Added to YB: 2025-09-17
Pitch date: 2025-09-15
UNH [bullish]
UnitedHealth Group Incorporated
-0.97%
current return
Author Info
Capitalist Letters simplifies investing and makes it understandable for everybody. Sign up for the newsletter.
Company Info
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally.
Market Cap
$305.0B
Pitch Price
$345.18
Price Target
550.00 (+61%)
Dividend
2.63%
EV/EBITDA
12.01
P/E
17.52
EV/Sales
0.85
Sector
Health Care Providers and Services
Category
turnaround
High-quality stocks that are still undervalued: UnitedHealth Group Incorporated
UNH: 15x P/E, 10% 5yr revenue CAGR, 10.3% ROCE. Medical costs/activity spiked beyond expectations; absorbed 900k new members from competitors. Filed price increases for 98% of plans, implementing strict cost controls. Buffett/Burry/Davis buying. Mgmt expects growth resumption → 58% upside to ATHs.
Read full article (1 min)