Professional
Added to YB: 2024-03-21
Pitch date: 2024-01-31
UNH [bullish]
UnitedHealth Group Incorporated
-40.7%
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
$261.1B
Pitch Price
$488.95
Price Target
N/A
Dividend
3.07%
EV/EBITDA
13.58
P/E
21.78
EV/Sales
0.71
Sector
Health Care Providers and Services
Category
value
Sequoia Fund Portfolio Holding: UnitedHealth Group Incorporated
UNH: Flat 2022 return vs strong market, but steady financial performance - 13% revenue & 17% EPS growth. Low-teens growth expected in 2023. Scale, diversity, essential role in healthcare system. #1-2 player in most markets, 3rd largest PBM, 90K physicians. LHC & Amedisys deals. Attractive valuation given quality & earnings compounding potential.
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