UNH:NYE-UnitedHealth Group Incorporated (DE)

EQUITY | Health Care Plans | New York Stock Exchange

Last Closing Price

USD 259.77

Change

-1.69 (-0.65)%

Market Cap

USD 249.91B

Volume

3.58M

Average Target Price

USD 301.55 (16.08%)
Average 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: 2019-01-17 )

Largest Industry Peers for Health Care Plans

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

-0.55 (-0.86%)

USD 81.95B
CI Cigna Corporation

-2.23 (-1.13%)

USD 74.06B
AET Aetna Inc.

N/A

USD 69.64B
ANTM Anthem Inc.

-0.03 (-0.01%)

USD 67.74B
HUM Humana Inc.

-2.28 (-0.78%)

USD 39.92B
CNC Centene Corporation

-1.19 (-0.94%)

USD 25.83B
ANTX Anthem Inc. Corporate Units

N/A

USD 15.07B
WCG Wellcare Health Plans Inc.

-2.46 (-0.94%)

USD 12.95B
MOH Molina Healthcare Inc

-0.57 (-0.42%)

USD 8.45B
UAM Universal American Corporation

N/A

USD 0.59B

ETFs Containing UNH

IHF iShares U.S. Health Care .. 13.69 % 0.43 %

+0.26 (+0.15%)

USD 0.87B
DXG:CA Dynamic iShares Active Gl.. 8.95 % 0.91 %

+0.16 (+0.57%)

CAD 0.19B
DXU:CA Dynamic iShares Active U... 8.79 % 0.89 %

+0.16 (+0.58%)

CAD 0.17B
ZDJ:CA BMO Dow Jones Industrial .. 7.43 % 0.26 %

+0.20 (+0.49%)

CAD 0.19B
XLV SPDR Select Sector Fund -.. 7.32 % 0.13 %

+0.78 (+0.88%)

USD 18.69B
DIA SPDR Dow Jones Industrial.. 7.22 % 0.17 %

+1.94 (+0.80%)

USD 20.54B
ZWA:CA BMO Covered Call Dow Jone.. 7.21 % 0.71 %

+0.05 (+0.23%)

CAD 0.27B
DIVO Amplify YieldShares CWP D.. 6.94 % 0.94 %

+0.07 (+0.25%)

USD 0.02B
IYH iShares U.S. Healthcare 6.83 % 0.43 %

+1.82 (+0.98%)

USD 2.42B
FHLC Fidelity MSCI Health Care.. 6.33 % 0.08 %

+0.36 (+0.84%)

USD 1.52B
VHT Vanguard Health Care 6.32 % 0.10 %

+1.54 (+0.93%)

USD 8.72B
UDOW ProShares UltraPro Dow30 6.23 % 0.95 %

+1.71 (+2.16%)

USD 0.50B
RXL ProShares Ultra Health Ca.. 6.13 % 0.95 %

+1.68 (+1.74%)

USD 0.12B
CACG ClearBridge All Cap Growt.. 6.10 % 0.53 %

+0.18 (+0.63%)

USD 0.06B
JHMH John Hancock Multifactor .. 5.84 % 0.50 %

+0.24 (+0.72%)

USD 0.06B
DDM ProShares Ultra Dow30 5.49 % 0.95 %

+0.53 (+1.31%)

USD 0.34B
IXJ iShares Global Healthcare 5.14 % 0.47 %

+0.48 (+0.83%)

USD 2.01B
ZFN:CA BMO SIA Focused North Ame.. 4.99 % 0.00 %

+0.10 (+0.34%)

CAD 0.01B
BGU:CA Bristol Gate Concentrated.. 4.90 % 0.00 %

N/A

CAD 0.01B
BGC:CA Bristol Gate Concentrated.. 4.43 % 0.00 %

N/A

CAD 7.77M
EZY EZY 3.88 % 0.38 %

N/A

USD 0.04B
AMCA iShares Russell 1000 Pure.. 3.79 % 0.15 %

-0.02 (-0.08%)

USD 0.01B
LRGE ClearBridge Large Cap Gro.. 3.75 % 0.59 %

N/A

USD 3.07M
SPMO Invesco S&P 500 Momentum 3.63 % 0.13 %

+0.22 (+0.62%)

USD 0.05B
PTH Invesco DWA Healthcare Mo.. 3.57 % 0.60 %

+0.53 (+0.69%)

USD 0.19B
ESGL Oppenheimer Revenue Weigh.. 3.48 % 0.40 %

+0.16 (+0.54%)

USD 29.36
SYG SPDR MFS Systematic Growt.. 3.33 % 0.60 %

+0.51 (+0.68%)

USD 0.03B
MTUM iShares Edge MSCI USA Mom.. 3.31 % 0.15 %

N/A

USD 3.60B
USMC Principal U.S. Mega-Cap M.. 3.12 % 0.12 %

+0.12 (+0.46%)

USD 1.48B
WUSA WisdomTree U.S. Domestic .. 2.89 % 0.33 %

N/A

USD 2.33M
HAU:CA Horizons Active US Divide.. 2.82 % 0.80 %

N/A

CAD 5.79M
VSMV VictoryShares US Multi-Fa.. 2.76 % 0.35 %

+0.12 (+0.44%)

N/A
IWY iShares Russell Top 200 G.. 2.74 % 0.20 %

+0.48 (+0.64%)

USD 1.20B
JKE iShares Morningstar Large.. 2.68 % 0.25 %

+1.05 (+0.63%)

