UNH:NYE-UnitedHealth Group Incorporated (DE)

EQUITY | Health Care Plans | New York Stock Exchange

Last Closing Price

USD 230.16

Change

+3.07 (+1.35)%

Market Cap

USD 222.72B

Volume

2.39M

Yahoo Analyst Target

USD 271.43 (17.93%)

STA Analyst Target

USD 243.77 (5.91%)
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: 2018-02-23 )

Largest Industry Peers for Health Care Plans

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

+0.16 (+0.24%)

USD 69.15B
ANTM Anthem Inc.

+1.56 (+0.67%)

USD 60.16B
AET Aetna Inc.

+0.49 (+0.28%)

USD 57.26B
CI Cigna Corporation

+2.89 (+1.51%)

USD 47.52B
HUM Humana Inc.

+3.38 (+1.26%)

USD 37.34B
CNC Centene Corporation

+0.96 (+0.96%)

USD 17.43B
ANTX Anthem Inc. Corporate Units

+0.28 (+0.49%)

USD 15.19B
WCG Wellcare Health Plans Inc.

+0.03 (+0.02%)

USD 8.55B
MOH Molina Healthcare Inc

+1.38 (+1.93%)

USD 4.35B
UAM Universal American Corporation

N/A

USD 0.59B

ETFs Containing UNH

IHF iShares U.S. Health Care .. 13.44 % 0.44 %

+1.23 (+0.77%)

USD 0.49B
DXU:CA Dynamic iShares Active U... 10.96 % 0.00 %

+0.13 (+0.52%)

CAD 0.02B
DXG:CA Dynamic iShares Active Gl.. 10.11 % 0.00 %

+0.25 (+0.98%)

CAD 0.04B
XLV SPDR Select Sector Fund -.. 6.88 % 0.14 %

+1.34 (+1.60%)

USD 15.89B
IYH iShares U.S. Healthcare 6.53 % 0.44 %

+2.67 (+1.51%)

USD 1.95B
DIA SPDR Dow Jones Industrial.. 6.23 % 0.15 %

+3.42 (+1.37%)

USD 22.80B
ZWA:CA BMO Covered Call Dow Jone.. 6.15 % 0.72 %

+0.37 (+1.60%)

CAD 0.33B
ZDJ:CA BMO Dow Jones Industrial .. 6.10 % 0.26 %

+0.61 (+1.44%)

CAD 0.22B
FHLC Fidelity MSCI Health Care.. 5.87 % 0.08 %

+0.61 (+1.49%)

USD 1.13B
VHT Vanguard Health Care 5.85 % 0.10 %

+2.49 (+1.58%)

USD 7.36B
JHMH John Hancock Multifactor .. 5.74 % 0.50 %

+0.27 (+0.85%)

USD 0.04B
CACG ClearBridge All Cap Growt.. 5.63 % 0.53 %

+0.51 (+1.77%)

USD 0.06B
RXL ProShares Ultra Health Ca.. 5.48 % 0.95 %

+2.82 (+3.14%)

USD 0.11B
HHL:CA Healthcare Leaders Income.. 4.70 % 1.37 %

+0.12 (+1.40%)

CAD 0.26B
IXJ iShares Global Healthcare 4.69 % 0.48 %

+1.42 (+1.25%)

USD 1.63B
WBIL WBI Tactical LCQ Shares 4.41 % 1.04 %

+0.15 (+0.56%)

USD 0.15B
FMDG Fieldstone Merlin Dynamic.. 4.07 % 0.00 %

+0.35 (+1.16%)

N/A
EZY EZY 3.88 % 0.38 %

N/A

USD 0.04B
ESGL Oppenheimer Revenue Weigh.. 3.87 % 0.40 %

+0.28 (+0.91%)

USD 31.09
MTUM iShares Edge MSCI USA Mom.. 3.73 % 0.15 %

N/A

USD 3.60B
SYG SPDR MFS Systematic Growt.. 3.45 % 0.60 %

+0.51 (+0.63%)

USD 0.05B
PWB PowerShares Dynamic Large.. 3.42 % 0.57 %

+0.76 (+1.75%)

USD 0.58B
LRGE ClearBridge Large Cap Gro.. 3.28 % 0.59 %

N/A

USD 3.05M
HECO EcoLogical Strategy 3.25 % 0.95 %

N/A

USD 0.01B
JKE iShares Morningstar Large.. 3.24 % 0.25 %

+2.73 (+1.65%)

USD 0.94B
AMCA iShares Russell 1000 Pure.. 3.15 % 0.00 %

-0.09 (-0.32%)

USD 9.41M
USMC Principal U.S. Mega-Cap M.. 3.08 % 0.00 %

+0.30 (+1.14%)

USD 1.51B
PTH PowerShares DWA Healthcar.. 3.05 % 0.60 %

+0.68 (+0.87%)

USD 0.15B
SPMO PowerShares S&P 500 Momen.. 2.98 % 0.25 %

+0.15 (+0.41%)

USD 0.01B
WUSA WisdomTree U.S. Domestic .. 2.84 % 0.33 %

N/A

USD 2.31M
QUS:CA AGFiQ Enhanced Core US Eq.. 2.46 % 0.00 %

+0.03 (+0.11%)

