Professional
Added to YB: 2025-01-30
Pitch date: 2025-01-24
UNH [bullish]
UnitedHealth Group Incorporated
-46.2%
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
$522.94
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
growth
Sequoia Strategy Composite Portfolio Holding: UnitedHealth Group Incorporated
UNH: 4.3% of Sequoia's capital, -2.4% 2024 return. Rev +8%, EPS +10% despite tougher managed care environment. $3B cyberattack cost. 2-yr Rev +11%, EPS +12% CAGR. Mid-high teens P/E. Policy risk exists but confident in US healthcare structure. Expect continued low-mid teens EPS growth. Reasonable valuation given quality & resilience.
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