UNH:NYE-UnitedHealth Group Incorporated (USD)

COMMON STOCK | Healthcare Plans | NYE

Last Closing Price

USD 298.78

Change

0.00 (0.00)%

Market Cap

USD 283.07B

Volume

2.49M

Average Target Price

USD 314.00 (+5.09%)
Average Analyst Rating

Verdict

STA Verdict

Verdict

About

UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health and well-being services to individuals age 50 and older, addressing their needs for preventive and acute health care services, as well as services dealing with chronic disease and other specialized issues for older individuals; and Medicaid plans, Children's Health Insurance Program, and health care programs; and health and dental benefits. The OptumHealth segment provides access to networks of care provider specialists, health management services, care delivery, consumer engagement, and financial services. This segment serves individuals through programs offered by employers, payers, government entities, and directly with the care delivery systems. The OptumInsight segment offers software and information products, advisory consulting arrangements, and services outsourcing contracts to hospital systems, physicians, health plans, governments, life sciences companies, and other organizations. The OptumRx segment provides pharmacy care services and programs, including retail network contracting, home delivery, specialty and compounding pharmacy, and purchasing and clinical, as well as develops programs in areas, such as step therapy, formulary management, drug adherence, and disease/drug therapy management. UnitedHealth Group Incorporated was incorporated in 1977 and is based in Minnetonka, Minnesota.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2020-02-17 )

Largest Industry Peers for Healthcare Plans

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
CVS CVS Health Corporation

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USD92.85B 14.05 10.86
CI Cigna Corporation

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USD81.82B 16.40 8.96
ANTM Anthem, Inc

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USD75.52B 16.13 9.11
HUM Humana Inc

N/A

USD49.65B 18.70 10.62
CNC Centene Corporation

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USD38.00B 20.68 8.64
MOH Molina Healthcare, Inc

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USD8.74B 12.64 5.41
GTS Triple-S Management Corporatio..

N/A

USD0.43B 6.02 2.77

ETFs Containing UNH

Symbol Name Weight Mer Price(Change) Market Cap
IHF iShares U.S. Healthcare P.. 22.42 % 0.43 %

N/A

USD0.83B
ZPDH:F SPDR S&P U.S. Health .. 7.32 % 0.15 %

+0.17 (+0.61%)

USD0.18B
ZPDH:XETRA SPDR S&P U.S. Health .. 7.32 % 0.15 %

+0.12 (+0.44%)

USD0.18B
QDVG:F iShares S&P 500 Healt.. 7.31 % 0.15 %

+0.05 (+0.65%)

USD1.22B
IHCU:LSE iShares S&P 500 Health Ca.. 7.31 % 0.15 %

+3.75 (+0.64%)

USD1.22B
QDVG:XETRA iShares S&P 500 Healt.. 7.31 % 0.15 %

+0.04 (+0.57%)

USD1.22B
IBDK iShares iBonds Dec 2019 T.. 7.26 % 0.10 %

N/A

USD0.63B
XLV Health Care Select Sector.. 7.26 % 0.13 %

N/A

USD19.49B
CURE Direxion Daily Healthcare.. 7.25 % 1.08 %

N/A

USD0.15B
XSHC:LSE Xtrackers MSCI USA Health.. 7.01 % 0.12 %

+16.75 (+0.52%)

USD0.42B
XUHC:XETRA Xtrackers MSCI USA Health.. 7.01 % 0.12 %

+0.18 (+0.45%)

USD0.42B
ZDJ:CA BMO Dow Jones Industrial .. 6.98 % 0.23 %

N/A

USD0.18B
ZWA:CA BMO Covered Call Dow Jone.. 6.98 % 0.65 %

N/A

USD0.24B
CIND:LSE iShares VII PLC - iShares.. 6.97 % 0.33 %

+0.72 (+0.22%)

USD0.39B
SXRU:F iShares VII PLC - iShares.. 6.97 % 0.33 %

+0.70 (+0.23%)

USD0.39B
SXRU:XETRA iShares VII PLC - iShares.. 6.97 % 0.33 %

+0.70 (+0.23%)

USD0.39B
EXI3:F iShares Dow Jones Industr.. 6.96 % 0.51 %

+0.80 (+0.30%)

USD0.28B
EXI3:XETRA iShares Dow Jones Industr.. 6.96 % 0.51 %

+0.60 (+0.22%)