CAD 0.15B
FXH First Trust Health Care A.. 2.40 % 0.62 %

+0.66 (+0.93%)

USD 0.98B
FHH:CA First Trust AlphaDEX U.S... 2.39 % 0.77 %

N/A

CAD 7.46M
CCOR Cambria Core Equity 2.23 % 0.00 %

-0.01 (-0.04%)

N/A
IWY iShares Russell Top 200 G.. 2.18 % 0.20 %

+1.21 (+1.59%)

USD 1.04B
HEA:CA Horizons Enhanced Income .. 2.18 % 0.00 %

N/A

CAD 0.05B
HEA.A:CA Horizons Enhanced Income .. 2.17 % 1.61 %

N/A

CAD 3.35M
MGV Vanguard Mega Cap Value 2.07 % 0.07 %

+1.20 (+1.58%)

USD 1.94B
FDMO Fidelity Momentum Factor 1.92 % 0.29 %

+0.45 (+1.41%)

USD 0.07B
SPYG SPDR Series Trust Portfol.. 1.83 % 0.15 %

+0.59 (+1.72%)

USD 2.01B
IVW iShares S&P 500 Growth 1.83 % 0.18 %

+2.67 (+1.68%)

USD 20.98B
VOOG Vanguard S&P 500 Growth 1.83 % 0.15 %

+2.47 (+1.73%)

USD 2.01B
SCHG Schwab U.S. Large-Cap Gro.. 1.82 % 0.05 %

+1.12 (+1.53%)

USD 5.57B
RWL Oppenheimer Large Cap Rev.. 1.79 % 0.42 %

+0.72 (+1.41%)

USD 0.44B
VTV Vanguard Value 1.74 % 0.06 %

+1.62 (+1.53%)

USD 37.16B
IUSG iShares Core S&P U.S. Gro.. 1.70 % 0.06 %

+0.88 (+1.57%)

USD 3.54B
FDLO Fidelity Low Volatility F.. 1.66 % 0.29 %

+0.37 (+1.19%)

USD 0.05B
IWF iShares Russell 1000 Grow.. 1.65 % 0.20 %

+2.22 (+1.59%)

USD 41.08B
JMOM JPMorgan U.S. Momentum Fa.. 1.65 % 0.00 %

+0.14 (+0.52%)

N/A
VONG Vanguard Russell 1000 Gro.. 1.65 % 0.12 %

+2.22 (+1.55%)

USD 1.66B
VALX Validea Market Legends ET.. 1.45 % 0.79 %

+0.10 (+0.34%)

USD 0.02B
SPXT ProShares S&P 500 Ex-Tech.. 1.29 % 0.27 %

+0.03 (+0.05%)

USD 2.63M
PSET Principal Price Setters I.. 1.21 % 0.40 %

N/A

USD 0.02B
FVL First Trust Value Line 10.. 1.17 % 0.70 %

-0.03 (-0.13%)

USD 0.05B
FLQG Franklin LibertyQ Global .. 1.13 % 0.35 %

+0.16 (+0.53%)

USD 0.02B
USSD WisdomTree Strong Dollar .. 1.03 % 0.33 %

N/A

USD 1.49M
ULVM USAA MSCI USA Value Momen.. 0.90 % 0.00 %

+0.77 (+1.49%)

USD 0.03B
MULC:CA Manulife Multifactor U.S... 0.80 % 0.00 %

N/A

CAD 4.30M
MULC.B:CA Manulife Multifactor U.S... 0.80 % 0.00 %

N/A

CAD 0.13B

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 4.40% 80% B- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.40% 80% B- 80% B-
Trailing 12 Months  
Capital Gain 41.55% 70% C- 93% A
Dividend Return 1.77% 71% C- 26% F
Total Return 43.32% 80% B- 93% A
Trailing 5 Years  
Capital Gain 322.54% 89% B+ 97% A+
Dividend Return 18.11% 100% A+ 55% F
Total Return 340.65% 89% B+ 97% A+
Average Annual (5 Year Horizon)  
Capital Gain 31.16% 80% B- 96% A
Dividend Return 33.07% 90% A- 96% A
Total Return 1.91% 71% C- 36% F
Risk Return Profile  
Volatility (Standard Deviation) 13.89% 90% A- 55% F
Risk Adjusted Return 238.14% 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 21.02 30% F 37% F
Price/Book Ratio 4.92 10% F 17% F
Price / Cash Flow Ratio 5.49 20% F 17% F
Price/Free Cash Flow Ratio 19.21 10% F 35% F
Management Effectiveness  
Return on Equity 23.71% 100% A+ 86% B
Return on Invested Capital 21.42% 80% B- 86% B
Return on Assets 7.61% 90% A- 82% B-
Debt to Equity Ratio 71.50% 50% F 52% 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.

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.

UNH:NYE-UnitedHealth Group Incorporated (DE)

EQUITY | Health Care Plans | New York Stock Exchange

Last Closing Price

USD 230.16

Change

+3.07 (+1.35)%

Market Cap

USD 222.72B

Volume

2.39M

Yahoo Analyst Target

USD 271.43 (17.93%)

STA Analyst Target

USD 243.77 (5.91%)
Yahoo Analyst Rating

Verdict

STA Analyst Rating

Verdict

STA Verdict

Verdict

Values as of: 2018-02-23