Added to YB: 2025-11-10
Pitch date: 2025-10-05
UNH [bullish]
UnitedHealth Group Incorporated
-4.88%
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
$309.7B
Pitch Price
$358.61
Price Target
614.10 (+80%)
Dividend
2.59%
EV/EBITDA
12.16
P/E
17.79
EV/Sales
0.86
Sector
Health Care Providers and Services
Category
value
2025-09-30 UnitedHealth Group (NYSE: UNH)
UNH: Largest US health insurer+services co at depressed valuation due to temporary post-COVID medical cost spikes (MCR 85.5% vs 82% pre-pandemic). Optum segments provide durable moats via 90k physician network, PBM scale, analytics. Aging demographics drive structural MA growth tailwinds. 50% 3Y, 71% 5Y upside potential as costs normalize.
Read full article (19 min)