USD 1.04B
MGV Vanguard Mega Cap Value 2.53 % 0.07 %

+0.50 (+0.67%)

USD 2.15B
VSDA VictoryShares Dividend Ac.. 2.48 % 0.35 %

N/A

N/A
HAZ:CA Horizons Active Global Di.. 2.46 % 0.94 %

+0.13 (+0.65%)

CAD 0.17B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.41 % 0.45 %

+0.12 (+0.43%)

CAD 0.18B
SPYV SPDR Series Trust Portfol.. 2.40 % 0.15 %

+0.24 (+0.85%)

USD 2.42B
VOOV Vanguard S&P 500 Value 2.40 % 0.15 %

+0.80 (+0.78%)

USD 0.90B
IVE iShares S&P 500 Value 2.39 % 0.18 %

+0.76 (+0.72%)

USD 14.87B
HEA.U:CA Horizons Enhanced Income .. 2.24 % 0.83 %

+0.01 (+0.09%)

CAD 0.03B
IUSV iShares Core S&P U.S. Val.. 2.23 % 0.05 %

+0.41 (+0.80%)

USD 4.89B
HEA:CA Horizons Enhanced Income .. 2.18 % 0.00 %

N/A

CAD 0.04B
HEA.A:CA Horizons Enhanced Income .. 2.17 % 1.61 %

N/A

CAD 3.35M
VTV Vanguard Value 2.13 % 0.05 %

+0.74 (+0.73%)

USD 42.05B
IWF iShares Russell 1000 Grow.. 2.06 % 0.20 %

+1.13 (+0.82%)

USD 40.22B
FDMO Fidelity Momentum Factor 2.05 % 0.29 %

+0.23 (+0.73%)

USD 0.10B
VONG Vanguard Russell 1000 Gro.. 2.04 % 0.12 %

+1.02 (+0.72%)

USD 2.10B
SCHG Schwab U.S. Large-Cap Gro.. 1.95 % 0.04 %

+0.52 (+0.72%)

USD 6.27B
JMOM JPMorgan U.S. Momentum Fa.. 1.93 % 0.12 %

+0.18 (+0.70%)

N/A
DSTL Distillate U.S. Fundament.. 1.88 % 0.00 %

+0.19 (+0.78%)

USD 0.02B
FDLO Fidelity Low Volatility F.. 1.87 % 0.29 %

+0.21 (+0.68%)

USD 0.11B
ZGQ:CA BMO MSCI All Country Worl.. 1.84 % 0.50 %

+0.23 (+0.78%)

CAD 0.06B
RWL Oppenheimer S&P 500 Reven.. 1.81 % 0.39 %

+0.28 (+0.57%)

USD 0.42B
JVAL JPMorgan U.S. Value Facto.. 1.64 % 0.12 %

+0.17 (+0.71%)

N/A
FCRR:CA Fidelity U.S. Dividend fo.. 1.64 % 0.00 %

N/A

CAD 0.05B
MMTM SPDR S&P 1500 Momentum Ti.. 1.42 % 0.12 %

+0.69 (+0.61%)

USD 0.04B
SPXT ProShares S&P 500 Ex-Tech.. 1.41 % 0.27 %

+0.31 (+0.61%)

USD 2.53M
SPXN ProShares S&P 500 Ex-Fina.. 1.35 % 0.27 %

+0.32 (+0.59%)

USD 1.35M
PY Principal Shareholder Yie.. 1.23 % 0.29 %

N/A

USD 0.01B
PSET Principal Price Setters I.. 1.17 % 0.29 %

N/A

USD 0.02B
GSLC Goldman Sachs ActiveBeta .. 1.09 % 0.09 %

+0.41 (+0.78%)

USD 3.89B
USSD WisdomTree Strong Dollar .. 1.03 % 0.33 %

N/A

USD 1.49M
ULVM USAA MSCI USA Value Momen.. 0.97 % 0.00 %

+0.34 (+0.72%)

USD 0.03B
MULC:CA Manulife Multifactor U.S... 0.85 % 0.42 %

N/A

CAD 5.33M
MULC.B:CA Manulife Multifactor U.S... 0.85 % 0.38 %

N/A

CAD 0.12B
ACIM SPDR MSCI ACWI IMI 0.76 % 0.25 %

+0.68 (+0.93%)

USD 0.16B

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 4.28% 63% D 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.28% 63% D 37% F
Trailing 12 Months  
Capital Gain 8.95% 63% D 90% A-
Dividend Return 1.45% 80% B- 27% F
Total Return 10.40% 63% D 89% B+
Trailing 5 Years  
Capital Gain 258.20% 63% D 99% A+
Dividend Return 16.52% 100% A+ 56% F
Total Return 274.72% 88% B+ 99% A+
Average Annual (5 Year Horizon)  
Capital Gain 31.95% 75% C 97% A+
Dividend Return 33.78% 75% C 97% A+
Total Return 1.84% 80% B- 37% F
Risk Return Profile  
Volatility (Standard Deviation) 13.61% 100% A+ 54% F
Risk Adjusted Return 248.17% 100% A+ 100% 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 19.95 75% C 31% F
Price/Book Ratio 5.17 13% F 13% F
Price / Cash Flow Ratio 5.96 38% F 17% F
Price/Free Cash Flow Ratio 28.99 25% F 16% F
Management Effectiveness  
Return on Equity 25.95% 100% A+ 87% B+
Return on Invested Capital 21.38% 80% B- 84% B
Return on Assets 8.37% 100% A+ 84% B
Debt to Equity Ratio 70.25% 50% 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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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 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.