UNH:NYE-UnitedHealth Group Incorporated (DE)

EQUITY | Health Care Plans | New York Stock Exchange

Last Closing Price

USD 247.09

Change

-4.93 (-1.96)%

Market Cap

USD 237.09B

Volume

3.78M

Average Target Price

USD 301.68 (+22.09%)
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: 2019-03-22 )

Largest Industry Peers for Health Care Plans

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

-3.35 (-1.10%)

USD 77.49B
CVS CVS Health Corporation

-1.36 (-2.37%)

USD 72.69B
AET Aetna Inc.

N/A

USD 69.64B
CI Cigna Corporation

-2.78 (-1.65%)

USD 63.12B
HUM Humana Inc.

-4.16 (-1.50%)

USD 36.97B
CNC Centene Corporation

-1.77 (-3.00%)

USD 23.61B
ANTX Anthem Inc. Corporate Units

N/A

USD 15.07B
WCG Wellcare Health Plans Inc.

-8.18 (-3.27%)

USD 12.09B
MOH Molina Healthcare Inc

-1.81 (-1.22%)

USD 9.15B
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 .. 12.58 % 0.43 %

-3.87 (-2.22%)

USD 0.85B
DXG:CA Dynamic iShares Active Gl.. 8.95 % 0.91 %

-0.49 (-1.52%)

CAD 0.26B
DXU:CA Dynamic iShares Active U... 8.79 % 0.89 %

-0.54 (-1.69%)

CAD 0.20B
XLV SPDR Select Sector Fund -.. 6.71 % 0.13 %

-1.68 (-1.82%)

USD 19.29B
DIA SPDR Dow Jones Industrial.. 6.33 % 0.17 %

-4.62 (-1.78%)

USD 20.76B
ZWA:CA BMO Covered Call Dow Jone.. 6.30 % 0.71 %

-0.38 (-1.65%)

CAD 0.28B
ZDJ:CA BMO Dow Jones Industrial .. 6.30 % 0.26 %

-0.76 (-1.75%)

CAD 0.19B
IYH iShares U.S. Healthcare 6.23 % 0.43 %

-3.87 (-1.98%)

USD 2.36B
FHLC Fidelity MSCI Health Care.. 5.75 % 0.08 %

-0.93 (-2.07%)

USD 1.58B
VHT Vanguard Health Care 5.73 % 0.10 %

-3.61 (-2.07%)

USD 9.22B
CACG ClearBridge All Cap Growt.. 5.29 % 0.53 %

-0.72 (-2.32%)

USD 0.06B
RXL ProShares Ultra Health Ca.. 5.28 % 0.95 %

-3.75 (-3.53%)

USD 0.12B
JHMH John Hancock Multifactor .. 5.23 % 0.50 %

-0.73 (-2.11%)

USD 0.06B
DDM ProShares Ultra Dow30 4.94 % 0.95 %

-1.61 (-3.46%)

USD 0.37B
DIVO Amplify CWP Enhanced Divi.. 4.88 % 0.94 %

-0.43 (-1.48%)

USD 0.02B
IXJ iShares Global Healthcare 4.70 % 0.47 %

-1.08 (-1.76%)

USD 2.08B
ETHI:CA Horizons Global Sustainab.. 4.43 % 0.00 %

-0.13 (-0.48%)

CAD 5.36M
EZY EZY 3.88 % 0.38 %

N/A

USD 0.04B
PTH Invesco DWA Healthcare Mo.. 3.44 % 0.60 %

-2.24 (-2.71%)

USD 0.20B
AMCA iShares Russell 1000 Pure.. 3.34 % 0.15 %

N/A

USD 0.01B
LRGE ClearBridge Large Cap Gro.. 3.22 % 0.59 %

-0.73 (-2.18%)

USD 4.92M
SPMO Invesco S&P 500 Momentum 3.13 % 0.13 %

-0.56 (-1.42%)

USD 0.06B
HAU:CA Horizons Active US Divide.. 3.11 % 0.80 %

N/A

CAD 5.97M
ESGL Oppenheimer Revenue Weigh.. 3.05 % 0.40 %

-0.55 (-1.77%)

