q2 Financial Report Analysis
UNH (earnings update): Q2'25 disaster - MLR surged 430bps to 89.4%, EPS $4.08 (-14% YoY) missed $4.45 est. 2025 EPS guide slashed to $16 vs $20.90 est. Insurance op profit -48%, Optum Health profits -67%. DCF suggests $380-400 value vs conservative $247-297 PE-based target. Recovery not until 2026.
Read full article (6 min)