Added to YB: 2026-02-02
Pitch date: 2026-01-29
UNH [neutral]
UnitedHealth Group Incorporated
+31.96%
current return
Author Info
Rebound Capital shares deep research on beaten-down stocks. Sign up for the newsletter.
Company Info
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally.
Market Cap
$364.3B
Pitch Price
$289.85
Price Target
N/A
Dividend
2.20%
EV/EBITDA
18.28
P/E
30.28
EV/Sales
0.94
Sector
Health Care Providers and Services
Category
N/A
Earnings Review: $UNH
UNH (earnings - downgrade): Medicare Advantage facing regulatory squeeze w/ ~0% proposed 2027 rate increase vs rising medical costs. Guiding -2% 2026 rev, +8% EPS. Strategic reset: serving 1.3-1.4M fewer Medicare members. AI targeting $1B savings. Cheap at ~4.5% FCF yield but await CMS final rates in April before new positions.
Read full article (2 min)