Added to YB: 2025-08-05
Pitch date: 2025-08-02
UNH [bullish]
UnitedHealth Group Incorporated
+20.57%
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
$248.7B
Pitch Price
$233.35
Price Target
N/A
Dividend
3.23%
EV/EBITDA
13.56
P/E
20.71
EV/Sales
0.70
Sector
Health Care Providers and Services
Category
turnaround
Deep Dive: UnitedHealth Group (UNH)
UNH: Dividend aristocrat at 15x depressed FWD earnings (10x normalized), beaten down 50% from peak. Leader in health insurance & care delivery with $400B revenue. Medicare Advantage dominance (28% share) via 'payor+provider' Optum flywheel. Margins squeezed by post-COVID utilization surge but fixable. Targeting mid-teens EPS growth post-2025 reset. Similar to META/CMG during crises.
Read full article (19 min)