Added to YB: 2025-06-16
Pitch date: 2025-04-28
UNH [bullish]
UnitedHealth Group Incorporated
-31.32%
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
$255.4B
Pitch Price
$409.64
Price Target
N/A
Dividend
3.14%
EV/EBITDA
13.85
P/E
21.27
EV/Sales
0.72
Sector
Health Care Providers and Services
Category
turnaround
UnitedHealth Group Incorporated - $UNH
UNH: Quality health insurer trading at 13.8x 2026 EPS (7.9% FCF yield) after 12% guidance cut due to Medicare Advantage mispricing. Short-tail business allows quick repricing. Recent challenges (Change cyber attack, CEO murder, DOJ probe) temporary. AI implementation promises major efficiency gains. Long-term growth tied to rising healthcare spend.
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