Professional
Added to YB: 2024-05-10
Pitch date: 2024-03-31
UNH [bullish]
UnitedHealth Group Incorporated
-28.49%
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
$477.02
Price Target
N/A
Dividend
2.59%
EV/EBITDA
12.16
P/E
17.79
EV/Sales
0.86
Sector
Health Care Providers and Services
Category
growth
Baron Durable Advantage Fund Portfolio Holding: UnitedHealth Group Incorporated
UNH: Shares -4.8% on higher Medicare Advantage costs, reimbursement cuts & Star Rating changes concerns. Guidance in-line but caution prevails. Core holding as tailwinds (demographics, healthcare needs, value-based trends) intact. 13-16% LT EPS growth target (fastest among MCOs). At 17.3x P/E after multiple contraction.
Read full article (1 min)