UNH:NYE-UnitedHealth Group Incorporated (DE)

EQUITY | Health Care Plans | New York Stock Exchange

Last Closing Price

USD 241.38

Change

0.00 (0.00)%

Market Cap

USD 229.39B

Volume

4.49M

Average Target Price

USD 284.46 (+17.85%)
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: 2019-05-18 )

Largest Industry Peers for Health Care Plans

Symbol Name Price(Change) Market Cap
AET Aetna Inc.

N/A

USD 69.64B
CVS CVS Health Corporation

N/A

USD 68.70B
ANTM Anthem Inc.

N/A

USD 68.17B
CI Cigna Corporation

N/A

USD 58.76B
HUM Humana Inc.

N/A

USD 33.46B
CNC Centene Corporation

N/A

USD 23.16B
ANTX Anthem Inc. Corporate Units

N/A

USD 15.07B
WCG Wellcare Health Plans Inc.

N/A

USD 13.82B
MOH Molina Healthcare Inc

N/A

USD 8.12B
UAM Universal American Corporation

N/A

USD 0.59B

ETFs Containing UNH

Symbol Name Weight Mer Price(Change) Market Cap
IHF iShares U.S. Health Care .. 22.24 % 0.43 %

N/A

USD 0.84B
DXG:CA Dynamic iShares Active Gl.. 8.95 % 0.82 %

N/A

CAD 0.33B
DXU:CA Dynamic iShares Active U... 8.79 % 0.82 %

N/A

CAD 0.24B
XLV SPDR Select Sector Fund -.. 6.68 % 0.13 %

N/A

USD 18.19B
IYH iShares U.S. Healthcare 6.18 % 0.43 %

N/A

USD 2.03B
DIA SPDR Dow Jones Industrial.. 5.93 % 0.17 %

N/A

USD 21.48B
ZWA:CA BMO Covered Call Dow Jone.. 5.92 % 0.72 %

N/A

CAD 0.26B
ZDJ:CA BMO Dow Jones Industrial .. 5.91 % 0.26 %

N/A

CAD 0.18B
FHLC Fidelity MSCI Health Care.. 5.69 % 0.08 %

N/A

USD 1.50B
VHT Vanguard Health Care 5.68 % 0.10 %

N/A

USD 8.93B
RXL ProShares Ultra Health Ca.. 5.47 % 0.95 %

N/A

USD 0.10B
JHMH John Hancock Multifactor .. 4.82 % 0.50 %

N/A

USD 0.05B
CACG ClearBridge All Cap Growt.. 4.75 % 0.53 %

N/A

USD 0.10B
IXJ iShares Global Healthcare 4.63 % 0.47 %

N/A

USD 2.02B
BGC:CA Bristol Gate Concentrated.. 4.08 % 0.00 %

N/A

CAD 8.33M
EZY EZY 3.88 % 0.38 %

N/A

USD 0.04B
ETHI:CA Horizons Global Sustainab.. 3.84 % 0.74 %

N/A

CAD 0.01B
SPMO Invesco S&P 500 Momentum 3.48 % 0.13 %

N/A

USD 0.06B
ESGL Oppenheimer Revenue Weigh.. 3.21 % 0.40 %

N/A

USD 0.03B
AMCA iShares Russell 1000 Pure.. 3.13 % 0.15 %

N/A

USD 9.79M
WUSA WisdomTree U.S. Domestic .. 2.89 % 0.33 %

N/A

USD 2.33M
RWDC Direxion MSCI Defensives .. 2.88 % 0.00 %

N/A

USD 0.01B
LRGE ClearBridge Large Cap Gro.. 2.86 % 0.59 %

N/A

USD 0.14B
PTH Invesco DWA Healthcare Mo.. 2.85 % 0.60 %

N/A

USD 0.14B
RYZZ RYZZ Managed Futures Stra.. 2.21 % 0.00 %

N/A

USD 0.05B
JKE iShares Morningstar Large.. 2.20 % 0.25 %

N/A

USD 1.07B
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
IWY iShares Russell Top 200 G.. 2.14 % 0.20 %

N/A

USD 1.40B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.09 % 0.45 %

N/A

CAD 0.15B
FTCS First Trust Capital Stren.. 2.08 % 0.60 %

N/A

USD 2.25B
VOOV Vanguard S&P 500 Value 1.95 % 0.15 %

N/A

USD 0.96B
SPYV SPDR Series Trust Portfol.. 1.95 % 0.06 %

N/A

USD 2.73B
IVE iShares S&P 500 Value 1.94 % 0.18 %

N/A

USD 15.14B
IUSV iShares Core S&P U.S. Val.. 1.81 % 0.05 %

N/A

USD 5.40B
RWL Oppenheimer S&P 500 Reven.. 1.74 % 0.39 %

N/A

USD 0.94B
CAPS:CA Evolve Active US Core Equ.. 1.71 % 0.96 %

N/A

CAD 3.61M
CAPS.U:CA Evolve Active US Core Equ.. 1.71 % 0.00 %

N/A

CAD 0.96M
CAPS.B:CA Evolve Active US Core Equ.. 1.71 % 0.96 %

N/A

CAD 2.81M
IWF iShares Russell 1000 Grow.. 1.59 % 0.20 %

N/A

USD 43.34B
VONG Vanguard Russell 1000 Gro.. 1.59 % 0.12 %

N/A

USD 2.63B
USSD WisdomTree Strong Dollar .. 1.03 % 0.33 %

N/A

USD 1.49M
PYF.B:CA Purpose Premium Yield Fun.. 0.49 % 0.76 %

N/A

CAD 1.03M
PYF:CA Purpose Premium Yield Fun.. 0.49 % 0.73 %

N/A

CAD 0.14B
PYF.U:CA Purpose Premium Yield Fun.. 0.49 % 0.72 %

N/A

CAD 3.04M
UDOW ProShares UltraPro Dow30 0.00 % 0.95 %

N/A

USD 0.46B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

N/A

USD 0.35B

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 -3.11% 50% F 13% F
Dividend Return 0.36% 80% B- 17% F
Total Return -2.75% 63% D 12% F
Trailing 12 Months  
Capital Gain -1.33% 50% F 52% F
Dividend Return 1.47% 80% B- 25% F
Total Return 0.14% 50% F 48% F
Trailing 5 Years  
Capital Gain 214.91% 75% C 98% A+
Dividend Return 16.44% 100% A+ 56% F
Total Return 231.35% 75% C 98% A+
Average Annual (5 Year Horizon)  
Capital Gain 28.37% 63% D 96% A
Dividend Return 30.18% 63% D 96% A
Total Return 1.80% 80% B- 36% F
Risk Return Profile  
Volatility (Standard Deviation) 14.02% 100% A+ 52% F
Risk Adjusted Return 215.28% 100% A+ 99% A+
Market Capitalization 144.25B 100% A+ 100% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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 18.38 50% F 37% F
Price/Book Ratio 4.48 25% F 16% F
Price / Cash Flow Ratio 5.58 38% F 19% F
Price/Free Cash Flow Ratio 27.55 38% F 18% F
Management Effectiveness  
Return on Equity 33.65% 88% B+ 92% A-
Return on Invested Capital 23.51% 80% B- 88% B+
Return on Assets 8.15% 88% B+ 83% B
Debt to Equity Ratio 52.75% 75% C 60% D-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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.

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.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

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.

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.