Added to YB: 2025-06-16
Pitch date: 2025-04-28
UNH [bullish]
UnitedHealth Group Incorporated
-6.67%
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
$340.3B
Pitch Price
$404.76
Price Target
N/A
Dividend
2.45%
EV/EBITDA
13.88
P/E
24.40
EV/Sales
0.87
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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