Professional
Added to YB: 2024-05-10
Pitch date: 2024-03-31
UNH [bullish]
UnitedHealth Group Incorporated
-39.22%
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
$261.1B
Pitch Price
$477.02
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
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.
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