UNH:NYE-UnitedHealth Group Incorporated (DE)

EQUITY | Health Care Plans | New York Stock Exchange

Last Closing Price

USD 266.65

Change

+1.99 (+0.75)%

Market Cap

USD 253.41B

Volume

4.00M

Average Target Price

USD 276.74 (+3.78%)
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: 2019-07-17 )

Largest Industry Peers for Health Care Plans

Symbol Name Price(Change) Market Cap
ANTM Anthem Inc.

-0.72 (-0.24%)

USD 78.36B
CVS CVS Health Corporation

-1.15 (-2.00%)

USD 73.05B
AET Aetna Inc.

N/A

USD 69.64B
CI Cigna Corporation

-1.48 (-0.82%)

USD 67.73B
HUM Humana Inc.

-2.32 (-0.82%)

USD 38.08B
CNC Centene Corporation

-0.51 (-0.95%)

USD 22.00B
ANTX Anthem Inc. Corporate Units

N/A

USD 15.07B
WCG Wellcare Health Plans Inc.

-2.15 (-0.74%)

USD 14.49B
MOH Molina Healthcare Inc

-0.60 (-0.42%)

USD 8.81B
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 .. 22.00 % 0.43 %

-0.33 (-0.18%)

USD 0.94B
XLV SPDR Select Sector Fund -.. 6.68 % 0.13 %

+0.02 (+0.02%)

USD 17.53B
ZDJ:CA BMO Dow Jones Industrial .. 6.22 % 0.26 %

-0.15 (-0.33%)

CAD 0.19B
ZWA:CA BMO Covered Call Dow Jone.. 6.22 % 0.72 %

-0.11 (-0.46%)

CAD 0.26B
DIA SPDR Dow Jones Industrial.. 6.20 % 0.17 %

-1.14 (-0.42%)

USD 22.04B
IYH iShares U.S. Healthcare 6.18 % 0.43 %

+0.23 (+0.12%)

USD 2.16B
VHT Vanguard Health Care 6.03 % 0.10 %

+0.06 (+0.03%)

USD 9.18B
FHLC Fidelity MSCI Health Care.. 5.70 % 0.08 %

+0.02 (+0.04%)

USD 1.57B
RXL ProShares Ultra Health Ca.. 5.21 % 0.95 %

+0.03 (+0.02%)

USD 0.11B
CACG ClearBridge All Cap Growt.. 5.03 % 0.53 %

-0.18 (-0.55%)

USD 0.12B
JHMH John Hancock Multifactor .. 4.91 % 0.46 %

-0.02 (-0.06%)

USD 0.05B
HHL.U:CA Harvest Healthcare Leader.. 4.90 % 1.15 %

N/A

CAD 0.03B
HHL:CA Harvest Healthcare Leader.. 4.90 % 1.15 %

N/A

CAD 0.33B
IXJ iShares Global Healthcare 4.62 % 0.46 %

+0.14 (+0.23%)

USD 2.19B
XHC:CA iShares Global Healthcare.. 4.58 % 0.65 %

-0.03 (-0.06%)

CAD 0.30B
DDM ProShares Ultra Dow30 4.51 % 0.95 %

-0.44 (-0.86%)

USD 0.37B
EZY EZY 3.88 % 0.38 %

N/A

USD 0.04B
ETHI:CA Horizons Global Sustainab.. 3.85 % 0.74 %

-0.04 (-0.14%)

CAD 0.01B
SPMO Invesco S&P 500 Momentum 3.57 % 0.13 %

-0.07 (-0.18%)

USD 0.07B
ESGL Invesco Exchange-Traded S.. 3.41 % 0.40 %

-0.31 (-0.95%)

USD 0.02B
AMCA iShares Russell 1000 Pure.. 3.26 % 0.15 %

-0.18 (-0.64%)

USD 0.01B
LRGE ClearBridge Large Cap Gro.. 3.02 % 0.59 %

-0.19 (-0.54%)

USD 0.16B
WUSA WisdomTree U.S. Domestic .. 2.89 % 0.33 %

N/A

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

+0.08 (+0.16%)

USD 0.01B
HAZ:CA Horizons Active Global Di.. 2.83 % 0.94 %

-0.06 (-0.27%)

CAD 0.18B
HAU:CA Horizons Active US Divide.. 2.76 % 0.79 %

N/A

CAD 6.77M
MGV Vanguard Mega Cap Value 2.40 % 0.07 %

-0.64 (-0.78%)

USD 2.52B
JKE iShares Morningstar Large.. 2.30 % 0.25 %

-0.62 (-0.31%)

USD 1.14B
VOOV Vanguard S&P 500 Value 2.19 % 0.15 %

-0.89 (-0.78%)

USD 1.02B
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
FTCS First Trust Capital Stren.. 2.16 % 0.60 %

-0.57 (-0.98%)

USD 2.56B
IWY iShares Russell Top 200 G.. 2.12 % 0.20 %

-0.41 (-0.46%)

USD 1.49B
SPYV SPDR Series Trust Portfol.. 2.05 % 0.06 %

-0.25 (-0.78%)

USD 2.99B
IVE iShares S&P 500 Value 2.04 % 0.18 %

-1.02 (-0.86%)

USD 15.61B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.00 % 0.45 %

-0.31 (-0.97%)

CAD 0.15B
VTV Vanguard Value 1.99 % 0.04 %

-0.90 (-0.80%)

USD 49.14B
IUSV iShares Core S&P U.S. Val.. 1.90 % 0.04 %

-0.47 (-0.82%)

USD 5.74B
RWL Invesco Exchange-Traded F.. 1.86 % 0.39 %

-0.57 (-1.04%)

USD 0.96B
VONG Vanguard Russell 1000 Gro.. 1.77 % 0.12 %

-0.67 (-0.40%)

USD 2.85B
IWF iShares Russell 1000 Grow.. 1.66 % 0.19 %

-0.74 (-0.46%)

USD 45.95B
USSD WisdomTree Strong Dollar .. 1.03 % 0.33 %

N/A

USD 1.49M
UDOW ProShares UltraPro Dow30 0.00 % 0.95 %

-1.49 (-1.34%)

USD 0.45B

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 7.04% 63% D 34% F
Dividend Return 0.79% 80% B- 18% F
Total Return 7.83% 63% D 31% F
Trailing 12 Months  
Capital Gain 6.54% 50% F 75% C
Dividend Return 1.51% 80% B- 24% F
Total Return 8.05% 50% F 68% D+
Trailing 5 Years  
Capital Gain 213.30% 75% C 97% A+
Dividend Return 15.63% 100% A+ 54% F
Total Return 228.93% 75% C 97% A+
Average Annual (5 Year Horizon)  
Capital Gain 26.43% 63% D 96% A
Dividend Return 28.22% 63% D 96% A
Total Return 1.78% 80% B- 36% F
Risk Return Profile  
Volatility (Standard Deviation) 14.45% 88% B+ 50% F
Risk Adjusted Return 195.28% 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 20.29 38% F 32% F
Price/Book Ratio 4.92 40% F 14% F
Price / Cash Flow Ratio 6.16 38% F 17% F
Price/Free Cash Flow Ratio 30.37 38% F 16% F
Management Effectiveness  
Return on Equity 25.02% 88% B+ 88% B+
Return on Invested Capital 19.88% 80% B- 83% B
Return on Assets 8.15% 88% B+ 84% B
Debt to Equity Ratio 71.25% 50% F 50% F
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.

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 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.