USD 0.03B
WUSA WisdomTree U.S. Domestic .. 2.89 % 0.33 %

N/A

USD 2.33M
USMC Principal U.S. Mega-Cap M.. 2.78 % 0.12 %

-0.36 (-1.28%)

USD 1.59B
HAZ:CA Horizons Active Global Di.. 2.57 % 0.94 %

-0.15 (-0.69%)

CAD 0.18B
IWY iShares Russell Top 200 G.. 2.39 % 0.20 %

-1.70 (-2.05%)

USD 1.36B
JKE iShares Morningstar Large.. 2.32 % 0.25 %

-3.97 (-2.15%)

USD 1.05B
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
SPYV SPDR Series Trust Portfol.. 2.11 % 0.06 %

-0.62 (-2.03%)

USD 2.48B
VOOV Vanguard S&P 500 Value 2.11 % 0.15 %

-2.14 (-1.94%)

USD 0.94B
IVE iShares S&P 500 Value 2.10 % 0.18 %

-2.28 (-2.00%)

USD 15.07B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.09 % 0.45 %

-0.23 (-0.74%)

CAD 0.15B
VSDA VictoryShares Dividend Ac.. 2.07 % 0.35 %

-0.41 (-1.32%)

USD 0.01B
IUSV iShares Core S&P U.S. Val.. 1.96 % 0.05 %

-1.09 (-1.97%)

USD 5.17B
VONG Vanguard Russell 1000 Gro.. 1.77 % 0.12 %

-3.36 (-2.14%)

USD 2.34B
IWF iShares Russell 1000 Grow.. 1.77 % 0.20 %

-3.31 (-2.17%)

USD 42.31B
CAPS:CA Evolve Active US Core Equ.. 1.75 % 0.95 %

N/A

CAD 3.66M
CAPS.B:CA Evolve Active US Core Equ.. 1.75 % 0.95 %

N/A

CAD 2.82M
CAPS.U:CA Evolve Active US Core Equ.. 1.75 % 0.00 %

N/A

CAD 0.98M
SCHG Schwab U.S. Large-Cap Gro.. 1.68 % 0.04 %

-1.73 (-2.16%)

USD 7.03B
JMOM JPMorgan U.S. Momentum Fa.. 1.67 % 0.12 %

-0.52 (-1.88%)

USD 0.04B
FDMO Fidelity Momentum Factor 1.64 % 0.30 %

-0.59 (-1.73%)

USD 0.11B
RWL Oppenheimer S&P 500 Reven.. 1.59 % 0.39 %

-1.03 (-1.97%)

USD 0.99B
USSD WisdomTree Strong Dollar .. 1.03 % 0.33 %

N/A

USD 1.49M
ACIM SPDR MSCI ACWI IMI 0.66 % 0.25 %

-1.34 (-1.69%)

USD 0.17B
UDOW ProShares UltraPro Dow30 0.00 % 0.95 %

-5.08 (-5.23%)

USD 0.50B

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 -0.81% 63% D 11% F
Dividend Return 0.36% 75% C 20% F
Total Return -0.45% 63% D 11% F
Trailing 12 Months  
Capital Gain 14.81% 50% F 87% B+
Dividend Return 1.67% 80% B- 29% F
Total Return 16.49% 50% F 86% B
Trailing 5 Years  
Capital Gain 203.77% 63% D 98% A+
Dividend Return 15.49% 100% A+ 53% F
Total Return 219.26% 63% D 98% A+
Average Annual (5 Year Horizon)  
Capital Gain 30.35% 63% D 96% A
Dividend Return 32.16% 63% D 96% A
Total Return 1.82% 80% B- 37% F
Risk Return Profile  
Volatility (Standard Deviation) 13.67% 100% A+ 53% F
Risk Adjusted Return 235.35% 100% A+ 100% 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 19.85 63% D 33% F
Price/Book Ratio 4.75 25% F 14% F
Price / Cash Flow Ratio 4.20 50% F 29% F
Price/Free Cash Flow Ratio 17.43 63% D 33% F
Management Effectiveness  
Return on Equity 24.27% 88% B+ 87% B+
Return on Invested Capital 21.38% 80% B- 85% B
Return on Assets 7.81% 88% B+ 82% B-
Debt to Equity Ratio 71.50% 38% 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 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.