USD0.28B
DIA SPDR Dow Jones Industrial.. 6.90 % 0.17 %

N/A

USD22.30B
SDOW ProShares UltraPro Short .. 6.90 % 0.95 %

N/A

USD0.27B
DXD ProShares UltraShort Dow3.. 6.90 % 0.95 %

N/A

USD0.14B
DOG ProShares Short Dow30 6.90 % 0.95 %

N/A

USD0.23B
DDM ProShares Ultra Dow30 6.88 % 0.95 %

N/A

USD0.36B
UDOW ProShares UltraPro Dow30 6.87 % 0.95 %

N/A

USD0.41B
RXD ProShares UltraShort Heal.. 6.71 % 0.95 %

N/A

USD2.00M
RXD ProShares UltraShort Heal.. 6.71 % 0.95 %

N/A

USD2.00M
IYH iShares U.S. Healthcare E.. 6.70 % 0.43 %

N/A

USD2.21B
RXL ProShares Ultra Health Ca.. 6.51 % 0.95 %

N/A

USD0.12B
VHT Vanguard Health Care Inde.. 6.18 % 0.10 %

N/A

USD11.31B
FHLC Fidelity MSCI Health Care.. 6.17 % 0.08 %

N/A

USD1.73B
IUHC:LSE iShares S&P 500 Healt.. 6.09 % 0.15 %

+0.05 (+0.59%)

USD0.96B
SXLV:LSE SSgA SPDR ETFs Europe II .. 6.09 % 0.15 %

N/A

USD0.18B
XUHC:LSE Xtrackers MSCI USA Health.. 5.88 % 0.12 %

+0.19 (+0.44%)

USD0.36B
CACG ClearBridge All Cap Growt.. 5.45 % 0.53 %

N/A

USD0.15B
JHMH John Hancock Multifactor .. 5.45 % 0.40 %

N/A

USD0.04B
HHL:CA Harvest Healthcare Leader.. 5.29 % 1.15 %

N/A

USD0.33B
HHL-U:CA Harvest Healthcare Leader.. 5.29 % 1.15 %

N/A

N/A
FHI-B:CA CI First Asset Health Car.. 4.96 % 0.81 %

N/A

N/A
FHI:CA CI First Asset Health Car.. 4.96 % 0.75 %

N/A

USD0.19B
XHC:CA iShares Global Healthcare.. 4.94 % 0.65 %

N/A

USD0.31B
IXJ iShares Global Healthcare.. 4.93 % 0.46 %

N/A

USD2.09B
XDWH:F Xtrackers MSCI World Heal.. 4.81 % 0.30 %

+0.14 (+0.39%)

USD0.48B
XDWH:XETRA Xtrackers MSCI World Heal.. 4.81 % 0.30 %

+0.13 (+0.36%)

USD0.48B
BGU:CA Bristol Gate Concentrated.. 4.64 % 0.00 %

N/A

USD0.03B
WBIF WBI BullBear Value 3000 E.. 4.25 % 1.18 %

N/A

USD0.05B
BGC:CA Bristol Gate Concentrated.. 4.07 % 0.00 %

N/A

USD8.62M
WHEA:LSE SPDR MSCI World Health Ca.. 4.06 % 0.30 %

+0.12 (+0.27%)

USD0.12B
XDWH:LSE Xtrackers MSCI World Heal.. 4.01 % 0.30 %

+0.11 (+0.27%)

USD0.35B
PBI:CA Purpose Best Ideas Fund S.. 3.93 % 0.79 %

N/A

USD0.03B
ETHI:CA Horizons Global Sustainab.. 3.90 % 0.74 %

N/A

USD0.02B
DIVO Amplify CWP Enhanced Divi.. 3.85 % 0.49 %

N/A

USD0.03B
UBUS:F UBS (Irl) ETF plc - Facto.. 3.68 % 0.25 %

+0.05 (+0.21%)

N/A
UBUW:XETRA UBS (Irl) ETF plc - Facto.. 3.68 % 0.35 %

+0.08 (+0.39%)

N/A
UC96:LSE UBS (Irl) ETF plc - Facto.. 3.68 % 0.25 %

N/A

N/A
UBUW:F UBS (Irl) ETF plc - Facto.. 3.68 % 0.35 %

+0.09 (+0.44%)

N/A
UBUS:XETRA UBS (Irl) ETF plc - Facto.. 3.68 % 0.25 %

+0.03 (+0.11%)

