UNH:NYE-UnitedHealth Group Incorporated (DE)

EQUITY | Health Care Plans | New York Stock Exchange

Last Closing Price

USD 232.90

Change

+4.26 (+1.86)%

Market Cap

USD 225.70B

Volume

6.85M

Yahoo Analyst Target

USD 243.76 (4.66%)

STA Analyst Target

USD 231.13 (-0.76%)
Yahoo Analyst Rating

Verdict

STA Analyst Rating

Verdict

STA Verdict

Verdict

About

UnitedHealth Group Inc designs products, provides services and applies technologies that improve access to health and well-being services, simplify the health care experience and make health care more affordable.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-01-16 )

Largest Industry Peers for Health Care Plans

Symbol Name Price(Change) Market Cap
CVS CVS Health Corporation

+0.66 (+0.84%)

USD 80.48B
ANTM Anthem Inc.

+1.93 (+0.80%)

USD 62.07B
AET Aetna Inc.

+0.44 (+0.24%)

USD 60.22B
CI Cigna Corporation

+1.36 (+0.64%)

USD 52.95B
HUM Humana Inc.

+2.15 (+0.80%)

USD 37.71B
CNC Centene Corporation

-0.18 (-0.16%)

USD 18.86B
ANTX Anthem Inc. Corporate Units

+0.44 (+0.75%)

USD 15.58B
WCG Wellcare Health Plans Inc.

-1.27 (-0.60%)

USD 9.36B
MOH Molina Healthcare Inc

+3.81 (+4.44%)

USD 5.12B
UAM Universal American Corporation

N/A

USD 0.59B

ETFs Containing UNH

IHF iShares U.S. Health Care .. 13.36 % 0.44 %

+0.40 (+0.09%)

USD 0.49B
DXU:CA Dynamic iShares Active U... 11.05 % 0.00 %

-0.13 (0.09%)

CAD 0.02B
DXG:CA Dynamic iShares Active Gl.. 10.38 % 0.00 %

+0.06 (+0.09%)

CAD 0.03B
XLV SPDR Select Sector Fund -.. 6.94 % 0.14 %

+0.43 (+0.09%)

USD 17.56B
ZWA:CA BMO Covered Call Dow Jone.. 6.53 % 0.72 %

-0.27 (0.09%)

CAD 0.32B
DIA SPDR Dow Jones Industrial.. 6.46 % 0.15 %

-0.10 (0.09%)

USD 23.88B
IYH iShares U.S. Healthcare 6.46 % 0.44 %

+0.62 (+0.09%)

USD 2.04B
ZDJ:CA BMO Dow Jones Industrial .. 6.45 % 0.26 %

-0.51 (0.09%)

CAD 0.20B
FHLC Fidelity MSCI Health Care.. 5.83 % 0.08 %

+0.09 (+0.09%)

USD 0.97B
JHMH John Hancock Multifactor .. 5.70 % 0.50 %

+0.18 (+0.09%)

USD 0.04B
CACG ClearBridge All Cap Growt.. 5.65 % 0.53 %

-0.11 (0.09%)

USD 0.06B
VHT Vanguard Health Care 5.64 % 0.10 %

+0.25 (+0.09%)

USD 7.51B
RXL ProShares Ultra Health Ca.. 5.32 % 0.95 %

+0.76 (+0.09%)

USD 0.12B
IXJ iShares Global Healthcare 4.61 % 0.48 %

+0.06 (+0.09%)

USD 1.70B
WBIE WBI Tactical LCGD Shares 4.43 % 1.05 %

-0.01 (0.09%)

USD 0.16B
WBIL WBI Tactical LCQ Shares 4.33 % 1.04 %

-0.02 (0.09%)

USD 0.15B
ESGL Oppenheimer Revenue Weigh.. 4.15 % 0.40 %

-0.18 (0.09%)

USD 32.06
EZY EZY 3.88 % 0.38 %

N/A

USD 0.04B
MTUM iShares Edge MSCI USA Mom.. 3.75 % 0.15 %

N/A

USD 3.60B
SYG SPDR MFS Systematic Growt.. 3.59 % 0.60 %

-0.23 (0.09%)

USD 0.07B
PWB PowerShares Dynamic Large.. 3.44 % 0.57 %

-0.13 (0.09%)

USD 0.56B
IBLN Direxion iBillionaire Ind.. 3.40 % 0.64 %

-0.16 (0.09%)

USD 0.02B
PTH PowerShares DWA Healthcar.. 3.36 % 0.60 %

-1.06 (0.09%)

USD 0.14B
JKE iShares Morningstar Large.. 3.30 % 0.25 %

-0.61 (0.09%)

USD 0.91B
LRGE ClearBridge Large Cap Gro.. 3.26 % 0.00 %

N/A

USD 3.08M
SPMO PowerShares S&P 500 Momen.. 3.12 % 0.25 %

-0.03 (0.09%)

USD 9.04M
AMCA iShares Russell 1000 Pure.. 3.03 % 0.00 %

+0.07 (+0.09%)

USD 9.76M
USMC Principal U.S. Mega-Cap M.. 3.02 % 0.00 %

+0.03 (+0.09%)

USD 0.97B
HECO EcoLogical Strategy 3.01 % 0.95 %

-0.24 (0.09%)

USD 0.01B
WUSA WisdomTree U.S. Domestic .. 2.75 % 0.33 %

N/A

USD 2.38M
XHS SPDR S&P Health Care Serv.. 2.69 % 0.35 %

+0.18 (+0.09%)

USD 0.09B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.40 % 0.00 %

-0.32 (0.09%)

CAD 0.14B
HEA:CA Horizons Enhanced Income .. 2.18 % 0.00 %

-0.05 (0.09%)

CAD 0.05B
IWY iShares Russell Top 200 G.. 2.18 % 0.20 %

-0.22 (0.09%)

USD 0.98B
HEA.A:CA Horizons Enhanced Income .. 2.17 % 1.61 %

N/A

CAD 3.35M
HEA.U:CA Horizons Enhanced Income .. 2.16 % 0.82 %

+0.01 (+0.09%)

CAD 0.04B
ZUH:CA BMO Equal Weight US Healt.. 2.08 % 0.39 %

-0.18 (0.09%)

CAD 0.31B
CCOR Cambria Core Equity 2.06 % 0.00 %

-0.09 (0.09%)

N/A
RWL Oppenheimer Large Cap Rev.. 1.90 % 0.42 %

-0.20 (0.09%)

USD 0.46B
FDMO Fidelity Momentum Factor 1.90 % 0.29 %

-0.07 (0.09%)

USD 0.06B
SCHG Schwab U.S. Large-Cap Gro.. 1.88 % 0.05 %

-0.30 (0.09%)

USD 5.43B
RYH Guggenheim S&P 500 Equal .. 1.84 % 0.40 %

+0.37 (+0.09%)

USD 0.70B
IVW iShares S&P 500 Growth 1.82 % 0.18 %

-0.36 (0.09%)

USD 20.59B
SPYG SPDR Series Trust Portfol.. 1.73 % 0.15 %

-0.10 (0.09%)

USD 1.37B
IUSG iShares Core S&P U.S. Gro.. 1.69 % 0.06 %

-0.12 (0.09%)

USD 3.61B
IWF iShares Russell 1000 Grow.. 1.65 % 0.20 %

-0.56 (0.09%)

USD 41.81B
VOOG Vanguard S&P 500 Growth 1.63 % 0.15 %

-0.33 (0.09%)

USD 1.98B
JMOM JPMorgan U.S. Momentum Fa.. 1.63 % 0.00 %

-0.06 (0.09%)

N/A
FDLO Fidelity Low Volatility F.. 1.62 % 0.29 %

N/A

USD 0.05B
VONG Vanguard Russell 1000 Gro.. 1.62 % 0.12 %

-0.59 (0.09%)

USD 1.64B
VALX Validea Market Legends ET.. 1.44 % 0.79 %

+0.31 (+0.09%)

USD 0.03B
MMTM SPDR S&P 1500 Momentum Ti.. 1.38 % 0.12 %

+2.14 (+0.09%)

USD 0.02B
SPXT ProShares S&P 500 Ex-Tech.. 1.31 % 0.27 %

N/A

USD 2.71M
FVL First Trust Value Line 10.. 1.15 % 0.70 %

-0.07 (0.09%)

USD 0.05B
FLQG Franklin LibertyQ Global .. 1.09 % 0.35 %

-0.04 (0.09%)

USD 0.03B
USSD WisdomTree Strong Dollar .. 1.03 % 0.33 %

N/A

USD 1.49M
ULVM USAA MSCI USA Value Momen.. 0.87 % 0.00 %

-0.31 (0.09%)

USD 0.03B
MULC:CA Manulife Multifactor U.S... 0.78 % 0.00 %

+0.12 (+0.09%)

CAD 4.39M
ACIM SPDR MSCI ACWI IMI 0.60 % 0.25 %

+0.21 (+0.09%)

USD 0.10B

Market Performance

  Market Performance vs.
Industry/Classification (Health Care Plans)
Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.64% 40% F 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.64% 30% F 81% B-
Trailing 12 Months  
Capital Gain 43.94% 40% F 90% A-
Dividend Return 1.78% 57% F 25% F
Total Return 45.72% 50% F 90% A-
Trailing 5 Years  
Capital Gain 334.03% 78% C+ 97% A+
Dividend Return 18.38% 100% A+ 56% F
Total Return 352.41% 78% C+ 97% A+
Average Annual (5 Year Horizon)  
Capital Gain 30.76% 80% B- 96% A
Dividend Return 32.68% 90% A- 96% A
Total Return 1.93% 71% C- 36% F
Risk Return Profile  
Volatility (Standard Deviation) 13.69% 90% A- 55% F
Risk Adjusted Return 238.68% 100% A+ 99% A+
Market Capitalization 144.25B 100% A+ 100% A+

Key Financial Ratios

  Ratio vs. Industry/Classification
(Health Care Plans)
Ratio vs. Market
(New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 25.91 30% F 30% F
Price/Book Ratio 5.23 10% F 17% F
Price / Cash Flow Ratio 4.26 20% F 30% F
Price/Free Cash Flow Ratio 17.51 20% F 40% F
Management Effectiveness  
Return on Equity 20.46% 100% A+ 84% B
Return on Invested Capital 21.24% 100% A+ 87% B+
Return on Assets 6.41% 100% A+ 78% C+
Debt to Equity Ratio 76.50% 40% F 51% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.