N/A
AMCA iShares Russell 1000 Pure.. 3.60 % 0.15 %

N/A

USD4.53M
ESGL Invesco ESG Revenue ETF 3.51 % 0.40 %

N/A

USD0.03B
ZISG:LSE BMO MSCI USA Income Leade.. 3.38 % 0.40 %

N/A

USD2.19M
ZILS:LSE BMO MSCI USA Income Leade.. 3.37 % 0.35 %

N/A

USD0.03B
LRGE ClearBridge Large Cap Gro.. 3.34 % 0.60 %

N/A

USD0.21B
RWDC Direxion MSCI Defensives .. 3.29 % 0.45 %

N/A

USD0.01B
QDEF FlexShares Quality Divide.. 3.14 % 0.37 %

N/A

USD0.49B
UPVL:LSE UBS (Irl) ETF plc - Facto.. 2.95 % 0.35 %

N/A

N/A
JKE iShares Morningstar Large.. 2.45 % 0.25 %

N/A

USD1.28B
HEA:CA Horizons Enhanced Income .. 2.42 % 0.83 %

N/A

USD0.03B
MGV Vanguard Mega Cap Value I.. 2.40 % 0.07 %

N/A

USD2.86B
SPMD:LSE iShares Edge S&P 500 Mini.. 2.37 % 0.20 %

+0.02 (+0.30%)

N/A
MVUS:LSE iShares Edge S&P 500 .. 2.37 % 0.20 %

+18.50 (+0.37%)

N/A
IS31:XETRA iShares Edge S&P 500 .. 2.37 % 0.25 %

+0.02 (+0.29%)

N/A
IBCK:XETRA iShares Edge S&P 500 .. 2.37 % 0.20 %

+0.21 (+0.34%)

N/A
IS31:F iShares Edge S&P 500 Mini.. 2.37 % 0.25 %

-0.01 (-0.07%)

N/A
IBCK:F iShares Edge S&P 500 Mini.. 2.37 % 0.20 %

+0.22 (+0.36%)

N/A
SPYV SPDR Portfolio S&P 500 Va.. 2.23 % 0.04 %

N/A

USD4.18B
FTCS First Trust Capital Stren.. 2.23 % 0.60 %

N/A

USD3.51B
VOOV Vanguard S&P 500 Value In.. 2.22 % 0.10 %

N/A

USD1.34B
IWY iShares Russell Top 200 G.. 2.21 % 0.20 %

N/A

USD1.84B
IVE iShares S&P 500 Value ETF 2.21 % 0.18 %

N/A

USD17.27B
WTDM:F WisdomTree US Quality Div.. 2.19 % 0.33 %

+0.15 (+0.59%)

USD0.04B
DGRP:LSE WisdomTree US Quality Div.. 2.19 % 0.33 %

N/A

USD0.04B
DGRG:LSE WisdomTree US Quality Div.. 2.19 % 0.33 %

N/A

USD0.04B
WTDM:XETRA WisdomTree US Quality Div.. 2.19 % 0.33 %

+0.10 (+0.38%)

USD0.04B
DQD:CA WisdomTree U.S. Quality D.. 2.19 % 0.49 %

N/A

USD0.04B
DGR:CA WisdomTree U.S. Quality D.. 2.19 % 0.43 %

N/A

USD0.11B
DGR-B:CA WisdomTree U.S. Quality D.. 2.19 % 0.37 %

N/A

N/A
FXH First Trust Health Care A.. 2.18 % 0.62 %

N/A

USD1.11B
DGRW WisdomTree U.S. Quality D.. 2.16 % 0.28 %

N/A

USD3.31B
IUSV iShares Core S&P U.S. Val.. 2.07 % 0.04 %

N/A

USD6.66B
VTV Vanguard Value Index Fund.. 2.02 % 0.04 %

N/A

USD88.95B
RWL Invesco S&P 500 Revenue E.. 1.94 % 0.39 %

N/A

USD0.97B
DSTL Distillate U.S. Fundament.. 1.93 % 0.39 %

N/A

USD0.07B
ZHU:CA BMO Equal Weight US Healt.. 1.86 % 0.35 %

N/A

USD8.44M
SCHG Schwab U.S. Large-Cap Gro.. 1.83 % 0.04 %

N/A

USD9.56B
VRGWX Vanguard Russell 1000 Gro.. 1.81 % 0.07 %

N/A

USD6.70B
FBGX UBS AG FI Enhanced Large .. 1.76 % 0.85 %

N/A

USD1.47B
IWF iShares Russell 1000 Grow.. 1.76 % 0.19 %

N/A

USD50.24B
FLGE Credit Suisse FI Large Ca.. 1.76 % 0.85 %

N/A

USD2.00B
VONG Vanguard Russell 1000 Gro.. 1.76 % 0.08 %

N/A

USD6.70B
FVAL Fidelity Value Factor ETF 1.74 % 0.29 %

N/A

USD0.20B
QUS:CA AGFiQ Enhanced Core U.S. .. 1.73 % 0.45 %

N/A

USD0.15B
IUSL:XETRA iShares Dow Jones Global .. 1.72 % 0.60 %

+0.14 (+0.32%)

USD0.28B
IGSG:LSE iShares Dow Jones Global .. 1.72 % 0.60 %

+14.00 (+0.39%)

USD0.28B
IUSL:F iShares Dow Jones Global .. 1.72 % 0.60 %

+0.30 (+0.69%)

USD0.28B
RAVI FlexShares Ready Access V.. 1.72 % 0.25 %

N/A

USD0.29B
FDLO Fidelity Low Volatility F.. 1.64 % 0.29 %

N/A

USD0.41B
JVAL JPMorgan U.S. Value Facto.. 1.54 % 0.12 %

N/A

USD0.07B
JURE:LSE JPMorgan ETFs (Ireland) I.. 1.44 % 0.25 %

N/A

USD0.23B
SNPE Xtrackers S&P 500 ESG ETF 1.39 % 0.11 %

N/A

USD0.11B
IGSU:LSE iShares Dow Jones Global .. 1.38 % 0.60 %

+0.14 (+0.30%)

USD0.22B
AIEQ AI Powered Equity ETF 1.29 % 0.77 %

N/A

USD0.11B
IUS Invesco RAFI Strategic US.. 1.26 % 0.19 %

N/A

USD0.13B
HONR InsightShares Patriotic E.. 1.24 % 0.65 %

N/A

USD1.34M
BLV Vanguard Long-Term Bond I.. 1.23 % 0.07 %

N/A

USD13.05B
PHE-B:CA Purpose Tactical Hedged E.. 1.21 % 0.97 %

N/A

N/A
PHE:CA Purpose Tactical Hedged E.. 1.20 % 0.95 %

N/A

USD0.02B
VGFO Virtus WMC Global Factor .. 1.19 % 0.49 %

N/A

USD5.43M
ROUS Hartford Multifactor US E.. 1.04 % 0.19 %

N/A

USD0.35B
TILT FlexShares Morningstar US.. 0.86 % 0.25 %

N/A

USD1.50B
TERM EquityCompass Tactical Ri.. 0.81 % 0.73 %

N/A

USD0.03B
DGT SPDR Global Dow ETF 0.80 % 0.50 %

N/A

USD0.09B
BSCJ Invesco BulletShares 2019.. 0.41 % 0.10 %

N/A

USD0.92B
JPLS JPMorgan Long/Short ETF 0.00 % 0.69 %

N/A

USD0.03B

Market Performance

  Market Performance vs.
Industry/Classification (Healthcare Plans)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.63% 50% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.63% 50% F 54% F
Trailing 12 Months  
Capital Gain 10.20% 75% C 59% F
Dividend Return 1.53% 83% B 32% F
Total Return 11.73% 88% B+ 55% F
Trailing 5 Years  
Capital Gain 172.21% 88% B+ 95% A
Dividend Return 13.41% 100% A+ 52% F
Total Return 185.62% 88% B+ 96% A
Average Annual (5 Year Horizon)  
Capital Gain 22.45% 67% D+ 92% A-
Dividend Return 1.72% 83% B 40% F
Total Return 24.17% 67% D+ 92% A-
Risk Return Profile  
Volatility (Standard Deviation) 16.98% 89% B+ 46% F
Risk Adjusted Return 142.37% 89% B+ 96% A
Market Capitalization 283.07B 100% A+ 99% 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
(Healthcare Plans)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 20.85 13% F 37% F
Price/Book Ratio 4.92 13% F 20% F
Price / Cash Flow Ratio 15.33 50% F 30% F
EV/EBITDA 14.68 13% F 32% F
Management Effectiveness  
Return on Equity 24.06% 75% C 89% B+
Return on Invested Capital 17.13% 88% B+ 87% B+
Return on Assets 7.55% 88% B+ 88% B+
Debt to Equity Ratio 63.89% 50% F 54% F
Technical Ratios  
Short Ratio 2.42 88% B+ 50% F
Short Percent 1.01% 100% A+ 88% B+
Beta 0.67 88% B+ 67% 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

STA Verdict Breakdown

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.

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 Earnings Growth

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

Superior Revenue Growth

This stock has shown top quartile revenue 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.